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 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
640New |
$15.9K - $16.1K
|
640
$16K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.23K+ 66.23% |
$80.1K - $81.2K
|
8.11K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
735+ 9.65% |
$18.2K - $18.5K
|
8.35K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.61K+ 7.33% |
$89.5K - $90.6K
|
52.8K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.1K+ 8.42% |
$621K - $629K
|
323K
$8.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.09K- 1.15% |
$76.6K - $77.6K
|
265K
$6.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.68K- 1.89% |
$116K - $118K
|
243K
$6.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
80.1K+ 299.33% |
$1.98M - $2.01M
|
107K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.88K- 5.32% |
$121K - $122K
|
86.8K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.83K- 6.69% |
$194K - $197K
|
109K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10K+ 50.0% |
$248K - $251K
|
30K
$752K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
107KNew |
$2.65M - $2.68M
|
107K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
9.66K+ 1.83% |
$239K - $243K
|
537K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.29K+ 3.46% |
$56.6K - $57.4K
|
68.4K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
19.1K+ 11.18% |
$473K - $480K
|
190K
$4.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.2K+ 48.95% |
$352K - $356K
|
43.2K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.57K- 11.55% |
$88.4K - $89.6K
|
27.3K
$685K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.55K+ 2.84% |
$113K - $114K
|
165K
$4.14M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.78K- 2.8% |
$44.2K - $44.7K
|
61.9K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
117KNew |
$2.9M - $2.94M
|
117K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-156- 6.95% |
$3.87K - $3.92K
|
2.09K
$52.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.39K- 4.69% |
$59.2K - $60K
|
48.6K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
52.9K+ 26.46% |
$1.31M - $1.33M
|
253K
$6.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
111K+ 152.12% |
$2.76M - $2.8M
|
185K
$4.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.2K- 5.95% |
$29.7K - $30.1K
|
19K
$475K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.14K+ 1.17% |
$28.3K - $28.7K
|
99K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
6.6K+ 24.03% |
$164K - $166K
|
34.1K
$854K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.84K- 3.42% |
$145K - $147K
|
165K
$4.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30.5K+ 34.15% |
$755K - $765K
|
120K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
294New |
$7.29K - $7.38K
|
294
$7.37K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.4K+ 4.44% |
$59.6K - $60.4K
|
56.6K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
733+ 2.51% |
$18.2K - $18.4K
|
29.9K
$750K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
2K+ 9.04% |
$49.6K - $50.2K
|
24.1K
$605K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
147+ 1.71% |
$3.64K - $3.69K
|
8.74K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.38K+ 9.36% |
$83.7K - $84.8K
|
39.5K
$989K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.87K+ 12.51% |
$195K - $198K
|
70.8K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.83K+ 1.57% |
$45.2K - $45.8K
|
118K
$2.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
692+ 0.39% |
$17.1K - $17.4K
|
176K
$4.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
32K+ 155.56% |
$793K - $803K
|
52.6K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80.7K+ 3.01% |
$2M - $2.03M
|
2.76M
$69.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.48K- 7.58% |
$136K - $138K
|
66.8K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 11.52% |
$496K - $502K
|
194K
$4.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
378+ 0.21% |
$9.37K - $9.49K
|
183K
$4.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.6K- 1.32% |
$435K - $441K
|
1.31M
$32.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
835New |
$20.7K - $21K
|
835
$20.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-519- 2.06% |
$12.9K - $13K
|
24.6K
$617K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.47K+ 13.32% |
$111K - $112K
|
38K
$953K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 18.26% |
$255K - $259K
|
66.8K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
4.03K+ 10.36% |
$99.8K - $101K
|
42.9K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 12.07% |
$53.8K - $54.6K
|
20.2K
$506K
|