Institutional Ownership Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,558,961
shares
|
$40.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
530,450
shares
|
$13.8 Million
0.09% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
520,523
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
390,022
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
362,871
shares
|
$9.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
362,804
shares
|
$9.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
359,826
shares
|
$9.39 Million
0.01% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
356,212
shares
|
$9.29 Million
0.14% of portfolio
|
Q3 2023
Reduced 89.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
347,490
shares
|
$9.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
330,556
shares
|
$8.62 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
249,555
shares
|
$6.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
237,262
shares
|
$6.19 Million
0.93% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
222,301
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
221,513
shares
|
$5.78 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
215,660
shares
|
$5.63 Million
0.01% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
190,186
shares
|
$4.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
186,677
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
178,625
shares
|
$4.66 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
175,145
shares
|
$4.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
165,817
shares
|
$4.33 Million
0.06% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,102
shares
|
$4.26 Million
0.3% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
159,647
shares
|
$4.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
154,670
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,355
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.57%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
140,391
shares
|
$3.66 Million
0.6% of portfolio
|
Q3 2024
Added 0.23%
|