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 |
|---|---|---|---|---|---|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
19,700
shares
|
$513,382
0.21% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,602
shares
|
$510,828
0.0% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
19,550
shares
|
$509,473
0.04% of portfolio
|
Q3 2024
Reduced 29.04%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
18,500
shares
|
$482,110
0.04% of portfolio
|
Q3 2024
Reduced 46.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
18,103
shares
|
$471,764
0.0% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
17,904
shares
|
$466,578
0.1% of portfolio
|
Q4 2023
Added 20.82%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2024 Q2 2024 |
17,584
shares
|
$458,239
0.19% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
17,408
shares
|
$453,652
0.01% of portfolio
|
Q2 2024
Added 59.71%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,233
shares
|
$449,091
0.03% of portfolio
|
Q2 2022
Reduced 20.26%
|
|
|
Horan Securities, Inc.
|
Aug 09, 2024 Q2 2024 |
16,818
shares
|
$438,277
0.19% of portfolio
|
Q2 2024
Added 22.72%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
16,690
shares
|
$434,941
0.1% of portfolio
|
Q4 2023
Added 92.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
16,276
shares
|
$424,152
0.0% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
16,212
shares
|
$422,484
0.01% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
16,100
shares
|
$419,566
0.01% of portfolio
|
Q2 2024
Reduced 38.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,349
shares
|
$399,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
15,308
shares
|
$398,926
0.06% of portfolio
|
Q3 2024
Reduced 24.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
15,284
shares
|
$398,301
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
15,060
shares
|
$392,463
0.11% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
13,284
shares
|
$346,181
0.02% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
13,106
shares
|
$341,542
0.04% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
12,964
shares
|
$337,841
0.02% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
12,898
shares
|
$336,121
0.1% of portfolio
|
Q3 2024
Added 36.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
12,454
shares
|
$324,551
0.0% of portfolio
|
Q2 2024
Reduced 55.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
12,291
shares
|
$320,303
0.0% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
12,270
shares
|
$319,756
0.16% of portfolio
|
Q1 2023
New holding
|