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 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.43K+ 25.64% |
$252K - $258K
|
46.2K
$1.16M
|
|
Apr 19, 2021
Q1 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7.94K+ 4.26% |
$212K - $217K
|
194K
$4.89M
|
|
Apr 29, 2021
Q1 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
7.75KNew |
$207K - $212K
|
7.75K
$195K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.97K+ 23.38% |
$186K - $190K
|
36.8K
$925K
|
|
May 07, 2021
Q1 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.62K+ 27.93% |
$150K - $154K
|
25.7K
$647K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.84K+ 11.12% |
$129K - $132K
|
48.4K
$1.22M
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.82K+ 8.08% |
$129K - $132K
|
64.5K
$1.62M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.68K+ 49.05% |
$125K - $128K
|
14.2K
$358K
|
|
Apr 12, 2021
Q1 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.61K+ 1.54% |
$123K - $126K
|
305K
$7.66M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.76K+ 11.11% |
$100K - $103K
|
37.6K
$945K
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
BUY
|
- |
3.68K+ 7.86% |
$98.2K - $100K
|
50.4K
$1.27M
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.86K+ 27.86% |
$76.4K - $78.1K
|
13.1K
$330K
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.8K+ 81.28% |
$74.8K - $76.5K
|
6.25K
$157K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.77K+ 5.36% |
$74.1K - $75.7K
|
54.5K
$1.37M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.6K+ 6.31% |
$69.4K - $71K
|
43.8K
$1.1M
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.55K+ 25.71% |
$68.2K - $69.7K
|
12.5K
$314K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.25K+ 28125.0% |
$60.1K - $61.5K
|
2.26K
$56.8K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.18K+ 7.5% |
$58.2K - $59.5K
|
31.2K
$785K
|
|
Apr 30, 2021
Q1 2021
|
Arrow Financial Corp
|
BUY
|
- |
2.09K+ 10.34% |
$55.8K - $57.1K
|
22.3K
$561K
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.95K+ 16.52% |
$52.2K - $53.3K
|
13.8K
$346K
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.86KNew |
$49.8K - $50.9K
|
1.86K
$46.9K
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
1.82KNew |
$48.6K - $49.6K
|
1.82K
$45.7K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.71K+ 287.73% |
$45.8K - $46.8K
|
2.31K
$58K
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$40.5K - $41.4K
|
1.52K
$38.2K
|
|
Apr 20, 2021
Q1 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.31K+ 35.42% |
$34.9K - $35.7K
|
4.99K
$125K
|
|
May 13, 2021
Q1 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.22K+ 6.25% |
$32.6K - $33.3K
|
20.8K
$522K
|
|
Apr 08, 2021
Q1 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
936+ 2.99% |
$25K - $25.6K
|
32.3K
$812K
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
894+ 5.35% |
$23.9K - $24.4K
|
17.6K
$443K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
890+ 0.5% |
$23.8K - $24.3K
|
180K
$4.53M
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
877+ 1.16% |
$23.4K - $24K
|
76.3K
$1.92M
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
870+ 0.24% |
$23.3K - $23.8K
|
363K
$9.13M
|
|
Apr 15, 2021
Q1 2021
|
Signature Wealth Management Group
|
BUY
|
- |
849+ 0.69% |
$22.7K - $23.2K
|
124K
$3.13M
|
|
Apr 29, 2021
Q1 2021
|
Dearborn Partners LLC
|
BUY
|
- |
785+ 4.45% |
$21K - $21.4K
|
18.4K
$463K
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
599+ 3.39% |
$16K - $16.4K
|
18.2K
$459K
|
|
May 03, 2021
Q1 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
550+ 4.46% |
$14.7K - $15K
|
12.9K
$324K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
432+ 1.24% |
$11.5K - $11.8K
|
35.2K
$884K
|
|
Apr 19, 2021
Q1 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
53+ 0.46% |
$1.42K - $1.45K
|
11.5K
$289K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12New |
$321 - $328
|
12
$302
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8New |
$214 - $219
|
8
$201
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-7- 0.05% |
$187 - $191
|
14.8K
$372K
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-84Closed |
$2.25K - $2.29K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-107- 0.23% |
$2.86K - $2.92K
|
45.9K
$1.16M
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-298Closed |
$7.97K - $8.14K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-300- 2.16% |
$8.02K - $8.2K
|
13.6K
$342K
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-569- 1.21% |
$15.2K - $15.5K
|
46.4K
$1.17M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-900- 16.36% |
$24.1K - $24.6K
|
4.6K
$116K
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-910- 16.14% |
$24.3K - $24.9K
|
4.73K
$119K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-993- 10.09% |
$26.5K - $27.1K
|
8.84K
$222K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$26.8K - $27.4K
|
0
$0
|