Latest Institutional Transactions on Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information on the latest institutional transactions involving Ishares Ibonds Dec 2025 Term C (IBDQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
16.7KNew |
$413K - $418K
|
16.7K
$418K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
458KNew |
$11.3M - $11.5M
|
458K
$11.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3K+ 5.86% |
$256K - $260K
|
187K
$4.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-50- 0.06% |
$1.24K - $1.26K
|
80.2K
$2.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.57KNew |
$212K - $215K
|
8.57K
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.34K+ 0.47% |
$33.2K - $33.6K
|
284K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-486K- 32.63% |
$12M - $12.2M
|
1M
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150K+ 27.64% |
$3.72M - $3.77M
|
693K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.3K+ 34.44% |
$750K - $760K
|
118K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11KNew |
$273K - $276K
|
11K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-255K- 99.84% |
$6.33M - $6.41M
|
418
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
458K+ 44.04% |
$11.3M - $11.5M
|
1.5M
$37.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
168+ 1.74% |
$4.16K - $4.22K
|
9.8K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-50.7K- 2.97% |
$1.26M - $1.27M
|
1.65M
$41.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.6K- 29.12% |
$188K - $191K
|
18.5K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-836K- 65.9% |
$20.7M - $21M
|
433K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-28.9K- 50.29% |
$715K - $725K
|
28.5K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.08K- 37.73% |
$126K - $128K
|
8.39K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.85K- 19.8% |
$95.4K - $96.7K
|
15.6K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
141+ 0.97% |
$3.49K - $3.54K
|
14.6K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
123K+ 4.07% |
$3.05M - $3.1M
|
3.15M
$79.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.1K- 37.94% |
$918K - $931K
|
60.6K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4K- 12.83% |
$99.1K - $100K
|
27.2K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.24K+ 4.21% |
$30.6K - $31K
|
30.6K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.3K- 3.01% |
$32.1K - $32.5K
|
41.8K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.4K+ 16.68% |
$183K - $186K
|
51.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
131+ 6.76% |
$3.25K - $3.29K
|
2.07K
$51.9K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
193+ 0.97% |
$4.78K - $4.85K
|
20.1K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.8K+ 10.93% |
$44.6K - $45.2K
|
18.3K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
478K+ 1274.45% |
$11.8M - $12M
|
515K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-965K- 12.94% |
$23.9M - $24.2M
|
6.49M
$163M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.01K+ 41.26% |
$149K - $151K
|
20.6K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.71KNew |
$191K - $194K
|
7.71K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-141K- 53.3% |
$3.49M - $3.54M
|
124K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.96K+ 4.42% |
$98.2K - $99.5K
|
93.6K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.4K+ 5.5% |
$1.3M - $1.32M
|
1.01M
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-954- 9.48% |
$23.6K - $24K
|
9.11K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
7.06K+ 59.97% |
$175K - $177K
|
18.8K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.14K+ 1.11% |
$52.9K - $53.6K
|
194K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 24.32% |
$384K - $389K
|
48.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
22.9KNew |
$568K - $576K
|
22.9K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-11.1K- 10.69% |
$275K - $279K
|
92.8K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-415- 6.65% |
$10.3K - $10.4K
|
5.83K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 10.73% |
$3.22M - $3.27M
|
1.34M
$33.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 7.7% |
$6.52M - $6.61M
|
3.68M
$92.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
48.4KNew |
$1.2M - $1.21M
|
48.4K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
21.3K+ 53.23% |
$528K - $535K
|
61.3K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
8.96K+ 31.19% |
$222K - $225K
|
37.7K
$946K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
6.31K+ 41.15% |
$156K - $158K
|
21.6K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$43.4K - $43.9K
|
1.75K
$43.9K
|