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 |
---|---|---|---|---|---|---|---|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.1K+ 4681.83% |
$729K - $733K
|
29.7K
$746K
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
27K+ 6.35% |
$677K - $680K
|
452K
$11.3M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
26.5KNew |
$664K - $667K
|
26.5K
$665K
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
26.3K+ 2.74% |
$660K - $663K
|
989K
$24.8M
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25KNew |
$627K - $630K
|
25K
$628K
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
23.9K+ 15.42% |
$599K - $601K
|
179K
$4.49M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23K+ 596.16% |
$576K - $578K
|
26.8K
$673K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9KNew |
$550K - $552K
|
21.9K
$551K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.5K+ 4.87% |
$538K - $540K
|
463K
$11.6M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.3K+ 10.92% |
$534K - $537K
|
217K
$5.44M
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
$506K - $508K
|
175K
$4.38M
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
18.6K+ 61.27% |
$465K - $467K
|
48.9K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18K+ 9.96% |
$451K - $453K
|
199K
$4.98M
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
18K+ 13.7% |
$450K - $452K
|
149K
$3.74M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.4K+ 40.82% |
$436K - $438K
|
60K
$1.51M
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
16.9KNew |
$425K - $426K
|
16.9K
$425K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.8KNew |
$421K - $423K
|
16.8K
$422K
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
16.6K+ 36.87% |
$417K - $419K
|
61.8K
$1.55M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.2K+ 9.0% |
$405K - $407K
|
196K
$4.91M
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
16KNew |
$401K - $403K
|
16K
$402K
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
15.8KNew |
$397K - $398K
|
15.8K
$397K
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 11.54% |
$364K - $366K
|
140K
$3.52M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$362K - $363K
|
14.4K
$362K
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
13.6K+ 23.15% |
$340K - $342K
|
72.3K
$1.81M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.5KNew |
$338K - $340K
|
13.5K
$339K
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
13K+ 4.39% |
$325K - $326K
|
308K
$7.73M
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.8K+ 2.0% |
$322K - $323K
|
655K
$16.4M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 5.56% |
$310K - $311K
|
235K
$5.89M
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.1K+ 32.7% |
$304K - $305K
|
49.2K
$1.23M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12.1K+ 6.55% |
$304K - $305K
|
197K
$4.95M
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12K+ 35.42% |
$301K - $302K
|
45.9K
$1.15M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 1.44% |
$287K - $288K
|
809K
$20.3M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11K+ 122.64% |
$275K - $276K
|
19.9K
$500K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$272K - $273K
|
10.9K
$272K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.8K+ 2.79% |
$269K - $271K
|
397K
$9.96M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.7KNew |
$268K - $269K
|
10.7K
$268K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
10.6KNew |
$264K - $266K
|
10.6K
$265K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
10.3K+ 2.48% |
$259K - $260K
|
427K
$10.7M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 3.42% |
$255K - $256K
|
307K
$7.7M
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.1K+ 23.09% |
$253K - $254K
|
53.9K
$1.35M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.72K+ 8.34% |
$244K - $245K
|
126K
$3.17M
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.69KNew |
$243K - $244K
|
9.69K
$243K
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
8.73KNew |
$219K - $220K
|
8.73K
$219K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.51K+ 2.65% |
$213K - $214K
|
330K
$8.28M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.46KNew |
$212K - $213K
|
8.46K
$212K
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.26K+ 7.43% |
$207K - $208K
|
119K
$3M
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
7.6K+ 2.26% |
$190K - $191K
|
344K
$8.63M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.9K+ 1.53% |
$173K - $174K
|
456K
$11.5M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.74K+ 2.89% |
$169K - $170K
|
240K
$6.02M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6.64KNew |
$166K - $167K
|
6.64K
$167K
|