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 107 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,236,678
shares
|
$57.4 Million
0.01% of portfolio
|
Q2 2024
Added 159.38%
|
|
First Interstate Bank
Billings, MT |
Aug 07, 2024 Q2 2024 |
2,136,419
shares
|
$54.8 Million
3.61% of portfolio
|
Q2 2024
Added 96.68%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,693,571
shares
|
$43.5 Million
0.0% of portfolio
|
Q2 2024
Added 3.87%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
1,633,369
shares
|
$41.9 Million
0.92% of portfolio
|
Q2 2024
Added 22.74%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,537,146
shares
|
$39.5 Million
0.72% of portfolio
|
Q2 2024
Added 33.43%
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
1,289,265
shares
|
$33.1 Million
5.97% of portfolio
|
Q2 2024
Added 5.92%
|
|
Summitry LLC
Foster City, CA |
Aug 09, 2024 Q2 2024 |
992,426
shares
|
$25.5 Million
1.34% of portfolio
|
Q2 2024
Reduced 24.11%
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
962,285
shares
|
$24.7 Million
1.23% of portfolio
|
Q2 2024
Added 19.45%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
596,041
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2024
Added 24.44%
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
573,019
shares
|
$14.7 Million
1.39% of portfolio
|
Q2 2024
Added 3.27%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
568,052
shares
|
$14.6 Million
1.59% of portfolio
|
Q2 2024
Added 7.63%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
567,714
shares
|
$14.6 Million
0.02% of portfolio
|
Q2 2024
Added 8.97%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
535,341
shares
|
$13.7 Million
0.1% of portfolio
|
Q2 2024
Reduced 39.25%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
473,030
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2024
Added 2.35%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
436,906
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2024
Added 14.29%
|
|
Seneca House Advisors
|
Jul 12, 2024 Q2 2024 |
352,122
shares
|
$9.04 Million
3.84% of portfolio
|
Q2 2024
Added 5.66%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
302,587
shares
|
$7.77 Million
0.0% of portfolio
|
Q2 2024
Reduced 31.05%
|
|
Guidance Point Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
278,312
shares
|
$7.14 Million
2.18% of portfolio
|
Q2 2024
Added 19.06%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
273,246
shares
|
$7.01 Million
0.01% of portfolio
|
Q2 2024
Added 82.99%
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
269,965
shares
|
$6.93 Million
4.07% of portfolio
|
Q2 2024
Added 8.27%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
256,179
shares
|
$6.58 Million
0.02% of portfolio
|
Q2 2024
Added 11.55%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
252,088
shares
|
$6.47 Million
0.0% of portfolio
|
Q2 2024
Added 4.57%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
247,695
shares
|
$6.36 Million
0.01% of portfolio
|
Q2 2024
Added 334.13%
|
|
Lyell Wealth Management, LP
|
Aug 08, 2024 Q2 2024 |
177,925
shares
|
$4.57 Million
0.42% of portfolio
|
Q2 2024
Added 10.07%
|
|
Platte River Wealth Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
177,896
shares
|
$4.57 Million
1.22% of portfolio
|
Q2 2024
Reduced 4.39%
|