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
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
27.7K+ 38.38% |
$686K - $695K
|
99.8K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
27.2K+ 25.0% |
$675K - $684K
|
136K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.5KNew |
$657K - $666K
|
26.5K
$666K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
25.4K+ 9.43% |
$628K - $637K
|
294K
$7.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.1K+ 8.42% |
$621K - $629K
|
323K
$8.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.7K+ 7.01% |
$612K - $620K
|
377K
$9.46M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
22.9KNew |
$568K - $576K
|
22.9K
$576K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.3K+ 28.9% |
$552K - $560K
|
99.4K
$2.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
21.9K+ 7.05% |
$542K - $549K
|
332K
$8.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
21.3K+ 2.2% |
$529K - $536K
|
992K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
21.3K+ 53.23% |
$528K - $535K
|
61.3K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
20.1KNew |
$499K - $505K
|
20.1K
$505K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
20.1K+ 66.23% |
$498K - $505K
|
50.5K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 11.52% |
$496K - $502K
|
194K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
19.3K+ 6.19% |
$477K - $483K
|
330K
$8.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
19.1K+ 11.18% |
$473K - $480K
|
190K
$4.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.6K+ 3.11% |
$462K - $468K
|
617K
$15.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18.3K+ 31.26% |
$453K - $459K
|
76.8K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.1K+ 29.72% |
$448K - $454K
|
78.9K
$1.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
17.2K+ 19.71% |
$426K - $432K
|
104K
$2.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
17.1K+ 3.5% |
$424K - $430K
|
505K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16K+ 18.8% |
$396K - $401K
|
101K
$2.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
15.1K+ 4.92% |
$374K - $379K
|
322K
$8.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.1K+ 13.74% |
$374K - $379K
|
125K
$3.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.2K+ 48.95% |
$352K - $356K
|
43.2K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
14KNew |
$348K - $352K
|
14K
$352K
|
|
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.8K+ 6.82% |
$341K - $345K
|
215K
$5.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$328K - $332K
|
13.2K
$332K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.6KNew |
$288K - $292K
|
11.6K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.3K+ 8.47% |
$280K - $284K
|
145K
$3.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.1K+ 8.73% |
$274K - $277K
|
138K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11KNew |
$273K - $276K
|
11K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.7KNew |
$266K - $270K
|
10.7K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$266K - $270K
|
10.7K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.6K+ 9.85% |
$263K - $266K
|
118K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
10.4KNew |
$256K - $260K
|
10.4K
$260K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3K+ 5.86% |
$256K - $260K
|
187K
$4.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 18.26% |
$255K - $259K
|
66.8K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10K+ 50.0% |
$248K - $251K
|
30K
$753K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
9.66K+ 1.83% |
$239K - $243K
|
537K
$13.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
9.52K+ 3.21% |
$236K - $239K
|
306K
$7.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.52K+ 5.96% |
$236K - $239K
|
169K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
8.96K+ 31.19% |
$222K - $225K
|
37.7K
$945K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
8.84K+ 13.72% |
$219K - $222K
|
73.2K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.78K+ 1.58% |
$218K - $220K
|
565K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.6KNew |
$213K - $216K
|
8.6K
$216K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.57KNew |
$212K - $215K
|
8.57K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.38K+ 2.8% |
$208K - $210K
|
307K
$7.71M
|