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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.1% |
$50 - $50.2
|
2.07K
$52.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$50 - $50.2
|
6.16K
$155K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$25 - $25.1
|
99.4K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.07% |
$150 - $151
|
8.07K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-22- 78.57% |
$550 - $552
|
6
$151
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-92- 0.41% |
$2.3K - $2.31K
|
22.5K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-180- 0.32% |
$4.5K - $4.52K
|
56.4K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-191- 0.73% |
$4.78K - $4.8K
|
25.9K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-198Closed |
$4.95K - $4.97K
|
0
$0
|
|
|
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
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-370- 0.46% |
$9.25K - $9.29K
|
79.6K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-390- 4.02% |
$9.75K - $9.79K
|
9.31K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-457- 1.23% |
$11.4K - $11.5K
|
36.7K
$922K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-625- 7.7% |
$15.6K - $15.7K
|
7.49K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-676- 0.34% |
$16.9K - $17K
|
199K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-760- 2.99% |
$19K - $19.1K
|
24.7K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-800- 0.99% |
$20K - $20.1K
|
79.6K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-918- 1.07% |
$23K - $23.1K
|
84.9K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-925- 2.43% |
$23.1K - $23.2K
|
37.1K
$932K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.06K- 3.48% |
$26.6K - $26.7K
|
29.5K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.29K- 1.86% |
$32.4K - $32.5K
|
68.3K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.31K- 1.09% |
$32.6K - $32.8K
|
118K
$2.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.39K- 11.85% |
$34.6K - $34.8K
|
10.3K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.49K- 2.69% |
$37.4K - $37.5K
|
54K
$1.36M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.74K- 16.3% |
$43.6K - $43.8K
|
8.95K
$225K
|
|
|
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
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.9K- 4.56% |
$47.5K - $47.7K
|
39.7K
$999K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.55K- 22.73% |
$88.6K - $89K
|
12.1K
$303K
|
|
|
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
$523K
|