Latest Institutional Purchases of Ishares Ibonds Dec 2025 Term C (IBDQ)
This list provides information on the latest institutional transactions involving Ishares Ibonds Dec 2025 Term C (IBDQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
529K+ 114.54% |
$13.2M - $13.3M
|
991K
$24.9M
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
449K+ 973.92% |
$11.2M - $11.3M
|
496K
$12.5M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
322KNew |
$8.06M - $8.1M
|
322K
$8.11M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
234K+ 20.27% |
$5.85M - $5.88M
|
1.39M
$35M
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
223K+ 112.48% |
$5.58M - $5.6M
|
422K
$10.6M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
192KNew |
$4.81M - $4.83M
|
192K
$4.84M
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
129K+ 107.94% |
$3.23M - $3.24M
|
249K
$6.26M
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.98M - $2.99M
|
119K
$3M
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
94.9K+ 28.73% |
$2.37M - $2.38M
|
425K
$10.7M
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
90.3K+ 10.43% |
$2.26M - $2.27M
|
956K
$24.1M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
64.3K+ 52.59% |
$1.61M - $1.61M
|
187K
$4.69M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
63.1K+ 19.55% |
$1.58M - $1.59M
|
386K
$9.71M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
60.8K+ 6.74% |
$1.52M - $1.53M
|
963K
$24.2M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
59.2K+ 22.69% |
$1.48M - $1.49M
|
320K
$8.06M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59K+ 10.44% |
$1.47M - $1.48M
|
624K
$15.7M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
58.5K+ 54.8% |
$1.46M - $1.47M
|
165K
$4.16M
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
56KNew |
$1.4M - $1.41M
|
56K
$1.41M
|
|
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
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
47.2K+ 9.34% |
$1.18M - $1.18M
|
552K
$13.9M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44.1KNew |
$1.1M - $1.11M
|
44.1K
$1.11M
|
|
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
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
34.4K+ 141.58% |
$860K - $864K
|
58.7K
$1.48M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
34.2KNew |
$856K - $860K
|
34.2K
$862K
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
33.9KNew |
$847K - $851K
|
33.9K
$852K
|
|
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
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.4K+ 36.96% |
$710K - $713K
|
105K
$2.65M
|
|
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
$4.92M
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
23.3KNew |
$583K - $585K
|
23.3K
$587K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.5K+ 3.21% |
$512K - $514K
|
657K
$16.5M
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$485K - $487K
|
155K
$3.89M
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
18.3KNew |
$459K - $461K
|
18.3K
$462K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18K+ 2.54% |
$450K - $452K
|
727K
$18.3M
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
16.1KNew |
$403K - $405K
|
16.1K
$406K
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
16.1K+ 51.22% |
$401K - $403K
|
47.4K
$1.19M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.6K+ 15.5% |
$391K - $393K
|
117K
$2.93M
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
15.3K+ 129.32% |
$383K - $385K
|
27.2K
$684K
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
15.2K+ 52.98% |
$379K - $381K
|
43.8K
$1.1M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15K+ 3.69% |
$375K - $376K
|
422K
$10.6M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.3K+ 7.21% |
$358K - $359K
|
213K
$5.35M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.3K+ 10.22% |
$357K - $359K
|
154K
$3.88M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12KNew |
$300K - $301K
|
12K
$302K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 19.75% |
$282K - $283K
|
68.4K
$1.72M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
11.1K+ 8.16% |
$278K - $279K
|
147K
$3.71M
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
10.4K+ 16.82% |
$260K - $261K
|
72.3K
$1.82M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.4KNew |
$259K - $261K
|
10.4K
$261K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
10K+ 23.94% |
$250K - $251K
|
51.8K
$1.3M
|