Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
10.4K+ 16.82% |
$260K - $261K
|
72.3K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.4KNew |
$259K - $261K
|
10.4K
$260K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
10K+ 23.94% |
$250K - $251K
|
51.8K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.84K+ 5.76% |
$246K - $247K
|
181K
$4.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.76K+ 116.33% |
$244K - $245K
|
18.2K
$455K
|
|
|
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
$425K
|
|
|
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
$4.91M
|
|
|
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
$6.86M
|
|
|
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
$703K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
7.74K+ 48.02% |
$194K - $194K
|
23.9K
$599K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7.6K+ 2.36% |
$190K - $191K
|
329K
$8.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7.06K+ 6.03% |
$177K - $177K
|
124K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.39K+ 8.09% |
$160K - $160K
|
85.3K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
6.21K+ 1.77% |
$155K - $156K
|
356K
$8.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.2KNew |
$155K - $156K
|
6.2K
$156K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
6.18K+ 4.6% |
$154K - $155K
|
140K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6.09K+ 4.09% |
$152K - $153K
|
155K
$3.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.01K+ 72.31% |
$150K - $151K
|
14.3K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.8KNew |
$145K - $146K
|
5.8K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.4K+ 33.13% |
$135K - $136K
|
21.7K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.3K+ 16.91% |
$132K - $133K
|
36.6K
$919K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.28K+ 3.2% |
$132K - $133K
|
170K
$4.27M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
5.17K+ 1.6% |
$129K - $130K
|
329K
$8.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.98K+ 18.51% |
$125K - $125K
|
31.9K
$800K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.9K+ 11.34% |
$122K - $123K
|
48.1K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.59K+ 12.88% |
$115K - $115K
|
40.2K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.51K+ 5.19% |
$113K - $113K
|
91.4K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.46K+ 9.91% |
$111K - $112K
|
49.5K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
4.18K+ 25.37% |
$104K - $105K
|
20.6K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.03K+ 5.8% |
$101K - $101K
|
73.5K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.94K+ 8.58% |
$98.4K - $98.8K
|
49.8K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
3.82K+ 1.28% |
$95.4K - $95.8K
|
301K
$7.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.8K+ 7608.0% |
$95.1K - $95.5K
|
3.85K
$96.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.8K+ 8.26% |
$95.1K - $95.5K
|
49.9K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.51K+ 2.75% |
$87.8K - $88.2K
|
131K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.47K+ 2.11% |
$86.7K - $87.1K
|
168K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.22K+ 8.91% |
$80.4K - $80.8K
|
39.3K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3K+ 1.65% |
$75K - $75.4K
|
185K
$4.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.94K+ 5.57% |
$73.6K - $73.9K
|
55.8K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.93K+ 4.92% |
$73.1K - $73.4K
|
62.4K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.91K+ 20.98% |
$72.7K - $73K
|
16.8K
$421K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 27.97% |
$64.9K - $65.2K
|
11.9K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.27K+ 1.92% |
$56.8K - $57K
|
121K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.2K+ 18.55% |
$55K - $55.2K
|
14.1K
$353K
|