Purchases and Sales Made in Q3 2025 in Ishares Ibonds Dec 2025 Term C (IBDQ)

IBDQ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q3 2025. 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 16, 2025 Q3 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
243K
+ 55.72%
$6.1M - $6.12M
679K $17.1M
Oct 17, 2025 Q3 2025
Hm Payson & CO

Portland, ME
BUY
 -
220K
+ 6.69%
$5.52M - $5.54M
3.51M $88.2M
Oct 22, 2025 Q3 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
141K
+ 12.93%
$3.53M - $3.55M
1.23M $30.9M
Oct 28, 2025 Q3 2025
Sequoia Financial Advisors, LLC

BUY
 -
76.7K
New
$1.93M - $1.93M
76.7K $1.93M
Oct 23, 2025 Q3 2025
Kesler, Norman & Wride, LLC

BUY
 -
53.8K
+ 20.25%
$1.35M - $1.35M
319K $8.03M
Oct 21, 2025 Q3 2025
Global Retirement Partners, LLC

BUY
 -
28K
+ 5.81%
$702K - $704K
509K $12.8M
Oct 28, 2025 Q3 2025
Gratus Wealth Advisors, LLC

Virginia Beach, VA
BUY
 -
26.9K
+ 2.13%
$674K - $677K
1.29M $32.4M
Oct 22, 2025 Q3 2025
Commonwealth Equity Services, LLC

BUY
 -
25.6K
+ 1.43%
$643K - $646K
1.82M $45.8M
Oct 24, 2025 Q3 2025
Phillips Financial Management, LLC

BUY
 -
18.7K
+ 19.81%
$469K - $471K
113K $2.84M
Oct 06, 2025 Q3 2025
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
16.5K
+ 128.98%
$413K - $415K
29.2K $735K
Oct 20, 2025 Q3 2025
Smith, Salley & Associates

BUY
 -
12.4K
New
$312K - $313K
12.4K $313K
Oct 28, 2025 Q3 2025
Beaumont Asset Management, L.L.C.

BUY
 -
11.5K
+ 3.37%
$289K - $290K
354K $8.9M
Oct 20, 2025 Q3 2025
Merit Financial Group, LLC

BUY
 -
11.4K
+ 4.32%
$286K - $287K
275K $6.91M
Oct 20, 2025 Q3 2025
Calamos Wealth Management LLC

BUY
 -
8.28K
New
$208K - $209K
8.28K $208K
Oct 29, 2025 Q3 2025
Dudley Capital Management, LLC

Middleburg, VA
BUY
 -
8.05K
New
$202K - $203K
8.05K $202K
Oct 28, 2025 Q3 2025
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
7.3K
+ 3.59%
$183K - $184K
211K $5.3M
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
7.22K
+ 107.81%
$181K - $182K
13.9K $350K
Oct 29, 2025 Q3 2025
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
6.07K
+ 1.92%
$152K - $153K
322K $8.1M
Oct 17, 2025 Q3 2025
Mayflower Financial Advisors, LLC

BUY
 -
6.07K
+ 8.5%
$152K - $153K
77.4K $1.95M
Oct 30, 2025 Q3 2025
Probity Advisors, Inc.

Dallas, TX
BUY
 -
5.52K
+ 3.69%
$139K - $139K
155K $3.9M
Oct 07, 2025 Q3 2025
Montecito Bank & Trust

BUY
 -
3.9K
+ 7.75%
$97.8K - $98.2K
54.2K $1.36M
Oct 17, 2025 Q3 2025
Archford Capital Strategies, LLC

BUY
 -
2.67K
+ 3.1%
$67.1K - $67.4K
89K $2.24M
Oct 17, 2025 Q3 2025
Pure Financial Advisors, LLC

BUY
 -
2.57K
+ 8.07%
$64.5K - $64.7K
34.4K $865K
Oct 24, 2025 Q3 2025
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
2.5K
+ 2.14%
$62.8K - $63K
120K $3.01M
Oct 08, 2025 Q3 2025
Financial Advisory Corp

Grand Rapids, MI
BUY
 -
1.78K
+ 14.35%
$44.5K - $44.7K
14.1K $356K
Oct 24, 2025 Q3 2025
Associated Banc Corp

Green Bay, WI
BUY
 -
1.38K
+ 1.21%
$34.5K - $34.6K
115K $2.89M
Oct 10, 2025 Q3 2025
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
977
+ 0.98%
$24.5K - $24.6K
100K $2.52M
Oct 23, 2025 Q3 2025
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
938
+ 4.1%
$23.5K - $23.6K
23.8K $599K
Oct 20, 2025 Q3 2025
Financial Consulate, Inc

BUY
 -
830
New
$20.8K - $20.9K
830 $20.9K
Oct 20, 2025 Q3 2025
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
745
+ 0.61%
$18.7K - $18.8K
122K $3.08M
Oct 15, 2025 Q3 2025
Matthew Goff Investment Advisor, LLC

BUY
 -
585
+ 0.08%
$14.7K - $14.7K
761K $19.1M
Oct 14, 2025 Q3 2025
Tabr Capital Management, LLC

Orange, CA
BUY
 -
435
+ 1.05%
$10.9K - $11K
41.7K $1.05M
Oct 30, 2025 Q3 2025
Avidian Wealth Solutions, LLC

BUY
 -
371
+ 1.72%
$9.31K - $9.35K
21.9K $550K
Oct 16, 2025 Q3 2025
Conrad Siegel Investment Advisors, Inc.

BUY
 -
367
+ 1.0%
$9.21K - $9.24K
37.1K $933K
Oct 22, 2025 Q3 2025
Autumn Glory Partners, LLC

BUY
 -
324
+ 2.43%
$8.13K - $8.16K
13.7K $344K
Oct 30, 2025 Q3 2025
Cnb Bank

Clearfield, PA
BUY
 -
254
New
$6.37K - $6.4K
254 $6.39K
Oct 21, 2025 Q3 2025
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
210
+ 1.21%
$5.27K - $5.29K
17.6K $443K
Oct 21, 2025 Q3 2025
Meredith Wealth Planning

Maryville, IL
BUY
 -
174
+ 1.06%
$4.37K - $4.38K
16.6K $417K
Oct 28, 2025 Q3 2025
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
158
+ 0.23%
$3.96K - $3.98K
67.5K $1.7M
Oct 31, 2025 Q3 2025
Tfr Capital, Llc.

Plano, TX
BUY
 -
156
+ 0.15%
$3.91K - $3.93K
103K $2.58M
Oct 17, 2025 Q3 2025
Valley Forge Investment Consultants Inc Adv

BUY
 -
136
+ 1.06%
$3.41K - $3.43K
12.9K $326K
Oct 27, 2025 Q3 2025
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
108
+ 0.76%
$2.71K - $2.72K
14.3K $359K
Oct 31, 2025 Q3 2025
Barrett & Company, Inc.

Providence, RI
BUY
 -
66
+ 0.16%
$1.66K - $1.66K
40.3K $1.01M
Oct 21, 2025 Q3 2025
Eagle Strategies LLC

New York, NY
BUY
 -
48
+ 0.45%
$1.2K - $1.21K
10.8K $272K
Oct 24, 2025 Q3 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
45
+ 0.32%
$1.13K - $1.13K
14.3K $360K
Oct 22, 2025 Q3 2025
Mc Ilrath & Eck, LLC

BUY
 -
25
+ 1.04%
$627 - $630
2.43K $61.2K
Oct 15, 2025 Q3 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
15
+ 1.04%
$376 - $378
1.46K $36.8K
Oct 06, 2025 Q3 2025
Venture Visionary Partners LLC

BUY
 -
9
+ 0.05%
$226 - $227
17.9K $450K
Oct 16, 2025 Q3 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
7
+ 0.01%
$176 - $176
92.3K $2.32M

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