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 |
|---|---|---|---|---|---|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
10,036
shares
|
$256,319
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$255,400
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$255,400
0.0% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
9,855
shares
|
$251,696
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
9,689
shares
|
$247,457
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,595
shares
|
$245,056
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
9,540
shares
|
$243,651
0.1% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
9,468
shares
|
$241,812
0.0% of portfolio
|
Q3 2024
Reduced 22.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,453
shares
|
$241,429
0.0% of portfolio
|
Q2 2024
Added 5.12%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,451
shares
|
$241,378
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
9,343
shares
|
$238,620
0.02% of portfolio
|
Q3 2024
Reduced 26.39%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
9,282
shares
|
$237,062
0.02% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
9,279
shares
|
$236,985
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,137
shares
|
$233,358
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,988
shares
|
$229,553
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
8,691
shares
|
$221,968
0.2% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,474
shares
|
$216,425
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,412
shares
|
$214,842
0.0% of portfolio
|
Q3 2024
Reduced 26.48%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
8,179
shares
|
$208,891
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,921
shares
|
$202,302
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
7,652
shares
|
$195,432
0.01% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,652
shares
|
$169,892
0.02% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
6,125
shares
|
$156,432
0.03% of portfolio
|
Q4 2023
Added 175.28%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
3,655
shares
|
$93,348
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,520
shares
|
$89,900
0.01% of portfolio
|
Q2 2023
Added 3.83%
|