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 175 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $377 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Blue Square Asset Management, LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
33,136
shares
|
$863,855
0.51% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
32,647
shares
|
$851,107
0.04% of portfolio
|
Q2 2024
Reduced 32.97%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
31,815
shares
|
$829,417
0.29% of portfolio
|
Q2 2024
Added 0.02%
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Aug 09, 2024 Q2 2024 |
29,795
shares
|
$776,755
0.53% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
29,762
shares
|
$775,895
0.0% of portfolio
|
Q2 2024
Reduced 43.34%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
28,604
shares
|
$745,706
0.19% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
28,286
shares
|
$737,416
0.27% of portfolio
|
Q4 2022
New holding
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
28,286
shares
|
$737,416
0.28% of portfolio
|
Q4 2022
New holding
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
27,550
shares
|
$718,228
0.05% of portfolio
|
Q4 2023
New holding
|
|
4 J Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
27,377
shares
|
$713,718
0.67% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
25,978
shares
|
$677,246
0.06% of portfolio
|
Q2 2024
Reduced 51.78%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
25,375
shares
|
$661,526
0.0% of portfolio
|
Q4 2023
Reduced 9.14%
|
|
Tpg Advisors LLC
Northfield, IL |
Aug 13, 2024 Q2 2024 |
24,656
shares
|
$642,781
0.55% of portfolio
|
Q2 2024
New holding
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
24,234
shares
|
$631,780
0.02% of portfolio
|
Q2 2024
Added 12.52%
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
23,900
shares
|
$623,073
0.03% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
23,817
shares
|
$620,909
2.79% of portfolio
|
Q1 2023
Added 3.09%
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
23,360
shares
|
$608,995
0.03% of portfolio
|
Q2 2024
Added 0.67%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 31, 2024 Q2 2024 |
22,974
shares
|
$598,932
0.12% of portfolio
|
Q2 2024
Added 7.04%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
22,253
shares
|
$580,135
0.0% of portfolio
|
Q2 2024
Added 44.49%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
22,129
shares
|
$576,903
0.41% of portfolio
|
Q2 2024
Added 13.49%
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
21,039
shares
|
$548,486
0.06% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
20,770
shares
|
$541,473
0.04% of portfolio
|
Q2 2024
Added 6.57%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
20,694
shares
|
$539,492
0.11% of portfolio
|
Q2 2024
Added 25.28%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
20,673
shares
|
$538,945
0.0% of portfolio
|
Q2 2024
Reduced 21.09%
|
|
Lantz Financial LLC
|
Aug 07, 2024 Q2 2024 |
20,499
shares
|
$534,408
0.17% of portfolio
|
Q2 2024
Reduced 4.42%
|