|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Ishares Ibonds Dec 2023 Term Corporate ETFA (IBDO) |
|
|
$25.33 0.00 (0.00%) as of 4:30 Thu 12/14
|
|
Download |
|
| |
Institutional
Holders
Total
Institutions:
 |
5  273 |
|
|
Total
shares held :
|
107,563 |
|
|
% of shares
held :
|
0.12% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-276 |
|
|
Amount
of shares held :
|
-48,980,854 |
|
|
% of shares
held change :
|
-54.42% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.33 |
|
|
Last
Quarter's Ending
Price :
|
$25.33 |
|
|
Last
Quarter's Average
Price :
|
$25.33 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.00 (0.00%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BFT FINANCIAL GROUP LLC |
22 |
- |
2023-06-30 |
253,483 |
$6,410,000 |
22,901 |
|
| Cribstone Capital Management LLC |
9 |
- |
2022-12-31 |
167,335 |
$4,188,000 |
-88,019 |
|
| IFP Advisors Inc |
179 |
- |
2023-12-31 |
102,548 |
$2,598,000 |
-1,635 |
|
| BerganKDV Wealth Management LLC |
121 |
- |
2023-06-30 |
48,306 |
$1,222,000 |
-6,472 |
|
| Key Bridge Compliance LLC |
64 |
- |
2023-09-30 |
33,796 |
$857,000 |
0 |
|
| KCS Wealth Advisory |
70 |
- |
2023-09-30 |
33,452 |
$848,000 |
11,886 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
321 |
*New |
2022-12-31 |
21,350 |
$534,000 |
21,350 |
|
| First National Bank of South Miami |
63 |
- |
2023-06-30 |
17,634 |
$446,000 |
-1,869 |
|
| Sargent Bickham Lagudis LLC |
217 |
*New |
2022-12-31 |
13,203 |
$330,000 |
13,203 |
|
| VIGILANT CAPITAL MANAGEMENT LLC |
117 |
- |
2023-06-30 |
12,995 |
$329,000 |
440 |
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
221 |
- |
2024-03-31 |
289 |
$7,000 |
0 |
|
| HM PAYSON & CO |
965 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,950 |
|
| Day & Ennis LLC |
121 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,475 |
|
| HEAD & ASSOCIATES LLC |
248 |
*Closed |
2023-12-31 |
0 |
$0 |
-635 |
|
| Rockbridge Investment Management LCC |
350 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
| Sentinus LLC |
185 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,445 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
1277 |
*Closed |
2023-12-31 |
0 |
$0 |
-130 |
|
| Sawtooth Asset Management Inc. |
1088 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,878 |
|
| HARBOUR INVESTMENTS INC. |
3038 |
*Closed |
2023-12-31 |
0 |
$0 |
-110,569 |
|
| Financial Gravity Wealth Inc. |
1196 |
*Closed |
2024-03-31 |
0 |
$0 |
-418 |
|
| Ronald Blue Trust Inc. |
2665 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,808 |
|
| BARTLETT & CO. LLC |
1238 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,400 |
|
| Laurel Wealth Advisors LLC |
607 |
*Closed |
2024-03-31 |
0 |
$0 |
-500 |
|
| WEALTHSOURCE PARTNERS LLC |
525 |
*Closed |
2023-12-31 |
0 |
$0 |
-233,740 |
|
| Ten Capital Wealth Advisors LLC |
604 |
*Closed |
2023-06-30 |
0 |
$0 |
-1,411 |
|
|
25 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
