Institutional Ownership Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 1.47 Million shares, which have been reported (via 13F filing form) to have a value of $34.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
9,084
shares
|
$212,293
0.0% of portfolio
|
Q1 2024
Reduced 42.26%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
4,300
shares
|
$100,491
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
3,842
shares
|
$89,787
0.0% of portfolio
|
Q2 2024
Added 51.14%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
3,433
shares
|
$80,229
0.0% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,736
shares
|
$63,940
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,100
shares
|
$49,077
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
1,711
shares
|
$39,986
0.01% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
871
shares
|
$20,355
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
670
shares
|
$15,657
0.0% of portfolio
|
Q1 2023
New holding
|
|
Bradley & Co. Private Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
300
shares
|
$7,011
0.01% of portfolio
|
Q4 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|