Institutional Ownership Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $447 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
12,351
shares
|
$312,233
1.38% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
12,222
shares
|
$308,972
0.0% of portfolio
|
Q3 2024
Reduced 29.83%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,204
shares
|
$308,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
12,044
shares
|
$304,472
0.04% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
12,000
shares
|
$303,360
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
11,648
shares
|
$294,461
0.06% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
11,583
shares
|
$292,818
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
11,201
shares
|
$283,161
0.0% of portfolio
|
Q3 2024
Reduced 28.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
10,943
shares
|
$276,639
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,500
shares
|
$265,440
0.01% of portfolio
|
Q2 2024
Reduced 4.55%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
10,230
shares
|
$258,614
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$252,800
0.0% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
10,000
shares
|
$252,800
0.1% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
9,960
shares
|
$251,788
0.11% of portfolio
|
Q4 2023
Reduced 16.69%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,905
shares
|
$250,398
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,517
shares
|
$240,589
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,176
shares
|
$231,969
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8,592
shares
|
$217,205
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
8,491
shares
|
$214,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,240
shares
|
$208,307
0.02% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,134
shares
|
$205,627
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,054
shares
|
$203,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
7,995
shares
|
$202,113
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
7,880
shares
|
$199,206
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
6,900
shares
|
$174,432
0.01% of portfolio
|
Q3 2024
Reduced 23.3%
|