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 372 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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
48,280
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2024
Reduced 19.07%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
46,607
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
45,883
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
45,750
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
45,581
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
45,392
shares
|
$1.14 Million
0.26% of portfolio
|
Q2 2024
Added 41.56%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
45,079
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2024
Added 10.61%
|
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
43,828
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2024
Reduced 20.58%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
43,731
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 22.46%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
42,994
shares
|
$1.08 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
42,658
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
42,264
shares
|
$1.06 Million
0.47% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
41,262
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
41,250
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
40,782
shares
|
$1.02 Million
0.45% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Horan Securities, Inc.
|
Aug 09, 2024 Q2 2024 |
40,656
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
40,145
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 70.33%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
39,583
shares
|
$993,929
0.54% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
39,521
shares
|
$992,372
0.17% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
37,131
shares
|
$932,359
0.09% of portfolio
|
Q2 2023
Reduced 15.56%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
36,853
shares
|
$925,378
0.16% of portfolio
|
Q3 2024
Added 61.83%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
36,593
shares
|
$918,850
0.15% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
35,744
shares
|
$897,531
0.17% of portfolio
|
Q2 2024
Added 7.36%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
35,738
shares
|
$897,381
0.2% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
35,692
shares
|
$896,226
0.06% of portfolio
|
Q3 2024
Reduced 33.83%
|