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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
14KNew |
$348K - $352K
|
14K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37.7KNew |
$934K - $946K
|
37.7K
$945K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
725+ 1.46% |
$18K - $18.2K
|
50.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
40KNew |
$990K - $1M
|
40K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$62K - $62.8K
|
2.5K
$62.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.66K+ 3.64% |
$41.2K - $41.8K
|
47.4K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-5.22K- 13.71% |
$129K - $131K
|
32.8K
$823K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
411+ 3.59% |
$10.2K - $10.3K
|
11.9K
$297K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
645+ 1.21% |
$16K - $16.2K
|
53.8K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.3K- 5.63% |
$479K - $486K
|
324K
$8.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.26K+ 1.51% |
$31.1K - $31.5K
|
84.7K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
858+ 2.37% |
$21.3K - $21.5K
|
37.1K
$931K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-173K- 99.14% |
$4.29M - $4.35M
|
1.51K
$37.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45.1K+ 14.94% |
$1.12M - $1.13M
|
347K
$8.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
400+ 1.73% |
$9.91K - $10K
|
23.5K
$588K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 6.93% |
$3.11M - $3.15M
|
1.93M
$48.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
80+ 0.14% |
$1.98K - $2.01K
|
55.5K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
17.2K+ 19.71% |
$426K - $432K
|
104K
$2.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
20.1K+ 66.23% |
$498K - $505K
|
50.5K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.6K+ 9.85% |
$263K - $266K
|
118K
$2.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.51K+ 1.62% |
$37.3K - $37.8K
|
94.3K
$2.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
8.84K+ 13.72% |
$219K - $222K
|
73.2K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.35K+ 3.37% |
$182K - $185K
|
225K
$5.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-3.7K- 58.67% |
$91.7K - $92.9K
|
2.61K
$65.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.62K+ 3.75% |
$114K - $116K
|
128K
$3.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9.94K- 5.18% |
$246K - $250K
|
182K
$4.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.6K+ 3.11% |
$462K - $468K
|
617K
$15.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
178+ 0.79% |
$4.41K - $4.47K
|
22.6K
$568K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-788- 12.23% |
$19.5K - $19.8K
|
5.66K
$142K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.5K- 6.72% |
$309K - $313K
|
173K
$4.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-4.99K- 10.51% |
$124K - $125K
|
42.5K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
4.22KNew |
$105K - $106K
|
4.22K
$106K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-285- 0.33% |
$7.06K - $7.16K
|
85.8K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
322+ 2.0% |
$7.98K - $8.09K
|
16.5K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 6.4% |
$3.23M - $3.28M
|
2.17M
$54.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.5KNew |
$657K - $666K
|
26.5K
$665K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.1K+ 29.72% |
$448K - $454K
|
78.9K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
239K+ 283.17% |
$5.92M - $6M
|
323K
$8.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16K- 2.9% |
$396K - $401K
|
535K
$13.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
15.1K+ 4.92% |
$374K - $379K
|
322K
$8.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.86K- 1.42% |
$70.9K - $71.8K
|
198K
$4.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$328K - $332K
|
13.2K
$332K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.6KNew |
$288K - $292K
|
11.6K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-10.2K- 7.95% |
$252K - $256K
|
118K
$2.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.98K- 0.66% |
$48.9K - $49.6K
|
297K
$7.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
47K+ 463.38% |
$1.16M - $1.18M
|
57.1K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8.8K- 6.62% |
$218K - $221K
|
124K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.1K- 0.19% |
$27.3K - $27.7K
|
569K
$14.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-745- 1.28% |
$18.5K - $18.7K
|
57.6K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
190+ 3.89% |
$4.71K - $4.77K
|
5.08K
$127K
|