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 133 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $429 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
12,044
shares
|
$303,508
0.04% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
12,000
shares
|
$302,400
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
11,648
shares
|
$293,529
0.06% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
11,583
shares
|
$291,891
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
10,943
shares
|
$275,763
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
10,664
shares
|
$268,732
0.0% of portfolio
|
Q3 2023
Added 6.64%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
10,500
shares
|
$264,600
0.01% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
10,000
shares
|
$252,000
0.1% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
9,960
shares
|
$250,992
0.11% of portfolio
|
Q4 2023
Reduced 16.69%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,905
shares
|
$249,606
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
9,517
shares
|
$239,828
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,176
shares
|
$231,235
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
8,996
shares
|
$226,699
0.01% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8,592
shares
|
$216,518
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,491
shares
|
$213,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
8,240
shares
|
$207,648
0.02% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,134
shares
|
$204,976
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
7,880
shares
|
$198,576
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,979
shares
|
$100,270
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
2,725
shares
|
$68,670
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,639
shares
|
$66,502
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,524
shares
|
$63,604
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,231
shares
|
$56,221
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,170
shares
|
$54,684
0.0% of portfolio
|
Q1 2023
Added 10.71%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,015
shares
|
$50,778
0.0% of portfolio
|
Q3 2024
Reduced 31.02%
|