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 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
193+ 0.97% |
$4.78K - $4.85K
|
20.1K
$503K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
190+ 3.89% |
$4.71K - $4.77K
|
5.08K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
168+ 1.74% |
$4.16K - $4.22K
|
9.8K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
57+ 0.26% |
$1.41K - $1.43K
|
21.9K
$551K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
210K+ 29.49% |
$5.19M - $5.22M
|
922K
$23.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
151KNew |
$3.74M - $3.76M
|
151K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.97KNew |
$221K - $223K
|
8.97K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.35K+ 100.0% |
$206K - $208K
|
16.7K
$419K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.48K+ 3.84% |
$111K - $111K
|
121K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.35KNew |
$107K - $108K
|
4.35K
$109K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.84KNew |
$94.7K - $95.3K
|
3.84K
$96.2K
|
|
|
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
$8.03K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 1.1% |
$420 - $423
|
1.56K
$39.1K
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
148K+ 8.94% |
$3.66M - $3.68M
|
1.8M
$45.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
126KNew |
$3.12M - $3.13M
|
126K
$3.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32KNew |
$790K - $794K
|
32K
$802K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.8K+ 49.76% |
$587K - $590K
|
71.5K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.4K+ 99.66% |
$306K - $308K
|
24.8K
$622K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.22K+ 25.62% |
$228K - $229K
|
45.2K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.25KNew |
$204K - $205K
|
8.25K
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.16KNew |
$202K - $203K
|
8.16K
$205K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
7.78KNew |
$192K - $193K
|
7.78K
$195K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.13K+ 2.12% |
$127K - $127K
|
247K
$6.19M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
404New |
$9.98K - $10K
|
404
$10.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
352+ 3.88% |
$8.69K - $8.74K
|
9.44K
$237K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
350New |
$8.65K - $8.69K
|
350
$8.78K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
121New |
$2.99K - $3.01K
|
121
$3.04K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
109New |
$2.69K - $2.71K
|
109
$2.73K
|
|
|
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
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
148KNew |
$3.61M - $3.68M
|
148K
$3.72M
|
|
|
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
$2.2M
|
|
|
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 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
20.1KNew |
$489K - $498K
|
20.1K
$505K
|
|
|
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
$387K
|
|
|
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
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.44K+ 4.87% |
$108K - $110K
|
95.5K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$60K - $61.2K
|
2.47K
$62K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.7K+ 16.72% |
$41.3K - $42.1K
|
11.9K
$298K
|
|
|
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
$3.09K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$656 - $669
|
8.39K
$211K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
161KNew |
$3.92M - $3.95M
|
161K
$4.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18.5KNew |
$449K - $453K
|
18.5K
$464K
|
|