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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
22.8KNew |
$570K - $573K
|
22.8K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.5K+ 3.21% |
$512K - $514K
|
657K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
19.9KNew |
$496K - $499K
|
19.9K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
19.6K+ 99.23% |
$491K - $493K
|
39.4K
$990K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
19.5K+ 85.06% |
$488K - $490K
|
42.5K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$485K - $487K
|
155K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
18.3KNew |
$459K - $461K
|
18.3K
$461K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18K+ 2.54% |
$450K - $452K
|
727K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.7K+ 8.24% |
$443K - $445K
|
233K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.4K+ 8.45% |
$411K - $412K
|
211K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
16.4K+ 3.05% |
$409K - $411K
|
553K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16.3K+ 18.24% |
$406K - $408K
|
105K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
16.1KNew |
$403K - $405K
|
16.1K
$405K
|
|
|
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
$683K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15K+ 12.69% |
$375K - $376K
|
133K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.3K+ 7.21% |
$358K - $359K
|
213K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.3K+ 10.22% |
$357K - $359K
|
154K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
13.8KNew |
$344K - $346K
|
13.8K
$346K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.8K+ 7.65% |
$319K - $320K
|
180K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
12K+ 4.22% |
$300K - $301K
|
296K
$7.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
12KNew |
$300K - $301K
|
12K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
12K+ 27.96% |
$300K - $301K
|
54.9K
$1.38M
|
|
|
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
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
10.6K+ 424.0% |
$265K - $266K
|
13.1K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
10.5K+ 2.03% |
$262K - $263K
|
526K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
10.4K+ 16.82% |
$260K - $261K
|
72.3K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
10.4K+ 10.42% |
$260K - $261K
|
110K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.4KNew |
$259K - $261K
|
10.4K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.2K+ 88.21% |
$256K - $257K
|
21.9K
$549K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
10K+ 23.94% |
$250K - $251K
|
51.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
9.99KNew |
$250K - $251K
|
9.99K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.84K+ 5.76% |
$246K - $247K
|
181K
$4.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.76K+ 116.33% |
$244K - $245K
|
18.2K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.62KNew |
$241K - $242K
|
9.62K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
9.6KNew |
$240K - $241K
|
9.6K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.59K+ 130.34% |
$240K - $241K
|
16.9K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.25KNew |
$231K - $232K
|
9.25K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.62K+ 4.61% |
$215K - $216K
|
196K
$4.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
8.52KNew |
$213K - $214K
|
8.52K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.17KNew |
$204K - $205K
|
8.17K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.16K+ 3.07% |
$204K - $205K
|
274K
$6.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
8.12K+ 1.43% |
$203K - $204K
|
578K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8KNew |
$200K - $201K
|
8K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.79K+ 38.48% |
$195K - $195K
|
28K
$704K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
7.74K+ 48.02% |
$194K - $194K
|
23.9K
$600K
|