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 385 institutions that hold shares in the stock, with a total of 75 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
386,780
shares
|
$9.75 Million
0.31% of portfolio
|
Q2 2024
Added 6.32%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
379,396
shares
|
$9.56 Million
0.53% of portfolio
|
Q2 2024
Reduced 11.77%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
374,502
shares
|
$9.44 Million
0.72% of portfolio
|
Q2 2024
Added 0.13%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
370,228
shares
|
$9.33 Million
0.11% of portfolio
|
Q2 2024
Added 17.04%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
364,904
shares
|
$9.2 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
358,759
shares
|
$9.04 Million
0.01% of portfolio
|
Q2 2024
Added 78.0%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
332,929
shares
|
$8.39 Million
0.18% of portfolio
|
Q2 2024
Added 4.6%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
319,178
shares
|
$8.04 Million
0.96% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 22, 2024 Q2 2024 |
313,698
shares
|
$7.91 Million
1.62% of portfolio
|
Q2 2024
Reduced 24.2%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
311,861
shares
|
$7.86 Million
0.17% of portfolio
|
Q2 2024
Reduced 10.4%
|
|
Signature Wealth Management Group
|
Jul 15, 2024 Q2 2024 |
306,378
shares
|
$7.72 Million
3.45% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
304,415
shares
|
$7.67 Million
0.09% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
300,421
shares
|
$7.57 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
299,509
shares
|
$7.55 Million
1.92% of portfolio
|
Q2 2024
Added 5.89%
|
|
Balentine LLC
Atlanta, GA |
Aug 07, 2024 Q2 2024 |
292,725
shares
|
$7.38 Million
0.33% of portfolio
|
Q2 2024
Added 2.13%
|
|
Windsor Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
292,636
shares
|
$7.37 Million
2.35% of portfolio
|
Q2 2024
Reduced 25.06%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
288,423
shares
|
$7.27 Million
4.4% of portfolio
|
Q2 2024
Added 2.35%
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Jul 31, 2024 Q2 2024 |
285,608
shares
|
$7.2 Million
4.9% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Hamel Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
284,081
shares
|
$7.16 Million
2.27% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
276,930
shares
|
$6.98 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
Madden Advisory Services, Inc.
|
Aug 07, 2024 Q2 2024 |
267,237
shares
|
$6.73 Million
3.41% of portfolio
|
Q2 2024
Added 3.6%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2024 Q2 2024 |
265,330
shares
|
$6.69 Million
1.69% of portfolio
|
Q2 2024
Added 2.65%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
264,767
shares
|
$6.67 Million
1.27% of portfolio
|
Q2 2024
Added 1.62%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
262,042
shares
|
$6.6 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Fulton Breakefield Broenniman LLC
|
Aug 07, 2024 Q2 2024 |
256,998
shares
|
$6.48 Million
0.48% of portfolio
|
Q2 2024
Reduced 5.54%
|