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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22.6K+ 3.36% |
$565K - $568K
|
694K
$17.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.28K- 2.62% |
$31.9K - $32.1K
|
47.4K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-13K- 9.66% |
$326K - $328K
|
122K
$3.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-12.9K- 25.98% |
$323K - $325K
|
36.7K
$922K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-500- 4.35% |
$12.5K - $12.6K
|
11K
$276K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-84.8K- 53.66% |
$2.12M - $2.13M
|
73.2K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 105.08% |
$86K - $86.4K
|
6.7K
$168K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
127+ 1.04% |
$3.18K - $3.2K
|
12.4K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
38+ 0.47% |
$952 - $957
|
8.04K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-157K- 52.13% |
$3.94M - $3.96M
|
145K
$3.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
498+ 2.49% |
$12.5K - $12.5K
|
20.5K
$514K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.11K+ 72.4% |
$153K - $154K
|
14.6K
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.2K- 6.2% |
$281K - $283K
|
170K
$4.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.64K- 2.04% |
$166K - $167K
|
319K
$8.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-149K- 16.42% |
$3.74M - $3.76M
|
760K
$19.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.69K- 6.33% |
$142K - $143K
|
84.2K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-9.26K- 36.72% |
$232K - $233K
|
16K
$400K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-14.3K- 8.43% |
$357K - $359K
|
155K
$3.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-23.7K- 45.31% |
$593K - $597K
|
28.6K
$718K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
51.3K+ 39.55% |
$1.28M - $1.29M
|
181K
$4.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-11.5K- 23.16% |
$288K - $290K
|
38.2K
$958K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.2K- 1.2% |
$30.1K - $30.3K
|
99.4K
$2.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.38K- 11.51% |
$34.6K - $34.8K
|
10.6K
$267K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.03% |
$25 - $25.2
|
3.54K
$88.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.2K+ 9.71% |
$430K - $433K
|
194K
$4.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-4.28K- 1.38% |
$107K - $108K
|
307K
$7.69M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.89K+ 8.41% |
$123K - $123K
|
63.1K
$1.58M
|
|
| Q1 2025 | |||||||
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
39+ 0.03% |
$977 - $981
|
119K
$2.99M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.1K+ 4681.83% |
$729K - $733K
|
29.7K
$746K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.74K- 37.73% |
$43.5K - $43.7K
|
2.87K
$72K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
21+ 0.12% |
$526 - $528
|
17.9K
$449K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
211+ 0.02% |
$5.29K - $5.31K
|
934K
$23.4M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
531+ 3.19% |
$13.3K - $13.4K
|
17.2K
$431K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3.29K- 1.11% |
$82.3K - $82.7K
|
293K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
614+ 2.83% |
$15.4K - $15.4K
|
22.3K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
69.4K+ 52.15% |
$1.74M - $1.75M
|
202K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
90.1KNew |
$2.26M - $2.27M
|
90.1K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-43.3K- 4.03% |
$1.09M - $1.09M
|
1.03M
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
345K+ 5.01% |
$8.64M - $8.68M
|
7.23M
$181M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-325K- 7.91% |
$8.14M - $8.18M
|
3.79M
$95M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800+ 90.6% |
$20K - $20.1K
|
1.68K
$42.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.3K- 10.63% |
$358K - $360K
|
120K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
79.6KNew |
$1.99M - $2M
|
79.6K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$362K - $363K
|
14.4K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.18KNew |
$29.6K - $29.8K
|
1.18K
$29.7K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
650+ 2.5% |
$16.3K - $16.4K
|
26.7K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.39K- 28.14% |
$84.9K - $85.3K
|
8.66K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-250- 2.4% |
$6.26K - $6.29K
|
10.2K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.04K+ 7.95% |
$26.1K - $26.2K
|
14.2K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.8KNew |
$421K - $423K
|
16.8K
$422K
|
|