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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.87K+ 2.76% |
$170K - $171K
|
256K
$6.41M
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.2K+ 3.33% |
$153K - $154K
|
192K
$4.81M
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
5.99K+ 7.64% |
$148K - $149K
|
84.4K
$2.12M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.74K+ 6.84% |
$142K - $143K
|
89.6K
$2.25M
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.69K+ 15.01% |
$140K - $141K
|
43.6K
$1.09M
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.6K+ 3.61% |
$138K - $139K
|
160K
$4.02M
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
5.4K+ 31.67% |
$133K - $134K
|
22.5K
$563K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.29K+ 13.09% |
$131K - $131K
|
45.7K
$1.15M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.29K+ 22.46% |
$131K - $131K
|
28.8K
$723K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
5.08K+ 32.81% |
$125K - $126K
|
20.6K
$516K
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.95K+ 1.88% |
$122K - $123K
|
269K
$6.73M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.94K+ 2.32% |
$122K - $123K
|
218K
$5.47M
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.84K+ 1.6% |
$120K - $120K
|
307K
$7.69M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.67K+ 31.45% |
$115K - $116K
|
19.5K
$489K
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4.6K+ 2.91% |
$114K - $114K
|
163K
$4.08M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.58K+ 45.75% |
$113K - $114K
|
14.6K
$365K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
4.46K+ 12.56% |
$110K - $111K
|
40K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.35KNew |
$107K - $108K
|
4.35K
$109K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.28K+ 7.3% |
$106K - $106K
|
62.9K
$1.58M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.28K+ 6.92% |
$106K - $106K
|
66.1K
$1.66M
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.27K+ 52.1% |
$105K - $106K
|
12.5K
$313K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.84KNew |
$94.7K - $95.3K
|
3.84K
$96.1K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.26K+ 398.53% |
$80.5K - $81K
|
4.08K
$102K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.22K+ 17.92% |
$79.4K - $79.9K
|
21.2K
$531K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.15K+ 10.37% |
$77.8K - $78.3K
|
33.5K
$841K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.96K+ 9.34% |
$73.2K - $73.7K
|
34.7K
$870K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.94K+ 14.62% |
$72.6K - $73.1K
|
23.1K
$578K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.77K+ 31.45% |
$68.3K - $68.7K
|
11.6K
$290K
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.66K+ 2.99% |
$65.7K - $66.1K
|
91.7K
$2.3M
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.64K+ 9.18% |
$65.2K - $65.6K
|
31.4K
$788K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.61K+ 2.32% |
$64.4K - $64.9K
|
115K
$2.88M
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
2.28K+ 9.07% |
$56.2K - $56.6K
|
27.4K
$686K
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.04K+ 7.45% |
$50.2K - $50.6K
|
29.3K
$735K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.02K+ 12.12% |
$49.8K - $50.1K
|
18.6K
$467K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.99K+ 2.54% |
$49.1K - $49.4K
|
80.2K
$2.01M
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.89K+ 19.77% |
$46.7K - $47K
|
11.5K
$287K
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.89K+ 13.25% |
$46.6K - $46.9K
|
16.1K
$404K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.81K+ 13.38% |
$44.7K - $45K
|
15.3K
$384K
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.78K+ 2.37% |
$43.9K - $44.3K
|
76.9K
$1.93M
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.76K+ 0.31% |
$43.6K - $43.9K
|
571K
$14.3M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.48K+ 1.75% |
$36.5K - $36.7K
|
86.1K
$2.16M
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.48K+ 1.25% |
$36.5K - $36.7K
|
120K
$3M
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.47K+ 2.84% |
$36.3K - $36.5K
|
53.1K
$1.33M
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.46K+ 1.95% |
$36K - $36.3K
|
76.2K
$1.91M
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.39K+ 2.56% |
$34.4K - $34.6K
|
55.8K
$1.4M
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.37K+ 9.27% |
$33.8K - $34K
|
16.1K
$404K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.23K+ 0.93% |
$30.3K - $30.5K
|
133K
$3.34M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
972+ 0.12% |
$24K - $24.2K
|
821K
$20.6M
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
899+ 6.47% |
$22.2K - $22.3K
|
14.8K
$371K
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
860+ 6.19% |
$21.2K - $21.4K
|
14.8K
$370K
|