Institutional Ownership Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $35.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
356,212
shares
|
$9.28 Million
0.14% of portfolio
|
Q3 2023
Reduced 89.45%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
178,625
shares
|
$4.65 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,355
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
138,544
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,881
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,619
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2022
Added 407.23%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
54,574
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,223
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2020
Reduced 81.37%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
36,074
shares
|
$939,727
0.03% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,170
shares
|
$890,128
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
28,286
shares
|
$736,850
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
28,286
shares
|
$736,850
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
23,817
shares
|
$620,432
2.79% of portfolio
|
Q1 2023
Added 3.09%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,233
shares
|
$448,919
0.03% of portfolio
|
Q2 2022
Reduced 20.26%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
17,228
shares
|
$448,789
0.01% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
15,349
shares
|
$399,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
10,044
shares
|
$261,646
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,000
shares
|
$208,400
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,860
shares
|
$204,753
0.03% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,786
shares
|
$202,825
0.01% of portfolio
|
Q1 2024
Reduced 28.55%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,200
shares
|
$109,410
0.01% of portfolio
|
Q2 2023
Added 25.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$52,100
0.0% of portfolio
|
Q1 2024
Reduced 98.13%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
141
shares
|
$3,673
0.0% of portfolio
|
Q4 2023
Added 1.44%
|