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 $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
140,066
shares
|
$3.65 Million
0.64% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
133,893
shares
|
$3.49 Million
0.88% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
129,198
shares
|
$3.37 Million
0.27% of portfolio
|
Q2 2024
Added 193.51%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
125,678
shares
|
$3.28 Million
0.81% of portfolio
|
Q1 2023
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
123,086
shares
|
$3.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
121,826
shares
|
$3.17 Million
0.33% of portfolio
|
Q2 2024
Added 14.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,881
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
114,275
shares
|
$2.98 Million
0.59% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
108,124
shares
|
$2.82 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
106,846
shares
|
$2.78 Million
0.27% of portfolio
|
Q3 2024
Reduced 84.08%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
106,720
shares
|
$2.78 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
100,845
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
99,994
shares
|
$2.61 Million
0.67% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
99,407
shares
|
$2.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
97,887
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2024
Added 8.44%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
93,919
shares
|
$2.45 Million
0.73% of portfolio
|
Q3 2024
Added 25.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
92,828
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
92,384
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
92,108
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
91,230
shares
|
$2.38 Million
0.01% of portfolio
|
Q2 2024
Added 20.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
86,448
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.93%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
83,552
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
77,100
shares
|
$2.01 Million
1.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,619
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2022
Added 407.23%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
64,008
shares
|
$1.67 Million
0.14% of portfolio
|
Q1 2024
Reduced 10.32%
|