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Get Institutions for : 
Ishares Ibonds Dec 2028 Term Muni Bond Etf (IBMQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    18
Total shares held : 
 9,535,831  
% of shares held : 
 10.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 2,640,181  
% of shares held change : 
   2.93%  
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 :
23
 1,108,449
 11.62%
 
Increased Positions :
41
 1,780,213
 18.67%
 
Unchanged Positions :
16
 136,759
 1.43%
 
Decreased Positions :
18
-211,465
-2.22%
 
Closed Positions :
5
-37,016
-0.39%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 1198 - 2024-03-31 689,613 $17,427,000 -855
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 913 - 2024-03-31 309,259 $7,815,000 -7,437
   Crumly & Associates Inc. 21 - 2024-03-31 240,191 $6,070,000 -66,949
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 89 - 2024-03-31 101,392 $2,562,000 -15,825
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 401 - 2024-03-31 91,142 $2,303,000 -14,904
   Sound View Wealth Advisors Group LLC 111 - 2024-03-31 77,767 $1,965,000 -3,397
   AMERIPRISE FINANCIAL INC 2815 - 2024-03-31 76,161 $1,925,000 -62,748
   Klingman & Associates LLC 72 - 2024-03-31 59,671 $1,508,000 -5,895
   RAYMOND JAMES & ASSOCIATES 2436 - 2024-03-31 49,442 $1,249,000 -4,625
   Garden State Investment Advisory Services LLC 65 - 2024-03-31 34,994 $884,000 -1
   Royal Harbor Partners LLC 33 - 2024-03-31 31,188 $788,000 -1,319
   Paradigm Strategies in Wealth Management LLC 21 - 2024-03-31 25,472 $644,000 -723
   Stonebridge Capital Advisors LLC 136 - 2024-03-31 22,690 $573,000 -5,300
   VALMARK ADVISERS INC 386 - 2024-03-31 17,769 $449,000 -2,287
   PHILLIPS FINANCIAL MANAGEMENT LLC 131 - 2024-03-31 17,309 $437,000 -6,668
   CWM LLC 1200 - 2024-03-31 16,082 $406,000 -18,129
   GOLDMAN SACHS GROUP INC/ 4002 - 2024-03-31 15,821 $400,000 -183,123
   Lido Advisors LLC 885 - 2024-03-31 14,394 $364,000 -107
   THRIVENT FINANCIAL FOR LUTHERANS 2289 - 2024-03-31 12,448 $315,000 -1,253
   WealthBridge Capital Management LLC 162 - 2024-03-31 9,501 $240,000 -98
   Bank of New Hampshire 233 - 2024-03-31 4,770 $121,000 -1,850
   HARBOUR INVESTMENTS INC. 1415 - 2023-12-31 2,145 $55,000 -788
   Addison Advisors LLC 566 - 2024-03-31 200 $5,000 -25
  23 Records found
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