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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.11K+ 72.4% |
$153K - $154K
|
14.6K
$366K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
498+ 2.49% |
$12.5K - $12.5K
|
20.5K
$515K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.69K- 6.33% |
$142K - $143K
|
84.2K
$2.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-23.7K- 45.31% |
$593K - $597K
|
28.6K
$719K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.03% |
$25 - $25.2
|
3.54K
$88.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.89K+ 8.41% |
$123K - $123K
|
63.1K
$1.58M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
531+ 3.19% |
$13.3K - $13.4K
|
17.2K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.39K- 28.14% |
$84.9K - $85.3K
|
8.66K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
79.6KNew |
$1.99M - $2M
|
79.6K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.3K- 10.63% |
$358K - $360K
|
120K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800+ 90.6% |
$20K - $20.1K
|
1.68K
$42.3K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.46KNew |
$212K - $213K
|
8.46K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-570K- 97.64% |
$14.3M - $14.3M
|
13.8K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-636- 6.89% |
$15.9K - $16K
|
8.6K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
141New |
$3.53K - $3.55K
|
141
$3.54K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
94.5K+ 7.3% |
$2.37M - $2.38M
|
1.39M
$34.9M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-19.7K- 33.29% |
$493K - $495K
|
39.4K
$991K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-4.78K- 2.19% |
$120K - $120K
|
213K
$5.36M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-15.8K- 43.07% |
$396K - $397K
|
20.9K
$525K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-3.1K- 23.66% |
$77.7K - $78K
|
10K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4- 0.04% |
$100 - $101
|
10.7K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.95K+ 2.25% |
$73.8K - $74.2K
|
134K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-16.8K- 71.1% |
$420K - $422K
|
6.82K
$171K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.24K+ 3.08% |
$131K - $132K
|
176K
$4.41M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$40K - $40.1K
|
1.6K
$40.1K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12K+ 35.42% |
$301K - $302K
|
45.9K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-630- 2.04% |
$15.8K - $15.9K
|
30.3K
$760K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-3.98K- 9.39% |
$99.7K - $100K
|
38.4K
$965K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$272K - $273K
|
10.9K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
877+ 3.39% |
$22K - $22.1K
|
26.8K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-18.7K- 7.64% |
$469K - $471K
|
226K
$5.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.27KNew |
$132K - $133K
|
5.27K
$132K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.38KNew |
$84.8K - $85.1K
|
3.38K
$85K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
18K+ 13.7% |
$450K - $452K
|
149K
$3.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.71% |
$150 - $151
|
852
$21.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-14.8K- 63.98% |
$370K - $371K
|
8.31K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
753New |
$18.9K - $18.9K
|
753
$18.9K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-3.62K- 29.98% |
$90.6K - $91K
|
8.45K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25KNew |
$627K - $630K
|
25K
$629K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-403- 50.0% |
$10.1K - $10.1K
|
403
$10.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
278+ 3.17% |
$6.96K - $6.99K
|
9.05K
$227K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
245KNew |
$6.13M - $6.16M
|
245K
$6.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.69KNew |
$243K - $244K
|
9.69K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.42K+ 5.07% |
$35.6K - $35.7K
|
29.4K
$740K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.86M- 96.02% |
$122M - $122M
|
201K
$5.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
41.3K+ 22.13% |
$1.03M - $1.04M
|
228K
$5.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.21K+ 5.25% |
$131K - $131K
|
105K
$2.63M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
716KNew |
$17.9M - $18M
|
716K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 1.09% |
$25.5K - $25.6K
|
94.6K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6.34K- 23.33% |
$158K - $159K
|
20.8K
$523K
|
|