Institutional Ownership Ishares Ibonds Dec 2024 Term C (IBDP)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2024 Term C (IBDP). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 6.37 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,528,387
shares
|
$38.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
921,558
shares
|
$23.2 Million
0.57% of portfolio
|
Q1 2024
Added 3.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
503,195
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
369,902
shares
|
$9.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
364,904
shares
|
$9.18 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
319,178
shares
|
$8.03 Million
0.96% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
265,047
shares
|
$6.67 Million
1.16% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
246,428
shares
|
$6.2 Million
0.21% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
190,019
shares
|
$4.78 Million
0.31% of portfolio
|
Q4 2023
Added 60.91%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
176,993
shares
|
$4.45 Million
0.5% of portfolio
|
Q2 2023
Added 178.39%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
174,541
shares
|
$4.39 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
168,728
shares
|
$4.24 Million
2.43% of portfolio
|
Q4 2022
Reduced 21.4%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
123,425
shares
|
$3.1 Million
0.6% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
116,820
shares
|
$2.94 Million
0.12% of portfolio
|
Q2 2020
Added 33.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
104,214
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
55,898
shares
|
$1.41 Million
0.42% of portfolio
|
Q4 2020
Reduced 63.4%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
55,750
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
52,350
shares
|
$1.32 Million
0.76% of portfolio
|
Q1 2023
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
48,280
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2024
Reduced 19.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,208
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
43,731
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 22.46%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
37,131
shares
|
$933,844
0.09% of portfolio
|
Q2 2023
Reduced 15.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
32,824
shares
|
$825,523
0.04% of portfolio
|
Q3 2024
Added 53.45%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
27,068
shares
|
$680,760
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,550
shares
|
$667,732
0.02% of portfolio
|
Q4 2022
New holding
|