Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
713K+ 30.52% |
$19.3M - $19.5M
|
3.05M
$76.7M
|
|
Feb 04, 2021
Q4 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
496K+ 176.05% |
$13.4M - $13.6M
|
778K
$19.6M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
263K+ 95.99% |
$7.12M - $7.21M
|
538K
$13.5M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 30.23% |
$5.64M - $5.71M
|
898K
$22.6M
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
187K+ 36.65% |
$5.07M - $5.13M
|
699K
$17.6M
|
|
Feb 03, 2021
Q4 2020
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
186KNew |
$5.04M - $5.1M
|
186K
$4.69M
|
|
Jan 11, 2021
Q4 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
148K+ 21.36% |
$4M - $4.05M
|
841K
$21.1M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.2K+ 83.37% |
$2.55M - $2.58M
|
207K
$5.21M
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
90.5K+ 216.36% |
$2.45M - $2.48M
|
132K
$3.33M
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
64.9K+ 56.8% |
$1.75M - $1.78M
|
179K
$4.51M
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
56.2K+ 10.71% |
$1.52M - $1.54M
|
580K
$14.6M
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.3K+ 12.41% |
$1.44M - $1.46M
|
483K
$12.1M
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.2K+ 33.7% |
$1.36M - $1.37M
|
199K
$5.01M
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
50.2KNew |
$1.36M - $1.37M
|
50.2K
$1.26M
|
|
Jan 26, 2021
Q4 2020
|
Garrett Investment Advisors LLC
|
BUY
|
- |
47KNew |
$1.27M - $1.29M
|
47K
$1.18M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.7K+ 13.5% |
$1.26M - $1.28M
|
392K
$9.87M
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
44.2KNew |
$1.19M - $1.21M
|
44.2K
$1.11M
|
|
Feb 12, 2021
Q4 2020
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
39.8K+ 1027.26% |
$1.07M - $1.09M
|
43.6K
$1.1M
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
38.4KNew |
$1.04M - $1.05M
|
38.4K
$965K
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
37.3KNew |
$1.01M - $1.02M
|
37.3K
$940K
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.7KNew |
$939K - $950K
|
34.7K
$874K
|
|
Feb 17, 2021
Q4 2020
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
34.3K+ 7.53% |
$927K - $938K
|
490K
$12.3M
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
32.6K+ 37.85% |
$882K - $893K
|
119K
$2.99M
|
|
Feb 03, 2021
Q4 2020
|
Sandy Spring Bank
|
BUY
|
- |
30.9K+ 16.51% |
$834K - $845K
|
218K
$5.48M
|
|
Jan 15, 2021
Q4 2020
|
Bay Rivers Group
|
BUY
|
- |
29.2K+ 139.34% |
$789K - $799K
|
50.2K
$1.26M
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
27.8K+ 58.95% |
$751K - $760K
|
74.9K
$1.88M
|
|
Jan 27, 2021
Q4 2020
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
27.7K+ 33.18% |
$748K - $757K
|
111K
$2.79M
|
|
Feb 04, 2021
Q4 2020
|
Lyell Wealth Management, LP
|
BUY
|
- |
25K+ 30.0% |
$675K - $683K
|
108K
$2.72M
|
|
Mar 01, 2021
Q4 2020
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.7KNew |
$585K - $593K
|
21.7K
$545K
|
|
Jan 13, 2021
Q4 2020
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
20.9K+ 22.74% |
$565K - $572K
|
113K
$2.84M
|
|
Feb 11, 2021
Q4 2020
|
Wells Financial Advisors Inc
|
BUY
|
- |
20.6KNew |
$558K - $565K
|
20.6K
$519K
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.4K+ 7.8% |
$524K - $531K
|
268K
$6.74M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5K+ 8.07% |
$500K - $506K
|
248K
$6.23M
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17.1KNew |
$463K - $469K
|
17.1K
$431K
|
|
Feb 17, 2021
Q4 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
16.7K+ 16.21% |
$451K - $457K
|
120K
$3.01M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6K+ 134.06% |
$450K - $455K
|
29K
$731K
|
|
Jan 25, 2021
Q4 2020
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
16K+ 9.09% |
$432K - $437K
|
192K
$4.82M
|
|
Feb 02, 2021
Q4 2020
|
Meitav Dash Investments LTD
|
BUY
|
- |
14.4KNew |
$390K - $395K
|
14.4K
$363K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.1K+ 5.06% |
$382K - $387K
|
293K
$7.38M
|
|
Jan 19, 2021
Q4 2020
|
Ritholtz Wealth Management
|
BUY
|
- |
12.8K+ 102.81% |
$346K - $350K
|
25.3K
$635K
|
|
Jan 29, 2021
Q4 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
12.3KNew |
$333K - $338K
|
12.3K
$310K
|
|
Feb 11, 2021
Q4 2020
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12.3K+ 65.87% |
$333K - $337K
|
31.1K
$781K
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$319K - $323K
|
11.8K
$297K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 61.7% |
$307K - $311K
|
29.8K
$750K
|
|
Feb 18, 2021
Q4 2020
|
Nova Point Capital, LLC
|
BUY
|
- |
10K+ 12.73% |
$271K - $274K
|
88.8K
$2.23M
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.84KNew |
$266K - $269K
|
9.84K
$247K
|
|
Feb 02, 2021
Q4 2020
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.57K+ 2.92% |
$259K - $262K
|
337K
$8.47M
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.55KNew |
$258K - $261K
|
9.55K
$240K
|
|
Dec 19, 2024
Q4 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
9.54K+ 4.88% |
$258K - $261K
|
205K
$5.15M
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.5K+ 78.28% |
$257K - $260K
|
21.6K
$544K
|