Purchases and Sales Made in Q4 2020 in Ishares Ibonds Dec 2022 Term C (IBDN)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2022 Term C (IBDN) during Q4 2020. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2022 TERM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 3.72% |
N/A
|
360K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 32.47% |
N/A
|
50.3K
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Strid Group, LLC
|
BUY
|
- |
12.3K+ 32.75% |
N/A
|
49.9K
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12.3K+ 9.3% |
N/A
|
144K
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Mv Capital Management, Inc.
|
BUY
|
- |
12.2K+ 2.06% |
N/A
|
606K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 4.52% |
N/A
|
279K
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.4K+ 7.77% |
N/A
|
158K
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.2K+ 3.68% |
N/A
|
287K
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10K+ 10.54% |
N/A
|
105K
$0
|
|
|
Feb 05, 2021
Q4 2020
|
1 St Source Bank
|
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.47KNew |
N/A
|
9.47K
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.12K+ 9.22% |
N/A
|
108K
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.83K+ 6.97% |
N/A
|
135K
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.67KNew |
N/A
|
8.67K
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
8.38K+ 102.63% |
N/A
|
16.5K
$0
|
|
|
Feb 03, 2021
Q4 2020
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
8.21K+ 9.49% |
N/A
|
94.8K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.38K+ 147.94% |
N/A
|
12.4K
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.33K+ 10.19% |
N/A
|
79.3K
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.09KNew |
N/A
|
7.09K
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.72K+ 21.2% |
N/A
|
38.4K
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.6K+ 5.97% |
N/A
|
117K
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
6.38K+ 0.83% |
N/A
|
777K
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.59K+ 24.33% |
N/A
|
28.5K
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.48K+ 44.64% |
N/A
|
17.8K
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.45K+ 10.56% |
N/A
|
57.1K
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.42K+ 1.84% |
N/A
|
300K
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.43K+ 1.47% |
N/A
|
305K
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wrapmanager Inc
|
BUY
|
- |
4.38K+ 5.99% |
N/A
|
77.4K
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
4.3K+ 12.78% |
N/A
|
37.9K
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.14K+ 36.19% |
N/A
|
15.6K
$0
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.91K+ 126.16% |
N/A
|
7.01K
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.9K+ 9.43% |
N/A
|
45.3K
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.86K+ 3.61% |
N/A
|
111K
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.32K+ 3.23% |
N/A
|
106K
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.26K+ 406.36% |
N/A
|
4.06K
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Signature Wealth Management Group
|
BUY
|
- |
3.24K+ 2.56% |
N/A
|
130K
$0
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.02K+ 6.54% |
N/A
|
49.1K
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Ironwood Financial, LLC
|
BUY
|
- |
2.93K+ 59.18% |
N/A
|
7.88K
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
BUY
|
- |
2.38K+ 7.83% |
N/A
|
32.7K
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Northstar Group, Inc.
|
BUY
|
- |
2.35K+ 4.54% |
N/A
|
54.1K
$0
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
BUY
|
- |
2.24K+ 447.31% |
N/A
|
2.74K
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.17KNew |
N/A
|
2.17K
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.1K+ 2.69% |
N/A
|
80.1K
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
1.95K+ 202.38% |
N/A
|
2.92K
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Arrow Financial Corp
|
BUY
|
- |
1.95K+ 6.36% |
N/A
|
32.7K
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.95K+ 11.93% |
N/A
|
18.3K
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.55K+ 4.96% |
N/A
|
32.8K
$0
|