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 |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
110,585
shares
|
$2.79 Million
0.02% of portfolio
|
Q2 2024
Reduced 33.48%
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2024 Q2 2024 |
108,373
shares
|
$2.73 Million
1.14% of portfolio
|
Q2 2024
Added 0.3%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
103,916
shares
|
$2.62 Million
0.61% of portfolio
|
Q2 2024
Added 0.07%
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
103,781
shares
|
$2.62 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
100,408
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2024
Added 18.0%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
100,280
shares
|
$2.53 Million
0.3% of portfolio
|
Q2 2024
Added 6.9%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
96,210
shares
|
$2.42 Million
0.07% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
92,667
shares
|
$2.34 Million
0.05% of portfolio
|
Q2 2024
Added 4.13%
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Aug 13, 2024 Q2 2024 |
92,142
shares
|
$2.32 Million
1.81% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2024 Q2 2024 |
91,957
shares
|
$2.32 Million
0.38% of portfolio
|
Q2 2024
Added 4.01%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
89,503
shares
|
$2.26 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
Beaumont Asset Management, L.L.C.
|
Aug 02, 2024 Q2 2024 |
89,423
shares
|
$2.25 Million
1.44% of portfolio
|
Q2 2024
Added 62.92%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
87,386
shares
|
$2.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 15.34%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
84,796
shares
|
$2.14 Million
0.04% of portfolio
|
Q2 2024
Added 31.49%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
84,401
shares
|
$2.13 Million
0.09% of portfolio
|
Q2 2024
Reduced 24.39%
|
|
First Fiduciary Investment Counsel, Inc.
|
Aug 07, 2024 Q2 2024 |
83,575
shares
|
$2.11 Million
0.46% of portfolio
|
Q2 2024
Reduced 7.16%
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 23, 2024 Q2 2024 |
83,493
shares
|
$2.1 Million
0.84% of portfolio
|
Q2 2024
Added 12.82%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
83,191
shares
|
$2.1 Million
0.22% of portfolio
|
Q2 2024
Added 10.06%
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 18, 2024 Q2 2024 |
81,953
shares
|
$2.07 Million
0.42% of portfolio
|
Q2 2024
Reduced 9.98%
|
|
Meitav Dash Investments LTD
|
Jul 29, 2024 Q2 2024 |
80,296
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
80,184
shares
|
$2.02 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
78,711
shares
|
$1.98 Million
1.41% of portfolio
|
Q2 2024
Added 15.65%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
77,498
shares
|
$1.95 Million
0.49% of portfolio
|
Q1 2024
Added 5.75%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
77,038
shares
|
$1.94 Million
0.16% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
76,136
shares
|
$1.92 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.98%
|