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 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
121New |
$2.99K - $3.01K
|
121
$3.03K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
109New |
$2.69K - $2.71K
|
109
$2.73K
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
40+ 0.13% |
$988 - $994
|
30.3K
$759K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
21+ 0.08% |
$519 - $522
|
26.7K
$669K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
812KNew |
$19.7M - $20.1M
|
812K
$20.4M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
106K+ 394.04% |
$2.57M - $2.62M
|
133K
$3.33M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.5KNew |
$2.13M - $2.17M
|
87.5K
$2.19M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
62.8KNew |
$1.53M - $1.55M
|
62.8K
$1.57M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
62.6KNew |
$1.52M - $1.55M
|
62.6K
$1.57M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
52.1KNew |
$1.26M - $1.29M
|
52.1K
$1.31M
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
30.4KNew |
$738K - $752K
|
30.4K
$761K
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
26.4KNew |
$640K - $653K
|
26.4K
$661K
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
20.1KNew |
$489K - $498K
|
20.1K
$504K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
18KNew |
$437K - $445K
|
18K
$451K
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$374K - $382K
|
15.4K
$386K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.3KNew |
$226K - $230K
|
9.3K
$233K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.18KNew |
$199K - $203K
|
8.18K
$205K
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
5K+ 11.16% |
$121K - $124K
|
49.8K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.89KNew |
$119K - $121K
|
4.89K
$123K
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.44K+ 4.87% |
$108K - $110K
|
95.5K
$2.39M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$60K - $61.2K
|
2.47K
$61.9K
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.7K+ 16.72% |
$41.3K - $42.1K
|
11.9K
$298K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
883New |
$21.4K - $21.9K
|
883
$22.1K
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
530New |
$12.9K - $13.1K
|
530
$13.3K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$2.99K - $3.05K
|
123
$3.08K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$656 - $669
|
8.39K
$210K
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
161KNew |
$3.92M - $3.95M
|
161K
$4.04M
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18.5KNew |
$449K - $453K
|
18.5K
$464K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$298K - $301K
|
12.3K
$308K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.5K+ 1.68% |
$280K - $282K
|
699K
$17.5M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.43KNew |
$205K - $206K
|
8.43K
$211K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.23KNew |
$151K - $152K
|
6.23K
$156K
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
5.56KNew |
$135K - $136K
|
5.56K
$139K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.39K+ 233.11% |
$58K - $58.4K
|
3.41K
$85.5K
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.24K+ 12.91% |
$30K - $30.2K
|
10.8K
$271K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.16K+ 5.69% |
$28.2K - $28.4K
|
21.5K
$540K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.11KNew |
$27.1K - $27.3K
|
1.11K
$27.9K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
318New |
$7.72K - $7.78K
|
318
$7.97K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
239New |
$5.81K - $5.85K
|
239
$5.99K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
223+ 1.14% |
$5.42K - $5.46K
|
19.9K
$498K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
47.9K+ 61.29% |
$1.17M - $1.18M
|
126K
$3.16M
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
42.3K+ 4.06% |
$1.03M - $1.04M
|
1.08M
$27.2M
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
36.3KNew |
$884K - $895K
|
36.3K
$910K
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
18.5KNew |
$450K - $456K
|
18.5K
$464K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8KNew |
$286K - $290K
|
11.8K
$295K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$281K - $285K
|
11.5K
$289K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$49.8K - $50.5K
|
2.05K
$51.3K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.05KNew |
$49.8K - $50.5K
|
2.05K
$51.3K
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.69K+ 2.36% |
$41.2K - $41.7K
|
73.5K
$1.84M
|