Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.64MNew |
$70.6M - $71.4M
|
2.64M
$66.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
598KNew |
$16M - $16.2M
|
598K
$15M
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
501K+ 14.12% |
$13.4M - $13.6M
|
4.05M
$102M
|
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
BUY
|
- |
496KNew |
$13.3M - $13.4M
|
496K
$12.5M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
150K+ 19.2% |
$4.03M - $4.07M
|
933K
$23.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
149K+ 19.92% |
$4M - $4.05M
|
900K
$22.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
105K+ 53.78% |
$2.82M - $2.85M
|
301K
$7.56M
|
|
|
Jul 28, 2021
Q2 2021
|
Iron Financial, LLC
|
BUY
|
- |
96.8KNew |
$2.59M - $2.62M
|
96.8K
$2.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.1K+ 11.8% |
$2.39M - $2.41M
|
844K
$21.2M
|
|
|
Aug 04, 2021
Q2 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
83.9K+ 9.9% |
$2.25M - $2.27M
|
931K
$23.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
59KNew |
$1.58M - $1.6M
|
59K
$1.48M
|
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
57.5K+ 4.23% |
$1.54M - $1.56M
|
1.42M
$35.6M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56.9K+ 20.58% |
$1.53M - $1.54M
|
334K
$8.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.7K+ 62.72% |
$1.41M - $1.43M
|
137K
$3.43M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51K+ 4.69% |
$1.37M - $1.38M
|
1.14M
$28.5M
|
|
|
Jul 27, 2021
Q2 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
45.9K+ 37.07% |
$1.23M - $1.24M
|
170K
$4.26M
|
|
|
Aug 11, 2021
Q2 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
42.4KNew |
$1.13M - $1.15M
|
42.4K
$1.06M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.3K+ 13.34% |
$1.11M - $1.12M
|
351K
$8.81M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.1KNew |
$1.02M - $1.03M
|
38.1K
$955K
|
|
|
Jul 21, 2021
Q2 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
37.5K+ 11.41% |
$1M - $1.01M
|
366K
$9.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
34.5K+ 21.4% |
$924K - $934K
|
196K
$4.91M
|
|
|
Jul 08, 2021
Q2 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
34K+ 3.65% |
$911K - $921K
|
967K
$24.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
30.5K+ 3.81% |
$818K - $827K
|
833K
$20.9M
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
29.8K+ 56.0% |
$798K - $807K
|
83K
$2.08M
|
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
28.7KNew |
$768K - $777K
|
28.7K
$720K
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
27.4KNew |
$732K - $741K
|
27.4K
$686K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
23.9K+ 17.88% |
$640K - $647K
|
158K
$3.95M
|
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
21.3K+ 32.7% |
$570K - $577K
|
86.4K
$2.17M
|
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
16.6K+ 12.94% |
$446K - $451K
|
145K
$3.64M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.5K+ 39.44% |
$388K - $393K
|
51.3K
$1.29M
|
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
14.2K+ 34.55% |
$381K - $385K
|
55.4K
$1.39M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.8KNew |
$371K - $375K
|
13.8K
$347K
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.6K+ 20.5% |
$364K - $368K
|
80K
$2.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
13.6K+ 13.76% |
$364K - $368K
|
112K
$2.82M
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 12.64% |
$326K - $329K
|
108K
$2.72M
|
|
|
Aug 02, 2021
Q2 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.9K+ 5.33% |
$318K - $321K
|
234K
$5.88M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.8K+ 3.9% |
$317K - $320K
|
315K
$7.91M
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
10.6K+ 5.17% |
$285K - $288K
|
216K
$5.43M
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.51KNew |
$255K - $257K
|
9.51K
$239K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.12K+ 3.19% |
$244K - $247K
|
295K
$7.4M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.55K+ 1.68% |
$229K - $231K
|
518K
$13M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.45KNew |
$226K - $229K
|
8.45K
$212K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.32K+ 4.78% |
$223K - $225K
|
182K
$4.58M
|
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8.27K+ 8.91% |
$221K - $224K
|
101K
$2.54M
|
|
|
Jul 16, 2021
Q2 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.09KNew |
$217K - $219K
|
8.09K
$203K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.65KNew |
$205K - $207K
|
7.65K
$192K
|
|
|
Jul 15, 2021
Q2 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.44K+ 5.65% |
$199K - $201K
|
139K
$3.49M
|
|
|
Aug 17, 2021
Q2 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
6.88K+ 8.64% |
$184K - $186K
|
86.5K
$2.17M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.7K+ 11.02% |
$179K - $181K
|
67.5K
$1.69M
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.57K+ 11.99% |
$149K - $151K
|
52K
$1.31M
|