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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
540K+ 50.95% |
$13.4M - $13.6M
|
1.6M
$40.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
478K+ 1274.45% |
$11.8M - $12M
|
515K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
458K+ 44.04% |
$11.3M - $11.5M
|
1.5M
$37.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
313K+ 79.94% |
$7.75M - $7.85M
|
704K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
311K+ 206.63% |
$7.71M - $7.82M
|
462K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
288K+ 244.64% |
$7.14M - $7.23M
|
406K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 7.7% |
$6.52M - $6.61M
|
3.68M
$92.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
239K+ 283.17% |
$5.92M - $6M
|
323K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150K+ 27.64% |
$3.72M - $3.77M
|
693K
$17.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 6.4% |
$3.23M - $3.28M
|
2.17M
$54.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 10.73% |
$3.22M - $3.27M
|
1.34M
$33.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 15.46% |
$3.22M - $3.26M
|
969K
$24.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 6.93% |
$3.11M - $3.15M
|
1.93M
$48.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
123K+ 4.07% |
$3.05M - $3.1M
|
3.15M
$79.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
118K+ 15.02% |
$2.92M - $2.96M
|
902K
$22.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
117KNew |
$2.9M - $2.94M
|
117K
$2.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
111K+ 152.12% |
$2.76M - $2.8M
|
185K
$4.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
107KNew |
$2.65M - $2.68M
|
107K
$2.68M
|
|
|
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 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80.7K+ 3.01% |
$2M - $2.03M
|
2.76M
$69.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
80.1K+ 299.33% |
$1.98M - $2.01M
|
107K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
70.2K+ 54.72% |
$1.74M - $1.76M
|
198K
$4.98M
|
|
|
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 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
57K+ 51.89% |
$1.41M - $1.43M
|
167K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
56.6K+ 49.17% |
$1.4M - $1.42M
|
172K
$4.3M
|
|
|
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 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
52.9K+ 26.46% |
$1.31M - $1.33M
|
253K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.4K+ 5.5% |
$1.3M - $1.32M
|
1.01M
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
48.4KNew |
$1.2M - $1.21M
|
48.4K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
47K+ 463.38% |
$1.16M - $1.18M
|
57.1K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45.1K+ 14.94% |
$1.12M - $1.13M
|
347K
$8.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
40KNew |
$990K - $1M
|
40K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.5K+ 6.68% |
$955K - $968K
|
616K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
38.4K+ 59.71% |
$952K - $965K
|
103K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
37.8K+ 4.8% |
$937K - $949K
|
825K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37.7KNew |
$934K - $946K
|
37.7K
$945K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
32K+ 155.56% |
$793K - $803K
|
52.6K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
31.8K+ 35.11% |
$787K - $798K
|
122K
$3.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30.5K+ 34.15% |
$755K - $765K
|
120K
$3M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.3K+ 4.46% |
$751K - $761K
|
709K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.3K+ 34.44% |
$750K - $760K
|
118K
$2.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
30.2K+ 189.02% |
$748K - $758K
|
46.1K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
29.1K+ 101.1% |
$722K - $732K
|
58K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.6K+ 21.2% |
$708K - $717K
|
163K
$4.1M
|