Institutional Ownership Ishares Ibonds Dec 2024 Term C (IBDP)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2024 Term C (IBDP). We have compiled data on the 374 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
9,311
shares
|
$233,892
0.1% of portfolio
|
Q2 2024
Reduced 23.59%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
9,235
shares
|
$231,983
0.21% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
9,190
shares
|
$230,852
0.04% of portfolio
|
Q3 2024
Reduced 40.34%
|
|
|
Swmg, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
9,031
shares
|
$226,858
0.1% of portfolio
|
Q2 2024
Reduced 23.69%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
8,916
shares
|
$223,969
0.02% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,822
shares
|
$221,608
0.01% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2024 Q2 2024 |
8,774
shares
|
$220,402
0.02% of portfolio
|
Q2 2024
Added 2.84%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 12, 2024 Q2 2024 |
8,300
shares
|
$208,496
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 01, 2024 Q3 2024 |
8,097
shares
|
$203,396
0.03% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
8,040
shares
|
$201,964
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
7,950
shares
|
$199,704
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
7,405
shares
|
$186,013
0.05% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
7,273
shares
|
$182,697
0.07% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
7,245
shares
|
$181,994
0.06% of portfolio
|
Q2 2024
Reduced 18.94%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
7,222
shares
|
$181,416
0.07% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
6,688
shares
|
$168,002
0.05% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
6,090
shares
|
$152,980
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
6,000
shares
|
$150,720
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
5,802
shares
|
$145,746
0.0% of portfolio
|
Q1 2021
Added 48.69%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,715
shares
|
$143,560
0.04% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
5,673
shares
|
$142,505
0.0% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,580
shares
|
$140,169
0.08% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
5,450
shares
|
$136,904
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
5,441
shares
|
$136,677
0.04% of portfolio
|
Q2 2024
Added 49.44%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
5,181
shares
|
$130,146
0.0% of portfolio
|
Q2 2024
New holding
|