Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
661K+ 39.49% |
$17.8M - $18M
|
2.34M
$58.7M
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
404K+ 1560.02% |
$10.9M - $11M
|
430K
$10.8M
|
|
Nov 09, 2020
Q3 2020
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
252K+ 332.64% |
$6.78M - $6.86M
|
327K
$8.22M
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
223KNew |
$6M - $6.07M
|
223K
$5.59M
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
187K+ 57.87% |
$5.05M - $5.11M
|
511K
$12.8M
|
|
Oct 09, 2020
Q3 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
140K+ 25.38% |
$3.78M - $3.83M
|
693K
$17.4M
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
132KNew |
$3.54M - $3.59M
|
132K
$3.3M
|
|
Oct 29, 2020
Q3 2020
|
Capital Investment Advisors, LLC
|
BUY
|
- |
86.4K+ 7.29% |
$2.33M - $2.36M
|
1.27M
$31.9M
|
|
Nov 13, 2020
Q3 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
75.5KNew |
$2.03M - $2.06M
|
75.5K
$1.9M
|
|
Nov 02, 2020
Q3 2020
|
Capital Advisors Inc
|
BUY
|
- |
65.4K+ 2.93% |
$1.76M - $1.78M
|
2.29M
$57.6M
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.6K+ 38.42% |
$1.71M - $1.74M
|
229K
$5.76M
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.1K+ 25.11% |
$1.48M - $1.5M
|
274K
$6.89M
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
53.1K+ 11.27% |
$1.43M - $1.45M
|
524K
$13.2M
|
|
Nov 17, 2020
Q3 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
40K+ 63.49% |
$1.08M - $1.09M
|
103K
$2.59M
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.5K+ 36.12% |
$1.06M - $1.08M
|
149K
$3.74M
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
BUY
|
- |
37.2K+ 24.86% |
$1M - $1.02M
|
187K
$4.69M
|
|
Nov 04, 2020
Q3 2020
|
Lyell Wealth Management, LP
|
BUY
|
- |
36.5K+ 78.19% |
$983K - $996K
|
83.2K
$2.09M
|
|
Nov 13, 2020
Q3 2020
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
25.4KNew |
$685K - $693K
|
25.4K
$639K
|
|
Oct 20, 2020
Q3 2020
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
24.7K+ 74.78% |
$666K - $674K
|
57.8K
$1.45M
|
|
Oct 27, 2020
Q3 2020
|
Nova Point Capital, LLC
|
BUY
|
- |
24.3K+ 44.61% |
$654K - $663K
|
78.7K
$1.98M
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.8K+ 119.88% |
$614K - $622K
|
41.8K
$1.05M
|
|
Dec 18, 2020
Q3 2020
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
22.5K+ 5.2% |
$606K - $613K
|
455K
$11.4M
|
|
Oct 08, 2020
Q3 2020
|
Bay Rivers Group
|
BUY
|
- |
21KNew |
$565K - $572K
|
21K
$526K
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
18.7KNew |
$504K - $511K
|
18.7K
$470K
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
15.9K+ 23.82% |
$428K - $434K
|
82.7K
$2.08M
|
|
Nov 03, 2020
Q3 2020
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
14.4K+ 8.93% |
$388K - $393K
|
176K
$4.41M
|
|
Oct 29, 2020
Q3 2020
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
14.2K+ 20.51% |
$382K - $387K
|
83.4K
$2.09M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 77.9% |
$322K - $327K
|
27.3K
$687K
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 15.27% |
$308K - $312K
|
86.2K
$2.17M
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 28.38% |
$281K - $284K
|
47.1K
$1.18M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 18.85% |
$279K - $283K
|
65.4K
$1.64M
|
|
Nov 13, 2020
Q3 2020
|
Stephens Inc
|
BUY
|
- |
10.3KNew |
$279K - $282K
|
10.3K
$260K
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.1K+ 4.23% |
$272K - $275K
|
249K
$6.24M
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.86KNew |
$266K - $269K
|
9.86K
$248K
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
BUY
|
- |
9.72K+ 238.61% |
$262K - $265K
|
13.8K
$347K
|
|
Oct 14, 2020
Q3 2020
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.9K+ 10.71% |
$240K - $243K
|
91.9K
$2.31M
|
|
Oct 20, 2020
Q3 2020
|
Asset Dedication, LLC
|
BUY
|
- |
8.24K+ 19.34% |
$222K - $225K
|
50.8K
$1.28M
|
|
Dec 19, 2024
Q3 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
7.89K+ 4.21% |
$213K - $215K
|
195K
$4.91M
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.46K+ 7.71% |
$201K - $204K
|
104K
$2.62M
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.29K+ 2.68% |
$196K - $199K
|
279K
$7.01M
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.69K+ 18.16% |
$180K - $182K
|
43.5K
$1.09M
|
|
Nov 16, 2020
Q3 2020
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
6.64K+ 30.86% |
$179K - $181K
|
28.2K
$707K
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.58K+ 1.88% |
$177K - $179K
|
356K
$8.95M
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.54K+ 12.2% |
$176K - $178K
|
60.1K
$1.51M
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
6.26K+ 14.49% |
$169K - $171K
|
49.5K
$1.24M
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.83K+ 46.24% |
$157K - $159K
|
18.4K
$463K
|
|
Nov 13, 2020
Q3 2020
|
Valley National Advisers Inc
|
BUY
|
- |
5.46KNew |
$147K - $149K
|
5.46K
$137K
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.44K+ 5.06% |
$147K - $148K
|
113K
$2.84M
|
|
Nov 13, 2020
Q3 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
4.89K+ 53.01% |
$132K - $133K
|
14.1K
$355K
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.68K+ 15.2% |
$126K - $128K
|
35.5K
$891K
|