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 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
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      Atwater Malick LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -20- 0.06% | 
            
                                   
                  $502 - $504
                 
             |    
            
                                 
                33.5K
                $843K
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      J. L. Bainbridge & Co., Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -94- 0.67% | 
            
                                   
                  $2.36K - $2.37K
                 
             |    
            
                                 
                14K
                $351K
                
             |               
            |
| 
               
                  Oct 14, 2025
                  Q3 2025
                 
               |   
            
              
   
      Adg Wealth Management Group, LLC
       
           
            Metairie, LA  | 
            
               SELL                   
             | 
            - | 
              -105- 0.45% | 
            
                                   
                  $2.63K - $2.64K
                 
             |    
            
                                 
                23.2K
                $583K
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Gould Asset Management LLC 
       
           
            Claremont, CA  | 
            
               SELL                   
             | 
            - | 
              -145- 0.28% | 
            
                                   
                  $3.64K - $3.65K
                 
             |    
            
                                 
                52.4K
                $1.32M
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Pine Haven Investment Counsel, Inc
       
           
            Fairhaven, MA  | 
            
               SELL                   
             | 
            - | 
              -150- 1.15% | 
            
                                   
                  $3.76K - $3.78K
                 
             |    
            
                                 
                12.9K
                $323K
                
             |               
            |
| 
               
                  Oct 21, 2025
                  Q3 2025
                 
               |   
            
              
   
      Summit Wealth Partners, LLC
       
           
            Orlando, FL  | 
            
               SELL                   
             | 
            - | 
              -200- 0.77% | 
            
                                   
                  $5.02K - $5.04K
                 
             |    
            
                                 
                25.9K
                $651K
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Valley National Advisers Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -229- 32.39% | 
            
                                   
                  $5.75K - $5.77K
                 
             |    
            
                                 
                478
                $12K
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      Signature Wealth Management Group
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -345- 0.09% | 
            
                                   
                  $8.66K - $8.69K
                 
             |    
            
                                 
                364K
                $9.17M
                
             |               
            |
| 
               
                  Oct 09, 2025
                  Q3 2025
                 
               |   
            
              
   
      Bartlett & Co. Wealth Management LLC
       
           
            Cincinnati, OH  | 
            
               SELL                   
             | 
            - | 
              -400- 23.98% | 
            
                                   
                  $10K - $10.1K
                 
             |    
            
                                 
                1.27K
                $31.9K
                
             |               
            |
| 
               
                  Oct 27, 2025
                  Q3 2025
                 
               |   
            
              
   
      Schmidt P J Investment Management Inc
       
           
            Cedarburg, WI  | 
            
               SELL                   
             | 
            - | 
              -442- 2.46% | 
            
                                   
                  $11.1K - $11.1K
                 
             |    
            
                                 
                17.5K
                $440K
                
             |               
            |
| 
               
                  Oct 21, 2025
                  Q3 2025
                 
               |   
            
              
   
      Kerntke Otto Mc Glone Wealth Management Group
       
           
            Appleton, WI  | 
            
               SELL                   
             | 
            - | 
              -619- 4.43% | 
            
                                   
                  $15.5K - $15.6K
                 
             |    
            
                                 
                13.4K
                $336K
                
             |               
            |
| 
               
                  Oct 20, 2025
                  Q3 2025
                 
               |   
            
              
   
      Adirondack Trust CO
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -647- 8.05% | 
            
                                   
                  $16.2K - $16.3K
                 
             |    
            
                                 
                7.39K
                $186K
                
             |               
            |
| 
               
                  Oct 27, 2025
                  Q3 2025
                 
               |   
            
              
   
      Bogart Wealth, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -672- 13.06% | 
            
                                   
                  $16.9K - $16.9K
                 
             |    
            
                                 
                4.47K
                $112K
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Maryland Capital Advisors Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -700- 11.68% | 
            
                                   
                  $17.6K - $17.6K
                 
             |    
            
                                 
                5.29K
                $133K
                
             |               
            |
| 
               
                  Oct 30, 2025
                  Q3 2025
                 
               |   
            
              
   
      Drive Wealth Management, LLC
       
           
            Lehi, UT  | 
            
               SELL                   
             | 
            - | 
              -834- 0.53% | 
            
                                   
                  $20.9K - $21K
                 
             |    
            
                                 
                157K
                $3.95M
                
             |               
            |
| 
               
                  Oct 27, 2025
                  Q3 2025
                 
               |   
            
              
   
      Janney Montgomery Scott LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -852- 0.5% | 
            
                                   
                  $21.4K - $21.5K
                 
             |    
            
                                 
                171K
                $4.3M
                
             |               
            |
| 
               
                  Oct 21, 2025
                  Q3 2025
                 
               |   
            
              
   
      Commonwealth Financial Services, LLC
       
           
            Parkersburg, WV  | 
            
               SELL                   
             | 
            - | 
              -928- 3.74% | 
            
                                   
                  $23.3K - $23.4K
                 
             |    
            
                                 
                23.9K
                $601K
                
             |               
            |
| 
               
                  Oct 22, 2025
                  Q3 2025
                 
               |   
            
              
   
      Riverchase Wealth Management, LLC
       
           
            Flower Mound, TX  | 
            
               SELL                   
             | 
            - | 
              -933- 1.11% | 
            
                                   
                  $23.4K - $23.5K
                 
             |    
            
                                 
                83K
                $2.09M
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      Element Wealth, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -984- 1.84% | 
            
                                   
                  $24.7K - $24.8K
                 
             |    
            
                                 
                52.5K
                $1.32M
                
             |               
            |
| 
               
                  Oct 31, 2025
                  Q3 2025
                 
               |   
            
              
   
      James Investment Research Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1K- 3.69% | 
            
                                   
                  $25.1K - $25.2K
                 
             |    
            
                                 
                26.1K
                $657K
                
             |               
            |
| 
               
                  Oct 10, 2025
                  Q3 2025
                 
               |   
            
              
   
      Tlwm
       
           
            San Antonio, TX  | 
            
               SELL                   
             | 
            - | 
              -1.05K- 0.42% | 
            
                                   
                  $26.3K - $26.4K
                 
             |    
            
                                 
                247K
                $6.21M
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      Foundry Financial Group, Inc.
       
           
            Laconia, NH  | 
            
               SELL                   
             | 
            - | 
              -1.08K- 1.52% | 
            
                                   
                  $27.1K - $27.2K
                 
             |    
            
                                 
                70K
                $1.76M
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      Guidance Point Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.09K- 0.61% | 
            
                                   
                  $27.4K - $27.6K
                 
             |    
            
                                 
                180K
                $4.52M
                
             |               
            |
| 
               
                  Oct 24, 2025
                  Q3 2025
                 
               |   
            
              
   
      Roble, Belko & Company, Inc
       
           
            Sewickley, PA  | 
            
               SELL                   
             | 
            - | 
              -1.23K- 3.05% | 
            
                                   
                  $30.8K - $30.9K
                 
             |    
            
                                 
                39K
                $981K
                
             |               
            |
| 
               
                  Oct 24, 2025
                  Q3 2025
                 
               |   
            
              
   
      Madden Advisory Services, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.23K- 0.37% | 
            
                                   
                  $30.9K - $31.1K
                 
             |    
            
                                 
                331K
                $8.32M
                
             |               
            |
| 
               
                  Oct 22, 2025
                  Q3 2025
                 
               |   
            
              
   
      Granite Harbor Advisors, Inc.
       
           
            Houston, TX  | 
            
               SELL                   
             | 
            - | 
              -1.27K- 5.77% | 
            
                                   
                  $31.9K - $32K
                 
             |    
            
                                 
                20.8K
                $523K
                
             |               
            |
| 
               
                  Oct 09, 2025
                  Q3 2025
                 
               |   
            
              
   
      Princeton Global Asset Management LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.3K- 2.09% | 
            
                                   
                  $32.5K - $32.7K
                 
             |    
            
                                 
                60.9K
                $1.53M
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      Duncker Streett & CO Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.42K- 5.95% | 
            
                                   
                  $35.6K - $35.7K
                 
             |    
            
                                 
                22.4K
                $564K
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Johnson Bixby & Associates, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.48K- 6.49% | 
            
                                   
                  $37.2K - $37.3K
                 
             |    
            
                                 
                21.3K
                $537K
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Kpp Advisory Services LLC
       
           
            Louisville, KY  | 
            
               SELL                   
             | 
            - | 
              -1.5K- 9.84% | 
            
                                   
                  $37.6K - $37.8K
                 
             |    
            
                                 
                13.7K
                $346K
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Hallmark Capital Management Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.68K- 2.05% | 
            
                                   
                  $42.2K - $42.4K
                 
             |    
            
                                 
                80.2K
                $2.02M
                
             |               
            |
| 
               
                  Oct 10, 2025
                  Q3 2025
                 
               |   
            
              
   
      Seneca House Advisors
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.7K- 10.63% | 
            
                                   
                  $42.6K - $42.7K
                 
             |    
            
                                 
                14.3K
                $359K
                
             |               
            |
| 
               
                  Nov 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Straight Path Wealth Management
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -1.82K- 8.98% | 
            
                                   
                  $45.8K - $45.9K
                 
             |    
            
                                 
                18.5K
                $465K
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      Forvis Wealth Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -2.02K- 3.28% | 
            
                                   
                  $50.7K - $50.9K
                 
             |    
            
                                 
                59.7K
                $1.5M
                
             |               
            |
| 
               
                  Oct 03, 2025
                  Q3 2025
                 
               |   
            
              
   
      Horizons Wealth Management
       
           
            Asheville, NC  | 
            
               SELL                   
             | 
            - | 
              -2.23K- 20.97% | 
            
                                   
                  $55.9K - $56.1K
                 
             |    
            
                                 
                8.4K
                $211K
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q3 2025
                 
               |   
            
              
   
      Resonant Capital Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.03K- 1.82% | 
            
                                   
                  $75.9K - $76.3K
                 
             |    
            
                                 
                163K
                $4.11M
                
             |               
            |
| 
               
                  Oct 24, 2025
                  Q3 2025
                 
               |   
            
              
   
      Pinnacle Bancorp, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.43K- 68.21% | 
            
                                   
                  $86K - $86.4K
                 
             |    
            
                                 
                1.6K
                $40.2K
                
             |               
            |
| 
               
                  Oct 23, 2025
                  Q3 2025
                 
               |   
            
              
   
      Valmark Advisers, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.54K- 2.45% | 
            
                                   
                  $88.8K - $89.2K
                 
             |    
            
                                 
                141K
                $3.55M
                
             |               
            |
| 
               
                  Oct 15, 2025
                  Q3 2025
                 
               |   
            
              
   
      Brookstone Capital Management
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.56K- 10.69% | 
            
                                   
                  $89.4K - $89.8K
                 
             |    
            
                                 
                29.8K
                $749K
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Austin Private Wealth, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -3.67K- 6.47% | 
            
                                   
                  $92.2K - $92.5K
                 
             |    
            
                                 
                53.1K
                $1.34M
                
             |               
            |
| 
               
                  Oct 28, 2025
                  Q3 2025
                 
               |   
            
              
   
      Foundation Wealth Management, LLC
       
           
            Clayton, MO  | 
            
               SELL                   
             | 
            - | 
              -4.06K- 3.46% | 
            
                                   
                  $102K - $102K
                 
             |    
            
                                 
                113K
                $2.85M
                
             |               
            |
| 
               
                  Oct 21, 2025
                  Q3 2025
                 
               |   
            
              
   
      4 J Wealth Management LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -4.3K- 2.51% | 
            
                                   
                  $108K - $108K
                 
             |    
            
                                 
                167K
                $4.2M
                
             |               
            |
| 
               
                  Oct 16, 2025
                  Q3 2025
                 
               |   
            
              
   
      Fulton Breakefield Broenniman LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -4.52K- 1.92% | 
            
                                   
                  $113K - $114K
                 
             |    
            
                                 
                231K
                $5.82M
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Arcadia Investment Advisors LLC
       
           
            Eagle, ID  | 
            
               SELL                   
             | 
            - | 
              -4.55K- 1.43% | 
            
                                   
                  $114K - $115K
                 
             |    
            
                                 
                314K
                $7.9M
                
             |               
            |
| 
               
                  Oct 17, 2025
                  Q3 2025
                 
               |   
            
              
   
      Alterna Wealth Management, Inc
       
           
            Houston, TX  | 
            
               SELL                   
             | 
            - | 
              -4.8K- 11.6% | 
            
                                   
                  $120K - $121K
                 
             |    
            
                                 
                36.6K
                $920K
                
             |               
            |
| 
               
                  Oct 02, 2025
                  Q3 2025
                 
               |   
            
              
   
      Bank Of New Hampshire
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -4.93K- 47.61% | 
            
                                   
                  $124K - $124K
                 
             |    
            
                                 
                5.43K
                $136K
                
             |