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
|
Northstar Group, Inc.
|
SELL
|
- |
-6.39K- 1.88% |
$160K - $161K
|
334K
$8.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-7.28K- 4.7% |
$183K - $183K
|
148K
$3.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.48K- 1.3% |
$238K - $239K
|
718K
$18.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-10.3K- 50.11% |
$260K - $261K
|
10.3K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.4K- 1.3% |
$260K - $261K
|
786K
$19.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-11.2K- 34.6% |
$280K - $281K
|
21.1K
$531K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-11.2K- 2.24% |
$282K - $283K
|
489K
$12.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-11.6K- 13.74% |
$291K - $292K
|
72.7K
$1.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-11.6K- 54.05% |
$291K - $293K
|
9.87K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.7K- 2.19% |
$320K - $321K
|
569K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.1K- 7.7% |
$328K - $329K
|
157K
$3.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-15.4K- 15.16% |
$386K - $388K
|
86.1K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-16.9K- 8.95% |
$424K - $426K
|
172K
$4.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-17.6K- 9.55% |
$441K - $442K
|
166K
$4.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-19.5K- 1.93% |
$489K - $490K
|
989K
$24.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20.2K- 27.65% |
$508K - $510K
|
52.9K
$1.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-20.5K- 6.7% |
$515K - $517K
|
286K
$7.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
SELL
|
- |
-23.6K- 4.18% |
$591K - $594K
|
540K
$13.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-35.8K- 10.3% |
$897K - $901K
|
311K
$7.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.9K- 12.17% |
$975K - $979K
|
280K
$7.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-46.3K- 96.09% |
$1.16M - $1.17M
|
1.89K
$47.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-50.9K- 5.74% |
$1.28M - $1.28M
|
835K
$21M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
SELL
|
- |
-52.3K- 37.85% |
$1.31M - $1.32M
|
85.9K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-63.4K- 13.95% |
$1.59M - $1.6M
|
391K
$9.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-131K- 94.25% |
$3.29M - $3.3M
|
7.99K
$201K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-134K- 92.93% |
$3.37M - $3.38M
|
10.2K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-160K- 62.69% |
$4.01M - $4.03M
|
95.1K
$2.39M
|