Purchases and Sales Made in Q3 2025 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 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
|
- |
76.7KNew |
$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 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
15K+ 8.34% |
$375K - $377K
|
194K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
12.4KNew |
$312K - $313K
|
12.4K
$313K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$306K - $307K
|
12.2K
$307K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
11K+ 6.77% |
$275K - $276K
|
173K
$4.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.28KNew |
$208K - $209K
|
8.28K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
8.05KNew |
$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
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6.15KNew |
$154K - $155K
|
6.15K
$155K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.11KNew |
$27.7K - $27.8K
|
1.11K
$27.8K
|
|
|
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
|
- |
830New |
$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
|
- |
254New |
$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
|