Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2024 Term Corporate ETFA (IBDP)  
$25.11 0.01 (0.04%) as of 4:30 Fri 5/31


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 327    13
Total shares held : 
 77,665,192  
% of shares held : 
 19.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   83  
Amount of shares held : 
 4,700,839  
% of shares held change : 
   1.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.68  
Last Quarter's Ending Price : 
 $24.91  
Last Quarter's Average Price : 
 $24.79  
Change from last quarter's     
avg. price to the last closing  : 
0.32 (1.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 2,498,200
 3.22%
 
Increased Positions :
152
 8,049,794
 10.36%
 
Unchanged Positions :
53
 844,791
 1.09%
 
Decreased Positions :
82
-4,792,109
-6.17%
 
Closed Positions :
27
-1,055,046
-1.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Fortitude Family Office LLC 930 *Closed 2024-03-31 0 $0 -16,261
   ADVISORY SERVICES NETWORK, LLC 2171 *Closed 2024-03-31 0 $0 -5,250
   Lloyd Advisory Services LLC. 131 *Closed 2024-03-31 0 $0 -118,096
   AlphaCore Capital LLC 199 *Closed 2024-03-31 0 $0 -10,750
   WASHINGTON TRUST CO 837 *Closed 2024-03-31 0 $0 -1,000
   Migdal Insurance & Financial Holdings Ltd. 427 *Closed 2024-03-31 0 $0 -1,500
   Peoples Bank/KS 265 *Closed 2024-03-31 0 $0 -200
   TOMPKINS FINANCIAL CORP 675 *Closed 2024-03-31 0 $0 -21,590
   GOLDMAN SACHS GROUP INC/ 4729 *Closed 2024-03-31 0 $0 -86,958
   Platte River Wealth Advisors LLC 91 *Closed 2024-03-31 0 $0 -112,698
   Curi Capital 31 *Closed 2024-03-31 0 $0 -20,643
   HEAD & ASSOCIATES LLC 314 *Closed 2023-12-31 0 $0 -647
   Financial Gravity Wealth Inc. 1107 *Closed 2024-03-31 0 $0 -413
   BEACON FINANCIAL GROUP 330 *Closed 2024-03-31 0 $0 -9,434
   Blue Square Asset Management LLC 78 *Closed 2024-03-31 0 $0 -36,877
   HARRIS ASSOCIATES L P 138 *Closed 2024-03-31 0 $0 -10,208
   CITIGROUP INC 4636 *Closed 2024-03-31 0 $0 -10
   ALESCO ADVISORS LLC 189 *Closed 2024-03-31 0 $0 -21,590
   SEGMENT WEALTH MANAGEMENT, LLC 263 *Closed 2024-03-31 0 $0 -52,390
   FINANCIAL NETWORK 2881 *Closed 2024-03-31 0 $0 -9,154
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 811 *Closed 2024-03-31 0 $0 -8,730
   SCHMIDT P J INVESTMENT MANAGEMENT INC 182 *Closed 2024-03-31 0 $0 -9,212
   Ten Capital Wealth Advisors LLC 399 *Closed 2023-06-30 0 $0 -1,430
   Visionary Wealth Advisors 490 *Closed 2024-03-31 0 $0 -30,944
   CONFLUENCE INVESTMENT MANAGEMENT LLC 306 *Closed 2024-03-31 0 $0 -360,948
   NWAM LLC 611 *Closed 2024-03-31 0 $0 -21,224
   Laidlaw Wealth Management LLC 236 *Closed 2024-03-31 0 $0 -9,500
   GATEWAY ADVISORY, LLC 138 *Closed 2024-03-31 0 $0 -8,097
   Propel Bio Management LLC 33 *Closed 2024-03-31 0 $0 -85,442
   Simplify Asset Management Inc. 107 *Closed 2024-03-31 0 $0 -85,442
   Rockbridge Investment Management LCC 936 *Closed 2024-03-31 0 $0 0
  31 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us