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 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 19.23% |
$37.1K - $37.2K
|
9.19K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.44K+ 21.18% |
$36K - $36.2K
|
8.24K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.34K+ 2.25% |
$33.5K - $33.6K
|
60.9K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 2.32% |
$33K - $33.1K
|
58.3K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.32K+ 10.37% |
$33K - $33.1K
|
14.1K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.26K+ 5.8% |
$31.4K - $31.6K
|
22.9K
$577K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.17K+ 2.83% |
$29.2K - $29.3K
|
42.5K
$1.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.12K+ 1.13% |
$28.1K - $28.2K
|
101K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 1.09% |
$25.5K - $25.6K
|
94.6K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1K+ 0.78% |
$25.1K - $25.2K
|
129K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1K+ 3.99% |
$25K - $25.1K
|
26.1K
$655K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1KNew |
$25K - $25.1K
|
1K
$25.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
950+ 8.56% |
$23.8K - $23.9K
|
12.1K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
920+ 1.15% |
$23K - $23.1K
|
80.8K
$2.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
903+ 5.49% |
$22.6K - $22.7K
|
17.4K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
815New |
$20.4K - $20.5K
|
815
$20.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
714+ 8.55% |
$17.9K - $17.9K
|
9.06K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
713+ 3.52% |
$17.8K - $17.9K
|
21K
$527K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
636+ 7.4% |
$15.9K - $16K
|
9.24K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
636+ 0.25% |
$15.9K - $16K
|
258K
$6.48M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
630+ 2.08% |
$15.8K - $15.8K
|
30.9K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
537+ 1.22% |
$13.4K - $13.5K
|
44.5K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
525New |
$13.1K - $13.2K
|
525
$13.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
490+ 1.3% |
$12.3K - $12.3K
|
38.2K
$961K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
420+ 0.36% |
$10.5K - $10.5K
|
118K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
403+ 100.0% |
$10.1K - $10.1K
|
806
$20.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
322+ 0.48% |
$8.05K - $8.09K
|
67.1K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
300+ 11.51% |
$7.5K - $7.53K
|
2.91K
$73.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 7.91% |
$5.63K - $5.65K
|
3.07K
$77.2K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
218+ 0.19% |
$5.45K - $5.47K
|
115K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
217+ 21700.0% |
$5.43K - $5.45K
|
218
$5.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
190+ 1.3% |
$4.75K - $4.77K
|
14.8K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
185+ 1.76% |
$4.63K - $4.65K
|
10.7K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
156New |
$3.9K - $3.92K
|
156
$3.92K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
155+ 1.3% |
$3.88K - $3.89K
|
12.1K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
141+ 0.6% |
$3.53K - $3.54K
|
23.6K
$593K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
120+ 0.96% |
$3K - $3.01K
|
12.6K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
104+ 0.28% |
$2.6K - $2.61K
|
37.8K
$950K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
97+ 1.12% |
$2.43K - $2.44K
|
8.72K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
80+ 0.2% |
$2K - $2.01K
|
40.4K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
79+ 0.33% |
$1.98K - $1.98K
|
24K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
75+ 0.72% |
$1.88K - $1.88K
|
10.4K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
52+ 0.15% |
$1.3K - $1.31K
|
34.3K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
34+ 0.39% |
$850 - $854
|
8.77K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.11% |
$625 - $628
|
23.5K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19+ 1.19% |
$475 - $477
|
1.62K
$40.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
13+ 0.86% |
$325 - $326
|
1.52K
$38.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 1.32% |
$275 - $276
|
846
$21.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10+ 0.1% |
$250 - $251
|
10.2K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.11% |
$150 - $151
|
5.66K
$142K
|