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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
51.3K+ 39.55% |
$1.28M - $1.29M
|
181K
$4.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.2K+ 9.71% |
$430K - $433K
|
194K
$4.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.11K+ 72.4% |
$153K - $154K
|
14.6K
$365K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.89K+ 8.41% |
$123K - $123K
|
63.1K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 105.08% |
$86K - $86.4K
|
6.7K
$168K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
498+ 2.49% |
$12.5K - $12.5K
|
20.5K
$514K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
127+ 1.04% |
$3.18K - $3.2K
|
12.4K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
38+ 0.47% |
$952 - $957
|
8.04K
$202K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
795K+ 43.13% |
$19.9M - $20M
|
2.64M
$66.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
453KNew |
$11.4M - $11.4M
|
453K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
345K+ 5.01% |
$8.64M - $8.68M
|
7.23M
$181M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
293K+ 13.48% |
$7.33M - $7.37M
|
2.46M
$61.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283K+ 20.79% |
$7.09M - $7.12M
|
1.65M
$41.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
246K+ 8.07% |
$6.15M - $6.18M
|
3.29M
$82.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
245KNew |
$6.13M - $6.16M
|
245K
$6.14M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
168K+ 67.6% |
$4.21M - $4.23M
|
417K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 7.33% |
$4.11M - $4.13M
|
2.41M
$60.4M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
164K+ 32.4% |
$4.1M - $4.12M
|
670K
$16.8M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
161KNew |
$4.03M - $4.04M
|
161K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
135KNew |
$3.38M - $3.4M
|
135K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 5.3% |
$3.13M - $3.14M
|
2.48M
$62.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
116K+ 17.37% |
$2.9M - $2.91M
|
781K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
113K+ 5.12% |
$2.83M - $2.84M
|
2.32M
$58.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
112K+ 13.38% |
$2.8M - $2.81M
|
947K
$23.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
106K+ 35.02% |
$2.66M - $2.67M
|
409K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
103K+ 142.84% |
$2.59M - $2.6M
|
176K
$4.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
94.5K+ 7.3% |
$2.37M - $2.38M
|
1.39M
$34.8M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
94.4K+ 9.94% |
$2.37M - $2.38M
|
1.04M
$26.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
94.3K+ 28.15% |
$2.36M - $2.37M
|
429K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
90.1KNew |
$2.26M - $2.27M
|
90.1K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
79.6KNew |
$1.99M - $2M
|
79.6K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
69.4K+ 52.15% |
$1.74M - $1.75M
|
202K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61.8K+ 7.53% |
$1.55M - $1.55M
|
883K
$22.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
57.9K+ 24.87% |
$1.45M - $1.46M
|
291K
$7.3M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
57.9K+ 2.86% |
$1.45M - $1.46M
|
2.08M
$52.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55.9K+ 4.3% |
$1.4M - $1.41M
|
1.36M
$34M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
54.7K+ 64.11% |
$1.37M - $1.38M
|
140K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
53.9K+ 10.09% |
$1.35M - $1.36M
|
588K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
53.7K+ 9.64% |
$1.35M - $1.35M
|
611K
$15.3M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47.8K+ 7.67% |
$1.2M - $1.2M
|
672K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
42.2K+ 3.53% |
$1.06M - $1.06M
|
1.24M
$31M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
41.3K+ 22.13% |
$1.03M - $1.04M
|
228K
$5.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39.8K+ 75.81% |
$997K - $1M
|
92.3K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39.1K+ 2.82% |
$980K - $985K
|
1.43M
$35.8M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
38.9K+ 11.85% |
$975K - $979K
|
368K
$9.22M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.3K+ 18.2% |
$860K - $864K
|
223K
$5.6M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
33K+ 10.46% |
$828K - $831K
|
349K
$8.75M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
32.7K+ 77.09% |
$820K - $823K
|
75.2K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31.3K+ 93.76% |
$785K - $788K
|
64.8K
$1.62M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.1K+ 4681.83% |
$729K - $733K
|
29.7K
$746K
|
|