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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-549- 2.74% |
$13.7K - $13.8K
|
19.5K
$490K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-388K- 11.07% |
$9.72M - $9.78M
|
3.12M
$78.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.61K+ 55.96% |
$40.2K - $40.4K
|
4.47K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
380K+ 640.36% |
$9.52M - $9.57M
|
439K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
181K+ 92.04% |
$4.54M - $4.56M
|
378K
$9.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.86K- 4.88% |
$147K - $148K
|
114K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$538K - $541K
|
21.5K
$540K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.5K- 56.62% |
$262K - $264K
|
8.03K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
514KNew |
$12.9M - $12.9M
|
514K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 7.13% |
$65.6K - $65.9K
|
39.3K
$989K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6New |
$150 - $151
|
6
$151
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-69.1K- 12.74% |
$1.73M - $1.74M
|
473K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-19- 0.05% |
$476 - $478
|
36K
$904K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.01K- 5.18% |
$151K - $151K
|
110K
$2.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.85KNew |
$222K - $223K
|
8.85K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3K- 21.82% |
$75.1K - $75.5K
|
10.8K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.6K- 1.84% |
$266K - $267K
|
567K
$14.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
6.96K+ 65.96% |
$174K - $175K
|
17.5K
$440K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-407- 1.94% |
$10.2K - $10.2K
|
20.6K
$517K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-10.9K- 31.75% |
$272K - $274K
|
23.4K
$587K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.02% |
$175 - $176
|
39.6K
$994K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.8K- 18.67% |
$70.2K - $70.6K
|
12.2K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-946- 2.57% |
$23.7K - $23.8K
|
35.8K
$901K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.8K- 90.24% |
$420K - $422K
|
1.81K
$45.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
20.5KNew |
$513K - $516K
|
20.5K
$515K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-14.1K- 24.93% |
$353K - $355K
|
42.5K
$1.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
929+ 34.42% |
$23.3K - $23.4K
|
3.63K
$91.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
185New |
$4.63K - $4.66K
|
185
$4.65K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.7K- 22.69% |
$243K - $244K
|
33K
$830K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
156+ 1.9% |
$3.91K - $3.93K
|
8.36K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 4.01% |
$332K - $334K
|
317K
$7.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.06K- 68.0% |
$76.6K - $77.1K
|
1.44K
$36.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.78K+ 70.93% |
$69.7K - $70.1K
|
6.71K
$169K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-375- 4.03% |
$9.39K - $9.44K
|
8.94K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
116+ 0.29% |
$2.9K - $2.92K
|
39.5K
$993K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-200- 2.42% |
$5.01K - $5.04K
|
8.05K
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
262New |
$6.56K - $6.6K
|
262
$6.58K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-12.7K- 21.26% |
$319K - $320K
|
47.1K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-16.1K- 47.52% |
$403K - $405K
|
17.8K
$447K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
43.6K+ 20.13% |
$1.09M - $1.1M
|
260K
$6.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.82K+ 43.15% |
$45.6K - $45.9K
|
6.04K
$152K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6+ 0.06% |
$150 - $151
|
9.45K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 94.11% |
$49.2K - $49.5K
|
123
$3.09K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-160K- 37.57% |
$4.01M - $4.04M
|
266K
$6.7M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
33+ 0.07% |
$826 - $831
|
48.9K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
100+ 0.43% |
$2.5K - $2.52K
|
23.4K
$588K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-848- 9.25% |
$21.2K - $21.4K
|
8.32K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-500- 4.35% |
$12.5K - $12.6K
|
11K
$276K
|
|