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 |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Arrow Financial Corp
|
BUY
|
- |
4.91K+ 22.0% |
$131K - $133K
|
27.2K
$683K
|
|
Aug 13, 2021
Q2 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.69K+ 2.41% |
$126K - $127K
|
199K
$4.99M
|
|
Dec 19, 2024
Q2 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
4.69K+ 2.18% |
$125K - $127K
|
220K
$5.52M
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
4.65K+ 10.67% |
$124K - $126K
|
48.2K
$1.21M
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.47K+ 3.85% |
$120K - $121K
|
121K
$3.03M
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.38K+ 19.19% |
$117K - $118K
|
27.2K
$682K
|
|
Aug 05, 2021
Q2 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
4.09K+ 31.74% |
$110K - $111K
|
17K
$426K
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.7K+ 5.74% |
$99.1K - $100K
|
68.2K
$1.71M
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.66K+ 1.01% |
$97.9K - $99K
|
367K
$9.2M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.52K+ 24.94% |
$94.3K - $95.3K
|
17.6K
$443K
|
|
Jul 14, 2021
Q2 2021
|
Bay Rivers Group
|
BUY
|
- |
3.38K+ 5.49% |
$90.5K - $91.5K
|
64.9K
$1.63M
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.11K+ 3.49% |
$83.3K - $84.2K
|
92.3K
$2.32M
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.01K+ 0.99% |
$80.6K - $81.5K
|
308K
$7.72M
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.83K+ 61.54% |
$75.8K - $76.7K
|
7.43K
$187K
|
|
Jul 28, 2021
Q2 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.77K+ 55.58% |
$74.3K - $75.1K
|
7.76K
$195K
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.71KNew |
$72.6K - $73.4K
|
2.71K
$68K
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 2.76% |
$63K - $63.7K
|
87.4K
$2.19M
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.06KNew |
$55.1K - $55.7K
|
2.06K
$51.6K
|
|
Aug 03, 2021
Q2 2021
|
Estate Counselors, LLC
|
BUY
|
- |
2.05K+ 2.25% |
$54.9K - $55.5K
|
93.3K
$2.34M
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
BUY
|
- |
1.87K+ 19.44% |
$50.1K - $50.6K
|
11.5K
$288K
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.6K+ 3.17% |
$42.8K - $43.2K
|
52K
$1.31M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.52K+ 3.28% |
$40.6K - $41K
|
47.7K
$1.2M
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.49K+ 9.87% |
$39.9K - $40.3K
|
16.6K
$416K
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.44K+ 4.45% |
$38.5K - $38.9K
|
33.7K
$846K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
953+ 11.11% |
$25.5K - $25.8K
|
9.53K
$239K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
932+ 0.52% |
$25K - $25.2K
|
181K
$4.54M
|
|
Jul 22, 2021
Q2 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
898+ 1.1% |
$24K - $24.3K
|
82.2K
$2.06M
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
889+ 1.84% |
$23.8K - $24.1K
|
49.3K
$1.24M
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
801+ 3.92% |
$21.5K - $21.7K
|
21.2K
$533K
|
|
Aug 09, 2021
Q2 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
452+ 2.18% |
$12.1K - $12.2K
|
21.2K
$532K
|
|
Jul 13, 2021
Q2 2021
|
First National Bank Of South Miami
|
BUY
|
- |
405+ 4.16% |
$10.8K - $11K
|
10.2K
$255K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
305+ 2.14% |
$8.17K - $8.26K
|
14.5K
$365K
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
298New |
$7.98K - $8.07K
|
298
$7.48K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
256+ 0.68% |
$6.86K - $6.93K
|
37.8K
$950K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
253+ 0.81% |
$6.78K - $6.85K
|
31.5K
$790K
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
160+ 1.57% |
$4.28K - $4.33K
|
10.4K
$260K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
103New |
$2.76K - $2.79K
|
103
$2.59K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
96+ 0.48% |
$2.57K - $2.6K
|
20.2K
$507K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
83New |
$2.22K - $2.25K
|
83
$2.08K
|
|
Jul 29, 2021
Q2 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
42+ 0.34% |
$1.12K - $1.14K
|
12.5K
$314K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 1.06% |
$643 - $650
|
2.28K
$57.3K
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 0.19% |
$348 - $352
|
7.03K
$176K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.11% |
$268 - $271
|
8.85K
$222K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$53.6 - $54.2
|
2
$50.2
|
|
Aug 02, 2021
Q2 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-100- 0.95% |
$2.68K - $2.71K
|
10.5K
$263K
|
|
Jul 16, 2021
Q2 2021
|
Signature Wealth Management Group
|
SELL
|
- |
-182- 0.15% |
$4.87K - $4.93K
|
124K
$3.12M
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-184- 1.24% |
$4.93K - $4.98K
|
14.6K
$367K
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-301- 16.57% |
$8.06K - $8.15K
|
1.52K
$38.1K
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-306- 0.67% |
$8.19K - $8.29K
|
45.6K
$1.15M
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-353- 1.0% |
$9.45K - $9.56K
|
34.8K
$874K
|