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 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 46.51% |
$414K - $416K
|
19K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-16.6K- 28.86% |
$416K - $418K
|
41K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-19.8K- 64.87% |
$496K - $498K
|
10.7K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 7.21% |
$625K - $628K
|
322K
$8.07M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 3.96% |
$687K - $690K
|
666K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.1K- 3.41% |
$703K - $707K
|
797K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-30.2K- 45.14% |
$754K - $758K
|
36.7K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-33.2K- 33.73% |
$829K - $833K
|
65.1K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-36.4K- 5.51% |
$909K - $913K
|
623K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-38.4K- 27.88% |
$960K - $964K
|
99.3K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-53.9K- 11.78% |
$1.35M - $1.35M
|
404K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-56.4K- 26.81% |
$1.41M - $1.42M
|
154K
$3.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-57K- 9.64% |
$1.42M - $1.43M
|
534K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-62.4K- 32.24% |
$1.56M - $1.57M
|
131K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-71.2K- 22.52% |
$1.78M - $1.79M
|
245K
$6.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-81.1K- 6.18% |
$2.03M - $2.04M
|
1.23M
$30.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-113K- 83.22% |
$2.83M - $2.84M
|
22.8K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-115K- 10.76% |
$2.86M - $2.88M
|
950K
$23.8M
|