Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.07M+ 43.8% |
$54.6M - $55.5M
|
6.79M
$170M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
885K+ 31.97% |
$23.4M - $23.8M
|
3.65M
$91.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
722KNew |
$19.1M - $19.4M
|
722K
$18.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
639K+ 768.98% |
$16.9M - $17.2M
|
722K
$18.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
283KNew |
$7.48M - $7.61M
|
283K
$7.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
152KNew |
$4.01M - $4.08M
|
152K
$3.81M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
151K+ 27.3% |
$3.99M - $4.06M
|
704K
$17.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
144K+ 15.17% |
$3.8M - $3.87M
|
1.09M
$27.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
78.8KNew |
$2.08M - $2.12M
|
78.8K
$1.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
73.6KNew |
$1.94M - $1.98M
|
73.6K
$1.84M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66.1K+ 4.41% |
$1.75M - $1.78M
|
1.56M
$39.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
63.6K+ 185.86% |
$1.68M - $1.71M
|
97.8K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
58.3K+ 47.75% |
$1.54M - $1.57M
|
180K
$4.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55K+ 6.02% |
$1.45M - $1.48M
|
967K
$24.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
47.5K+ 170.55% |
$1.25M - $1.28M
|
75.4K
$1.89M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
46.4KNew |
$1.23M - $1.25M
|
46.4K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
46.1K+ 4.62% |
$1.22M - $1.24M
|
1.04M
$26.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
41.2KNew |
$1.09M - $1.11M
|
41.2K
$1.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40.1K+ 10.36% |
$1.06M - $1.08M
|
428K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40K+ 3.37% |
$1.06M - $1.07M
|
1.23M
$30.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
34.9KNew |
$920K - $936K
|
34.9K
$874K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
34.2K+ 9.17% |
$903K - $919K
|
408K
$10.2M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32.9KNew |
$868K - $883K
|
32.9K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.1K+ 9.16% |
$822K - $836K
|
371K
$9.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
29.6K+ 1.31% |
$780K - $794K
|
2.28M
$57.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
29.1KNew |
$768K - $782K
|
29.1K
$730K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.9K+ 7.94% |
$763K - $777K
|
393K
$9.86M
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
28.2K+ 48.9% |
$745K - $758K
|
85.9K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.7K+ 4.97% |
$706K - $718K
|
565K
$14.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.9K+ 14.34% |
$684K - $696K
|
207K
$5.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24.5KNew |
$648K - $659K
|
24.5K
$615K
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
21.6KNew |
$571K - $581K
|
21.6K
$542K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
20.1K+ 200.0% |
$532K - $541K
|
30.2K
$758K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.9K+ 9.8% |
$498K - $507K
|
212K
$5.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.9K+ 104.07% |
$447K - $455K
|
33.2K
$833K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
16.6K+ 13.89% |
$439K - $446K
|
136K
$3.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
15.7K+ 9.16% |
$414K - $422K
|
187K
$4.69M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
14.8KNew |
$392K - $398K
|
14.8K
$372K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14KNew |
$371K - $377K
|
14K
$352K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
14KNew |
$370K - $376K
|
14K
$351K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.8K+ 1.42% |
$337K - $343K
|
913K
$22.9M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
12.4KNew |
$327K - $333K
|
12.4K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
11.6KNew |
$306K - $311K
|
11.6K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 6.7% |
$298K - $304K
|
180K
$4.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.4K+ 16.02% |
$275K - $280K
|
75.4K
$1.89M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
10.3KNew |
$273K - $278K
|
10.3K
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.8K+ 10.95% |
$259K - $263K
|
99.3K
$2.49M
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
9.76K+ 69.93% |
$258K - $262K
|
23.7K
$595K
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.62K+ 6.6% |
$254K - $258K
|
155K
$3.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.52K+ 4.46% |
$251K - $256K
|
223K
$5.59M
|