Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2030 Term Corporate Etf (IBDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 129    35
Total shares held : 
 25,897,254  
% of shares held : 
 28.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   84  
Amount of shares held : 
 9,013,908  
% of shares held change : 
   10.02%  
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 :
37
 3,230,796
 12.48%
 
Increased Positions :
63
 6,421,897
 24.8%
 
Unchanged Positions :
15
 252,492
 0.97%
 
Decreased Positions :
14
-638,308
-2.46%
 
Closed Positions :
2
-477
-0%
 
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
   Capital Investment Advisors LLC 16 - 2024-03-31 2,152,567 $46,065,000 238,881
   BANK OF AMERICA CORP /DE/ 1392 - 2024-03-31 1,947,314 $41,673,000 119,592
   UBS Group AG 862 - 2024-03-31 1,828,930 $39,139,000 157,536
   MORGAN STANLEY 2169 - 2024-03-31 1,509,941 $32,313,000 115,724
   Aptus Capital Advisors LLC 30 - 2024-03-31 1,413,610 $30,251,000 173,553
   GATEWAY ADVISORY, LLC 3 - 2024-03-31 1,409,046 $30,154,000 62,849
   US BANCORP 253 - 2024-03-31 1,355,758 $29,013,000 247,558
   SIGMA INVESTMENT COUNSELORS INC 12 - 2024-03-31 1,157,985 $24,781,000 264,956
   WELLS FARGO & CO/MN 1066 - 2024-03-31 1,027,291 $21,984,000 678,631
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 505 - 2024-03-31 933,028 $19,967,000 71,292
   Klingman & Associates LLC 22 - 2024-03-31 789,420 $16,894,000 136,650
   Venture Visionary Partners LLC 31 - 2024-03-31 732,912 $15,684,000 177,599
   ARROW FINANCIAL CORP 15 - 2024-03-31 617,630 $13,217,000 22,036
   BUFFINGTON MOHR MCNEAL 15 - 2024-03-31 587,209 $12,566,000 60,049
   Rockefeller Capital Management L.P. 456 - 2024-03-31 534,602 $11,440,000 54,806
   MV Capital Management Inc. 22 - 2024-03-31 531,467 $11,373,000 140,936
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 462 - 2024-03-31 461,242 $9,871,000 447,429
   COMMONWEALTH EQUITY SERVICES LLC. 807 - 2024-03-31 444,939 $9,522,000 77,881
   Sound View Wealth Advisors Group LLC 26 - 2024-03-31 431,141 $9,226,000 94,412
   Platte River Wealth Advisors LLC 16 - 2024-03-31 320,005 $6,848,000 57,976
   Keeler Thomas Management LLC 11 - 2024-03-31 294,142 $6,297,000 26,855
   JANNEY MONTGOMERY SCOTT LLC 669 - 2024-03-31 293,259 $6,276,000 18,183
   Guidance Point Advisors LLC 9 - 2024-03-31 276,447 $5,916,000 24,437
   Ironwood Wealth Management llc 22 - 2024-03-31 256,143 $5,481,000 148,952
   HIGHTOWER ADVISORS, LLC 915 - 2024-03-31 253,908 $5,431,000 103,919
   LYELL WEALTH MANAGEMENT LP 69 - 2024-03-31 218,035 $4,666,000 45,490
   Signature Wealth Management Group 9 - 2024-03-31 220,939 $4,609,000 19,125
   OAK FAMILY ADVISORS LLC 21 - 2024-03-31 207,761 $4,446,000 16,847
   SANDY SPRING BANK 111 - 2024-03-31 202,433 $4,332,000 17,650
   4Thought Financial Group Inc. 7 - 2024-03-31 193,535 $4,142,000 25,260
   Probity Advisors Inc. 21 - 2024-03-31 187,002 $4,002,000 85,871
   LPL FINANCIAL CORP 1933 - 2024-03-31 186,420 $3,989,000 69,293
   Krilogy Financial LLC 64 - 2024-03-31 184,477 $3,948,000 4,287
   RAYMOND JAMES & ASSOCIATES 1746 - 2024-03-31 183,055 $3,917,000 50,347
   Peloton Wealth Strategists 25 - 2024-03-31 175,500 $3,756,000 15,500
   BENJAMIN F. EDWARDS & COMPANY INC. 274 - 2024-03-31 152,336 $3,260,000 11,933
   MCF Advisors LLC 32 - 2024-03-31 151,504 $3,242,000 2,502
   WRAPMANAGER INC 24 - 2024-03-31 142,282 $3,045,000 2,995
   ENVESTNET ASSET MANAGEMENT INC 2364 - 2024-03-31 127,162 $2,721,000 9,242
   Praetorian Wealth Management Inc. 30 - 2024-03-31 124,935 $2,674,000 44,360
   Parallel Advisors LLC 199 - 2024-03-31 120,040 $2,569,000 51,428
   Kestra Advisory Services LLC 787 - 2024-03-31 113,587 $2,431,000 13,609
   PRECEDENT WEALTH PARTNERS LLC 21 - 2024-03-31 110,615 $2,367,000 14,271
   CWM LLC 600 - 2024-03-31 99,401 $2,127,000 23,694
   OLD MISSION CAPITAL LLC 229 - 2024-03-31 92,729 $1,984,000 17,581
   Lido Advisors LLC 393 - 2024-03-31 89,797 $1,922,000 25,231
   IFP Advisors Inc - 2023-12-31 87,775 $1,899,000 86,089
   Goss Wealth Management LLC 720 - 2024-03-31 85,812 $1,836,000 5,331
   Evergreen Wealth Solutions LLC 15 - 2024-03-31 75,794 $1,622,000 4,164
   NEUBERGER BERMAN GROUP LLC 1165 - 2024-03-31 71,165 $1,523,000 9,165
   Beacon Pointe Advisors LLC 575 - 2024-03-31 67,255 $1,439,000 25,838
   Paradigm Strategies in Wealth Management LLC 17 - 2024-03-31 65,756 $1,407,000 38,496
   COLDSTREAM CAPITAL MANAGEMENT INC 269 - 2024-03-31 61,538 $1,317,000 11,666
   MARINER WEALTH ADVISORS, LLC 1373 - 2024-03-31 57,270 $1,226,000 37,185
   Cetera Investment Advisers 1954 - 2024-03-31 53,291 $1,140,000 35,894
   REDW Stanley Financial Advisors LLC 46 - 2024-03-31 51,466 $1,101,000 12,687
   Stonebrook Private Inc. 72 - 2024-03-31 45,165 $967,000 18,668
   ASSOCIATED BANC-CORP 207 - 2024-03-31 40,604 $869,000 11,192
   Mendota Financial Group LLC 21 - 2024-03-31 40,574 $868,000 14,245
   LINCOLN NATIONAL CORP 562 - 2024-03-31 40,297 $862,000 28,551
   CABOT MONEY MANAGEMENT INC 104 - 2024-03-31 39,617 $848,000 3,977
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 138 - 2024-03-31 39,083 $836,000 18,568
   Stratos Wealth Partners LTD. 717 - 2024-03-31 36,927 $790,000 4,718
   SEGMENT WEALTH MANAGEMENT, LLC 160 - 2024-03-31 35,690 $764,000 12,110
   BEACON FINANCIAL GROUP 180 - 2024-03-31 35,661 $763,000 10,177
   Advisor Group Holdings Inc. 2796 - 2024-03-31 27,251 $583,000 25,012
   Integrated Wealth Concepts LLC 970 - 2024-03-31 27,182 $582,000 8,526
   MONECO Advisors LLC 220 - 2024-03-31 26,718 $572,000 12,914
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1515 - 2024-03-31 25,553 $547,000 2,130
   Stokes Family Office LLC 148 - 2024-03-31 22,345 $478,000 2,000
   BCS Wealth Management 140 - 2024-03-31 21,589 $462,000 11,617
   Gradient Capital Advisors LLC 94 - 2024-03-31 21,490 $460,000 5,868
   Executive Wealth Management LLC 159 - 2024-03-31 21,023 $445,000 11,434
   COMERICA BANK 1970 - 2024-03-31 19,042 $407,000 9,523
   Syntegra Private Wealth Group LLC 90 - 2024-03-31 18,255 $391,000 3,427
   McGlone Suttner Wealth Management Inc. 113 - 2024-03-31 16,854 $361,000 424
   Wealthstar Advisors LLC 105 - 2024-03-31 15,903 $347,000 4,090
   Snowden Capital Advisors LLC 908 - 2024-03-31 15,476 $331,000 3,023
   ADIRONDACK TRUST CO 112 - 2024-03-31 14,617 $313,000 3,628
   Mutual Advisors LLC 845 - 2024-03-31 14,483 $310,000 4,336
   Bank of New Hampshire 163 - 2024-03-31 14,290 $306,000 6,535
   Johnson Bixby & Associates LLC 92 - 2024-03-31 13,259 $284,000 3,935
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1422 - 2024-03-31 13,203 $283,000 7,258
   MML INVESTORS SERVICES LLC 2179 - 2024-03-31 12,412 $266,000 2,973
   Cherry Tree Wealth Management LLC 150 - 2024-03-31 11,170 $239,000 3,838
   Bogart Wealth LLC 253 - 2024-03-31 5,700 $122,000 697
   HARBOUR INVESTMENTS INC. 1131 - 2023-12-31 4,668 $101,000 72
   VIGILANT CAPITAL MANAGEMENT LLC - 2023-06-30 4,566 $97,000 475
   Addison Advisors LLC 362 - 2024-03-31 2,320 $50,000 400
   BLACKROCK INC. 4649 - 2024-03-31 1,382 $30,000 1,328
   Sargent Bickham Lagudis LLC - 2022-12-31 873 $18,000 47
   AdvisorNet Financial Inc 1108 - 2024-03-31 856 $18,000 6
  92 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