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 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.8KClosed |
$43.7K - $45.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-10.3KClosed |
$251K - $260K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-23.8KClosed |
$580K - $600K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-38.3K- 99.48% |
$933K - $965K
|
200
$5.02K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1Closed |
$24.4 - $25.2
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-10.5KClosed |
$255K - $264K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
BUY
|
- |
125+ 1.28% |
$3.05K - $3.15K
|
9.88K
$248K
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-10KClosed |
$244K - $252K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
168K+ 581.97% |
$4.09M - $4.24M
|
197K
$4.94M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-8.23KClosed |
$201K - $208K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-10KClosed |
$244K - $252K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-298Closed |
$7.26K - $7.52K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
$6.09K - $6.31K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-52.5KClosed |
$1.32M - $1.39M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-132Closed |
$3.32K - $3.49K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-19.5KClosed |
$491K - $516K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-46.4KClosed |
$1.17M - $1.23M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
95+ 1.14% |
$2.39K - $2.51K
|
8.45K
$212K
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-722KClosed |
$18.2M - $19.1M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-1.06K- 52.29% |
$26.7K - $28.1K
|
970
$24.3K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9.2KClosed |
$231K - $243K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-45.3KClosed |
$1.14M - $1.2M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-16Closed |
$403 - $423
|
0
$0
|
|
| Q4 2021 | |||||||
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.42KNew |
$249K - $253K
|
9.42K
$236K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-168Closed |
$4.44K - $4.51K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
11.6KNew |
$306K - $311K
|
11.6K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-6.35KClosed |
$168K - $171K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$26.4 - $26.9
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-5.38KClosed |
$142K - $145K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-291Closed |
$7.68K - $7.82K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
14KNew |
$370K - $376K
|
14K
$351K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.79KClosed |
$236K - $238K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-103Closed |
$2.76K - $2.79K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.65KClosed |
$205K - $207K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-83Closed |
$2.23K - $2.25K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-4.73KClosed |
$127K - $128K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
10KNew |
$268K - $271K
|
10K
$251K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
14.9K+ 144.51% |
$400K - $408K
|
25.3K
$635K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-84Closed |
$2.25K - $2.29K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-2.6KClosed |
$69.5K - $71K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.63KClosed |
$233K - $236K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
50.2KNew |
$1.36M - $1.37M
|
50.2K
$1.26M
|
|
| Q3 2020 | |||||||
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.5KClosed |
$229K - $232K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-258Closed |
$6.95K - $7.04K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-10.1KClosed |
$272K - $276K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
15.8KNew |
$426K - $431K
|
15.8K
$397K
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-677Closed |
$18.2K - $18.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.27K+ 18.83% |
$56K - $61.3K
|
14.3K
$359K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-804Closed |
$19.8K - $21.7K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-908KClosed |
$22.4M - $24.5M
|
0
$0
|
|