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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.54K- 7.13% |
$41.2K - $42.1K
|
20.1K
$504K
|
|
|
May 10, 2021
Q1 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.33K- 0.78% |
$62.3K - $63.6K
|
297K
$7.45M
|
|
|
May 10, 2021
Q1 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-2.6KClosed |
$69.5K - $71K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-3K- 23.08% |
$80.2K - $82K
|
10K
$251K
|
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-3.03K- 30.15% |
$80.9K - $82.7K
|
7.01K
$176K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.12KClosed |
$83.4K - $85.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.51K- 1.76% |
$93.7K - $95.8K
|
196K
$4.9M
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.74K- 30.39% |
$100K - $102K
|
8.58K
$215K
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.85K- 5.96% |
$103K - $105K
|
60.8K
$1.52M
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.17KClosed |
$138K - $141K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-7.21K- 14.21% |
$193K - $197K
|
43.6K
$1.09M
|
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.47K- 2.51% |
$226K - $231K
|
328K
$8.24M
|
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.61KClosed |
$230K - $235K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
SELL
|
- |
-12.2K- 5.59% |
$325K - $332K
|
206K
$5.16M
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.2K- 44.24% |
$568K - $580K
|
26.8K
$671K
|
|
|
May 25, 2021
Q1 2021
|
Capital Advisors Inc
|
SELL
|
- |
-24.9K- 1.09% |
$665K - $680K
|
2.26M
$56.6M
|
|
|
Aug 28, 2024
Q1 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-24.9K- 60.33% |
$666K - $681K
|
16.4K
$411K
|
|
|
Apr 21, 2021
Q1 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-29.7K- 26.77% |
$794K - $812K
|
81.3K
$2.04M
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-31.1KClosed |
$830K - $848K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.8K- 76.39% |
$1.17M - $1.2M
|
13.5K
$339K
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-126K- 68.61% |
$3.36M - $3.43M
|
57.5K
$1.44M
|
|
|
May 13, 2021
Q1 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-157KClosed |
$4.2M - $4.29M
|
0
$0
|
|
|
Jun 17, 2021
Q1 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-312K- 96.27% |
$8.34M - $8.52M
|
12.1K
$303K
|
|
|
May 12, 2021
Q1 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-490KClosed |
$13.1M - $13.4M
|
0
$0
|