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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6- 0.14% |
$146 - $149
|
4.42K
$111K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-441- 4.8% |
$10.7K - $10.9K
|
8.75K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$656 - $669
|
8.39K
$210K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
106K+ 394.04% |
$2.57M - $2.62M
|
133K
$3.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.18KNew |
$199K - $203K
|
8.18K
$205K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
239New |
$5.81K - $5.85K
|
239
$5.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$298K - $301K
|
12.3K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.5K+ 1.68% |
$280K - $282K
|
699K
$17.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18.5KNew |
$449K - $453K
|
18.5K
$464K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.24K+ 12.91% |
$30K - $30.2K
|
10.8K
$271K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.39K+ 233.11% |
$58K - $58.4K
|
3.41K
$85.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
161KNew |
$3.92M - $3.95M
|
161K
$4.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.11KNew |
$27.1K - $27.3K
|
1.11K
$27.9K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 8.0% |
$24.3K - $24.5K
|
11.5K
$288K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
5.56KNew |
$135K - $136K
|
5.56K
$139K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.43KNew |
$205K - $206K
|
8.43K
$211K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
318New |
$7.72K - $7.78K
|
318
$7.97K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.23KNew |
$151K - $152K
|
6.23K
$156K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$49.8K - $50.5K
|
2.05K
$51.3K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
262New |
$6.38K - $6.46K
|
262
$6.57K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.69K+ 2.36% |
$41.2K - $41.7K
|
73.5K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.43K - $2.47K
|
100
$2.51K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 0.27% |
$730 - $740
|
11.4K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
149+ 0.48% |
$3.63K - $3.67K
|
31.4K
$786K
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
42.3K+ 4.06% |
$1.03M - $1.04M
|
1.08M
$27.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.8K- 98.19% |
$262K - $265K
|
198
$4.96K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.05K- 8.82% |
$25.6K - $25.9K
|
10.9K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.1K- 13.86% |
$26.7K - $27K
|
6.81K
$171K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8KNew |
$286K - $290K
|
11.8K
$295K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-637K- 57.13% |
$15.5M - $15.7M
|
478K
$12M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
36.3KNew |
$884K - $895K
|
36.3K
$910K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.8K- 7.63% |
$43.8K - $44.4K
|
21.8K
$547K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$281K - $285K
|
11.5K
$289K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.02K- 17.75% |
$49K - $49.7K
|
9.34K
$234K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
755New |
$18.4K - $18.6K
|
755
$18.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
47.9K+ 61.29% |
$1.17M - $1.18M
|
126K
$3.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7.51K- 18.14% |
$183K - $185K
|
33.9K
$849K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-406- 34.06% |
$9.88K - $10K
|
786
$19.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-505K- 96.64% |
$12.3M - $12.4M
|
17.5K
$440K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
18.5KNew |
$450K - $456K
|
18.5K
$464K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.05KNew |
$49.8K - $50.5K
|
2.05K
$51.3K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-755- 7.78% |
$18.4K - $18.6K
|
8.95K
$224K
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-48K- 43.78% |
$1.17M - $1.18M
|
61.7K
$1.55M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-29.6K- 79.45% |
$715K - $730K
|
7.66K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-10.9K- 89.66% |
$262K - $268K
|
1.25K
$31.4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
98.8KNew |
$2.38M - $2.43M
|
98.8K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$500K - $510K
|
20.7K
$519K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.7KNew |
$89.3K - $91.2K
|
3.7K
$92.8K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7.5KNew |
$181K - $185K
|
7.5K
$188K
|
|