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 175 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $378 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
8,294
shares
|
$216,473
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,000
shares
|
$208,800
0.01% of portfolio
|
Q2 2022
New holding
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
7,805
shares
|
$203,710
0.05% of portfolio
|
Q2 2023
Added 14.7%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,786
shares
|
$203,214
0.01% of portfolio
|
Q1 2024
Reduced 28.55%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
7,572
shares
|
$197,629
0.02% of portfolio
|
Q2 2024
Added 16.47%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,200
shares
|
$109,620
0.01% of portfolio
|
Q2 2023
Added 25.94%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
4,000
shares
|
$104,400
0.04% of portfolio
|
Q1 2023
Added 3783.5%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
3,840
shares
|
$100,224
0.02% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,984
shares
|
$77,882
0.0% of portfolio
|
Q2 2024
Added 1.02%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
2,019
shares
|
$52,695
0.0% of portfolio
|
Q2 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$52,200
0.0% of portfolio
|
Q1 2024
Reduced 98.13%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
1,715
shares
|
$44,761
0.02% of portfolio
|
Q4 2023
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
1,330
shares
|
$34,713
0.01% of portfolio
|
Q4 2022
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
1,000
shares
|
$26,100
0.01% of portfolio
|
Q2 2023
New holding
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
822
shares
|
$21,454
0.01% of portfolio
|
Q2 2024
Reduced 84.93%
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
744
shares
|
$19,418
0.01% of portfolio
|
Q4 2023
New holding
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
720
shares
|
$18,792
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 29, 2024 Q2 2024 |
697
shares
|
$18,191
0.01% of portfolio
|
Q1 2023
Added 127.04%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
565
shares
|
$14,746
0.0% of portfolio
|
Q2 2023
Reduced 62.48%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
484
shares
|
$12,632
0.0% of portfolio
|
Q1 2024
Reduced 62.63%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
356
shares
|
$9,291
0.0% of portfolio
|
Q2 2024
Added 0.28%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
353
shares
|
$9,213
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Aug 13, 2024 Q2 2024 |
168
shares
|
$4,384
0.0% of portfolio
|
Q2 2024
New holding
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
141
shares
|
$3,680
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|