Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.84K+ 5.76% |
$246K - $247K
|
181K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.52KNew |
$213K - $214K
|
8.52K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.79K+ 38.48% |
$195K - $195K
|
28K
$705K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7.06K+ 6.03% |
$177K - $177K
|
124K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.2KNew |
$155K - $156K
|
6.2K
$156K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.18K+ 4.6% |
$154K - $155K
|
140K
$3.53M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6.09K+ 4.09% |
$152K - $153K
|
155K
$3.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.3K+ 16.91% |
$132K - $133K
|
36.6K
$922K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.28K+ 3.2% |
$132K - $133K
|
170K
$4.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.98K+ 18.51% |
$125K - $125K
|
31.9K
$803K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.9K+ 11.34% |
$122K - $123K
|
48.1K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.59K+ 12.88% |
$115K - $115K
|
40.2K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.51K+ 5.19% |
$113K - $113K
|
91.4K
$2.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.46K+ 9.91% |
$111K - $112K
|
49.5K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.03K+ 5.8% |
$101K - $101K
|
73.5K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.8K+ 8.26% |
$95.1K - $95.5K
|
49.9K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.22K+ 8.91% |
$80.4K - $80.8K
|
39.3K
$990K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.93K+ 4.92% |
$73.1K - $73.4K
|
62.4K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 27.97% |
$64.9K - $65.2K
|
11.9K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.99K+ 7.94% |
$49.8K - $50K
|
27.1K
$682K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.94KNew |
$48.4K - $48.6K
|
1.94K
$48.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.82K+ 56.85% |
$45.6K - $45.8K
|
5.03K
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.68KNew |
$42.1K - $42.3K
|
1.68K
$42.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.5K+ 10.92% |
$37.5K - $37.7K
|
15.2K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 2.32% |
$33K - $33.1K
|
58.3K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.32K+ 10.37% |
$33K - $33.1K
|
14.1K
$354K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.12K+ 1.13% |
$28.1K - $28.2K
|
101K
$2.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
950+ 8.56% |
$23.8K - $23.9K
|
12.1K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
920+ 1.15% |
$23K - $23.1K
|
80.8K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
713+ 3.52% |
$17.8K - $17.9K
|
21K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
636+ 0.25% |
$15.9K - $16K
|
258K
$6.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
322+ 0.48% |
$8.05K - $8.09K
|
67.1K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
300+ 11.51% |
$7.5K - $7.53K
|
2.91K
$73.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
156New |
$3.9K - $3.92K
|
156
$3.92K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
155+ 1.3% |
$3.88K - $3.89K
|
12.1K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
120+ 0.96% |
$3K - $3.01K
|
12.6K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
80+ 0.2% |
$2K - $2.01K
|
40.4K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
79+ 0.33% |
$1.98K - $1.98K
|
24K
$603K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
34+ 0.39% |
$850 - $854
|
8.77K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.11% |
$625 - $628
|
23.5K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19+ 1.19% |
$475 - $477
|
1.62K
$40.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
13+ 0.86% |
$325 - $326
|
1.52K
$38.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$50 - $50.2
|
6.16K
$155K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.1% |
$50 - $50.2
|
2.07K
$52.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$25 - $25.1
|
99.4K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-32- 0.39% |
$800 - $804
|
8.27K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-60- 0.24% |
$1.5K - $1.51K
|
24.6K
$618K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-65- 0.3% |
$1.63K - $1.63K
|
21.7K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-180- 0.32% |
$4.5K - $4.52K
|
56.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-201- 0.51% |
$5.03K - $5.05K
|
39.3K
$988K
|