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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-45.3KClosed |
$1.14M - $1.2M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.42KNew |
$249K - $253K
|
9.42K
$237K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-168Closed |
$4.44K - $4.51K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-6.35KClosed |
$168K - $171K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
11.6KNew |
$306K - $311K
|
11.6K
$291K
|
|
|
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
$352K
|
|
| 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
$636K
|
|
|
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
$360K
|
|
|
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
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-255Closed |
$6.29K - $6.88K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1KClosed |
$22.7K - $26.7K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-33.8KClosed |
$766K - $903K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-235Closed |
$6.05K - $6.12K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2.68KClosed |
$69K - $69.8K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-3.78KClosed |
$97.2K - $98.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.98KClosed |
$152K - $156K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10.5KClosed |
$267K - $273K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-5.36KClosed |
$136K - $140K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-82.6KClosed |
$1.97M - $2.06M
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.1KClosed |
$73.7K - $77.2K
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 09, 2019
Q4 2018
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-655KClosed |
$15.4M - $15.6M
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
M&T Bank Corp
|
SELL
|
- |
-8.52KClosed |
$200K - $203K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.3KClosed |
$268K - $274K
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
29KNew |
$688K - $703K
|
29K
$729K
|
|
| Q1 2018 | |||||||
|
Apr 11, 2018
Q1 2018
|
Gradient Investments LLC
|
SELL
|
- |
-556Closed |
$13.3K - $13.9K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Jan 03, 2024
Q2 2017
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.35K- 97.67% |
N/A
|
80
$2.01K
|
|