Purchases and Sales Made in Q3 2024 in Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2025 TERM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.3K- 3.01% |
$32.1K - $32.5K
|
41.8K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 5.89% |
$36.5K - $37K
|
23.5K
$590K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.78K- 2.8% |
$44.2K - $44.7K
|
61.9K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.97K- 4.52% |
$48.8K - $49.5K
|
41.6K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.98K- 0.66% |
$48.9K - $49.6K
|
297K
$7.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2K- 12.66% |
$49.6K - $50.2K
|
13.8K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-2.07K- 13.96% |
$51.2K - $51.9K
|
12.7K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.39K- 4.69% |
$59.2K - $60K
|
48.6K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.56K- 17.93% |
$63.3K - $64.2K
|
11.7K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.7K- 1.86% |
$66.9K - $67.8K
|
143K
$3.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.86K- 1.42% |
$70.9K - $71.8K
|
198K
$4.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.91K- 10.38% |
$72.1K - $73K
|
25.1K
$630K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.09K- 1.15% |
$76.6K - $77.6K
|
265K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.53K- 27.56% |
$87.5K - $88.7K
|
9.29K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-3.57K- 11.55% |
$88.4K - $89.6K
|
27.3K
$686K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-3.7K- 58.67% |
$91.7K - $92.9K
|
2.61K
$65.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.84K- 1.37% |
$95K - $96.3K
|
276K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.85K- 19.8% |
$95.4K - $96.7K
|
15.6K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4K- 12.83% |
$99.1K - $100K
|
27.2K
$682K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.21K- 85.63% |
$104K - $106K
|
707
$17.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4.27K- 1.63% |
$106K - $107K
|
257K
$6.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.68K- 1.89% |
$116K - $118K
|
243K
$6.11M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.88K- 5.32% |
$121K - $122K
|
86.8K
$2.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-4.95K- 7.67% |
$123K - $124K
|
59.6K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-4.99K- 10.51% |
$124K - $125K
|
42.5K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.08K- 37.73% |
$126K - $128K
|
8.39K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-5.22K- 13.71% |
$129K - $131K
|
32.8K
$824K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.48K- 7.58% |
$136K - $138K
|
66.8K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.84K- 3.42% |
$145K - $147K
|
165K
$4.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-7.26K- 9.46% |
$180K - $182K
|
69.5K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.37K- 2.75% |
$183K - $185K
|
261K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.6K- 29.12% |
$188K - $191K
|
18.5K
$464K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.83K- 6.69% |
$194K - $197K
|
109K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8.8K- 6.62% |
$218K - $221K
|
124K
$3.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-9.94K- 5.18% |
$246K - $250K
|
182K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-10.1K- 59.83% |
$251K - $254K
|
6.8K
$171K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-10.2K- 7.95% |
$252K - $256K
|
118K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-11.1K- 10.69% |
$275K - $279K
|
92.8K
$2.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-11.4K- 19.83% |
$282K - $286K
|
46.1K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-12.4K- 22.13% |
$306K - $310K
|
43.5K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.5K- 6.72% |
$309K - $313K
|
173K
$4.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-12.7K- 26.02% |
$313K - $318K
|
36K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 3.03% |
$314K - $318K
|
405K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.1K- 59.42% |
$324K - $328K
|
8.93K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-13.9K- 6.22% |
$345K - $350K
|
210K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.5K- 24.32% |
$384K - $389K
|
48.3K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-16K- 2.9% |
$396K - $401K
|
535K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-17.6K- 1.32% |
$435K - $441K
|
1.31M
$32.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 34.59% |
$467K - $473K
|
35.6K
$894K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.3K- 5.63% |
$479K - $486K
|
324K
$8.13M
|