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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
18,103
shares
|
$472,307
0.0% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
17,904
shares
|
$467,115
0.1% of portfolio
|
Q4 2023
Added 20.82%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
17,265
shares
|
$450,443
0.12% of portfolio
|
Q3 2024
Reduced 45.73%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,233
shares
|
$449,608
0.03% of portfolio
|
Q2 2022
Reduced 20.26%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,228
shares
|
$449,478
0.01% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
16,818
shares
|
$438,781
0.17% of portfolio
|
Q2 2024
Added 22.72%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
16,690
shares
|
$435,442
0.09% of portfolio
|
Q4 2023
Added 92.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
16,276
shares
|
$424,640
0.0% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
16,069
shares
|
$419,240
0.04% of portfolio
|
Q3 2024
Reduced 23.62%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
15,643
shares
|
$408,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,349
shares
|
$400,455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
15,308
shares
|
$399,385
0.06% of portfolio
|
Q3 2024
Reduced 24.18%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
14,602
shares
|
$380,966
0.1% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
13,538
shares
|
$353,206
0.18% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
13,284
shares
|
$346,579
0.02% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
13,181
shares
|
$343,892
0.04% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
12,964
shares
|
$338,230
0.02% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
12,898
shares
|
$336,508
0.1% of portfolio
|
Q3 2024
Added 36.41%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
12,270
shares
|
$320,124
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,017
shares
|
$313,523
0.01% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
11,906
shares
|
$310,627
0.18% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
11,759
shares
|
$306,792
0.0% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
11,125
shares
|
$290,251
0.01% of portfolio
|
Q3 2024
Reduced 31.38%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,063
shares
|
$288,633
0.01% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,936
shares
|
$285,320
0.0% of portfolio
|
Q3 2024
Reduced 28.45%
|