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 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.49K+ 70.77% |
$147K - $149K
|
13.3K
$332K
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.21K+ 7.64% |
$140K - $141K
|
73.4K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.81K+ 33.1% |
$129K - $130K
|
19.4K
$485K
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
4.5K+ 16.45% |
$121K - $122K
|
31.9K
$799K
|
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.19K+ 1.36% |
$113K - $114K
|
312K
$7.82M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.09K+ 2.26% |
$110K - $111K
|
185K
$4.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.04K+ 11.61% |
$108K - $109K
|
38.8K
$974K
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.64K+ 4.21% |
$97.7K - $98.6K
|
90.1K
$2.26M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
3.44K+ 2.37% |
$92.3K - $93.2K
|
149K
$3.73M
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
3.3K+ 5.09% |
$88.6K - $89.5K
|
68.3K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.83K+ 123.79% |
$75.8K - $76.5K
|
5.11K
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.81K+ 3.04% |
$75.3K - $76.1K
|
95.1K
$2.39M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.46K+ 4.72% |
$65.9K - $66.5K
|
54.5K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.35K+ 11.08% |
$63.2K - $63.8K
|
23.6K
$592K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.35K+ 0.64% |
$63K - $63.6K
|
369K
$9.25M
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
1.85KNew |
$49.5K - $50K
|
1.85K
$46.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.78K+ 2.64% |
$47.8K - $48.2K
|
69.3K
$1.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.74K+ 869.0% |
$46.6K - $47.1K
|
1.94K
$48.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.54K+ 3.01% |
$41.3K - $41.7K
|
52.8K
$1.32M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$40.7K - $41.1K
|
1.52K
$38K
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.39K+ 5.09% |
$37.2K - $37.5K
|
28.6K
$717K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
925+ 44.05% |
$24.8K - $25.1K
|
3.03K
$75.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
853New |
$22.9K - $23.1K
|
853
$21.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
754+ 1.12% |
$20.2K - $20.4K
|
68.2K
$1.71M
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
722+ 0.36% |
$19.4K - $19.6K
|
200K
$5.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
648+ 8.31% |
$17.4K - $17.6K
|
8.44K
$212K
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
600+ 4.76% |
$16.1K - $16.3K
|
13.2K
$331K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
517+ 0.06% |
$13.9K - $14K
|
900K
$22.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
509+ 0.98% |
$13.7K - $13.8K
|
52.6K
$1.32M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
439+ 3658.33% |
$11.8K - $11.9K
|
451
$11.3K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
416+ 1.23% |
$11.2K - $11.3K
|
34.1K
$856K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
380+ 0.89% |
$10.2K - $10.3K
|
43K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
371+ 2.88% |
$9.95K - $10.1K
|
13.3K
$333K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
329New |
$8.83K - $8.91K
|
329
$8.25K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
291New |
$7.81K - $7.88K
|
291
$7.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
290+ 1.37% |
$7.78K - $7.86K
|
21.5K
$539K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
231+ 2.35% |
$6.2K - $6.26K
|
10.1K
$253K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
175+ 1.67% |
$4.7K - $4.74K
|
10.7K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
168New |
$4.51K - $4.55K
|
168
$4.21K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
128New |
$3.43K - $3.47K
|
128
$3.21K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
108+ 1.22% |
$2.9K - $2.93K
|
8.96K
$225K
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
103+ 0.08% |
$2.76K - $2.79K
|
124K
$3.12M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
41+ 0.33% |
$1.1K - $1.11K
|
12.6K
$315K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 0.19% |
$349 - $352
|
7.04K
$177K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.02% |
$80.5 - $81.3
|
13.8K
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$26.8 - $27.1
|
1
$25.1
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-22- 0.05% |
$590 - $596
|
48.2K
$1.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-83Closed |
$2.23K - $2.25K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-91- 0.29% |
$2.44K - $2.47K
|
31.4K
$787K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-103Closed |
$2.76K - $2.79K
|
0
$0
|