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 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.3K+ 7.14% |
$251K - $255K
|
140K
$3.51M
|
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
BUY
|
- |
8.95K+ 1129.0% |
$242K - $245K
|
9.75K
$245K
|
|
|
Feb 02, 2021
Q4 2020
|
Claret Asset Management Corp
|
BUY
|
- |
7.5KNew |
$203K - $205K
|
7.5K
$189K
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.49K+ 23.75% |
$175K - $178K
|
33.8K
$851K
|
|
|
Feb 08, 2021
Q4 2020
|
Arrow Financial Corp
|
BUY
|
- |
6.41K+ 46.47% |
$173K - $175K
|
20.2K
$508K
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
5.98KNew |
$162K - $164K
|
5.98K
$150K
|
|
|
Feb 16, 2021
Q4 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5.83K+ 7.73% |
$158K - $160K
|
81.3K
$2.05M
|
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.79K+ 1.62% |
$156K - $158K
|
362K
$9.11M
|
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.5KNew |
$149K - $151K
|
5.5K
$138K
|
|
|
Feb 16, 2021
Q4 2020
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.17KNew |
$140K - $141K
|
5.17K
$130K
|
|
|
Feb 09, 2021
Q4 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.67K+ 125.78% |
$126K - $128K
|
8.39K
$211K
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
4.58K+ 84.0% |
$124K - $125K
|
10K
$253K
|
|
|
Feb 08, 2021
Q4 2020
|
Wrapmanager Inc
|
BUY
|
- |
4.25K+ 5.97% |
$115K - $116K
|
75.4K
$1.9M
|
|
|
Jan 11, 2021
Q4 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.84K+ 1.3% |
$104K - $105K
|
300K
$7.55M
|
|
|
Feb 04, 2021
Q4 2020
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.68KNew |
$99.6K - $101K
|
3.68K
$92.7K
|
|
|
Jan 15, 2021
Q4 2020
|
Signature Wealth Management Group
|
BUY
|
- |
3.66K+ 3.06% |
$99K - $100K
|
124K
$3.11M
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.12KNew |
$84.3K - $85.4K
|
3.12K
$78.5K
|
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
BUY
|
- |
2.98KNew |
$80.5K - $81.5K
|
2.98K
$74.9K
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
BUY
|
- |
2.78K+ 97.3% |
$75.1K - $76.1K
|
5.64K
$142K
|
|
|
Feb 03, 2021
Q4 2020
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.6KNew |
$70.3K - $71.2K
|
2.6K
$65.4K
|
|
|
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
BUY
|
- |
2.22K+ 4.98% |
$60K - $60.7K
|
46.8K
$1.18M
|
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
2.21K+ 4.46% |
$59.7K - $60.4K
|
51.7K
$1.3M
|
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.83K+ 13.82% |
$49.5K - $50.2K
|
15.1K
$380K
|
|
|
Jan 27, 2021
Q4 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.43K+ 11.47% |
$38.7K - $39.1K
|
13.9K
$350K
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.3K+ 3.67% |
$35.2K - $35.7K
|
36.8K
$926K
|
|
|
Feb 12, 2021
Q4 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
940+ 5.06% |
$25.4K - $25.7K
|
19.5K
$491K
|
|
|
Feb 11, 2021
Q4 2020
|
Krilogy Financial LLC
|
BUY
|
- |
889+ 0.92% |
$24K - $24.3K
|
97.2K
$2.45M
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
872+ 0.84% |
$23.6K - $23.9K
|
105K
$2.64M
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
293+ 10.23% |
$7.92K - $8.02K
|
3.16K
$79.4K
|
|
|
Feb 09, 2021
Q4 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
180+ 12.81% |
$4.87K - $4.93K
|
1.59K
$39.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
173+ 0.21% |
$4.68K - $4.74K
|
82.8K
$2.08M
|
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
70+ 0.71% |
$1.89K - $1.92K
|
9.93K
$250K
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
61+ 0.14% |
$1.65K - $1.67K
|
43.6K
$1.1M
|
|
|
Jan 28, 2021
Q4 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-35- 0.07% |
$946 - $958
|
50.8K
$1.28M
|
|
|
Feb 05, 2021
Q4 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-45- 0.1% |
$1.22K - $1.23K
|
46K
$1.16M
|
|
|
Feb 04, 2021
Q4 2020
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-86- 0.51% |
$2.32K - $2.35K
|
16.7K
$420K
|
|
|
Feb 05, 2021
Q4 2020
|
Regions Financial Corp
|
SELL
|
- |
-110- 1.07% |
$2.97K - $3.01K
|
10.2K
$257K
|
|
|
Jan 12, 2021
Q4 2020
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-169- 0.54% |
$4.57K - $4.63K
|
31.3K
$789K
|
|
|
Jan 27, 2021
Q4 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-284- 1.58% |
$7.68K - $7.77K
|
17.6K
$444K
|
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-442- 0.74% |
$11.9K - $12.1K
|
59.6K
$1.5M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-751- 1.15% |
$20.3K - $20.6K
|
64.6K
$1.63M
|
|
|
Feb 11, 2021
Q4 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.22K- 8.63% |
$32.9K - $33.3K
|
12.9K
$324K
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.3K- 6.85% |
$35.1K - $35.5K
|
17.6K
$444K
|
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.65K- 11.79% |
$44.5K - $45.1K
|
12.3K
$310K
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-1.75K- 1.88% |
$47.3K - $47.9K
|
91.2K
$2.29M
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.83KClosed |
$49.3K - $50K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.14KClosed |
$57.8K - $58.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.58K- 1.61% |
$69.6K - $70.5K
|
157K
$3.95M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.6K- 5.93% |
$70.2K - $71.1K
|
41.2K
$1.04M
|
|
|
Feb 02, 2021
Q4 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-3.34K- 23.98% |
$90.1K - $91.3K
|
10.6K
$266K
|