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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.62KNew |
$241K - $242K
|
9.62K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
9.99KNew |
$250K - $251K
|
9.99K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.9K+ 41.04% |
$1.1M - $1.1M
|
151K
$3.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
217+ 21700.0% |
$5.43K - $5.45K
|
218
$5.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
52.9KNew |
$1.32M - $1.33M
|
52.9K
$1.33M
|
|
|
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
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
815New |
$20.4K - $20.5K
|
815
$20.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
29K+ 72.55% |
$725K - $728K
|
69K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.2KNew |
$1.53M - $1.54M
|
61.2K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8KNew |
$200K - $201K
|
8K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.17KNew |
$204K - $205K
|
8.17K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
52+ 0.15% |
$1.3K - $1.31K
|
34.3K
$863K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1KNew |
$25K - $25.1K
|
1K
$25.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 7.91% |
$5.63K - $5.65K
|
3.07K
$77.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
156New |
$3.9K - $3.92K
|
156
$3.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.98K- 11.85% |
$150K - $150K
|
44.5K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-53.9K- 11.78% |
$1.35M - $1.35M
|
404K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.98M - $2.99M
|
119K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-580- 0.36% |
$14.5K - $14.6K
|
162K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.4KNew |
$259K - $261K
|
10.4K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.2KNew |
$155K - $156K
|
6.2K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.5K- 20.0% |
$37.5K - $37.7K
|
6K
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.6K- 14.37% |
$40K - $40.2K
|
9.54K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.52KNew |
$213K - $214K
|
8.52K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
300+ 11.51% |
$7.5K - $7.53K
|
2.91K
$73K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.94KNew |
$48.4K - $48.6K
|
1.94K
$48.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12KNew |
$300K - $301K
|
12K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1K- 7.25% |
$25K - $25.1K
|
12.8K
$322K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11KNew |
$273K - $276K
|
11K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
193+ 0.97% |
$4.78K - $4.85K
|
20.1K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.8K+ 10.93% |
$44.6K - $45.2K
|
18.3K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
48.4KNew |
$1.2M - $1.21M
|
48.4K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-954- 9.48% |
$23.6K - $24K
|
9.11K
$229K
|
|
|
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
|
Hemington Wealth Management
|
BUY
|
- |
1.14KNew |
$28.3K - $28.7K
|
1.14K
$28.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$328K - $332K
|
13.2K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
190+ 3.89% |
$4.71K - $4.77K
|
5.08K
$128K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
640New |
$15.9K - $16.1K
|
640
$16.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10K+ 50.0% |
$248K - $251K
|
30K
$754K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.2K- 5.95% |
$29.7K - $30.1K
|
19K
$476K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
294New |
$7.29K - $7.38K
|
294
$7.39K
|
|
|
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
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.39K- 4.69% |
$59.2K - $60K
|
48.6K
$1.22M
|
|
|
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
|
|