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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.31K+ 17.08% |
$206K - $209K
|
57K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$205K - $208K
|
135K
$3.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
7.95K+ 35.11% |
$197K - $200K
|
30.6K
$767K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7.93K+ 12.87% |
$197K - $199K
|
69.5K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.92K+ 6.71% |
$196K - $199K
|
126K
$3.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.87K+ 12.51% |
$195K - $198K
|
70.8K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.71KNew |
$191K - $194K
|
7.71K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
7.65K+ 81.63% |
$189K - $192K
|
17K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.4K+ 16.68% |
$183K - $186K
|
51.7K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.35K+ 3.37% |
$182K - $185K
|
225K
$5.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
7.26K+ 42.63% |
$180K - $182K
|
24.3K
$609K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.08K+ 76.76% |
$175K - $178K
|
16.3K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
7.06K+ 59.97% |
$175K - $177K
|
18.8K
$472K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.71K+ 5.04% |
$166K - $168K
|
140K
$3.51M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
6.6K+ 24.03% |
$164K - $166K
|
34.1K
$854K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.49K+ 31.78% |
$161K - $163K
|
26.9K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
6.31K+ 41.15% |
$156K - $158K
|
21.6K
$543K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.15K+ 11.53% |
$152K - $154K
|
59.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.01K+ 41.26% |
$149K - $151K
|
20.6K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.01K+ 0.74% |
$149K - $151K
|
818K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.45K+ 4.43% |
$135K - $137K
|
128K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.33K+ 1.33% |
$132K - $134K
|
407K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.23K+ 28.05% |
$130K - $131K
|
23.9K
$599K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.77K+ 16.11% |
$118K - $120K
|
34.4K
$863K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.62K+ 3.75% |
$114K - $116K
|
128K
$3.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.55K+ 2.84% |
$113K - $114K
|
165K
$4.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.47K+ 13.32% |
$111K - $112K
|
38K
$953K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.35K+ 2.3% |
$108K - $109K
|
193K
$4.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
4.22KNew |
$105K - $106K
|
4.22K
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
4.06K+ 16.51% |
$101K - $102K
|
28.6K
$718K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
4.03K+ 10.36% |
$99.8K - $101K
|
42.9K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.02K+ 93.88% |
$99.6K - $101K
|
8.3K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.01K+ 5.8% |
$99.4K - $101K
|
73.2K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
3.99K+ 14.58% |
$98.8K - $100K
|
31.3K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.96K+ 4.42% |
$98.2K - $99.5K
|
93.6K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.93KNew |
$97.3K - $98.6K
|
3.93K
$98.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.9K+ 4.07% |
$96.6K - $97.9K
|
99.6K
$2.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.61K+ 7.33% |
$89.5K - $90.6K
|
52.8K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.6K+ 1.04% |
$89.3K - $90.5K
|
350K
$8.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.59K+ 4.71% |
$89.1K - $90.2K
|
79.9K
$2M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.38K+ 9.36% |
$83.7K - $84.8K
|
39.5K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.28K+ 80.33% |
$81.2K - $82.3K
|
7.35K
$184K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.26K+ 1.95% |
$80.9K - $82K
|
171K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.26K+ 16.69% |
$80.7K - $81.7K
|
22.8K
$571K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.23K+ 66.23% |
$80.1K - $81.2K
|
8.11K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.88K+ 9.17% |
$71.4K - $72.3K
|
34.3K
$860K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.6K+ 11.58% |
$64.4K - $65.3K
|
25.1K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$62K - $62.8K
|
2.5K
$62.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.4K+ 4.44% |
$59.6K - $60.4K
|
56.6K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.38K+ 6.74% |
$59.1K - $59.8K
|
37.7K
$946K
|