Purchases and Sales Made in Q3 2024 in Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2025 TERM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
540K+ 50.95% |
$13.4M - $13.6M
|
1.6M
$40.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
478K+ 1274.45% |
$11.8M - $12M
|
515K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
458K+ 44.04% |
$11.3M - $11.5M
|
1.5M
$37.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
458KNew |
$11.3M - $11.5M
|
458K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
313K+ 79.94% |
$7.75M - $7.85M
|
704K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
311K+ 206.63% |
$7.71M - $7.82M
|
462K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
288K+ 244.64% |
$7.14M - $7.23M
|
406K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
263K+ 7.7% |
$6.52M - $6.61M
|
3.68M
$92.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
239K+ 283.17% |
$5.92M - $6M
|
323K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150K+ 27.64% |
$3.72M - $3.77M
|
693K
$17.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 6.4% |
$3.23M - $3.28M
|
2.17M
$54.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 10.73% |
$3.22M - $3.27M
|
1.34M
$33.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 15.46% |
$3.22M - $3.26M
|
969K
$24.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 6.93% |
$3.11M - $3.15M
|
1.93M
$48.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
123K+ 4.07% |
$3.05M - $3.1M
|
3.15M
$79.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
118K+ 15.02% |
$2.92M - $2.96M
|
902K
$22.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
117KNew |
$2.9M - $2.94M
|
117K
$2.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
111K+ 152.12% |
$2.76M - $2.8M
|
185K
$4.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
107KNew |
$2.65M - $2.68M
|
107K
$2.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
106K+ 19.94% |
$2.62M - $2.66M
|
637K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
101K+ 13.27% |
$2.51M - $2.55M
|
866K
$21.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
89.1K+ 295.48% |
$2.21M - $2.24M
|
119K
$2.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
85.3K+ 16.86% |
$2.11M - $2.14M
|
591K
$14.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80.7K+ 3.01% |
$2M - $2.03M
|
2.76M
$69.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
80.1K+ 299.33% |
$1.98M - $2.01M
|
107K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
70.2K+ 54.72% |
$1.74M - $1.76M
|
198K
$4.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67.9K+ 174.58% |
$1.68M - $1.71M
|
107K
$2.68M
|
|
|
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
$38.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
61.1K+ 81.68% |
$1.51M - $1.53M
|
136K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
57K+ 51.89% |
$1.41M - $1.43M
|
167K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
56.6K+ 49.17% |
$1.4M - $1.42M
|
172K
$4.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
54.5K+ 4.92% |
$1.35M - $1.37M
|
1.16M
$29.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
53.2K+ 4.82% |
$1.32M - $1.33M
|
1.16M
$29M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
52.9K+ 26.46% |
$1.31M - $1.33M
|
253K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
52.4K+ 5.5% |
$1.3M - $1.32M
|
1.01M
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
48.4KNew |
$1.2M - $1.21M
|
48.4K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
47K+ 463.38% |
$1.16M - $1.18M
|
57.1K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45.1K+ 14.94% |
$1.12M - $1.13M
|
347K
$8.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
40KNew |
$990K - $1M
|
40K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.5K+ 6.68% |
$955K - $968K
|
616K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
38.4K+ 59.71% |
$952K - $965K
|
103K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
37.8K+ 4.8% |
$937K - $949K
|
825K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
37.7KNew |
$934K - $946K
|
37.7K
$945K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
32K+ 155.56% |
$793K - $803K
|
52.6K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
31.8K+ 35.11% |
$787K - $798K
|
122K
$3.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
30.5K+ 34.15% |
$755K - $765K
|
120K
$3M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.3K+ 4.46% |
$751K - $761K
|
709K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.3K+ 34.44% |
$750K - $760K
|
118K
$2.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
30.2K+ 189.02% |
$748K - $758K
|
46.1K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
29.1K+ 101.1% |
$722K - $732K
|
58K
$1.45M
|