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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.4KNew |
$259K - $261K
|
10.4K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
9.99KNew |
$250K - $251K
|
9.99K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.62KNew |
$241K - $242K
|
9.62K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
9.6KNew |
$240K - $241K
|
9.6K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.52KNew |
$213K - $214K
|
8.52K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.17KNew |
$204K - $205K
|
8.17K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8KNew |
$200K - $201K
|
8K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
7.74K+ 48.02% |
$194K - $194K
|
23.9K
$599K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.2KNew |
$155K - $156K
|
6.2K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.23KNew |
$55.7K - $56K
|
2.23K
$55.9K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.2K+ 18.55% |
$55K - $55.2K
|
14.1K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.99K+ 7.94% |
$49.8K - $50K
|
27.1K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.94KNew |
$48.4K - $48.6K
|
1.94K
$48.6K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.84K+ 10.3% |
$46K - $46.2K
|
19.7K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.82K+ 56.85% |
$45.6K - $45.8K
|
5.03K
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.5K+ 10.92% |
$37.5K - $37.7K
|
15.2K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 1.09% |
$25.5K - $25.6K
|
94.6K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1KNew |
$25K - $25.1K
|
1K
$25.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
903+ 5.49% |
$22.6K - $22.7K
|
17.4K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
815New |
$20.4K - $20.5K
|
815
$20.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
525New |
$13.1K - $13.2K
|
525
$13.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
300+ 11.51% |
$7.5K - $7.53K
|
2.91K
$72.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 7.91% |
$5.63K - $5.65K
|
3.07K
$77.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
217+ 21700.0% |
$5.43K - $5.45K
|
218
$5.47K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
156New |
$3.9K - $3.92K
|
156
$3.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
52+ 0.15% |
$1.3K - $1.31K
|
34.3K
$862K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.5K+ 4.57% |
$1.65M - $1.67M
|
1.52M
$38.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
48.4KNew |
$1.2M - $1.21M
|
48.4K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37.7KNew |
$934K - $946K
|
37.7K
$946K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$328K - $332K
|
13.2K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11KNew |
$273K - $276K
|
11K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.7KNew |
$266K - $270K
|
10.7K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$266K - $270K
|
10.7K
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10K+ 50.0% |
$248K - $251K
|
30K
$753K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
4.22KNew |
$105K - $106K
|
4.22K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.93KNew |
$97.3K - $98.6K
|
3.93K
$98.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.26K+ 16.69% |
$80.7K - $81.7K
|
22.8K
$571K
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3K+ 2.69% |
$74.4K - $75.4K
|
115K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$44.8K - $45.3K
|
1.81K
$45.3K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.8K+ 10.93% |
$44.6K - $45.2K
|
18.3K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$43.4K - $43.9K
|
1.75K
$43.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.66K+ 3.64% |
$41.2K - $41.8K
|
47.4K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.51K+ 1.62% |
$37.3K - $37.8K
|
94.3K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.44KNew |
$35.7K - $36.2K
|
1.44K
$36.1K
|
|
|
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
$2.48M
|
|
|
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
$5.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
640New |
$15.9K - $16.1K
|
640
$16.1K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
294New |
$7.29K - $7.38K
|
294
$7.38K
|
|