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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5M+ 2358.95% |
$125M - $126M
|
5.21M
$131M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
728KNew |
$18.2M - $18.3M
|
728K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
514KNew |
$12.9M - $12.9M
|
514K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
380K+ 640.36% |
$9.52M - $9.57M
|
439K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
336K+ 12.74% |
$8.42M - $8.46M
|
2.98M
$74.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
225K+ 575.71% |
$5.62M - $5.65M
|
264K
$6.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
204KNew |
$5.11M - $5.14M
|
204K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
181K+ 92.04% |
$4.54M - $4.56M
|
378K
$9.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
158KNew |
$3.95M - $3.97M
|
158K
$3.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
150K+ 9.1% |
$3.75M - $3.77M
|
1.8M
$45.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
149KNew |
$3.73M - $3.75M
|
149K
$3.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
135KNew |
$3.38M - $3.4M
|
135K
$3.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.2K+ 3.59% |
$2.08M - $2.09M
|
2.4M
$60.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79.8K+ 13.87% |
$2M - $2.01M
|
655K
$16.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
76.7KNew |
$1.92M - $1.93M
|
76.7K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
59.6K+ 14.13% |
$1.49M - $1.5M
|
481K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53K+ 6.01% |
$1.33M - $1.34M
|
936K
$23.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
51.3K+ 39.55% |
$1.28M - $1.29M
|
181K
$4.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
48.1K+ 53.33% |
$1.2M - $1.21M
|
138K
$3.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44.9K+ 4.3% |
$1.12M - $1.13M
|
1.09M
$27.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
44.6K+ 4.63% |
$1.12M - $1.12M
|
1.01M
$25.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
44.4KNew |
$1.11M - $1.12M
|
44.4K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
43.6K+ 20.13% |
$1.09M - $1.1M
|
260K
$6.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.3K+ 187.98% |
$1.03M - $1.04M
|
63.2K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
40.7K+ 34.15% |
$1.02M - $1.02M
|
160K
$4.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
40.6K+ 65.78% |
$1.02M - $1.02M
|
102K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
38.2K+ 70.82% |
$956K - $961K
|
92.1K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
34.9K+ 19.94% |
$873K - $878K
|
210K
$5.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
31.8KNew |
$797K - $802K
|
31.8K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.9K+ 14.77% |
$749K - $753K
|
232K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.4KNew |
$711K - $715K
|
28.4K
$713K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.1K+ 145.53% |
$704K - $708K
|
47.4K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
25.5K+ 2.06% |
$638K - $642K
|
1.26M
$31.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
25.2K+ 8.21% |
$631K - $635K
|
332K
$8.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
23.9KNew |
$599K - $602K
|
23.9K
$600K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
23.3KNew |
$583K - $586K
|
23.3K
$584K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22.6K+ 3.36% |
$565K - $568K
|
694K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$538K - $541K
|
21.5K
$539K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.2K+ 42.29% |
$531K - $534K
|
71.3K
$1.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
20.5KNew |
$513K - $516K
|
20.5K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9K+ 66.92% |
$498K - $501K
|
49.6K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19.6K+ 12.18% |
$491K - $494K
|
181K
$4.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.3K+ 14.52% |
$459K - $462K
|
145K
$3.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.2K+ 9.71% |
$430K - $433K
|
194K
$4.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.1KNew |
$404K - $406K
|
16.1K
$405K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
16K+ 4.9% |
$401K - $403K
|
342K
$8.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1K+ 20.49% |
$379K - $381K
|
89K
$2.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.8KNew |
$320K - $321K
|
12.8K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
11.5K+ 2.35% |
$288K - $289K
|
501K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 0.47% |
$283K - $285K
|
2.42M
$60.7M
|