Institutional Ownership Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $456 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,225
shares
|
$82,366
0.01% of portfolio
|
Q4 2023
Reduced 54.26%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
3,160
shares
|
$80,706
0.01% of portfolio
|
Q2 2024
Added 53.7%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,632
shares
|
$67,221
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,221
shares
|
$56,724
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,943
shares
|
$49,624
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,857
shares
|
$47,427
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
840
shares
|
$21,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
802
shares
|
$20,483
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
760
shares
|
$19,410
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
747
shares
|
$19,078
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
365
shares
|
$9,322
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
364
shares
|
$9,296
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
313
shares
|
$7,994
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
300
shares
|
$7,662
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
180
shares
|
$4,597
0.0% of portfolio
|
Q3 2024
Reduced 91.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
144
shares
|
$3,677
0.0% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
46
shares
|
$1,174
0.03% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|