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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
10,765
shares
|
$281,181
0.03% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
10,727
shares
|
$280,189
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
10,174
shares
|
$265,744
0.01% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,104
shares
|
$263,916
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
10,100
shares
|
$263,812
0.01% of portfolio
|
Q3 2024
Reduced 37.27%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,044
shares
|
$262,349
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$261,200
0.0% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
9,877
shares
|
$257,987
0.0% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
9,849
shares
|
$257,255
0.03% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
9,682
shares
|
$252,893
0.01% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,293
shares
|
$242,733
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
9,266
shares
|
$242,027
0.04% of portfolio
|
Q1 2024
Reduced 10.29%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,206
shares
|
$240,460
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,008
shares
|
$235,288
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
8,807
shares
|
$230,038
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,793
shares
|
$229,673
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,555
shares
|
$223,456
0.08% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
8,529
shares
|
$222,777
0.01% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,000
shares
|
$208,960
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,860
shares
|
$205,303
0.03% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
7,805
shares
|
$203,866
0.05% of portfolio
|
Q2 2023
Added 14.7%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,786
shares
|
$203,370
0.01% of portfolio
|
Q1 2024
Reduced 28.55%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
7,572
shares
|
$197,780
0.02% of portfolio
|
Q2 2024
Added 16.47%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,200
shares
|
$109,704
0.01% of portfolio
|
Q2 2023
Added 25.94%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$104,480
0.04% of portfolio
|
Q1 2023
Added 3783.5%
|