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 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
311K+ 206.63% |
$7.71M - $7.82M
|
462K
$11.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 15.46% |
$3.22M - $3.26M
|
969K
$24.3M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
106K+ 19.94% |
$2.62M - $2.66M
|
637K
$16M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
101K+ 13.27% |
$2.51M - $2.55M
|
866K
$21.7M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
89.1K+ 295.48% |
$2.21M - $2.24M
|
119K
$2.99M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
85.3K+ 16.86% |
$2.11M - $2.14M
|
591K
$14.8M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67.9K+ 174.58% |
$1.68M - $1.71M
|
107K
$2.68M
|
|
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
$38.1M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
61.1K+ 81.68% |
$1.51M - $1.53M
|
136K
$3.41M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
54.5K+ 4.92% |
$1.35M - $1.37M
|
1.16M
$29.1M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53.2K+ 4.82% |
$1.32M - $1.33M
|
1.16M
$29M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.5K+ 6.68% |
$955K - $968K
|
616K
$15.4M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
31.8K+ 35.11% |
$787K - $798K
|
122K
$3.07M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.3K+ 4.46% |
$751K - $761K
|
709K
$17.8M
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
30.2K+ 189.02% |
$748K - $758K
|
46.1K
$1.16M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
27.2K+ 25.0% |
$675K - $684K
|
136K
$3.41M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
25.4K+ 9.43% |
$628K - $637K
|
294K
$7.38M
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
20.1KNew |
$499K - $505K
|
20.1K
$504K
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18.3K+ 31.26% |
$453K - $459K
|
76.8K
$1.93M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
17.1K+ 3.5% |
$424K - $430K
|
505K
$12.7M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.1K+ 13.74% |
$374K - $379K
|
125K
$3.13M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
14KNew |
$346K - $350K
|
14K
$350K
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
13.8K+ 44.2% |
$342K - $346K
|
45K
$1.13M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.1K+ 8.73% |
$274K - $277K
|
138K
$3.45M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
9.52K+ 3.21% |
$236K - $239K
|
306K
$7.67M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.52K+ 5.96% |
$236K - $239K
|
169K
$4.24M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.31K+ 17.08% |
$206K - $209K
|
57K
$1.43M
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$205K - $208K
|
135K
$3.39M
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.95K+ 35.11% |
$197K - $200K
|
30.6K
$767K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7.93K+ 12.87% |
$197K - $199K
|
69.5K
$1.74M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.92K+ 6.71% |
$196K - $199K
|
126K
$3.16M
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
7.26K+ 42.63% |
$180K - $182K
|
24.3K
$609K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.08K+ 76.76% |
$175K - $178K
|
16.3K
$409K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.71K+ 5.04% |
$166K - $168K
|
140K
$3.5M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.49K+ 31.78% |
$161K - $163K
|
26.9K
$675K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.15K+ 11.53% |
$152K - $154K
|
59.5K
$1.49M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.33K+ 1.33% |
$132K - $134K
|
407K
$10.2M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.77K+ 16.11% |
$118K - $120K
|
34.4K
$862K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.35K+ 2.3% |
$108K - $109K
|
193K
$4.85M
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.06K+ 16.51% |
$101K - $102K
|
28.6K
$718K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.9K+ 4.07% |
$96.6K - $97.9K
|
99.6K
$2.5M
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.6K+ 1.04% |
$89.3K - $90.5K
|
350K
$8.78M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.59K+ 4.71% |
$89.1K - $90.2K
|
79.9K
$2M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.26K+ 1.95% |
$80.9K - $82K
|
171K
$4.28M
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.38K+ 6.74% |
$59.1K - $59.8K
|
37.7K
$945K
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
2.25K+ 23.42% |
$55.7K - $56.4K
|
11.8K
$297K
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.91K+ 1.98% |
$47.4K - $48K
|
98.3K
$2.46M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$44.8K - $45.3K
|
1.81K
$45.3K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.44KNew |
$35.7K - $36.2K
|
1.44K
$36.1K
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.43K+ 1.78% |
$35.4K - $35.9K
|
81.9K
$2.05M
|