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 174 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $357 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,683,433
shares
|
$43.8 Million
0.0% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
520,523
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
519,736
shares
|
$13.5 Million
0.1% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
502,080
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
459,771
shares
|
$12 Million
0.01% of portfolio
|
Q2 2024
Reduced 61.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
441,136
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2024
Added 5.05%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
410,410
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
383,276
shares
|
$9.98 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
356,212
shares
|
$9.27 Million
0.14% of portfolio
|
Q3 2023
Reduced 89.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
354,922
shares
|
$9.24 Million
0.01% of portfolio
|
Q2 2024
Reduced 44.24%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
331,002
shares
|
$8.62 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
317,327
shares
|
$8.26 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 16, 2024 Q2 2024 |
277,777
shares
|
$7.23 Million
1.16% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
222,301
shares
|
$5.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
221,513
shares
|
$5.77 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
205,109
shares
|
$5.34 Million
0.01% of portfolio
|
Q2 2024
Added 17.32%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
191,962
shares
|
$5 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
190,013
shares
|
$4.95 Million
0.01% of portfolio
|
Q2 2024
Added 28.95%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
182,364
shares
|
$4.75 Million
0.04% of portfolio
|
Q2 2024
Reduced 25.38%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
178,625
shares
|
$4.65 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
165,817
shares
|
$4.32 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
|
$4.25 Million
0.3% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
159,647
shares
|
$4.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
154,382
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2024
Reduced 30.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,355
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.57%
|