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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.21MNew |
$55.1M - $55.4M
|
2.21M
$55.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
590K+ 83.75% |
$14.7M - $14.8M
|
1.29M
$32.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
529K+ 114.54% |
$13.2M - $13.3M
|
991K
$24.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
449K+ 973.92% |
$11.2M - $11.3M
|
496K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
426K+ 11.57% |
$10.7M - $10.7M
|
4.11M
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
425K+ 26.6% |
$10.6M - $10.7M
|
2.02M
$50.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
416KNew |
$10.4M - $10.5M
|
416K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
397K+ 6.11% |
$9.92M - $9.96M
|
6.89M
$173M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
394K+ 40.63% |
$9.84M - $9.88M
|
1.36M
$34.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
346K+ 23.13% |
$8.66M - $8.7M
|
1.84M
$46.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
322KNew |
$8.06M - $8.1M
|
322K
$8.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
315K+ 1565.2% |
$7.87M - $7.91M
|
335K
$8.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
314K+ 128.91% |
$7.85M - $7.88M
|
557K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
307K+ 15.9% |
$7.69M - $7.72M
|
2.24M
$56.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
295K+ 70462.2% |
$7.36M - $7.4M
|
295K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
293K+ 29.16% |
$7.33M - $7.37M
|
1.3M
$32.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
280K+ 10.15% |
$7.01M - $7.04M
|
3.04M
$76.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
234K+ 20.27% |
$5.85M - $5.88M
|
1.39M
$34.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
223K+ 112.48% |
$5.58M - $5.6M
|
422K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
198KNew |
$4.95M - $4.97M
|
198K
$4.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
192KNew |
$4.81M - $4.83M
|
192K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 8.71% |
$4.72M - $4.74M
|
2.36M
$59.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
187KNew |
$4.67M - $4.69M
|
187K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
129K+ 107.94% |
$3.23M - $3.24M
|
249K
$6.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
126K+ 1470.76% |
$3.15M - $3.16M
|
135K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.98M - $2.99M
|
119K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
116K+ 14.15% |
$2.89M - $2.91M
|
933K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
94.9K+ 28.73% |
$2.37M - $2.38M
|
425K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.8K+ 19.19% |
$2.29M - $2.3M
|
570K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
90.3K+ 10.43% |
$2.26M - $2.27M
|
956K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
87.2K+ 79.87% |
$2.18M - $2.19M
|
196K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
83.7KNew |
$2.09M - $2.1M
|
83.7K
$2.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
83.6K+ 1575.47% |
$2.09M - $2.1M
|
88.9K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
77KNew |
$1.93M - $1.93M
|
77K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.3K+ 9.77% |
$1.86M - $1.87M
|
835K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
72.6KNew |
$1.82M - $1.82M
|
72.6K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
72K+ 271.47% |
$1.8M - $1.81M
|
98.6K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71.6K+ 7.13% |
$1.79M - $1.8M
|
1.08M
$27M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
64.3K+ 52.59% |
$1.61M - $1.61M
|
187K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
63.1K+ 19.55% |
$1.58M - $1.59M
|
386K
$9.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.2KNew |
$1.53M - $1.54M
|
61.2K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
60.8K+ 6.74% |
$1.52M - $1.53M
|
963K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
59.2K+ 22.69% |
$1.48M - $1.49M
|
320K
$8.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59K+ 10.44% |
$1.47M - $1.48M
|
624K
$15.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58.5K+ 54.8% |
$1.46M - $1.47M
|
165K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
57.5K+ 25.51% |
$1.44M - $1.44M
|
283K
$7.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
56KNew |
$1.4M - $1.41M
|
56K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
52.9KNew |
$1.32M - $1.33M
|
52.9K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
51.5K+ 17.48% |
$1.29M - $1.29M
|
346K
$8.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
48.9K+ 41.05% |
$1.22M - $1.23M
|
168K
$4.23M
|