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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
7.78KNew |
$192K - $193K
|
7.78K
$195K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-13.4K- 28.11% |
$330K - $332K
|
34.2K
$857K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-284- 21.21% |
$7.01K - $7.05K
|
1.06K
$26.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
148K+ 8.94% |
$3.66M - $3.68M
|
1.8M
$45.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
352+ 3.88% |
$8.69K - $8.74K
|
9.44K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-95- 5.96% |
$2.35K - $2.36K
|
1.5K
$37.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.16KNew |
$202K - $203K
|
8.16K
$205K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-759- 57.15% |
$18.7K - $18.9K
|
569
$14.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32KNew |
$790K - $794K
|
32K
$802K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
126KNew |
$3.12M - $3.13M
|
126K
$3.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
350New |
$8.65K - $8.69K
|
350
$8.78K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.4K+ 99.66% |
$306K - $308K
|
24.8K
$622K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
148KNew |
$3.61M - $3.68M
|
148K
$3.72M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$2.99K - $3.05K
|
123
$3.09K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
18KNew |
$437K - $445K
|
18K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
20.1KNew |
$489K - $498K
|
20.1K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
62.6KNew |
$1.52M - $1.55M
|
62.6K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$374K - $382K
|
15.4K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.5KNew |
$2.13M - $2.17M
|
87.5K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-120- 1.15% |
$2.91K - $2.97K
|
10.4K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$60K - $61.2K
|
2.47K
$62K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
530New |
$12.9K - $13.1K
|
530
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.3KNew |
$226K - $230K
|
9.3K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-63.3K- 84.45% |
$1.54M - $1.57M
|
11.7K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
52.1KNew |
$1.26M - $1.29M
|
52.1K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.1K- 13.25% |
$51K - $52K
|
13.8K
$345K
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
812KNew |
$19.7M - $20.1M
|
812K
$20.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.7K+ 16.72% |
$41.3K - $42.1K
|
11.9K
$298K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.44K+ 4.87% |
$108K - $110K
|
95.5K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6- 0.14% |
$146 - $149
|
4.42K
$111K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-441- 4.8% |
$10.7K - $10.9K
|
8.75K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$656 - $669
|
8.39K
$211K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
106K+ 394.04% |
$2.57M - $2.62M
|
133K
$3.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.18KNew |
$199K - $203K
|
8.18K
$205K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
239New |
$5.81K - $5.85K
|
239
$6K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.5K+ 1.68% |
$280K - $282K
|
699K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$298K - $301K
|
12.3K
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18.5KNew |
$449K - $453K
|
18.5K
$464K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.24K+ 12.91% |
$30K - $30.2K
|
10.8K
$271K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.39K+ 233.11% |
$58K - $58.4K
|
3.41K
$85.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
161KNew |
$3.92M - $3.95M
|
161K
$4.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.11KNew |
$27.1K - $27.3K
|
1.11K
$28K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.43KNew |
$205K - $206K
|
8.43K
$212K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
5.56KNew |
$135K - $136K
|
5.56K
$139K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
318New |
$7.72K - $7.78K
|
318
$7.98K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.23KNew |
$151K - $152K
|
6.23K
$156K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
262New |
$6.38K - $6.46K
|
262
$6.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.69K+ 2.36% |
$41.2K - $41.7K
|
73.5K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
42.3K+ 4.06% |
$1.03M - $1.04M
|
1.08M
$27.2M
|
|