Institutional Ownership Ishares Ibonds Dec 2023 Term C (IBDO)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2023 Term C (IBDO). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 760,482 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
253,483
shares
|
$0
0.73% of portfolio
|
Q2 2023
Added 9.93%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
167,335
shares
|
$0
2.47% of portfolio
|
Q4 2022
Reduced 34.47%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
49,300
shares
|
$0
0.73% of portfolio
|
Q1 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
48,306
shares
|
$0
0.12% of portfolio
|
Q2 2023
Reduced 11.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,890
shares
|
$0
0.05% of portfolio
|
Q2 2020
Added 10.48%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
33,796
shares
|
$0
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
33,600
shares
|
$0
0.24% of portfolio
|
Q2 2018
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
33,452
shares
|
$0
0.38% of portfolio
|
Q3 2023
Added 55.11%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
21,350
shares
|
$0
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
20,000
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
17,634
shares
|
$0
0.36% of portfolio
|
Q2 2023
Reduced 9.58%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,203
shares
|
$0
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
12,995
shares
|
$0
0.02% of portfolio
|
Q2 2023
Added 3.5%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
11,137
shares
|
$0
0.21% of portfolio
|
Q2 2022
Reduced 67.24%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 99.99%
|