Institutional Ownership Ishares Ibonds Dec 2024 Term C (IBDP)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2024 Term C (IBDP). We have compiled data on the 368 institutions that hold shares in the stock, with a total of 67.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
3,502
shares
|
$88,075
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,819
shares
|
$70,897
0.0% of portfolio
|
Q2 2024
Reduced 41.77%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,674
shares
|
$67,251
0.01% of portfolio
|
Q1 2024
Reduced 34.36%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
2,342
shares
|
$58,901
0.03% of portfolio
|
Q2 2024
Added 133.97%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,290
shares
|
$57,593
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,222
shares
|
$55,883
0.01% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,945
shares
|
$48,916
0.02% of portfolio
|
Q1 2024
Added 5.42%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
1,840
shares
|
$46,276
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,752
shares
|
$44,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,752
shares
|
$44,062
0.0% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,708
shares
|
$42,956
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,584
shares
|
$39,837
0.0% of portfolio
|
Q3 2022
Reduced 38.7%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,576
shares
|
$39,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,557
shares
|
$39,158
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,453
shares
|
$36,542
0.0% of portfolio
|
Q3 2024
Added 53.11%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
1,269
shares
|
$31,915
0.01% of portfolio
|
Q3 2024
Reduced 82.48%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
1,161
shares
|
$29,199
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,094
shares
|
$27,514
0.01% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,069
shares
|
$26,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,010
shares
|
$25,401
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
800
shares
|
$20,120
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
800
shares
|
$20,120
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
750
shares
|
$18,862
0.01% of portfolio
|
Q2 2024
Reduced 71.15%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
700
shares
|
$17,605
0.0% of portfolio
|
Q1 2024
Reduced 65.94%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
675
shares
|
$16,976
0.0% of portfolio
|
Q3 2024
New holding
|