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
|
Raymond James Trust N.A.
|
BUY
|
- |
3.26K+ 16.69% |
$80.7K - $81.7K
|
22.8K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.7KNew |
$266K - $270K
|
10.7K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-901- 7.98% |
$22.3K - $22.6K
|
10.4K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$266K - $270K
|
10.7K
$270K
|
|
|
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
|
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
|
Hemington Wealth Management
|
BUY
|
- |
1.14KNew |
$28.3K - $28.7K
|
1.14K
$28.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37.7KNew |
$934K - $946K
|
37.7K
$948K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.51K+ 1.62% |
$37.3K - $37.8K
|
94.3K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
4.22KNew |
$105K - $106K
|
4.22K
$106K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$328K - $332K
|
13.2K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
640New |
$15.9K - $16.1K
|
640
$16.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
190+ 3.89% |
$4.71K - $4.77K
|
5.08K
$128K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10K+ 50.0% |
$248K - $251K
|
30K
$755K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-156- 6.95% |
$3.87K - $3.92K
|
2.09K
$52.5K
|
|
|
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
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.2K- 5.95% |
$29.7K - $30.1K
|
19K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.14K+ 1.17% |
$28.3K - $28.7K
|
99K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
294New |
$7.29K - $7.38K
|
294
$7.39K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
2K+ 9.04% |
$49.6K - $50.2K
|
24.1K
$606K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.21K- 85.63% |
$104K - $106K
|
707
$17.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.65K+ 81.63% |
$189K - $192K
|
17K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$44.8K - $45.3K
|
1.81K
$45.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.14K+ 1.85% |
$28.2K - $28.6K
|
62.9K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.44KNew |
$35.7K - $36.2K
|
1.44K
$36.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1K- 58.82% |
$24.8K - $25.1K
|
700
$17.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.1K- 59.42% |
$324K - $328K
|
8.93K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-158- 2.01% |
$3.92K - $3.97K
|
7.71K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.5K+ 4.57% |
$1.65M - $1.67M
|
1.52M
$38.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-93.1K- 12.1% |
$2.31M - $2.34M
|
677K
$17M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.92K+ 6.71% |
$196K - $199K
|
126K
$3.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
57+ 0.26% |
$1.41K - $1.43K
|
21.9K
$552K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 0.45% |
$26K - $26.3K
|
232K
$5.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
9.52K+ 3.21% |
$236K - $239K
|
306K
$7.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.1K- 9.26% |
$27.3K - $27.6K
|
10.8K
$271K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
507+ 16.73% |
$12.6K - $12.7K
|
3.54K
$89K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41K- 70.15% |
$1.01M - $1.02M
|
17.4K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.35KNew |
$107K - $108K
|
4.35K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 1.1% |
$420 - $423
|
1.56K
$39.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.97KNew |
$221K - $223K
|
8.97K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.15K- 89.06% |
$28.3K - $28.5K
|
141
$3.55K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.35K+ 100.0% |
$206K - $208K
|
16.7K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
320New |
$7.9K - $7.96K
|
320
$8.05K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
210K+ 29.49% |
$5.19M - $5.22M
|
922K
$23.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
560New |
$13.8K - $13.9K
|
560
$14.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$17.3K - $17.4K
|
2K
$50.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-23.3K- 71.77% |
$575K - $579K
|
9.17K
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
18.6K+ 3.82% |
$460K - $463K
|
506K
$12.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.44KNew |
$208K - $210K
|
8.44K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-2.57K- 39.61% |
$63.5K - $63.9K
|
3.92K
$98.6K
|
|