Latest Institutional Purchases of Ishares Ibonds Dec 2025 Term C (IBDQ)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2025 Term C (IBDQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
243K+ 55.72% |
$6.1M - $6.12M
|
679K
$17.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
141K+ 12.93% |
$3.53M - $3.55M
|
1.23M
$30.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
76.7KNew |
$1.93M - $1.93M
|
76.7K
$1.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
53.8K+ 20.25% |
$1.35M - $1.35M
|
319K
$8.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
28K+ 5.81% |
$702K - $704K
|
509K
$12.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
26.9K+ 2.13% |
$674K - $677K
|
1.29M
$32.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.6K+ 1.43% |
$643K - $646K
|
1.82M
$45.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
18.7K+ 19.81% |
$469K - $471K
|
113K
$2.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
16.5K+ 128.98% |
$413K - $415K
|
29.2K
$735K
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
15K+ 8.34% |
$375K - $377K
|
194K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
12.4KNew |
$312K - $313K
|
12.4K
$313K
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
11.5K+ 3.37% |
$289K - $290K
|
354K
$8.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4K+ 4.32% |
$286K - $287K
|
275K
$6.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.28KNew |
$208K - $209K
|
8.28K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
8.05KNew |
$202K - $203K
|
8.05K
$202K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.3K+ 3.59% |
$183K - $184K
|
211K
$5.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.22K+ 107.81% |
$181K - $182K
|
13.9K
$350K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.07K+ 1.92% |
$152K - $153K
|
322K
$8.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.07K+ 8.5% |
$152K - $153K
|
77.4K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.52K+ 3.69% |
$139K - $139K
|
155K
$3.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.9K+ 7.75% |
$97.8K - $98.2K
|
54.2K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.67K+ 3.1% |
$67.1K - $67.4K
|
89K
$2.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 8.07% |
$64.5K - $64.7K
|
34.4K
$865K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.5K+ 2.14% |
$62.8K - $63K
|
120K
$3.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.78K+ 14.35% |
$44.5K - $44.7K
|
14.1K
$356K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.38K+ 1.21% |
$34.5K - $34.6K
|
115K
$2.89M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
977+ 0.98% |
$24.5K - $24.6K
|
100K
$2.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
938+ 4.1% |
$23.5K - $23.6K
|
23.8K
$599K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
830New |
$20.8K - $20.9K
|
830
$20.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
745+ 0.61% |
$18.7K - $18.8K
|
122K
$3.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
585+ 0.08% |
$14.7K - $14.7K
|
761K
$19.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
435+ 1.05% |
$10.9K - $11K
|
41.7K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
371+ 1.72% |
$9.31K - $9.35K
|
21.9K
$550K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
367+ 1.0% |
$9.21K - $9.24K
|
37.1K
$933K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
324+ 2.43% |
$8.13K - $8.16K
|
13.7K
$344K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
254New |
$6.37K - $6.4K
|
254
$6.39K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
210+ 1.21% |
$5.27K - $5.29K
|
17.6K
$443K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
174+ 1.06% |
$4.37K - $4.38K
|
16.6K
$417K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
158+ 0.23% |
$3.96K - $3.98K
|
67.5K
$1.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
156+ 0.15% |
$3.91K - $3.93K
|
103K
$2.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
136+ 1.06% |
$3.41K - $3.43K
|
12.9K
$326K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
108+ 0.76% |
$2.71K - $2.72K
|
14.3K
$359K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 0.16% |
$1.66K - $1.66K
|
40.3K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
48+ 0.45% |
$1.2K - $1.21K
|
10.8K
$272K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
45+ 0.32% |
$1.13K - $1.13K
|
14.3K
$360K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
25+ 1.04% |
$627 - $630
|
2.43K
$61.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 1.04% |
$376 - $378
|
1.46K
$36.8K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.05% |
$226 - $227
|
17.9K
$450K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 0.01% |
$176 - $176
|
92.3K
$2.32M
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5M+ 2358.95% |
$125M - $126M
|
5.21M
$131M
|
|