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 Muni Bond Etf (IBMM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 150    1
Total shares held : 
 15,603,692  
% of shares held : 
 22.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -286,562  
% of shares held change : 
   -0.42%  
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 :
10
 554,965
 3.56%
 
Increased Positions :
53
 1,285,822
 8.24%
 
Unchanged Positions :
27
 472,722
 3.03%
 
Decreased Positions :
60
-1,523,398
-9.76%
 
Closed Positions :
9
-603,951
-3.87%
 
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
   BANK OF AMERICA CORP /DE/ 1375 - 2024-03-31 1,637,972 $42,505,000 -29,438
   JANE STREET GROUP LLC 347 - 2024-03-31 1,200,205 $31,145,000 1,074,793
   MORGAN STANLEY 2614 - 2024-03-31 815,400 $21,160,000 -217,678
   Kathmere Capital Management LLC 15 - 2024-03-31 648,681 $16,833,000 55,952
   HIGHTOWER ADVISORS, LLC 530 - 2024-03-31 636,476 $16,517,000 1,409
   US BANCORP 337 - 2024-03-31 621,306 $16,123,000 -76,440
   Goss Wealth Management LLC 179 - 2024-03-31 514,934 $13,363,000 -176
   UBS Group AG 1449 - 2024-03-31 492,650 $12,784,000 -48,719
   MERCER GLOBAL ADVISORS INC /ADV 295 - 2024-03-31 421,738 $10,944,000 -560,219
   LPL FINANCIAL CORP 1275 - 2024-03-31 419,925 $10,897,000 -22,502
   BANK OF MONTREAL /CAN/ 875 *New 2024-03-31 364,617 $9,465,000 364,617
   COLONY GROUP LLC 149 - 2023-09-30 356,212 $9,151,000 -3,020,962
   Glenview Trust Co 107 - 2024-03-31 331,202 $8,595,000 -90
   WELLS FARGO & CO/MN 1656 - 2024-03-31 320,087 $8,306,000 -181,854
   COVINGTON INVESTMENT ADVISORS INC. 31 - 2024-03-31 294,667 $7,647,000 14,840
   ENVESTNET ASSET MANAGEMENT INC 1775 - 2024-03-31 257,251 $6,676,000 -551,391
   REGIONS FINANCIAL CORP 205 - 2024-03-31 244,384 $6,342,000 3,551
   LEAVELL T & ASSOCIATES INC 74 - 2024-03-31 243,913 $6,330,000 -12,500
   COLONY GROUP, LLC 288 - 2024-03-31 235,149 $6,102,000 -62,933
   BB&T CORP 831 - 2024-03-31 220,792 $5,730,000 -39,783
   Integrated Wealth Concepts LLC 256 - 2024-03-31 200,841 $5,212,000 15,634
   Praetorian Wealth Management Inc. 19 - 2024-03-31 185,101 $4,803,000 -21,169
   COMMONWEALTH EQUITY SERVICES LLC. 1202 - 2024-03-31 181,519 $4,710,000 -50,448
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 582 - 2024-03-31 174,823 $4,537,000 5,718
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1204 - 2024-03-31 167,843 $4,356,000 -6,852
   RAYMOND JAMES & ASSOCIATES 1703 - 2024-03-31 161,644 $4,195,000 -26,469
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 71 - 2024-03-31 152,612 $3,960,000 -21,418
   Cyndeo Wealth Partners LLC 93 - 2024-03-31 150,220 $3,898,000 146
   Advisor Group Holdings Inc. 1219 - 2024-03-31 147,358 $3,824,000 77,726
   New England Private Wealth Advisors LLC 41 - 2024-03-31 139,744 $3,621,000 197
   Quantum Financial Advisors LLC 24 *New 2024-03-31 129,155 $3,352,000 129,155
   Paradiem LLC 53 - 2024-03-31 125,678 $3,261,000 0
   Stratos Wealth Partners LTD. 328 - 2024-03-31 118,924 $3,086,000 13,221
   NEWMAN DIGNAN & SHEERAR, INC. 35 - 2024-03-31 116,794 $3,031,000 -31,920
   SENTINEL PENSION ADVISORS INC 25 - 2024-03-31 114,480 $2,971,000 -5,833
   GUARANTY TRUST CO OF MISSOURI /MO/ 189 - 2024-03-31 113,161 $2,937,000 22,582
   SONATA CAPITAL GROUP INC 20 - 2024-03-31 106,720 $2,769,000 -410
   J P MORGAN CHASE & CO 2790 - 2024-03-31 106,459 $2,763,000 106,295
   Sound View Wealth Advisors Group LLC 77 - 2024-03-31 106,390 $2,761,000 -6,749
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1074 - 2024-03-31 105,995 $2,751,000 73,742
   LBMC INVESTMENT ADVISORS, LLC 41 - 2024-03-31 97,824 $2,539,000 13,740
   ROYAL BANK OF CANADA 2389 - 2024-03-31 92,881 $2,410,000 1,259
   Lido Advisors LLC 359 - 2024-03-31 92,307 $2,395,000 -6,140
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 392 - 2024-03-31 91,899 $2,385,000 7,204
   AMERIPRISE FINANCIAL INC 2718 - 2024-03-31 90,268 $2,334,000 5,693
   MARINER WEALTH ADVISORS, LLC 1085 - 2024-03-31 81,168 $2,106,000 -6,987
   Beacon Pointe Advisors LLC 490 - 2024-03-31 78,593 $2,039,000 -13,317
   CAPTRUST FINANCIAL ADVISORS 804 - 2024-03-31 75,978 $1,972,000 -5,414
   KESTRA PRIVATE WEALTH SERVICES LLC 420 - 2024-03-31 64,876 $1,684,000 28,003
   Atwater Malick LLC 30 - 2024-03-31 64,418 $1,672,000 3,928
   PHILLIPS FINANCIAL MANAGEMENT LLC 89 - 2024-03-31 64,008 $1,661,000 -7,369
   IHT Wealth Management LLC 305 - 2024-03-31 62,744 $1,628,000 38,741
   BFT FINANCIAL GROUP LLC 94 - 2023-06-30 54,574 $1,406,000 1,002
   DEUTSCHE BANK AG 1778 - 2024-03-31 54,120 $1,404,000 32,180
   Stonebridge Capital Advisors LLC 110 - 2024-03-31 53,877 $1,398,000 -48,572
   CREATIVE PLANNING 1140 - 2024-03-31 52,528 $1,363,000 -6,571
   IFP Advisors Inc 317 - 2023-12-31 52,484 $1,361,000 6,343
   Signature Wealth Management Group 55 - 2024-03-31 52,055 $1,351,000 1,266
   CFS Investment Advisory Services LLC 70 - 2024-03-31 48,913 $1,269,000 -3,794
   FLOW TRADERS U.S. LLC 260 *New 2024-03-31 48,707 $1,264,000 48,707
   RIA Advisory Group LLC 31 - 2024-03-31 48,338 $1,254,000 48,338
   VALMARK ADVISERS INC 234 - 2024-03-31 45,921 $1,192,000 4,172
   WOODMONT INVESTMENT COUNSEL LLC 127 - 2024-03-31 45,350 $1,177,000 -1,050
   HILLSTRUST 126 - 2024-03-31 44,018 $1,142,000 0
   Capital Investment Advisors LLC 270 - 2024-03-31 43,446 $1,127,000 1,149
   SANDY SPRING BANK 208 - 2024-03-31 43,249 $1,122,000 -2,245
   Leo Wealth LLC 138 - 2024-03-31 43,106 $1,119,000 23
   AMG NATIONAL TRUST BANK 280 - 2024-03-31 42,050 $1,091,000 0
   STIFEL FINANCIAL CORP 2139 - 2024-03-31 40,868 $1,061,000 -237,195
   SAVANT CAPITAL MANAGEMENT INC 530 - 2024-03-31 39,737 $1,031,000 398
   ROOF EIDAM & MAYCOCK/ADV 53 - 2024-03-31 37,122 $963,000 24
   LINCOLN NATIONAL CORP 540 - 2024-03-31 35,308 $916,000 19,798
   CONFLUENCE INVESTMENT MANAGEMENT LLC 196 - 2024-03-31 35,005 $908,000 -232,136
   Blue Square Asset Management LLC 43 - 2024-03-31 34,827 $904,000 -437
   Royal Harbor Partners LLC 29 - 2024-03-31 34,646 $899,000 -1,163
   Sargent Bickham Lagudis LLC 136 *New 2022-12-31 34,170 $880,000 34,170
   Foundry Financial Group Inc. 28 - 2024-03-31 32,025 $831,000 -1,950
   Garden State Investment Advisory Services LLC 73 - 2024-03-31 31,808 $825,000 1
   Eldridge Investment Advisors Inc. 89 - 2024-03-31 29,227 $758,000 -7,708
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 28 - 2022-12-31 28,286 $728,000 0
   REFRAME WEALTH LLC 28 - 2022-12-31 28,286 $728,000 0
   4J Wealth Management LLC 33 - 2024-03-31 27,794 $721,000 -8,175
   COLDSTREAM CAPITAL MANAGEMENT INC 424 - 2024-03-31 27,644 $717,000 13,983
   SEGMENT WEALTH MANAGEMENT, LLC 167 - 2024-03-31 27,550 $715,000 0
   Granite Harbor Advisors Inc. 42 - 2024-03-31 26,356 $684,000 -128
   CWM LLC 1002 - 2024-03-31 26,198 $680,000 3,681
   Apollon Wealth Management LLC 587 - 2024-03-31 26,100 $677,000 0
   CI Private Wealth LLC 1487 - 2024-03-31 25,375 $658,000 0
   SIGMA INVESTMENT COUNSELORS INC 115 - 2024-03-31 24,805 $644,000 -2,350
   Virginia National Bank 15 - 2023-09-30 23,817 $612,000 0
   HOWLAND CAPITAL MANAGEMENT INC 170 - 2024-03-31 23,205 $602,000 -5,165
   Brandywine Oak Private Wealth LLC 141 - 2024-03-31 21,997 $571,000 -5,521
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 273 - 2024-03-31 21,538 $559,000 10,512
   Lantz Financial LLC 114 - 2024-03-31 21,447 $557,000 3,089
   Catalytic Wealth RIA LLC 152 *New 2024-03-31 21,464 $557,000 21,464
   Paradigm Strategies in Wealth Management LLC 23 - 2024-03-31 20,309 $527,000 -30,297
   JANNEY MONTGOMERY SCOTT LLC 1952 - 2024-03-31 20,103 $522,000 3,535
   Peloton Wealth Strategists 71 - 2024-03-31 19,700 $511,000 0
   Evergreen Wealth Solutions LLC 62 - 2024-03-31 19,498 $506,000 200
   Modern Wealth Management LLC 186 *New 2024-03-31 19,489 $506,000 19,489
  100 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