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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
9.42KNew |
$249K - $253K
|
9.42K
$236K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.67K+ 15.91% |
$229K - $233K
|
63.1K
$1.58M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.45KNew |
$223K - $227K
|
8.45K
$212K
|
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
8.42KNew |
$222K - $226K
|
8.42K
$211K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.35KNew |
$220K - $224K
|
8.35K
$209K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.9K+ 52.27% |
$182K - $185K
|
20.1K
$504K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6.16K+ 3.09% |
$163K - $166K
|
206K
$5.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.13K+ 7.13% |
$162K - $165K
|
92.1K
$2.31M
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.26K+ 3.94% |
$139K - $141K
|
139K
$3.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.94K+ 20.53% |
$130K - $133K
|
29K
$727K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.88KNew |
$129K - $131K
|
4.88K
$122K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.77K+ 12.27% |
$126K - $128K
|
43.6K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.92K+ 5.75% |
$103K - $105K
|
72.1K
$1.81M
|
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
BUY
|
- |
3.67K+ 26.18% |
$96.8K - $98.5K
|
17.7K
$443K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
3.66K+ 2.89% |
$96.7K - $98.4K
|
131K
$3.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3.5K+ 1.66% |
$92.4K - $94K
|
214K
$5.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.48K+ 4.5% |
$91.8K - $93.4K
|
80.7K
$2.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.15K+ 5.96% |
$83.1K - $84.6K
|
56K
$1.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.94K+ 4.0% |
$77.6K - $78.9K
|
76.4K
$1.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.9K+ 23.09% |
$76.6K - $77.9K
|
15.5K
$388K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.73K+ 5.02% |
$72.2K - $73.4K
|
57.2K
$1.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.55K+ 0.69% |
$67.2K - $68.4K
|
371K
$9.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
2.51K+ 3.68% |
$66.4K - $67.5K
|
70.8K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.2KNew |
$58.1K - $59.1K
|
2.2K
$55.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.1K+ 1.59% |
$55.4K - $56.4K
|
134K
$3.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
2.08K+ 22.71% |
$54.8K - $55.7K
|
11.2K
$281K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.8KNew |
$47.4K - $48.2K
|
1.8K
$45K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
1.72K+ 1.39% |
$45.5K - $46.3K
|
126K
$3.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.5K+ 9.04% |
$39.6K - $40.3K
|
18.1K
$454K
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.5K+ 4.71% |
$39.6K - $40.3K
|
33.4K
$836K
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 2.78% |
$31.7K - $32.2K
|
44.3K
$1.11M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.14K+ 3.33% |
$30K - $30.5K
|
35.3K
$885K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
962+ 13.66% |
$25.4K - $25.8K
|
8K
$201K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
800+ 4.27% |
$21.1K - $21.5K
|
19.5K
$490K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
717+ 4.96% |
$18.9K - $19.3K
|
15.2K
$381K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
630+ 0.42% |
$16.6K - $16.9K
|
149K
$3.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
563+ 1.25% |
$14.9K - $15.1K
|
45.5K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
502+ 5.95% |
$13.3K - $13.5K
|
8.94K
$224K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
227+ 0.31% |
$5.99K - $6.1K
|
73.6K
$1.85M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
191New |
$5.04K - $5.13K
|
191
$4.79K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
132New |
$3.48K - $3.55K
|
132
$3.31K
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
50+ 0.23% |
$1.32K - $1.34K
|
21.5K
$540K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
36+ 0.6% |
$950 - $967
|
6.01K
$151K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.13% |
$554 - $564
|
16K
$402K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17+ 0.19% |
$449 - $457
|
8.98K
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16New |
$422 - $430
|
16
$401
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 2.34% |
$79.2 - $80.6
|
131
$3.29K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.05% |
$26.4 - $26.9
|
1.86K
$46.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$26.4 - $26.9
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2Closed |
$52.8 - $53.7
|
0
$0
|