Purchases and Sales Made in Q3 2024 in Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2025 TERM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
507+ 16.73% |
$12.6K - $12.7K
|
3.54K
$88.8K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
411+ 3.59% |
$10.2K - $10.3K
|
11.9K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
400+ 1.73% |
$9.91K - $10K
|
23.5K
$589K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
378+ 0.21% |
$9.37K - $9.49K
|
183K
$4.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
322+ 2.0% |
$7.98K - $8.09K
|
16.5K
$413K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
294New |
$7.29K - $7.38K
|
294
$7.38K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
250+ 2.3% |
$6.2K - $6.28K
|
11.1K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
230+ 0.3% |
$5.7K - $5.78K
|
77.1K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
193+ 0.97% |
$4.78K - $4.85K
|
20.1K
$503K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
190+ 3.89% |
$4.71K - $4.77K
|
5.08K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
187+ 0.16% |
$4.63K - $4.7K
|
120K
$3M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
178+ 0.79% |
$4.41K - $4.47K
|
22.6K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
168+ 1.74% |
$4.16K - $4.22K
|
9.8K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
147+ 1.71% |
$3.64K - $3.69K
|
8.74K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
142+ 1.42% |
$3.52K - $3.57K
|
10.2K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
141+ 0.97% |
$3.49K - $3.54K
|
14.6K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
131+ 6.76% |
$3.25K - $3.29K
|
2.07K
$51.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
116+ 0.98% |
$2.87K - $2.91K
|
12K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
109+ 0.42% |
$2.7K - $2.74K
|
26.1K
$655K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
80+ 0.14% |
$1.98K - $2.01K
|
55.5K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
57+ 0.26% |
$1.41K - $1.43K
|
21.9K
$551K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
43+ 0.41% |
$1.07K - $1.08K
|
10.5K
$264K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
35+ 0.14% |
$867 - $879
|
24.5K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
24+ 600.0% |
$595 - $603
|
28
$703
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
20+ 0.04% |
$496 - $502
|
45.9K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 0.82% |
$322 - $326
|
1.6K
$40.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50- 0.06% |
$1.24K - $1.26K
|
80.2K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-156- 6.95% |
$3.87K - $3.92K
|
2.09K
$52.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-158- 2.01% |
$3.92K - $3.97K
|
7.71K
$194K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-161- 1.19% |
$3.99K - $4.04K
|
13.3K
$335K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-285- 0.33% |
$7.06K - $7.16K
|
85.8K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-293- 1.46% |
$7.26K - $7.36K
|
19.8K
$496K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-341- 0.84% |
$8.45K - $8.56K
|
40.3K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-415- 6.65% |
$10.3K - $10.4K
|
5.83K
$146K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-436- 2.35% |
$10.8K - $10.9K
|
18.1K
$454K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-451- 0.2% |
$11.2K - $11.3K
|
224K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-475- 5.55% |
$11.8K - $11.9K
|
8.08K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-519- 2.06% |
$12.9K - $13K
|
24.6K
$618K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-745- 1.28% |
$18.5K - $18.7K
|
57.6K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-756- 3.93% |
$18.7K - $19K
|
18.5K
$463K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-788- 12.23% |
$19.5K - $19.8K
|
5.66K
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-860- 5.83% |
$21.3K - $21.6K
|
13.9K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-901- 7.98% |
$22.3K - $22.6K
|
10.4K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-954- 9.48% |
$23.6K - $24K
|
9.11K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1K- 58.82% |
$24.8K - $25.1K
|
700
$17.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.05K- 14.82% |
$26K - $26.4K
|
6.03K
$151K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.1K- 9.26% |
$27.3K - $27.6K
|
10.8K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.1K- 0.19% |
$27.3K - $27.7K
|
569K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.1K- 1.17% |
$27.3K - $27.7K
|
93.3K
$2.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.2K- 5.95% |
$29.7K - $30.1K
|
19K
$476K
|