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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-103Closed |
$2.76K - $2.79K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-250- 0.19% |
$6.71K - $6.77K
|
132K
$3.31M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-439- 97.34% |
$11.8K - $11.9K
|
12
$302
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-507- 4.47% |
$13.6K - $13.7K
|
10.8K
$272K
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-543- 1.89% |
$14.6K - $14.7K
|
28.1K
$707K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-644- 1.41% |
$17.3K - $17.4K
|
45K
$1.13M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-800- 8.0% |
$21.5K - $21.7K
|
9.2K
$231K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-850- 31.37% |
$22.8K - $23K
|
1.86K
$46.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.04K- 4.91% |
$27.9K - $28.2K
|
20.1K
$506K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.58K- 8.99% |
$42.5K - $42.9K
|
16K
$403K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.72K- 2.28% |
$46.1K - $46.5K
|
73.4K
$1.85M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.79K- 0.98% |
$48K - $48.5K
|
181K
$4.54M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.98K- 9.71% |
$53.2K - $53.7K
|
18.4K
$463K
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.45K- 2.98% |
$65.7K - $66.3K
|
79.7K
$2M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.53K- 4.45% |
$68K - $68.6K
|
54.5K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.17K- 18.0% |
$85.1K - $86K
|
14.5K
$363K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.35K- 97.67% |
$89.9K - $90.8K
|
80
$2.01K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.66K- 3.62% |
$98.2K - $99.1K
|
97.4K
$2.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.84K- 8.05% |
$103K - $104K
|
43.9K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4.26K- 1.45% |
$114K - $115K
|
290K
$7.28M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.43K- 31.86% |
$173K - $174K
|
13.8K
$346K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-7.65KClosed |
$205K - $207K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-7.75KClosed |
$208K - $210K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.45KClosed |
$227K - $229K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.79KClosed |
$236K - $238K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-9.22K- 63.14% |
$247K - $250K
|
5.38K
$135K
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.51KClosed |
$255K - $257K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.53KClosed |
$256K - $258K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.62K- 25.43% |
$258K - $261K
|
28.2K
$709K
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-10.7K- 1.1% |
$286K - $289K
|
956K
$24M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12.2K- 25.5% |
$328K - $332K
|
35.8K
$899K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.1KClosed |
$352K - $356K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.1KClosed |
$459K - $464K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.9K- 11.47% |
$586K - $592K
|
169K
$4.24M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-26.4K- 97.17% |
$708K - $715K
|
768
$19.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.1KClosed |
$1.02M - $1.03M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.9K- 9.86% |
$1.58M - $1.6M
|
539K
$13.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.3K- 27.59% |
$2.18M - $2.2M
|
213K
$5.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-86.9K- 93.19% |
$2.33M - $2.35M
|
6.35K
$160K
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-87.4KClosed |
$2.34M - $2.37M
|
0
$0
|