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 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
51.5K+ 17.48% |
$1.29M - $1.29M
|
346K
$8.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
48.9K+ 41.05% |
$1.22M - $1.23M
|
168K
$4.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
48.7K+ 9.1% |
$1.22M - $1.22M
|
583K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
47.2K+ 9.34% |
$1.18M - $1.18M
|
552K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
44.6K+ 11.02% |
$1.12M - $1.12M
|
450K
$11.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44.1KNew |
$1.1M - $1.11M
|
44.1K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.9K+ 7.14% |
$1.1M - $1.1M
|
660K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
43.9K+ 17.35% |
$1.1M - $1.1M
|
297K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.9K+ 41.04% |
$1.1M - $1.1M
|
151K
$3.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
43.1K+ 22.67% |
$1.08M - $1.08M
|
233K
$5.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
42.4KNew |
$1.06M - $1.06M
|
42.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
41.8K+ 68.12% |
$1.04M - $1.05M
|
103K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.9K+ 9.46% |
$1.02M - $1.03M
|
474K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
40.7K+ 23.75% |
$1.02M - $1.02M
|
212K
$5.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
39.1K+ 11.79% |
$979K - $983K
|
371K
$9.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1K+ 28.78% |
$977K - $982K
|
175K
$4.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
38K+ 35.54% |
$950K - $954K
|
145K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.5K+ 8.74% |
$887K - $891K
|
441K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34.8KNew |
$869K - $873K
|
34.8K
$874K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
34.4K+ 141.58% |
$860K - $864K
|
58.7K
$1.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
34.4KNew |
$859K - $863K
|
34.4K
$864K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
34.2KNew |
$856K - $860K
|
34.2K
$861K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
34.1K+ 403.68% |
$853K - $857K
|
42.6K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
33.9KNew |
$847K - $851K
|
33.9K
$852K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.4KNew |
$836K - $839K
|
33.4K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
33.3KNew |
$832K - $835K
|
33.3K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
33.2K+ 2.86% |
$829K - $833K
|
1.19M
$30M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31.5K+ 150.42% |
$789K - $792K
|
52.5K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
30.5K+ 9.98% |
$763K - $766K
|
336K
$8.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30K+ 10.49% |
$750K - $753K
|
316K
$7.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
29.5K+ 40.34% |
$738K - $742K
|
103K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
29K+ 72.55% |
$725K - $728K
|
69K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.8K+ 14.87% |
$720K - $723K
|
222K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.4K+ 36.96% |
$710K - $713K
|
105K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
28.4K+ 27.63% |
$710K - $713K
|
131K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27K+ 7.16% |
$675K - $678K
|
404K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
26.7K+ 2.69% |
$667K - $670K
|
1.02M
$25.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26.1K+ 160.26% |
$653K - $656K
|
42.4K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
26.1K+ 15.43% |
$653K - $656K
|
195K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
25.6K+ 4.14% |
$639K - $642K
|
643K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
25.5K+ 123.97% |
$638K - $641K
|
46.1K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
25.5KNew |
$637K - $640K
|
25.5K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.4K+ 15.55% |
$635K - $638K
|
189K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
25.4K+ 0.8% |
$634K - $637K
|
3.18M
$80M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
25KNew |
$625K - $627K
|
25K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
23.3KNew |
$583K - $585K
|
23.3K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.1K+ 7.13% |
$578K - $580K
|
347K
$8.73M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
22.8KNew |
$570K - $573K
|
22.8K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.5K+ 3.21% |
$512K - $514K
|
657K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
19.9KNew |
$496K - $499K
|
19.9K
$499K
|