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 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
BUY
|
- |
4.51K+ 11.25% |
$121K - $123K
|
44.6K
$1.12M
|
|
Oct 23, 2020
Q3 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.21K+ 1.44% |
$113K - $115K
|
296K
$7.44M
|
|
Oct 13, 2020
Q3 2020
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
3.51K+ 12.52% |
$94.5K - $95.6K
|
31.5K
$792K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.26K+ 0.95% |
$87.8K - $88.9K
|
346K
$8.69M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.21K+ 7.91% |
$86.5K - $87.6K
|
43.8K
$1.1M
|
|
Nov 23, 2020
Q3 2020
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.04K+ 10.81% |
$82K - $83K
|
31.2K
$784K
|
|
Nov 12, 2020
Q3 2020
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.56K+ 15.81% |
$68.8K - $69.7K
|
18.7K
$470K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
2.14KNew |
$57.7K - $58.4K
|
2.14K
$53.8K
|
|
Nov 05, 2020
Q3 2020
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 8.66% |
$49.5K - $50.1K
|
23K
$579K
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
1.83KNew |
$49.2K - $49.8K
|
1.83K
$45.8K
|
|
Oct 27, 2020
Q3 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.77K+ 16.54% |
$47.7K - $48.3K
|
12.5K
$313K
|
|
Oct 23, 2020
Q3 2020
|
Ritholtz Wealth Management
|
BUY
|
- |
1.5K+ 13.7% |
$40.4K - $40.9K
|
12.5K
$313K
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.41KNew |
$37.9K - $38.3K
|
1.41K
$35.3K
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 82.54% |
$34.9K - $35.3K
|
2.86K
$71.9K
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
761+ 36.31% |
$20.5K - $20.8K
|
2.86K
$71.8K
|
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
BUY
|
- |
750+ 7.84% |
$20.2K - $20.5K
|
10.3K
$259K
|
|
Nov 13, 2020
Q3 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
612+ 20.07% |
$16.5K - $16.7K
|
3.66K
$92K
|
|
Nov 10, 2020
Q3 2020
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
330+ 3.99% |
$8.89K - $9K
|
8.61K
$216K
|
|
Nov 06, 2020
Q3 2020
|
Exchange Capital Management, Inc.
|
BUY
|
- |
270+ 0.59% |
$7.27K - $7.37K
|
46.1K
$1.16M
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
176+ 9.17% |
$4.74K - $4.8K
|
2.1K
$52.7K
|
|
Oct 22, 2020
Q3 2020
|
Signature Wealth Management Group
|
BUY
|
- |
16+ 0.01% |
$431 - $436
|
120K
$3.01M
|
|
Nov 12, 2020
Q3 2020
|
Wrapmanager Inc
|
BUY
|
- |
11+ 0.02% |
$296 - $300
|
71.2K
$1.79M
|
|
Nov 17, 2020
Q3 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-160- 0.85% |
$4.31K - $4.36K
|
18.6K
$467K
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-258Closed |
$6.95K - $7.04K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-677Closed |
$18.2K - $18.5K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-736- 3.74% |
$19.8K - $20.1K
|
18.9K
$476K
|
|
Oct 20, 2020
Q3 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-963- 5.1% |
$25.9K - $26.3K
|
17.9K
$450K
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13K- 65.59% |
$30.5K - $30.9K
|
595
$14.9K
|
|
Nov 02, 2020
Q3 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-1.18K- 7.79% |
$31.7K - $32.1K
|
13.9K
$349K
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.36K- 13.65% |
$36.7K - $37.2K
|
8.63K
$217K
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.79K- 1.35% |
$48.1K - $48.7K
|
130K
$3.27M
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.86K- 11.73% |
$50K - $50.6K
|
14K
$351K
|
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.71K- 7.95% |
$73.1K - $74K
|
31.4K
$789K
|
|
Nov 16, 2020
Q3 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-2.82K- 78.06% |
$76K - $77K
|
793
$19.9K
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.35K- 2.84% |
$90.1K - $91.3K
|
114K
$2.87M
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.35K- 97.67% |
$90.2K - $91.4K
|
80
$2.01K
|
|
Nov 12, 2020
Q3 2020
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4.5K- 1.45% |
$121K - $123K
|
306K
$7.68M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.74KClosed |
$128K - $129K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.98KClosed |
$134K - $136K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Stokes Family Office, LLC
|
SELL
|
- |
-8K- 17.19% |
$216K - $218K
|
38.6K
$968K
|
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.5KClosed |
$229K - $232K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9.81KClosed |
$264K - $268K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.84K- 44.24% |
$265K - $269K
|
12.4K
$312K
|
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-10.1KClosed |
$272K - $276K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Godsey & Gibb Associates
|
SELL
|
- |
-14.3K- 8.21% |
$385K - $390K
|
160K
$4.01M
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
SELL
|
- |
-21.4K- 18.2% |
$577K - $584K
|
96.3K
$2.42M
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.1K- 27.73% |
$811K - $821K
|
78.5K
$1.97M
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-33.7K- 70.16% |
$907K - $919K
|
14.3K
$360K
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-41.3KClosed |
$1.11M - $1.13M
|
0
$0
|