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 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-406- 1.8% |
$10.2K - $10.2K
|
22.1K
$556K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.49K- 24.71% |
$213K - $214K
|
25.9K
$649K
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-95.4K- 22.62% |
$2.39M - $2.4M
|
326K
$8.18M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
38.9K+ 11.85% |
$975K - $979K
|
368K
$9.22M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.65K+ 3.54% |
$91.3K - $91.7K
|
107K
$2.68M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.0% |
$25.1 - $25.2
|
40.2K
$1.01M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-22.4K- 7.91% |
$561K - $563K
|
260K
$6.53M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.95K+ 2.25% |
$73.8K - $74.2K
|
134K
$3.37M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.2K+ 9.0% |
$405K - $407K
|
196K
$4.91M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.02K+ 60.37% |
$25.5K - $25.6K
|
2.7K
$67.7K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-282K- 22.94% |
$7.08M - $7.11M
|
949K
$23.8M
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
26.3K+ 2.74% |
$660K - $663K
|
989K
$24.8M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.18K+ 42.47% |
$79.7K - $80K
|
10.7K
$268K
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-17.9K- 4.84% |
$449K - $451K
|
353K
$8.86M
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
7.62K+ 0.8% |
$191K - $192K
|
964K
$24.2M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.09K+ 40.19% |
$103K - $103K
|
14.3K
$358K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
57.9K+ 2.86% |
$1.45M - $1.46M
|
2.08M
$52.2M
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.13K- 14.4% |
$53.4K - $53.7K
|
12.7K
$318K
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
98+ 0.15% |
$2.45K - $2.47K
|
67.2K
$1.69M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.89K+ 7.89% |
$47.3K - $47.5K
|
25.8K
$648K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-16.8K- 71.1% |
$420K - $422K
|
6.82K
$171K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.98K- 3.51% |
$74.6K - $74.9K
|
81.9K
$2.05M
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.79K- 13.43% |
$220K - $221K
|
56.6K
$1.42M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 7.33% |
$4.11M - $4.13M
|
2.41M
$60.4M
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5.93K+ 10.98% |
$148K - $149K
|
59.9K
$1.5M
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.22K+ 2.65% |
$55.5K - $55.8K
|
85.9K
$2.16M
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
107+ 0.66% |
$2.68K - $2.69K
|
16.2K
$407K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.7K- 6.28% |
$294K - $295K
|
175K
$4.39M
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
42.2K+ 3.53% |
$1.06M - $1.06M
|
1.24M
$31M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 3.42% |
$255K - $256K
|
307K
$7.7M
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.8K+ 2.0% |
$322K - $323K
|
655K
$16.4M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47.8K+ 7.67% |
$1.2M - $1.2M
|
672K
$16.9M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.34K- 6.4% |
$58.6K - $58.9K
|
34.3K
$859K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.25K- 14.16% |
$132K - $132K
|
31.8K
$798K
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
161KNew |
$4.03M - $4.04M
|
161K
$4.03M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.11K+ 2.6% |
$128K - $128K
|
201K
$5.05M
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-65.6K- 21.81% |
$1.64M - $1.65M
|
235K
$5.9M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.3K+ 18.2% |
$860K - $864K
|
223K
$5.6M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.3K- 10.3% |
$334K - $335K
|
116K
$2.91M
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.99K+ 49.8% |
$49.9K - $50.1K
|
5.99K
$150K
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
2.72K+ 3.53% |
$68.2K - $68.5K
|
79.7K
$2M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.4K- 7.6% |
$261K - $262K
|
127K
$3.18M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.88K+ 4.49% |
$147K - $148K
|
137K
$3.44M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.54K+ 7.43% |
$63.7K - $64K
|
36.8K
$923K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-9.48K- 9.22% |
$237K - $238K
|
93.3K
$2.34M
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-28.6K- 26.48% |
$717K - $720K
|
79.4K
$1.99M
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
168K+ 67.6% |
$4.21M - $4.23M
|
417K
$10.5M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.29K+ 1.78% |
$32.3K - $32.5K
|
73.9K
$1.85M
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4.23K- 5.58% |
$106K - $106K
|
71.6K
$1.8M
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-11K- 1.99% |
$275K - $276K
|
542K
$13.6M
|