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
|
Hemington Wealth Management
|
BUY
|
- |
1.14KNew |
$28.3K - $28.7K
|
1.14K
$28.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.14K+ 1.17% |
$28.3K - $28.7K
|
99K
$2.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.14K+ 1.85% |
$28.2K - $28.6K
|
62.9K
$1.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 0.45% |
$26K - $26.3K
|
232K
$5.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
858+ 2.37% |
$21.3K - $21.5K
|
37.1K
$933K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
835New |
$20.7K - $21K
|
835
$21K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
802+ 14.99% |
$19.9K - $20.1K
|
6.15K
$155K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
735+ 9.65% |
$18.2K - $18.5K
|
8.35K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
733+ 2.51% |
$18.2K - $18.4K
|
29.9K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
725+ 1.46% |
$18K - $18.2K
|
50.5K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
645+ 1.21% |
$16K - $16.2K
|
53.8K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
640New |
$15.9K - $16.1K
|
640
$16.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
522+ 2.47% |
$12.9K - $13.1K
|
21.7K
$545K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
507+ 16.73% |
$12.6K - $12.7K
|
3.54K
$88.9K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
411+ 3.59% |
$10.2K - $10.3K
|
11.9K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
400+ 1.73% |
$9.91K - $10K
|
23.5K
$589K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
322+ 2.0% |
$7.98K - $8.09K
|
16.5K
$414K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
294New |
$7.29K - $7.38K
|
294
$7.39K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
193+ 0.97% |
$4.78K - $4.85K
|
20.1K
$504K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
190+ 3.89% |
$4.71K - $4.77K
|
5.08K
$128K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
187+ 0.16% |
$4.63K - $4.7K
|
120K
$3.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
178+ 0.79% |
$4.41K - $4.47K
|
22.6K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
168+ 1.74% |
$4.16K - $4.22K
|
9.8K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
147+ 1.71% |
$3.64K - $3.69K
|
8.74K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
142+ 1.42% |
$3.52K - $3.57K
|
10.2K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
141+ 0.97% |
$3.49K - $3.54K
|
14.6K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
109+ 0.42% |
$2.7K - $2.74K
|
26.1K
$656K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
80+ 0.14% |
$1.98K - $2.01K
|
55.5K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
57+ 0.26% |
$1.41K - $1.43K
|
21.9K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
43+ 0.41% |
$1.07K - $1.08K
|
10.5K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
24+ 600.0% |
$595 - $603
|
28
$704
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
20+ 0.04% |
$496 - $502
|
45.9K
$1.15M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
210K+ 29.49% |
$5.19M - $5.22M
|
922K
$23.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
151KNew |
$3.74M - $3.76M
|
151K
$3.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
18.6K+ 3.82% |
$460K - $463K
|
506K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.3KNew |
$402K - $405K
|
16.3K
$410K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.6K+ 6.66% |
$384K - $387K
|
249K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.97KNew |
$221K - $223K
|
8.97K
$225K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.46KNew |
$209K - $210K
|
8.46K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.44KNew |
$208K - $210K
|
8.44K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.35K+ 100.0% |
$206K - $208K
|
16.7K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.35KNew |
$107K - $108K
|
4.35K
$109K
|
|
|
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
$96.4K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.46K+ 1.95% |
$36K - $36.3K
|
76.2K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.37K+ 9.27% |
$33.8K - $34K
|
16.1K
$405K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
809+ 5.37% |
$20K - $20.1K
|
15.9K
$399K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
600New |
$14.8K - $14.9K
|
600
$15.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
560New |
$13.8K - $13.9K
|
560
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
320New |
$7.9K - $7.96K
|
320
$8.04K
|
|