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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,383
shares
|
$158,043
0.01% of portfolio
|
Q2 2023
Added 37.77%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
6,137
shares
|
$151,952
0.02% of portfolio
|
Q2 2024
Added 51.38%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,100
shares
|
$126,276
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
3,905
shares
|
$96,687
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,866
shares
|
$95,722
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,094
shares
|
$51,847
0.0% of portfolio
|
Q3 2023
Added 65.66%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,030
shares
|
$50,262
0.03% of portfolio
|
Q2 2023
Added 98.05%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,000
shares
|
$49,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,979
shares
|
$49,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
1,781
shares
|
$44,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
1,326
shares
|
$32,831
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
986
shares
|
$24,413
0.0% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
878
shares
|
$21,739
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
849
shares
|
$21,021
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
206
shares
|
$5,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
47
shares
|
$1,163
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
|