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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$25 - $25.1
|
99.4K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-32- 0.39% |
$800 - $804
|
8.27K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-60- 0.24% |
$1.5K - $1.51K
|
24.6K
$618K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-65- 0.3% |
$1.63K - $1.63K
|
21.7K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-180- 0.32% |
$4.5K - $4.52K
|
56.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-201- 0.51% |
$5.03K - $5.05K
|
39.3K
$988K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-209- 1.16% |
$5.23K - $5.25K
|
17.9K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-390- 4.02% |
$9.75K - $9.79K
|
9.31K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-565- 0.77% |
$14.1K - $14.2K
|
72.6K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-580- 0.36% |
$14.5K - $14.6K
|
162K
$4.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-611- 1.78% |
$15.3K - $15.3K
|
33.8K
$850K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-760- 2.99% |
$19K - $19.1K
|
24.7K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-918- 1.07% |
$23K - $23.1K
|
84.9K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-925- 2.43% |
$23.1K - $23.2K
|
37.1K
$933K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1K- 7.25% |
$25K - $25.1K
|
12.8K
$322K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.04K- 7.76% |
$25.9K - $26K
|
12.3K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.29K- 1.86% |
$32.4K - $32.5K
|
68.3K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.39K- 11.85% |
$34.6K - $34.8K
|
10.3K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.5K- 20.0% |
$37.5K - $37.7K
|
6K
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.6K- 14.37% |
$40K - $40.2K
|
9.54K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.82K- 5.07% |
$45.6K - $45.8K
|
34.1K
$859K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.88K- 13.5% |
$47.1K - $47.3K
|
12.1K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.94K- 1.06% |
$48.5K - $48.7K
|
181K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.03K- 33.71% |
$50.9K - $51.1K
|
4K
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.19K- 1.24% |
$54.7K - $55K
|
174K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.29K- 2.46% |
$57.3K - $57.5K
|
91K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.32K- 0.76% |
$58.1K - $58.3K
|
305K
$7.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.37K- 12.82% |
$59.2K - $59.4K
|
16.1K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.83K- 4.0% |
$70.8K - $71.1K
|
67.9K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.86K- 1.55% |
$71.5K - $71.8K
|
182K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.57K- 8.21% |
$89.2K - $89.6K
|
39.9K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.67K- 14.97% |
$91.6K - $92K
|
20.8K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-3.76K- 11.04% |
$94K - $94.4K
|
30.3K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.57K- 3.91% |
$139K - $140K
|
137K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.98K- 11.85% |
$150K - $150K
|
44.5K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7.21K- 2.61% |
$180K - $181K
|
269K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.84K- 7.08% |
$221K - $222K
|
116K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.8K- 15.83% |
$271K - $272K
|
57.5K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.7K- 15.18% |
$293K - $294K
|
65.4K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.9K- 5.92% |
$298K - $300K
|
190K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-13K- 10.45% |
$324K - $326K
|
111K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 46.51% |
$414K - $416K
|
19K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-16.6K- 28.86% |
$416K - $418K
|
41K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-19.8K- 64.87% |
$496K - $498K
|
10.7K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 7.21% |
$625K - $628K
|
322K
$8.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.1K- 3.41% |
$703K - $707K
|
797K
$20.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-30.2K- 45.14% |
$754K - $758K
|
36.7K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-33.2K- 33.73% |
$829K - $833K
|
65.1K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-38.4K- 27.88% |
$960K - $964K
|
99.3K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-53.9K- 11.78% |
$1.35M - $1.35M
|
404K
$10.2M
|