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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.21MNew |
$55.1M - $55.4M
|
2.21M
$55.3M
|
|
|
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
$12.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
425K+ 26.6% |
$10.6M - $10.7M
|
2.02M
$50.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
394K+ 40.63% |
$9.84M - $9.88M
|
1.36M
$34.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
322KNew |
$8.06M - $8.1M
|
322K
$8.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
315K+ 1565.2% |
$7.87M - $7.91M
|
335K
$8.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
314K+ 128.91% |
$7.85M - $7.88M
|
557K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
307K+ 15.9% |
$7.69M - $7.72M
|
2.24M
$56.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
280K+ 10.15% |
$7.01M - $7.04M
|
3.04M
$76.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
234K+ 20.27% |
$5.85M - $5.88M
|
1.39M
$34.9M
|
|
|
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
$4.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 8.71% |
$4.72M - $4.74M
|
2.36M
$59.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
129K+ 107.94% |
$3.23M - $3.24M
|
249K
$6.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
126K+ 1470.76% |
$3.15M - $3.16M
|
135K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.98M - $2.99M
|
119K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
116K+ 14.15% |
$2.89M - $2.91M
|
933K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
94.9K+ 28.73% |
$2.37M - $2.38M
|
425K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.8K+ 19.19% |
$2.29M - $2.3M
|
570K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
90.3K+ 10.43% |
$2.26M - $2.27M
|
956K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
87.2K+ 79.87% |
$2.18M - $2.19M
|
196K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
83.7KNew |
$2.09M - $2.1M
|
83.7K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
77KNew |
$1.93M - $1.93M
|
77K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
72K+ 271.47% |
$1.8M - $1.81M
|
98.6K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
64.3K+ 52.59% |
$1.61M - $1.61M
|
187K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
63.1K+ 19.55% |
$1.58M - $1.59M
|
386K
$9.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
61.2KNew |
$1.53M - $1.54M
|
61.2K
$1.54M
|
|
|
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
$8.04M
|
|
|
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
$4.15M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
57.5K+ 25.51% |
$1.44M - $1.44M
|
283K
$7.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
56KNew |
$1.4M - $1.41M
|
56K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
52.9KNew |
$1.32M - $1.33M
|
52.9K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
51.5K+ 17.48% |
$1.29M - $1.29M
|
346K
$8.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
48.9K+ 41.05% |
$1.22M - $1.23M
|
168K
$4.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
48.7K+ 9.1% |
$1.22M - $1.22M
|
583K
$14.6M
|
|
|
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
$5.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
42.4KNew |
$1.06M - $1.06M
|
42.4K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
40.7K+ 23.75% |
$1.02M - $1.02M
|
212K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
39.1K+ 11.79% |
$979K - $983K
|
371K
$9.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1K+ 28.78% |
$977K - $982K
|
175K
$4.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
38K+ 35.54% |
$950K - $954K
|
145K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
34.4K+ 141.58% |
$860K - $864K
|
58.7K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
34.2KNew |
$856K - $860K
|
34.2K
$859K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
34.1K+ 403.68% |
$853K - $857K
|
42.6K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
33.9KNew |
$847K - $851K
|
33.9K
$850K
|