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 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12Closed |
$317 - $322
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-95- 28.88% |
$2.51K - $2.55K
|
234
$5.87K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-168Closed |
$4.44K - $4.51K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-187- 21.92% |
$4.94K - $5.02K
|
666
$16.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-225- 2.11% |
$5.94K - $6.04K
|
10.4K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-254- 0.58% |
$6.71K - $6.82K
|
43.6K
$1.09M
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-290- 0.09% |
$7.66K - $7.79K
|
312K
$7.81M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-291Closed |
$7.68K - $7.82K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-360- 0.75% |
$9.5K - $9.67K
|
47.8K
$1.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-425- 1.51% |
$11.2K - $11.4K
|
27.7K
$695K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-460- 3.32% |
$12.1K - $12.4K
|
13.4K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-738- 2.58% |
$19.5K - $19.8K
|
27.9K
$699K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-887- 6.45% |
$23.4K - $23.8K
|
12.9K
$323K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-945- 31.73% |
$24.9K - $25.4K
|
2.03K
$51K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.19K- 1.23% |
$31.5K - $32K
|
96.2K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.25K- 3.99% |
$33.1K - $33.7K
|
30.1K
$755K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.57K- 6.66% |
$41.5K - $42.3K
|
22K
$552K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.62K- 8.35% |
$42.7K - $43.4K
|
17.7K
$445K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.78K- 0.45% |
$47K - $47.8K
|
393K
$9.86M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.94K- 19.71% |
$51.3K - $52.2K
|
7.92K
$198K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.01K- 15.13% |
$52.9K - $53.9K
|
11.3K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.18K- 5.06% |
$57.4K - $58.4K
|
40.8K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.18K- 1.78% |
$57.6K - $58.6K
|
120K
$3.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.4K- 3.01% |
$63.5K - $64.6K
|
77.3K
$1.94M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.47K- 0.85% |
$65.1K - $66.2K
|
287K
$7.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.93K- 15.88% |
$77.3K - $78.6K
|
15.5K
$389K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.97K- 58.14% |
$78.4K - $79.7K
|
2.14K
$53.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.97K- 5.34% |
$78.5K - $79.8K
|
52.7K
$1.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.55K- 4.28% |
$93.7K - $95.3K
|
79.4K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-3.82K- 1.64% |
$101K - $102K
|
229K
$5.74M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-4.75K- 7.37% |
$125K - $128K
|
59.6K
$1.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.05K- 17.89% |
$133K - $136K
|
23.2K
$581K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-5.15K- 18.02% |
$136K - $138K
|
23.4K
$588K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-5.38KClosed |
$142K - $145K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-6.35KClosed |
$168K - $171K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-7.29K- 13.86% |
$192K - $196K
|
45.3K
$1.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8.09KClosed |
$213K - $217K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.39KClosed |
$221K - $225K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-8.55KClosed |
$226K - $230K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9.16K- 11.05% |
$242K - $246K
|
73.7K
$1.85M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.7K- 24.29% |
$308K - $313K
|
36.3K
$911K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-15.4K- 1.61% |
$408K - $415K
|
943K
$23.6M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.7K- 10.09% |
$493K - $502K
|
166K
$4.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-42.6K- 44.81% |
$1.13M - $1.14M
|
52.5K
$1.32M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-66.3K- 26.3% |
$1.75M - $1.78M
|
186K
$4.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-70.4K- 78.17% |
$1.86M - $1.89M
|
19.7K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-75K- 40.64% |
$1.98M - $2.01M
|
110K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.1K- 3.53% |
$1.98M - $2.02M
|
2.05M
$51.4M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-76.1K- 7.95% |
$2.01M - $2.04M
|
880K
$22.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-699KClosed |
$18.4M - $18.8M
|
0
$0
|