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 41 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,148
shares
|
$632,472
0.1% of portfolio
|
Q2 2023
Reduced 54.6%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
21,900
shares
|
$550,785
0.16% of portfolio
|
Q2 2018
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,000
shares
|
$503,000
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,641
shares
|
$493,971
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
19,354
shares
|
$486,753
0.76% of portfolio
|
Q3 2022
Added 51.68%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
15,318
shares
|
$385,247
0.34% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
15,040
shares
|
$378,256
0.04% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
13,504
shares
|
$339,625
0.27% of portfolio
|
Q4 2022
Reduced 3.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,430
shares
|
$262,314
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
9,977
shares
|
$250,921
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,125
shares
|
$128,893
0.0% of portfolio
|
Q3 2023
Added 15.82%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,557
shares
|
$39,158
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,094
shares
|
$27,514
0.01% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
138
shares
|
$3,470
0.0% of portfolio
|
Q2 2024
Reduced 89.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
134
shares
|
$3,370
0.0% of portfolio
|
Q4 2023
Added 0.75%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2
shares
|
$50
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|