Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.13MNew |
$57M - $57.6M
|
2.13M
$53.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
668K+ 16.49% |
$17.9M - $18.1M
|
4.72M
$118M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
202K+ 40.78% |
$5.43M - $5.48M
|
699K
$17.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
133K+ 5.05% |
$3.57M - $3.61M
|
2.77M
$69.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
125K+ 15.06% |
$3.37M - $3.4M
|
958K
$24M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
86.2K+ 28.61% |
$2.31M - $2.34M
|
387K
$9.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
82.9KNew |
$2.22M - $2.24M
|
82.9K
$2.08M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
80.1K+ 5.65% |
$2.15M - $2.17M
|
1.5M
$37.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.7K+ 8.02% |
$1.82M - $1.83M
|
912K
$22.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
67.2K+ 7.22% |
$1.8M - $1.82M
|
998K
$25M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
64.4KNew |
$1.73M - $1.74M
|
64.4K
$1.61M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
63.3K+ 240.73% |
$1.7M - $1.71M
|
89.5K
$2.25M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
59K+ 2.69% |
$1.58M - $1.6M
|
2.25M
$56.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.5K+ 4.35% |
$1.33M - $1.34M
|
1.19M
$29.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.8K+ 35.02% |
$1.28M - $1.3M
|
184K
$4.63M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
45KNew |
$1.21M - $1.22M
|
45K
$1.13M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.2K+ 12.6% |
$1.19M - $1.2M
|
395K
$9.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
40.8K+ 96.16% |
$1.09M - $1.1M
|
83.1K
$2.08M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
35.7K+ 41.34% |
$959K - $968K
|
122K
$3.06M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35K+ 6.76% |
$940K - $949K
|
553K
$13.9M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.8KNew |
$826K - $834K
|
30.8K
$772K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.6K+ 9.16% |
$820K - $828K
|
364K
$9.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
27.9KNew |
$747K - $755K
|
27.9K
$699K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
27.8K+ 3623.96% |
$747K - $754K
|
28.6K
$717K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.6K+ 7.81% |
$661K - $667K
|
340K
$8.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
24.1KNew |
$646K - $652K
|
24.1K
$603K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
23.1K+ 13.64% |
$620K - $626K
|
193K
$4.83M
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
22.8K+ 23.59% |
$613K - $618K
|
120K
$3M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
21.8K+ 39.45% |
$586K - $592K
|
77.2K
$1.94M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.6K+ 7.53% |
$473K - $478K
|
252K
$6.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
17.2K+ 101.43% |
$462K - $466K
|
34.2K
$858K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
16.7K+ 7.73% |
$448K - $453K
|
233K
$5.84M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
15.6K+ 1.68% |
$420K - $424K
|
949K
$23.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15K+ 7.66% |
$402K - $406K
|
211K
$5.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
14.6K+ 13.02% |
$392K - $396K
|
127K
$3.18M
|
|
|
Oct 08, 2021
Q3 2021
|
Strid Group, LLC
|
BUY
|
- |
14KNew |
$376K - $380K
|
14K
$351K
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
14KNew |
$374K - $378K
|
14K
$350K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.8K+ 12.74% |
$370K - $374K
|
122K
$3.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
13.8K+ 8.76% |
$370K - $374K
|
171K
$4.3M
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
13.1K+ 10.83% |
$350K - $354K
|
134K
$3.35M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
12.5KNew |
$335K - $339K
|
12.5K
$314K
|
|
|
Oct 07, 2021
Q3 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
10.2K+ 21.54% |
$274K - $277K
|
57.7K
$1.45M
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
9.14KNew |
$245K - $247K
|
9.14K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.85K+ 119.03% |
$237K - $240K
|
16.3K
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.55KNew |
$229K - $232K
|
8.55K
$214K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.55K+ 2.06% |
$203K - $205K
|
373K
$9.36M
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.61K+ 4.76% |
$177K - $179K
|
146K
$3.65M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.36K+ 12.9% |
$171K - $172K
|
55.7K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6K+ 7.5% |
$161K - $163K
|
86K
$2.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.98K+ 10.13% |
$160K - $162K
|
64.9K
$1.63M
|