Institutional Ownership Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,630,528
shares
|
$40 Million
0.0% of portfolio
|
Q1 2024
Added 48.49%
|
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
1,330,733
shares
|
$32.7 Million
0.78% of portfolio
|
Q1 2024
Added 31.08%
|
|
|
Summitry LLC
Foster City, CA |
May 06, 2024 Q1 2024 |
1,307,787
shares
|
$32.1 Million
1.75% of portfolio
|
Q1 2024
Added 3.78%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
May 15, 2024 Q1 2024 |
1,217,224
shares
|
$29.9 Million
5.87% of portfolio
|
Q1 2024
Added 5.04%
|
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,152,042
shares
|
$28.3 Million
0.58% of portfolio
|
Q1 2024
Added 97.16%
|
|
|
First Interstate Bank
Billings, MT |
May 01, 2024 Q1 2024 |
1,086,234
shares
|
$26.7 Million
1.9% of portfolio
|
Q1 2024
Added 20.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
881,158
shares
|
$21.6 Million
0.2% of portfolio
|
Q1 2024
Added 88.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
862,322
shares
|
$21.2 Million
0.01% of portfolio
|
Q1 2024
Added 46.84%
|
|
|
Sigma Investment Counselors Inc
|
Apr 25, 2024 Q1 2024 |
805,610
shares
|
$19.8 Million
1.09% of portfolio
|
Q1 2024
Added 1241.5%
|
|
|
Arrow Financial Corp
|
May 21, 2024 Q1 2024 |
554,889
shares
|
$13.6 Million
1.38% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
527,788
shares
|
$13 Million
1.52% of portfolio
|
Q1 2024
Added 844.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
520,986
shares
|
$12.8 Million
0.02% of portfolio
|
Q1 2024
Added 7.35%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
478,995
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2024
Added 17.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
462,177
shares
|
$11.4 Million
0.03% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
438,853
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2024
Added 211.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
405,864
shares
|
$9.97 Million
0.0% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Seneca House Advisors
|
Apr 17, 2024 Q1 2024 |
333,247
shares
|
$8.18 Million
3.66% of portfolio
|
Q1 2024
Added 12.46%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
249,350
shares
|
$6.12 Million
3.82% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
241,082
shares
|
$5.92 Million
0.0% of portfolio
|
Q1 2024
Added 54.31%
|
|
|
Guidance Point Advisors, LLC
|
May 10, 2024 Q1 2024 |
233,765
shares
|
$5.74 Million
1.92% of portfolio
|
Q1 2024
Added 12.21%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
229,647
shares
|
$5.64 Million
0.02% of portfolio
|
Q1 2024
Added 55.36%
|
|
|
Platte River Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
186,069
shares
|
$4.57 Million
1.32% of portfolio
|
Q1 2024
Added 44.63%
|
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
171,138
shares
|
$4.2 Million
0.34% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
163,204
shares
|
$4.01 Million
0.01% of portfolio
|
Q1 2024
Added 29.11%
|
|
|
Lyell Wealth Management, LP
|
May 03, 2024 Q1 2024 |
161,650
shares
|
$3.97 Million
0.41% of portfolio
|
Q1 2024
Added 80.51%
|
|