Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.21MNew |
$55.1M - $55.4M
|
2.21M
$55.5M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
716KNew |
$17.9M - $18M
|
716K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
590K+ 83.75% |
$14.7M - $14.8M
|
1.29M
$32.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
529K+ 114.54% |
$13.2M - $13.3M
|
991K
$24.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
449K+ 973.92% |
$11.2M - $11.3M
|
496K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
426K+ 11.57% |
$10.7M - $10.7M
|
4.11M
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
425K+ 26.6% |
$10.6M - $10.7M
|
2.02M
$50.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
416KNew |
$10.4M - $10.5M
|
416K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
397K+ 6.11% |
$9.92M - $9.96M
|
6.89M
$173M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
394K+ 40.63% |
$9.84M - $9.88M
|
1.36M
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
346K+ 23.13% |
$8.66M - $8.7M
|
1.84M
$46.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
322KNew |
$8.06M - $8.1M
|
322K
$8.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
315K+ 1565.2% |
$7.87M - $7.91M
|
335K
$8.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
314K+ 128.91% |
$7.85M - $7.88M
|
557K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
307K+ 15.9% |
$7.69M - $7.72M
|
2.24M
$56.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
295K+ 70462.2% |
$7.36M - $7.4M
|
295K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
293K+ 29.16% |
$7.33M - $7.37M
|
1.3M
$32.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
280K+ 10.15% |
$7.01M - $7.04M
|
3.04M
$76.5M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
245K+ 246.25% |
$6.12M - $6.15M
|
344K
$8.66M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
245K+ 422.33% |
$6.12M - $6.15M
|
303K
$7.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
234K+ 20.27% |
$5.85M - $5.88M
|
1.39M
$34.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
223K+ 112.48% |
$5.58M - $5.6M
|
422K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
198KNew |
$4.95M - $4.97M
|
198K
$4.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
192KNew |
$4.81M - $4.83M
|
192K
$4.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 8.71% |
$4.72M - $4.74M
|
2.36M
$59.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
187KNew |
$4.67M - $4.69M
|
187K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
129K+ 107.94% |
$3.23M - $3.24M
|
249K
$6.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
126K+ 1470.76% |
$3.15M - $3.16M
|
135K
$3.38M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
126K+ 1470.76% |
$3.15M - $3.16M
|
135K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.98M - $2.99M
|
119K
$3M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
118KNew |
$2.95M - $2.96M
|
118K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
116K+ 14.15% |
$2.89M - $2.91M
|
933K
$23.5M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
106KNew |
$2.64M - $2.66M
|
106K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
94.9K+ 28.73% |
$2.37M - $2.38M
|
425K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.8K+ 19.19% |
$2.29M - $2.3M
|
570K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
90.3K+ 10.43% |
$2.26M - $2.27M
|
956K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
87.2K+ 79.87% |
$2.18M - $2.19M
|
196K
$4.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
83.7KNew |
$2.09M - $2.1M
|
83.7K
$2.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
83.6K+ 1575.47% |
$2.09M - $2.1M
|
88.9K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
77KNew |
$1.93M - $1.93M
|
77K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.3K+ 9.77% |
$1.86M - $1.87M
|
835K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
72.6KNew |
$1.82M - $1.82M
|
72.6K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
72K+ 271.47% |
$1.8M - $1.81M
|
98.6K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.6K+ 7.13% |
$1.79M - $1.8M
|
1.08M
$27M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
64.3K+ 52.59% |
$1.61M - $1.61M
|
187K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
63.1K+ 19.55% |
$1.58M - $1.59M
|
386K
$9.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.2KNew |
$1.53M - $1.54M
|
61.2K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
60.8K+ 6.74% |
$1.52M - $1.53M
|
963K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
59.2K+ 22.69% |
$1.48M - $1.49M
|
320K
$8.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59K+ 10.44% |
$1.47M - $1.48M
|
624K
$15.7M
|