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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-93.1K- 12.1% |
$2.31M - $2.34M
|
677K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-158- 2.01% |
$3.92K - $3.97K
|
7.71K
$194K
|
|
|
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
$38.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
57+ 0.26% |
$1.41K - $1.43K
|
21.9K
$552K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 0.45% |
$26K - $26.3K
|
232K
$5.83M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.48K+ 3.84% |
$111K - $111K
|
121K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 1.1% |
$420 - $423
|
1.56K
$39.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.35KNew |
$107K - $108K
|
4.35K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.15K- 89.06% |
$28.3K - $28.5K
|
141
$3.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.35K+ 100.0% |
$206K - $208K
|
16.7K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
320New |
$7.9K - $7.96K
|
320
$8.04K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
210K+ 29.49% |
$5.19M - $5.22M
|
922K
$23.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
560New |
$13.8K - $13.9K
|
560
$14.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$17.3K - $17.4K
|
2K
$50.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-23.3K- 71.77% |
$575K - $579K
|
9.17K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-2.57K- 39.61% |
$63.5K - $63.9K
|
3.92K
$98.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-302- 1.11% |
$7.46K - $7.51K
|
26.9K
$677K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-153K- 65.9% |
$3.77M - $3.8M
|
79.1K
$1.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
600New |
$14.8K - $14.9K
|
600
$15.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.84KNew |
$94.7K - $95.3K
|
3.84K
$96.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
21+ 0.08% |
$519 - $522
|
26.7K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
121New |
$2.99K - $3.01K
|
121
$3.04K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-753- 30.23% |
$18.6K - $18.7K
|
1.74K
$43.7K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.41K- 23.12% |
$109K - $110K
|
14.7K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
109New |
$2.69K - $2.71K
|
109
$2.74K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.8K+ 49.76% |
$587K - $590K
|
71.5K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.22K+ 25.62% |
$228K - $229K
|
45.2K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.13K+ 2.12% |
$127K - $127K
|
247K
$6.2M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-826- 2.69% |
$20.4K - $20.5K
|
29.9K
$751K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 15.38% |
$98.8K - $99.4K
|
22K
$553K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
404New |
$9.98K - $10K
|
404
$10.2K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.25KNew |
$204K - $205K
|
8.25K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.19K- 80.1% |
$54K - $54.3K
|
543
$13.6K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
7.78KNew |
$192K - $193K
|
7.78K
$195K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-13.4K- 28.11% |
$330K - $332K
|
34.2K
$858K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-284- 21.21% |
$7.01K - $7.05K
|
1.06K
$26.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
148K+ 8.94% |
$3.66M - $3.68M
|
1.8M
$45.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
352+ 3.88% |
$8.69K - $8.74K
|
9.44K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-759- 57.15% |
$18.7K - $18.9K
|
569
$14.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-95- 5.96% |
$2.35K - $2.36K
|
1.5K
$37.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.16KNew |
$202K - $203K
|
8.16K
$205K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32KNew |
$790K - $794K
|
32K
$804K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
126KNew |
$3.12M - $3.13M
|
126K
$3.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.4K+ 99.66% |
$306K - $308K
|
24.8K
$623K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
350New |
$8.65K - $8.69K
|
350
$8.8K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
148KNew |
$3.61M - $3.68M
|
148K
$3.73M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$2.99K - $3.05K
|
123
$3.09K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
18KNew |
$437K - $445K
|
18K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
20.1KNew |
$489K - $498K
|
20.1K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
62.6KNew |
$1.52M - $1.55M
|
62.6K
$1.57M
|
|