Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
501K+ 16.44% |
$13.4M - $13.7M
|
3.55M
$89.3M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
358K+ 91.15% |
$9.56M - $9.77M
|
750K
$18.9M
|
|
|
Jun 08, 2021
Q1 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
324KNew |
$8.66M - $8.85M
|
324K
$8.15M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
222K+ 38.23% |
$5.93M - $6.06M
|
802K
$20.2M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 40.45% |
$5.81M - $5.94M
|
755K
$19M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
188K+ 20.94% |
$5.03M - $5.14M
|
1.09M
$27.3M
|
|
|
May 14, 2021
Q1 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
147KNew |
$3.93M - $4.02M
|
147K
$3.7M
|
|
|
Jul 21, 2021
Q1 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
116KNew |
$3.1M - $3.17M
|
116K
$2.92M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 49.51% |
$2.74M - $2.8M
|
310K
$7.79M
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
95.1K+ 7.51% |
$2.54M - $2.6M
|
1.36M
$34.2M
|
|
|
Apr 02, 2021
Q1 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
92.5K+ 11.0% |
$2.47M - $2.53M
|
933K
$23.5M
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
89.2KNew |
$2.38M - $2.44M
|
89.2K
$2.24M
|
|
|
Apr 09, 2021
Q1 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
86.4K+ 232.1% |
$2.31M - $2.36M
|
124K
$3.11M
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
84.2K+ 12.05% |
$2.25M - $2.3M
|
783K
$19.7M
|
|
|
Apr 30, 2021
Q1 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
68.6K+ 8.82% |
$1.83M - $1.88M
|
847K
$21.3M
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
63.6K+ 48.09% |
$1.7M - $1.74M
|
196K
$4.93M
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
61.4K+ 1240.4% |
$1.64M - $1.68M
|
66.4K
$1.67M
|
|
|
May 18, 2021
Q1 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
55K+ 223.98% |
$1.47M - $1.5M
|
79.6K
$2M
|
|
|
May 12, 2021
Q1 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
44.8K+ 102.59% |
$1.2M - $1.22M
|
88.4K
$2.22M
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
43.6KNew |
$1.16M - $1.19M
|
43.6K
$1.1M
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
43.1KNew |
$1.15M - $1.18M
|
43.1K
$1.08M
|
|
|
Jun 23, 2021
Q1 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
41.5K+ 34.67% |
$1.11M - $1.13M
|
161K
$4.05M
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
41.1K+ 93.07% |
$1.1M - $1.12M
|
85.3K
$2.15M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.5K+ 24.7% |
$922K - $942K
|
174K
$4.38M
|
|
|
Apr 21, 2021
Q1 2021
|
Krilogy Financial LLC
|
BUY
|
- |
31.4K+ 32.27% |
$839K - $857K
|
129K
$3.23M
|
|
|
May 07, 2021
Q1 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
30.9K+ 16.1% |
$825K - $843K
|
223K
$5.6M
|
|
|
May 07, 2021
Q1 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
29.3K+ 27.07% |
$782K - $800K
|
137K
$3.46M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29K+ 11.72% |
$776K - $793K
|
277K
$6.96M
|
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
28K+ 110.69% |
$747K - $764K
|
53.2K
$1.34M
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
27.8K+ 74.4% |
$743K - $759K
|
65.1K
$1.64M
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
26.7K+ 185.2% |
$715K - $730K
|
41.2K
$1.04M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.6K+ 5.51% |
$711K - $727K
|
509K
$12.8M
|
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
21.2K+ 1338.36% |
$567K - $580K
|
22.8K
$573K
|
|
|
Apr 14, 2021
Q1 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
18.8K+ 16.63% |
$502K - $513K
|
132K
$3.31M
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 6.62% |
$474K - $485K
|
286K
$7.19M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.4K+ 22.43% |
$411K - $420K
|
84K
$2.11M
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
14.9K+ 144.51% |
$400K - $408K
|
25.3K
$636K
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
14.8K+ 12.49% |
$397K - $406K
|
134K
$3.36M
|
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.8K+ 14.06% |
$395K - $403K
|
120K
$3.01M
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 16.22% |
$359K - $367K
|
96.3K
$2.42M
|
|
|
May 14, 2021
Q1 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11.4K+ 14.05% |
$305K - $312K
|
92.8K
$2.33M
|
|
|
Apr 14, 2021
Q1 2021
|
Bay Rivers Group
|
BUY
|
- |
11.4K+ 22.75% |
$305K - $312K
|
61.6K
$1.55M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11K+ 347.01% |
$293K - $299K
|
14.1K
$355K
|
|
|
Dec 19, 2024
Q1 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
10.5K+ 5.13% |
$281K - $287K
|
215K
$5.42M
|
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 13.56% |
$271K - $277K
|
85K
$2.14M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 3.44% |
$270K - $276K
|
303K
$7.63M
|
|
|
May 13, 2021
Q1 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
9.94K+ 11.2% |
$266K - $272K
|
98.7K
$2.48M
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
9.86KNew |
$264K - $269K
|
9.86K
$248K
|
|
|
May 04, 2021
Q1 2021
|
Claret Asset Management Corp
|
BUY
|
- |
9.74K+ 129.8% |
$260K - $266K
|
17.2K
$433K
|
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
BUY
|
- |
9.62KNew |
$257K - $263K
|
9.62K
$242K
|