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 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
$290K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$49.8K - $50.5K
|
2.05K
$51.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.05KNew |
$49.8K - $50.5K
|
2.05K
$51.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.69K+ 2.36% |
$41.2K - $41.7K
|
73.5K
$1.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
755New |
$18.4K - $18.6K
|
755
$18.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
262New |
$6.38K - $6.46K
|
262
$6.57K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
149+ 0.48% |
$3.63K - $3.67K
|
31.4K
$786K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.43K - $2.47K
|
100
$2.51K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 0.27% |
$730 - $740
|
11.4K
$285K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
98.8KNew |
$2.38M - $2.43M
|
98.8K
$2.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
32.4KNew |
$782K - $799K
|
32.4K
$813K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$500K - $510K
|
20.7K
$520K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
16.4KNew |
$397K - $405K
|
16.4K
$412K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7.5KNew |
$181K - $185K
|
7.5K
$188K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.7KNew |
$89.3K - $91.2K
|
3.7K
$92.8K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
372KNew |
$8.88M - $9.11M
|
372K
$9.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
182KNew |
$4.34M - $4.45M
|
182K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
15.4KNew |
$367K - $376K
|
15.4K
$386K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
13.4KNew |
$320K - $328K
|
13.4K
$336K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.4KNew |
$201K - $206K
|
8.4K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.95K+ 22.29% |
$46.5K - $47.8K
|
10.7K
$268K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.66KNew |
$39.6K - $40.6K
|
1.66K
$41.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.43KNew |
$34.2K - $35K
|
1.43K
$35.9K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1KNew |
$23.9K - $24.5K
|
1K
$25.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.1K - $19.6K
|
800
$20.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
634New |
$15.1K - $15.5K
|
634
$15.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
509New |
$12.1K - $12.5K
|
509
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
354New |
$8.45K - $8.67K
|
354
$8.88K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.7KNew |
$330K - $343K
|
13.7K
$344K
|
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
9.66KNew |
$232K - $242K
|
9.66K
$242K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.21K+ 14.01% |
$77.2K - $80.2K
|
26.1K
$654K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
168K+ 581.97% |
$4.09M - $4.24M
|
197K
$4.94M
|
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
BUY
|
- |
125+ 1.28% |
$3.05K - $3.15K
|
9.88K
$248K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
95+ 1.14% |
$2.39K - $2.51K
|
8.45K
$212K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
14KNew |
$370K - $376K
|
14K
$351K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
11.6KNew |
$306K - $311K
|
11.6K
$290K
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.42KNew |
$249K - $253K
|
9.42K
$236K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
10KNew |
$268K - $271K
|
10K
$251K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
14.9K+ 144.51% |
$400K - $408K
|
25.3K
$634K
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
50.2KNew |
$1.36M - $1.37M
|
50.2K
$1.26M
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
15.8KNew |
$426K - $431K
|
15.8K
$397K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.27K+ 18.83% |
$56K - $61.3K
|
14.3K
$359K
|
|
| Q2 2018 | |||||||
|
Aug 06, 2018
Q2 2018
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
29KNew |
$688K - $703K
|
29K
$727K
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24New |
$569 - $582
|
24
$602
|
|