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 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.6K- 11.69% |
$340K - $341K
|
102K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.27K+ 4.72% |
$56.9K - $57.1K
|
50.3K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.84K+ 0.8% |
$71.2K - $71.6K
|
359K
$9.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 0.56% |
$225 - $226
|
1.62K
$40.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 14.34% |
$42.7K - $42.9K
|
10.2K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.69KNew |
$243K - $244K
|
9.69K
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-3.3K- 0.95% |
$82.7K - $83K
|
343K
$8.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
94.3K+ 28.15% |
$2.36M - $2.37M
|
429K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.04K+ 2.52% |
$51K - $51.2K
|
82.9K
$2.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.33K- 5.38% |
$33.2K - $33.4K
|
23.3K
$585K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.3K+ 10.92% |
$534K - $537K
|
217K
$5.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.42K+ 5.07% |
$35.6K - $35.7K
|
29.4K
$739K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
106K+ 35.02% |
$2.66M - $2.67M
|
409K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-419- 0.07% |
$10.5K - $10.5K
|
577K
$14.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.25K- 5.6% |
$207K - $208K
|
139K
$3.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
$506K - $508K
|
175K
$4.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-594- 0.28% |
$14.9K - $14.9K
|
212K
$5.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-425- 3.94% |
$10.6K - $10.7K
|
10.4K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
18.6K+ 61.27% |
$465K - $467K
|
48.9K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20.5K+ 2.81% |
$512K - $515K
|
748K
$18.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.86M- 96.02% |
$122M - $122M
|
201K
$5.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.45K- 5.08% |
$86.4K - $86.8K
|
64.5K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 5.39% |
$16.3K - $16.4K
|
12.7K
$319K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-862- 8.36% |
$21.6K - $21.7K
|
9.45K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
6.53K+ 24.02% |
$163K - $164K
|
33.7K
$845K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
13.6K+ 23.15% |
$340K - $342K
|
72.3K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.87K+ 2.51% |
$96.9K - $97.3K
|
158K
$3.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
41.3K+ 22.13% |
$1.03M - $1.04M
|
228K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.41K- 8.04% |
$85.4K - $85.8K
|
39K
$979K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.21K+ 5.25% |
$131K - $131K
|
105K
$2.62M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.84K+ 10.3% |
$46K - $46.2K
|
19.7K
$494K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-143K- 51.81% |
$3.58M - $3.6M
|
133K
$3.34M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.2K- 8.59% |
$1.28M - $1.29M
|
545K
$13.7M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-370- 0.46% |
$9.25K - $9.29K
|
79.6K
$2M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
716KNew |
$17.9M - $18M
|
716K
$18M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
22.8KNew |
$570K - $573K
|
22.8K
$572K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
903+ 5.49% |
$22.6K - $22.7K
|
17.4K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6.34K- 23.33% |
$158K - $159K
|
20.8K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.62KNew |
$241K - $242K
|
9.62K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
9.99KNew |
$250K - $251K
|
9.99K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.23KNew |
$55.7K - $56K
|
2.23K
$55.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 1.09% |
$25.5K - $25.6K
|
94.6K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.9K+ 41.04% |
$1.1M - $1.1M
|
151K
$3.78M
|
|
|
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
|
Citigroup Inc
|
SELL
|
- |
-22- 78.57% |
$550 - $552
|
6
$151
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
217+ 21700.0% |
$5.43K - $5.45K
|
218
$5.47K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
525New |
$13.1K - $13.2K
|
525
$13.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
9.6KNew |
$240K - $241K
|
9.6K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.2K+ 18.55% |
$55K - $55.2K
|
14.1K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
815New |
$20.4K - $20.5K
|
815
$20.4K
|
|