Institutional Ownership Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2032 Ter (IBDX). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $653 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
83,937
shares
|
$2.07 Million
0.56% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
83,732
shares
|
$2.07 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
78,431
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 85.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
72,886
shares
|
$1.8 Million
0.5% of portfolio
|
Q3 2024
Added 42.9%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
63,032
shares
|
$1.56 Million
0.32% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
59,498
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,061
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 46.44%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
49,085
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
48,940
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Added 81.53%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
48,722
shares
|
$1.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
44,139
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
42,839
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
42,065
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
41,911
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 42.57%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
41,000
shares
|
$1.01 Million
0.43% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
39,599
shares
|
$977,699
0.31% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
39,221
shares
|
$968,366
0.02% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
37,906
shares
|
$935,899
0.19% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
37,103
shares
|
$916,073
0.0% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,234
shares
|
$894,617
0.05% of portfolio
|
Q3 2024
Added 220.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
34,303
shares
|
$846,941
0.0% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
33,003
shares
|
$814,844
0.53% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
32,536
shares
|
$803,313
0.26% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
31,053
shares
|
$766,698
0.29% of portfolio
|
Q4 2024
Added 190.43%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
30,683
shares
|
$757,563
0.0% of portfolio
|
Q3 2024
Added 14.89%
|