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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 0.27% |
$730 - $740
|
11.4K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.1K- 13.86% |
$26.7K - $27K
|
6.81K
$171K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8KNew |
$286K - $290K
|
11.8K
$295K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
36.3KNew |
$884K - $895K
|
36.3K
$911K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-637K- 57.13% |
$15.5M - $15.7M
|
478K
$12M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.8K- 7.63% |
$43.8K - $44.4K
|
21.8K
$547K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$281K - $285K
|
11.5K
$290K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.02K- 17.75% |
$49K - $49.7K
|
9.34K
$234K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
755New |
$18.4K - $18.6K
|
755
$18.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
47.9K+ 61.29% |
$1.17M - $1.18M
|
126K
$3.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-406- 34.06% |
$9.88K - $10K
|
786
$19.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7.51K- 18.14% |
$183K - $185K
|
33.9K
$850K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-505K- 96.64% |
$12.3M - $12.4M
|
17.5K
$440K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
18.5KNew |
$450K - $456K
|
18.5K
$464K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.05KNew |
$49.8K - $50.5K
|
2.05K
$51.4K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-755- 7.78% |
$18.4K - $18.6K
|
8.95K
$225K
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-48K- 43.78% |
$1.17M - $1.18M
|
61.7K
$1.55M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-29.6K- 79.45% |
$715K - $730K
|
7.66K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-10.9K- 89.66% |
$262K - $268K
|
1.25K
$31.5K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
98.8KNew |
$2.38M - $2.43M
|
98.8K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$500K - $510K
|
20.7K
$520K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.7KNew |
$89.3K - $91.2K
|
3.7K
$92.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.5K- 72.04% |
$277K - $283K
|
4.46K
$112K
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-12.6K- 55.09% |
$305K - $311K
|
10.3K
$258K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-591- 49.25% |
$14.3K - $14.6K
|
609
$15.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
32.4KNew |
$782K - $799K
|
32.4K
$813K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
16.4KNew |
$397K - $405K
|
16.4K
$412K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
15.4KNew |
$367K - $376K
|
15.4K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-39.6K- 17.64% |
$944K - $969K
|
185K
$4.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-725- 6.18% |
$17.3K - $17.8K
|
11K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
354New |
$8.45K - $8.67K
|
354
$8.88K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.1K - $19.6K
|
800
$20.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
634New |
$15.1K - $15.5K
|
634
$15.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.43KNew |
$34.2K - $35K
|
1.43K
$35.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.4KNew |
$320K - $328K
|
13.4K
$336K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1KNew |
$23.9K - $24.5K
|
1K
$25.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
509New |
$12.1K - $12.5K
|
509
$12.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.4KNew |
$201K - $206K
|
8.4K
$211K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
182KNew |
$4.34M - $4.45M
|
182K
$4.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.66KNew |
$39.6K - $40.6K
|
1.66K
$41.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-80- 0.95% |
$1.91K - $1.96K
|
8.38K
$210K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1K- 45.45% |
$23.9K - $24.5K
|
1.2K
$30.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
372KNew |
$8.88M - $9.11M
|
372K
$9.33M
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-74.8K- 78.15% |
$1.8M - $1.87M
|
20.9K
$525K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$330K - $343K
|
13.7K
$344K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.21K+ 14.01% |
$77.2K - $80.2K
|
26.1K
$654K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-920KClosed |
$22.1M - $23M
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-8.19KClosed |
$197K - $205K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-458- 0.66% |
$11K - $11.5K
|
68.8K
$1.73M
|
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
9.66KNew |
$232K - $242K
|
9.66K
$242K
|
|