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 119 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $643 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
8,087
shares
|
$198,535
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,383
shares
|
$156,702
0.01% of portfolio
|
Q2 2023
Added 37.77%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
6,137
shares
|
$150,663
0.02% of portfolio
|
Q2 2024
Added 51.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,017
shares
|
$147,717
0.04% of portfolio
|
Q3 2024
Added 54.08%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,148
shares
|
$126,383
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,100
shares
|
$125,205
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,866
shares
|
$94,910
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2,094
shares
|
$51,407
0.0% of portfolio
|
Q3 2023
Added 65.66%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,030
shares
|
$49,836
0.03% of portfolio
|
Q2 2023
Added 98.05%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$49,100
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,979
shares
|
$48,584
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,904
shares
|
$46,743
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,675
shares
|
$41,121
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
1,326
shares
|
$32,553
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
986
shares
|
$24,206
0.0% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
849
shares
|
$20,842
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
206
shares
|
$5,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
47
shares
|
$1,153
0.0% of portfolio
|
Q2 2024
Reduced 96.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|