Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2027 Term Muni Bond Etf (IBMP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    10
Total shares held : 
 12,450,268  
% of shares held : 
 13.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 2,620,575  
% of shares held change : 
   2.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 823,568
 6.61%
 
Increased Positions :
53
 2,057,744
 16.53%
 
Unchanged Positions :
15
 220,392
 1.77%
 
Decreased Positions :
22
-105,575
-0.85%
 
Closed Positions :
9
-155,162
-1.25%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   CI Private Wealth LLC 490 *New 2024-03-31 459,285 $11,560,000 459,285
   Paradiem LLC 35 *New 2024-03-31 160,410 $4,038,000 160,410
   Quantum Financial Advisors LLC 26 *New 2024-03-31 122,049 $3,072,000 122,049
   STIFEL FINANCIAL CORP 1607 *New 2024-03-31 92,151 $2,319,000 92,151
   RIA Advisory Group LLC 38 *New 2024-03-31 42,301 $1,065,000 42,301
   Snowden Capital Advisors LLC 567 *New 2024-03-31 31,000 $780,000 31,000
   Sargent Bickham Lagudis LLC *New 2022-12-31 25,887 $649,000 25,887
   COLDSTREAM CAPITAL MANAGEMENT INC 453 *New 2024-03-31 25,779 $649,000 25,779
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 275 *New 2024-03-31 22,143 $557,000 22,143
   Catalytic Wealth RIA LLC 154 *New 2024-03-31 22,002 $554,000 22,002
   MULTIFINANCIAL SECURITIES CORP 1580 *New 2024-03-31 20,190 $508,000 20,190
   WJ Wealth Management LLC 56 *New 2024-03-31 18,900 $476,000 18,900
   VALLEY NATIONAL ADVISERS INC 268 *New 2024-03-31 5,729 $144,000 5,729
   BerganKDV Wealth Management LLC *New 2023-06-30 2,639 $66,000 2,639
   PROEQUITIES INC. 2842 *New 2024-03-31 0 $0 0
  15 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