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 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.02K+ 60.37% |
$25.5K - $25.6K
|
2.7K
$67.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
899+ 5.59% |
$22.5K - $22.6K
|
17K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
877+ 3.39% |
$22K - $22.1K
|
26.8K
$672K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
826+ 14.59% |
$20.7K - $20.8K
|
6.49K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800+ 90.6% |
$20K - $20.1K
|
1.68K
$42.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
753New |
$18.9K - $18.9K
|
753
$18.9K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
650+ 2.5% |
$16.3K - $16.4K
|
26.7K
$670K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 5.39% |
$16.3K - $16.4K
|
12.7K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
614+ 2.83% |
$15.4K - $15.4K
|
22.3K
$560K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
581+ 2.82% |
$14.6K - $14.6K
|
21.2K
$532K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
544+ 2.74% |
$13.6K - $13.7K
|
20.4K
$512K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
531+ 3.19% |
$13.3K - $13.4K
|
17.2K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
477+ 1.16% |
$11.9K - $12K
|
41.5K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
455+ 0.43% |
$11.4K - $11.4K
|
106K
$2.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
278+ 3.17% |
$6.96K - $6.99K
|
9.05K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
253+ 0.66% |
$6.34K - $6.37K
|
38.5K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
214+ 0.84% |
$5.36K - $5.38K
|
25.7K
$644K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
211+ 0.02% |
$5.29K - $5.31K
|
934K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
141New |
$3.53K - $3.55K
|
141
$3.54K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 0.34% |
$3.33K - $3.35K
|
39.4K
$989K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
133+ 1.65% |
$3.33K - $3.35K
|
8.2K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
107+ 0.66% |
$2.68K - $2.69K
|
16.2K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
98+ 0.15% |
$2.45K - $2.47K
|
67.2K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
67+ 0.39% |
$1.68K - $1.69K
|
17.1K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65+ 0.3% |
$1.63K - $1.64K
|
21.9K
$550K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
60+ 0.09% |
$1.5K - $1.51K
|
68.5K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
46+ 0.33% |
$1.15K - $1.16K
|
14.1K
$354K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
39+ 0.03% |
$977 - $981
|
119K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
39+ 0.11% |
$977 - $981
|
36.7K
$921K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
30+ 0.28% |
$752 - $755
|
10.7K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
24+ 0.12% |
$601 - $604
|
20.8K
$523K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
21+ 0.12% |
$526 - $528
|
17.9K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 0.56% |
$225 - $226
|
1.62K
$40.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.71% |
$150 - $151
|
852
$21.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.03% |
$100 - $101
|
14.3K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$50.1 - $50.3
|
9.19K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.0% |
$25.1 - $25.2
|
40.2K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$25.1 - $25.2
|
6.16K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
716KNew |
$17.9M - $18M
|
716K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.98M - $2.99M
|
119K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.2KNew |
$1.53M - $1.54M
|
61.2K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
52.9KNew |
$1.32M - $1.33M
|
52.9K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.9K+ 41.04% |
$1.1M - $1.1M
|
151K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
29K+ 72.55% |
$725K - $728K
|
69K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
23.3KNew |
$583K - $585K
|
23.3K
$585K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
22.8KNew |
$570K - $573K
|
22.8K
$572K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
18.3KNew |
$459K - $461K
|
18.3K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15K+ 3.69% |
$375K - $376K
|
422K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12KNew |
$300K - $301K
|
12K
$301K
|
|