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 |
---|---|---|---|---|---|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
53,347
shares
|
$1.34 Million
0.3% of portfolio
|
Q2 2024
Reduced 27.79%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
53,008
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2024
Added 6.26%
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
52,350
shares
|
$1.32 Million
0.76% of portfolio
|
Q1 2023
New holding
|
|
Reliant Wealth Planning
|
Jul 11, 2024 Q2 2024 |
51,991
shares
|
$1.31 Million
0.6% of portfolio
|
Q2 2024
Added 96.01%
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
51,694
shares
|
$1.3 Million
1.1% of portfolio
|
Q2 2024
Added 0.58%
|
|
Hills Bank & Trust CO
|
Jul 25, 2024 Q2 2024 |
50,956
shares
|
$1.28 Million
0.11% of portfolio
|
Q2 2024
Reduced 35.18%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
49,376
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2024
Added 36.15%
|
|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
49,095
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.37%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
48,280
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2024
Reduced 19.07%
|
|
Buffington Mohr Mc Neal
|
Jul 11, 2024 Q2 2024 |
47,429
shares
|
$1.2 Million
0.21% of portfolio
|
Q2 2024
Added 2.59%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
45,883
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
45,750
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
45,581
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
45,392
shares
|
$1.14 Million
0.26% of portfolio
|
Q2 2024
Added 41.56%
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 16, 2024 Q2 2024 |
45,153
shares
|
$1.14 Million
0.66% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
45,079
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2024
Added 10.61%
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
43,828
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2024
Reduced 20.58%
|
|
Fullcircle Wealth LLC
Dallas, TX |
Jul 25, 2024 Q2 2024 |
43,232
shares
|
$1.09 Million
0.53% of portfolio
|
Q2 2024
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
42,658
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Crestmont Private Wealth LLC
|
Jul 15, 2024 Q2 2024 |
41,308
shares
|
$1.04 Million
0.5% of portfolio
|
Q2 2024
Added 14.59%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
41,282
shares
|
$1.04 Million
0.21% of portfolio
|
Q2 2024
Reduced 87.47%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
41,250
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2024 Q2 2024 |
40,968
shares
|
$1.03 Million
0.61% of portfolio
|
Q2 2024
Reduced 19.79%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
40,669
shares
|
$1.02 Million
0.46% of portfolio
|
Q2 2024
Added 0.12%
|
|
Horan Securities, Inc.
|
Aug 09, 2024 Q2 2024 |
40,656
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2024
Added 6.01%
|