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 170 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,945
shares
|
$48,916
0.02% of portfolio
|
Q1 2024
Added 5.42%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,752
shares
|
$44,062
0.0% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,752
shares
|
$44,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,557
shares
|
$39,158
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,094
shares
|
$27,514
0.01% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,069
shares
|
$26,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,010
shares
|
$25,401
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
800
shares
|
$20,120
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
800
shares
|
$20,120
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
700
shares
|
$17,605
0.0% of portfolio
|
Q1 2024
Reduced 65.94%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
615
shares
|
$15,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
599
shares
|
$15,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
450
shares
|
$11,317
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
426
shares
|
$10,713
0.29% of portfolio
|
Q3 2024
Reduced 99.84%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
399
shares
|
$10,034
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
287
shares
|
$7,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
203
shares
|
$5,105
0.0% of portfolio
|
Q2 2023
Reduced 98.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
138
shares
|
$3,470
0.0% of portfolio
|
Q2 2024
Reduced 89.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
134
shares
|
$3,370
0.0% of portfolio
|
Q4 2023
Added 0.75%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
28
shares
|
$704
0.0% of portfolio
|
Q3 2024
Added 600.0%
|