Latest Institutional Transactions on Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information on the latest institutional transactions involving Ishares Ibonds Dec 2025 Term C (IBDQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
16.1KNew |
$403K - $405K
|
16.1K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-53.9K- 11.78% |
$1.35M - $1.35M
|
404K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15K+ 3.69% |
$375K - $376K
|
422K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.1K- 3.41% |
$703K - $707K
|
797K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.28K+ 3.2% |
$132K - $133K
|
170K
$4.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 7.21% |
$625K - $628K
|
322K
$8.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-918- 1.07% |
$23K - $23.1K
|
84.9K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.98K- 11.85% |
$150K - $150K
|
44.5K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
156New |
$3.9K - $3.92K
|
156
$3.92K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.68KNew |
$42.1K - $42.3K
|
1.68K
$42.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
43.1K+ 22.67% |
$1.08M - $1.08M
|
233K
$5.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31.5K+ 150.42% |
$789K - $792K
|
52.5K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
120+ 0.96% |
$3K - $3.01K
|
12.6K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
34+ 0.39% |
$850 - $854
|
8.77K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.98M - $2.99M
|
119K
$3M
|
|
|
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
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.57K- 8.21% |
$89.2K - $89.6K
|
39.9K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.03K- 33.71% |
$50.9K - $51.1K
|
4K
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6.09K+ 4.09% |
$152K - $153K
|
155K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.6K+ 15.5% |
$391K - $393K
|
117K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
34.2KNew |
$856K - $860K
|
34.2K
$862K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-60- 0.24% |
$1.5K - $1.51K
|
24.6K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
59.2K+ 22.69% |
$1.48M - $1.49M
|
320K
$8.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
42.4KNew |
$1.06M - $1.06M
|
42.4K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.51K+ 5.19% |
$113K - $113K
|
91.4K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.4KNew |
$259K - $261K
|
10.4K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
129K+ 107.94% |
$3.23M - $3.24M
|
249K
$6.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-580- 0.36% |
$14.5K - $14.6K
|
162K
$4.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7.06K+ 6.03% |
$177K - $177K
|
124K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
63.1K+ 19.55% |
$1.58M - $1.59M
|
386K
$9.71M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-3.76K- 11.04% |
$94K - $94.4K
|
30.3K
$762K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$50 - $50.2
|
6.16K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
51.5K+ 17.48% |
$1.29M - $1.29M
|
346K
$8.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
223K+ 112.48% |
$5.58M - $5.6M
|
422K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
47.2K+ 9.34% |
$1.18M - $1.18M
|
552K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.32K- 0.76% |
$58.1K - $58.3K
|
305K
$7.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.2KNew |
$155K - $156K
|
6.2K
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
60.8K+ 6.74% |
$1.52M - $1.53M
|
963K
$24.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-565- 0.77% |
$14.1K - $14.2K
|
72.6K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.5K- 20.0% |
$37.5K - $37.7K
|
6K
$151K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-16.6K- 28.86% |
$416K - $418K
|
41K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
18.3KNew |
$459K - $461K
|
18.3K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
16.1K+ 51.22% |
$401K - $403K
|
47.4K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
80+ 0.2% |
$2K - $2.01K
|
40.4K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.32K+ 10.37% |
$33K - $33.1K
|
14.1K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
234K+ 20.27% |
$5.85M - $5.88M
|
1.39M
$35M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$485K - $487K
|
155K
$3.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-925- 2.43% |
$23.1K - $23.2K
|
37.1K
$933K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-19.8K- 64.87% |
$496K - $498K
|
10.7K
$270K
|
|
|
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
|