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 121 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $643 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
84,699
shares
|
$2.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
83,937
shares
|
$2.08 Million
0.56% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
78,431
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 85.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
72,886
shares
|
$1.81 Million
0.5% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
61,909
shares
|
$1.54 Million
0.39% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
59,498
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,061
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Added 46.44%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
49,085
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
48,791
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
46,506
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 208.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
42,839
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
42,263
shares
|
$1.05 Million
0.23% of portfolio
|
Q3 2024
Added 94.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
41,911
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 42.57%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
41,000
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
38,937
shares
|
$967,195
0.48% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
37,906
shares
|
$941,585
0.19% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
37,628
shares
|
$934,679
0.3% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
37,103
shares
|
$921,638
0.0% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,234
shares
|
$900,052
0.05% of portfolio
|
Q3 2024
Added 220.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
34,303
shares
|
$852,086
0.0% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,437
shares
|
$830,575
0.02% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
30,683
shares
|
$762,165
0.0% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
30,432
shares
|
$755,930
0.0% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
30,154
shares
|
$749,025
0.26% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
27,985
shares
|
$695,147
0.12% of portfolio
|
Q3 2024
Added 52.71%
|