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 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-3.76K- 11.04% |
$94K - $94.4K
|
30.3K
$762K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.24K- 15.52% |
$106K - $106K
|
23.1K
$580K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.57K- 3.91% |
$139K - $140K
|
137K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.89K- 2.63% |
$147K - $148K
|
218K
$5.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-5.91K- 13.91% |
$148K - $148K
|
36.6K
$920K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.98K- 11.85% |
$150K - $150K
|
44.5K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.06K- 7.4% |
$151K - $152K
|
75.8K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6.34K- 23.33% |
$158K - $159K
|
20.8K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7.21K- 2.61% |
$180K - $181K
|
269K
$6.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-8.81K- 16.76% |
$220K - $221K
|
43.8K
$1.1M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.4K- 7.91% |
$286K - $287K
|
133K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.7K- 15.18% |
$293K - $294K
|
65.4K
$1.64M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-13.4K- 40.96% |
$336K - $338K
|
19.4K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.5K- 81.82% |
$413K - $414K
|
3.67K
$92.2K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18K- 29.71% |
$450K - $452K
|
42.6K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-19.8K- 64.87% |
$496K - $498K
|
10.7K
$270K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-20.4K- 10.12% |
$509K - $511K
|
181K
$4.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 7.21% |
$625K - $628K
|
322K
$8.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-25.6K- 30.21% |
$640K - $643K
|
59.1K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 3.96% |
$687K - $690K
|
666K
$16.7M
|
|
|
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
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-34.6K- 29.11% |
$866K - $870K
|
84.3K
$2.12M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-34.6K- 29.11% |
$866K - $870K
|
84.3K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-36.4K- 5.51% |
$909K - $913K
|
623K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-38.4K- 27.88% |
$960K - $964K
|
99.3K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40.6K- 4.71% |
$1.02M - $1.02M
|
821K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-45.1K- 38.25% |
$1.13M - $1.13M
|
72.8K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46.9K- 37.92% |
$1.17M - $1.18M
|
76.7K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.5K- 3.54% |
$1.19M - $1.19M
|
1.29M
$32.6M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.2K- 8.59% |
$1.28M - $1.29M
|
545K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-53.9K- 11.78% |
$1.35M - $1.35M
|
404K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-56.4K- 26.81% |
$1.41M - $1.42M
|
154K
$3.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-57K- 9.64% |
$1.42M - $1.43M
|
534K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-62.4K- 32.24% |
$1.56M - $1.57M
|
131K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-71.2K- 22.52% |
$1.78M - $1.79M
|
245K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-77.8K- 4.7% |
$1.95M - $1.95M
|
1.58M
$39.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-81.1K- 6.18% |
$2.03M - $2.04M
|
1.23M
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-83.1K- 3.69% |
$2.08M - $2.09M
|
2.17M
$54.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-87.5K- 94.28% |
$2.19M - $2.2M
|
5.31K
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-113K- 83.22% |
$2.83M - $2.84M
|
22.8K
$574K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-115K- 10.76% |
$2.86M - $2.88M
|
950K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-120K- 69.55% |
$3M - $3.02M
|
52.6K
$1.32M
|