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 385 institutions that hold shares in the stock, with a total of 75 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
7,365
shares
|
$185,229
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
7,245
shares
|
$182,211
0.06% of portfolio
|
Q2 2024
Reduced 18.94%
|
|
Adirondack Trust CO
|
Jul 09, 2024 Q2 2024 |
7,222
shares
|
$181,633
0.07% of portfolio
|
Q2 2024
Added 0.06%
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
7,199
shares
|
$181,054
0.06% of portfolio
|
Q2 2024
Reduced 20.44%
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
6,090
shares
|
$153,163
0.03% of portfolio
|
Q3 2023
New holding
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
6,000
shares
|
$150,900
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
|
$145,920
0.0% of portfolio
|
Q1 2021
Added 48.69%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
5,673
shares
|
$142,675
0.0% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
5,450
shares
|
$137,067
0.02% of portfolio
|
Q2 2024
Added 0.11%
|
|
Ballast Advisors LLC
|
Jul 26, 2024 Q2 2024 |
5,441
shares
|
$136,841
0.04% of portfolio
|
Q2 2024
Added 49.44%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
5,320
shares
|
$133,798
0.05% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
5,181
shares
|
$130,302
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,125
shares
|
$128,893
0.0% of portfolio
|
Q3 2023
Added 15.82%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
5,125
shares
|
$128,893
0.0% of portfolio
|
Q3 2023
Added 15.82%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
5,060
shares
|
$127,259
0.08% of portfolio
|
Q1 2024
Added 6.53%
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Aug 13, 2024 Q2 2024 |
4,666
shares
|
$117,349
0.11% of portfolio
|
Q2 2024
Added 22.56%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
4,427
shares
|
$111,339
0.01% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
4,000
shares
|
$100,600
0.02% of portfolio
|
Q1 2024
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
3,700
shares
|
$93,055
0.01% of portfolio
|
Q1 2023
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
3,502
shares
|
$88,075
0.01% of portfolio
|
Q4 2022
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
3,061
shares
|
$76,984
0.03% of portfolio
|
Q2 2024
Added 0.56%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
2,819
shares
|
$70,897
0.0% of portfolio
|
Q2 2024
Reduced 41.77%
|
|
Jackson Hole Capital Partners, LLC
|
Aug 13, 2024 Q2 2024 |
2,674
shares
|
$67,251
0.01% of portfolio
|
Q1 2024
Reduced 34.36%
|
|
Maryland Capital Advisors Inc.
|
Jul 25, 2024 Q2 2024 |
2,342
shares
|
$58,901
0.03% of portfolio
|
Q2 2024
Added 133.97%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
2,264
shares
|
$56,939
0.02% of portfolio
|
Q2 2024
Added 1.03%
|