Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2025 Term Muni Bond Etf (IBMN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 147    6
Total shares held : 
 18,279,147  
% of shares held : 
 20.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 4,235,861  
% of shares held change : 
   4.71%  
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 :
16
 3,498,093
 19.14%
 
Increased Positions :
60
 2,702,283
 14.78%
 
Unchanged Positions :
26
 446,016
 2.44%
 
Decreased Positions :
45
-1,822,939
-9.97%
 
Closed Positions :
10
-141,576
-0.77%
 
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
   COLONY GROUP, LLC 48 - 2024-03-31 2,253,383 $59,625,000 -81,963
   MORGAN STANLEY 2670 - 2024-03-31 756,850 $20,026,000 -272,492
   US BANCORP 313 - 2024-03-31 715,074 $18,921,000 -108,737
   Goss Wealth Management LLC 176 - 2024-03-31 511,797 $13,542,000 -88,210
   UBS Group AG 1521 - 2024-03-31 432,060 $11,432,000 -175,960
   LPL FINANCIAL CORP 1382 - 2024-03-31 350,416 $9,272,000 -13,968
   LEAVELL T & ASSOCIATES INC 57 - 2024-03-31 306,401 $8,107,000 -16,250
   JANE STREET GROUP LLC 1027 - 2024-03-31 261,645 $6,923,000 -951,093
   HIGHTOWER ADVISORS, LLC 899 - 2024-03-31 211,807 $5,604,000 -14,199
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 638 - 2024-03-31 134,897 $3,569,000 -23,116
   NEWMAN DIGNAN & SHEERAR, INC. 32 - 2024-03-31 115,001 $3,043,000 -24,020
   Sound View Wealth Advisors Group LLC 69 - 2024-03-31 112,771 $2,984,000 -5,672
   WOODMONT INVESTMENT COUNSEL LLC 83 - 2024-03-31 94,650 $2,504,000 -10,000
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 93 - 2024-03-31 91,484 $2,421,000 -8,656
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 398 - 2024-03-31 89,058 $2,356,000 -17,173
   Beacon Pointe Advisors LLC 456 - 2024-03-31 89,023 $2,356,000 -10,859
   STIFEL FINANCIAL CORP 1670 - 2024-03-31 80,759 $2,137,000 -51,933
   Steward Partners Investment Advisory LLC 575 - 2024-03-31 78,375 $2,074,000 -6,791
   REGIONS FINANCIAL CORP 373 - 2024-03-31 76,109 $2,014,000 -4,175
   MARINER WEALTH ADVISORS, LLC 1140 - 2024-03-31 71,236 $1,885,000 -9,576
   CAPTRUST FINANCIAL ADVISORS 847 - 2024-03-31 67,899 $1,797,000 -7,914
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2060 - 2024-03-31 57,764 $1,528,000 -448,990
   AMERIPRISE FINANCIAL INC 2939 - 2024-03-31 55,268 $1,462,000 -2,695
   Scissortail Wealth Management LLC 57 - 2024-03-31 54,830 $1,451,000 -2,660
   Stonebridge Capital Advisors LLC 111 - 2024-03-31 52,268 $1,383,000 -38,307
   Foundry Financial Group Inc. 21 - 2024-03-31 50,522 $1,337,000 -1,349
   Lido Advisors LLC 494 - 2024-03-31 49,526 $1,310,000 -4,725
   Blue Square Asset Management LLC 39 - 2024-03-31 49,109 $1,299,000 -398
   CREATIVE PLANNING 1200 - 2024-03-31 46,553 $1,232,000 -6,198
   CFS Investment Advisory Services LLC 79 - 2024-03-31 43,280 $1,145,000 -3,042
   PHILLIPS FINANCIAL MANAGEMENT LLC 101 - 2024-03-31 40,804 $1,080,000 -7,109
   SANDY SPRING BANK 222 - 2024-03-31 35,415 $937,000 -1,950
   Royal Harbor Partners LLC 32 - 2024-03-31 31,245 $827,000 -1,794
   BENJAMIN F. EDWARDS & COMPANY INC. 559 - 2024-03-31 29,185 $772,000 -18,630
   CONFLUENCE INVESTMENT MANAGEMENT LLC 206 - 2024-03-31 29,090 $770,000 -32,365
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 298 - 2024-03-31 25,268 $669,000 -3,048
   GOLDMAN SACHS GROUP INC/ 3817 - 2024-03-31 23,629 $625,000 -173,664
   Private Advisor Group LLC 1555 - 2024-03-31 17,611 $466,000 -691
   PFG Private Wealth Management LLC 23 - 2024-03-31 17,179 $455,000 -8,897
   Klingman & Associates LLC 151 - 2024-03-31 16,351 $433,000 -3,350
   Paradigm Strategies in Wealth Management LLC 30 - 2024-03-31 15,394 $407,000 -15,768
   Brandywine Oak Private Wealth LLC 173 - 2024-03-31 14,080 $373,000 -2,306
   LEGACY PRIVATE TRUST CO. 191 - 2024-03-31 13,629 $361,000 -3,870
   WealthBridge Capital Management LLC 127 - 2024-03-31 11,942 $316,000 -113
   Baird Financial Group Inc. 1537 - 2024-03-31 11,658 $308,000 -263
   WJ Wealth Management LLC 68 - 2024-03-31 9,551 $253,000 -7,813
   Mutual Advisors LLC 932 - 2024-03-31 9,471 $251,000 -734
   COLTON GROOME FINANCIAL ADVISORS LLC 103 - 2024-03-31 9,310 $246,000 -2,095
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 472 - 2024-03-31 8,016 $212,000 -1,000
   Evergreen Private Wealth LLC 95 - 2024-03-31 4,462 $118,000 -25,871
   HARBOUR INVESTMENTS INC. 1369 - 2023-12-31 2,271 $60,000 -6
   J P MORGAN CHASE & CO 5029 - 2024-03-31 393 $10,000 -1,321
   Bank of New Hampshire 452 - 2024-03-31 110 $3,000 -720
  53 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