Institutional Ownership Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,059
shares
|
$758,149
0.13% of portfolio
|
Q3 2024
Added 26.49%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
28,795
shares
|
$751,261
0.47% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
28,605
shares
|
$746,304
0.18% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
28,286
shares
|
$737,981
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
28,286
shares
|
$737,981
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
26,396
shares
|
$688,671
0.61% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
26,021
shares
|
$678,887
0.0% of portfolio
|
Q3 2024
Reduced 24.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
24,910
shares
|
$649,901
0.04% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
24,715
shares
|
$644,814
0.37% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
24,656
shares
|
$643,275
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
23,900
shares
|
$623,551
0.03% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
23,817
shares
|
$621,385
2.79% of portfolio
|
Q1 2023
Added 3.09%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
23,210
shares
|
$605,548
0.03% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
21,712
shares
|
$566,466
0.0% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
20,545
shares
|
$536,019
0.15% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
20,277
shares
|
$529,026
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
20,136
shares
|
$525,348
0.31% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
19,861
shares
|
$518,173
0.1% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
19,730
shares
|
$514,755
0.02% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
19,700
shares
|
$513,973
0.21% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
19,612
shares
|
$511,677
0.35% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,602
shares
|
$511,416
0.0% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
19,550
shares
|
$510,059
0.04% of portfolio
|
Q3 2024
Reduced 29.04%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
19,278
shares
|
$502,963
0.04% of portfolio
|
Q3 2024
Reduced 25.79%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
18,500
shares
|
$482,665
0.04% of portfolio
|
Q3 2024
Reduced 46.14%
|