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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-198Closed |
$4.95K - $4.97K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
43.9K+ 17.35% |
$1.1M - $1.1M
|
297K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.9K+ 41.04% |
$1.1M - $1.1M
|
151K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
13.8KNew |
$344K - $346K
|
13.8K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
537+ 1.22% |
$13.4K - $13.5K
|
44.5K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
187KNew |
$4.67M - $4.69M
|
187K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.4K+ 33.13% |
$135K - $136K
|
21.7K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
590K+ 83.75% |
$14.7M - $14.8M
|
1.29M
$32.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
10.5K+ 2.03% |
$262K - $263K
|
526K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.91K+ 20.98% |
$72.7K - $73K
|
16.8K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.8KNew |
$869K - $873K
|
34.8K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18K- 29.71% |
$450K - $452K
|
42.6K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.6K+ 7.13% |
$1.79M - $1.8M
|
1.08M
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
7.14K+ 23.85% |
$178K - $179K
|
37.1K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.06K- 3.48% |
$26.6K - $26.7K
|
29.5K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
295K+ 70462.2% |
$7.36M - $7.4M
|
295K
$7.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.4K+ 15.55% |
$635K - $638K
|
189K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.4K+ 8.45% |
$411K - $412K
|
211K
$5.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.64K+ 4.91% |
$66.1K - $66.3K
|
56.4K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
10.6K+ 424.0% |
$265K - $266K
|
13.1K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
33.2K+ 2.86% |
$829K - $833K
|
1.19M
$30M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.9K+ 9.46% |
$1.02M - $1.03M
|
474K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.3K+ 9.77% |
$1.86M - $1.87M
|
835K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.62K+ 4.61% |
$215K - $216K
|
196K
$4.92M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.7K+ 8.24% |
$443K - $445K
|
233K
$5.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 8.09% |
$160K - $160K
|
85.3K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8.12K+ 1.43% |
$203K - $204K
|
578K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-13.4K- 40.96% |
$336K - $338K
|
19.4K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
190+ 1.3% |
$4.75K - $4.77K
|
14.8K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
52.9KNew |
$1.32M - $1.33M
|
52.9K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-800- 0.99% |
$20K - $20.1K
|
79.6K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
126K+ 1470.76% |
$3.15M - $3.16M
|
135K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
77KNew |
$1.93M - $1.93M
|
77K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.1K+ 7.13% |
$578K - $580K
|
347K
$8.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
83.7KNew |
$2.09M - $2.1M
|
83.7K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-22- 78.57% |
$550 - $552
|
6
$151
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.49K- 2.69% |
$37.4K - $37.5K
|
54K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16.3K+ 18.24% |
$406K - $408K
|
105K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 8.71% |
$4.72M - $4.74M
|
2.36M
$59.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-140K- 9.87% |
$3.5M - $3.52M
|
1.28M
$32.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
217+ 21700.0% |
$5.43K - $5.45K
|
218
$5.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.47K+ 2.11% |
$86.7K - $87.1K
|
168K
$4.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-457- 1.23% |
$11.4K - $11.5K
|
36.7K
$922K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
19.6K+ 99.23% |
$491K - $493K
|
39.4K
$991K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.01K+ 72.31% |
$150K - $151K
|
14.3K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.8KNew |
$145K - $146K
|
5.8K
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.89K- 2.63% |
$147K - $148K
|
218K
$5.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
525New |
$13.1K - $13.2K
|
525
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-45.1K- 38.25% |
$1.13M - $1.13M
|
72.8K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40.6K- 4.71% |
$1.02M - $1.02M
|
821K
$20.6M
|