Institutional Ownership Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
25,893
shares
|
$658,717
0.0% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
25,887
shares
|
$658,565
0.05% of portfolio
|
Q4 2022
New holding
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
25,540
shares
|
$649,737
0.08% of portfolio
|
Q1 2024
Added 3.8%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 31, 2024 Q2 2024 |
23,589
shares
|
$600,104
0.12% of portfolio
|
Q2 2024
Added 7.21%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
22,475
shares
|
$571,764
0.04% of portfolio
|
Q4 2023
Added 17.98%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,773
shares
|
$553,905
0.02% of portfolio
|
Q3 2022
New holding
|
|
Tpg Advisors LLC
Northfield, IL |
Aug 13, 2024 Q2 2024 |
21,361
shares
|
$543,423
0.45% of portfolio
|
Q2 2024
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
20,391
shares
|
$518,747
0.0% of portfolio
|
Q2 2024
Added 15.67%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
19,482
shares
|
$495,622
0.17% of portfolio
|
Q2 2024
Reduced 43.71%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
17,447
shares
|
$443,851
0.01% of portfolio
|
Q2 2024
Added 22.55%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
17,417
shares
|
$443,088
0.0% of portfolio
|
Q2 2024
Added 6.59%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2024 Q2 2024 |
17,159
shares
|
$436,524
0.07% of portfolio
|
Q2 2024
Added 12.34%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
17,115
shares
|
$435,405
0.01% of portfolio
|
Q2 2024
Reduced 22.71%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
17,027
shares
|
$433,166
0.0% of portfolio
|
Q1 2024
Added 13.05%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
16,472
shares
|
$419,047
0.0% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
16,129
shares
|
$410,321
0.0% of portfolio
|
Q1 2024
Added 28.73%
|
|
First Affirmative Financial Network
|
Jul 10, 2024 Q2 2024 |
16,086
shares
|
$409,227
0.28% of portfolio
|
Q2 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
15,741
shares
|
$400,451
0.0% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
15,649
shares
|
$398,110
0.11% of portfolio
|
Q2 2024
Added 0.25%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
13,882
shares
|
$353,158
0.01% of portfolio
|
Q2 2024
Added 0.27%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
13,373
shares
|
$340,209
0.01% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Aug 12, 2024 Q2 2024 |
13,305
shares
|
$338,479
0.21% of portfolio
|
Q2 2024
Added 0.59%
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
13,111
shares
|
$333,543
0.05% of portfolio
|
Q2 2024
New holding
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
12,351
shares
|
$314,209
1.38% of portfolio
|
Q1 2022
New holding
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Aug 02, 2024 Q2 2024 |
12,000
shares
|
$305,280
0.15% of portfolio
|
Q1 2023
New holding
|