Institutional Ownership Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 25.1 Million shares, which have been reported (via 13F filing form) to have a value of $623 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,236,678
shares
|
$55.4 Million
0.01% of portfolio
|
Q2 2024
Added 159.38%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,167,641
shares
|
$53.7 Million
3.5% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,121,618
shares
|
$52.5 Million
0.87% of portfolio
|
Q3 2024
Added 38.02%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,948,710
shares
|
$48.3 Million
1.05% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,693,571
shares
|
$41.9 Million
0.0% of portfolio
|
Q2 2024
Added 3.87%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
1,289,265
shares
|
$31.9 Million
5.97% of portfolio
|
Q2 2024
Added 5.92%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,076,249
shares
|
$26.6 Million
1.35% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,002,688
shares
|
$24.8 Million
1.33% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
623,601
shares
|
$15.4 Million
1.74% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
596,041
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2024
Added 24.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,398
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
585,000
shares
|
$14.5 Million
1.41% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
581,866
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2024
Added 112.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
535,341
shares
|
$13.3 Million
0.1% of portfolio
|
Q2 2024
Reduced 39.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
473,030
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
436,906
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2024
Added 7.65%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
409,363
shares
|
$10.1 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
358,115
shares
|
$8.87 Million
4.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
302,587
shares
|
$7.49 Million
0.0% of portfolio
|
Q1 2024
Added 45.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
272,519
shares
|
$6.75 Million
0.02% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
266,708
shares
|
$6.6 Million
2.07% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
252,088
shares
|
$6.24 Million
0.0% of portfolio
|
Q2 2024
Added 4.57%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
247,695
shares
|
$6.13 Million
0.01% of portfolio
|
Q2 2024
Added 334.13%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
197,475
shares
|
$4.89 Million
0.47% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
193,230
shares
|
$4.78 Million
0.21% of portfolio
|
Q3 2024
Added 20.78%
|