Institutional Ownership Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $456 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,515
shares
|
$498,413
0.01% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
19,338
shares
|
$493,892
0.14% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
19,198
shares
|
$490,316
0.28% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
17,139
shares
|
$437,730
0.02% of portfolio
|
Q3 2024
Reduced 29.27%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
17,130
shares
|
$437,500
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
16,964
shares
|
$433,260
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
16,614
shares
|
$424,321
0.07% of portfolio
|
Q3 2024
Added 30.27%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
16,338
shares
|
$417,272
0.0% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
15,815
shares
|
$403,915
0.06% of portfolio
|
Q3 2024
Reduced 24.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,736
shares
|
$401,897
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
15,046
shares
|
$384,274
0.08% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
15,003
shares
|
$383,176
0.1% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,639
shares
|
$348,340
1.54% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,421
shares
|
$342,772
0.0% of portfolio
|
Q3 2024
Reduced 36.78%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
12,888
shares
|
$329,159
0.1% of portfolio
|
Q3 2024
Added 41.97%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
12,871
shares
|
$328,725
0.02% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
12,687
shares
|
$324,025
0.13% of portfolio
|
Q2 2024
Added 41.82%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
12,500
shares
|
$319,250
0.16% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,094
shares
|
$308,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,652
shares
|
$297,592
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
11,086
shares
|
$283,136
0.0% of portfolio
|
Q3 2024
Reduced 28.7%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
10,893
shares
|
$278,207
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
10,853
shares
|
$277,185
0.26% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
10,200
shares
|
$260,508
0.11% of portfolio
|
Q2 2022
Reduced 22.73%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
10,131
shares
|
$258,745
0.0% of portfolio
|
Q4 2021
New holding
|