Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2028 Term Corporate Etf (IBDT)  
$24.44 0.04 (0.16%) as of 4:30 Thu 4/18


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 234    39
Total shares held : 
 45,947,825  
% of shares held : 
 64.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   132  
Amount of shares held : 
 8,976,998  
% of shares held change : 
   12.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.87  
Last Quarter's Ending Price : 
 $25.09  
Last Quarter's Average Price : 
 $24.29  
Change from last quarter's     
avg. price to the last closing  : 
0.15 (0.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,546,680
 3.37%
 
Increased Positions :
120
 9,693,823
 21.1%
 
Unchanged Positions :
42
 660,500
 1.44%
 
Decreased Positions :
27
-1,562,348
-3.4%
 
Closed Positions :
6
-701,157
-1.53%
 
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
   Aptus Capital Advisors LLC 10 - 2023-12-31 2,179,947 $54,695,000 -356,572
   US BANCORP 332 - 2024-03-31 656,476 $16,350,000 -4,837
   ADVISORS CAPITAL MANAGEMENT LLC 106 - 2024-03-31 615,203 $15,322,000 -370,390
   Sound View Wealth Advisors Group LLC 12 - 2024-03-31 607,050 $15,119,000 -5,913
   Paradigm Strategies in Wealth Management LLC 6 - 2024-03-31 246,091 $6,129,000 -92,679
   Matthew Goff Investment Advisor LLC 34 - 2024-03-31 139,596 $3,477,000 -1,003
   Venture Visionary Partners LLC 126 - 2023-12-31 135,009 $3,387,000 -234,136
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 13 - 2024-03-31 127,120 $3,166,000 -3,785
   Garrett Investment Advisors LLC 68 - 2024-03-31 118,982 $2,963,000 -18,198
   J.W. COLE ADVISORS INC. 190 - 2024-03-31 90,604 $2,257,000 -1,200
   Advisor Group Holdings Inc. 1697 - 2024-03-31 79,529 $1,981,000 -39,656
   HANSON MCCLAIN, INC. 327 - 2024-03-31 72,804 $1,813,000 -38,578
   Fortis Capital Management LLC 56 - 2024-03-31 60,034 $1,495,000 -7,682
   Archford Capital Strategies LLC 109 - 2024-03-31 54,471 $1,357,000 -396
   Cornell Pochily Investment Advisors Inc. 57 - 2024-03-31 50,900 $1,268,000 -764
   JANE STREET GROUP LLC 3082 - 2023-12-31 43,876 $1,101,000 -559,406
   LITTLE HOUSE CAPITAL LLC 68 - 2024-03-31 42,777 $1,065,000 -7,132
   Blue Square Asset Management LLC 42 - 2024-03-31 36,630 $912,000 -667
   BENJAMIN EDWARDS INC 150 - 2024-03-31 32,394 $807,000 -1,865
   AE Wealth Management LLC 1306 - 2023-12-31 25,954 $648,000 -31,386
   KISTLERTIFFANY COMPANIES, LLC 162 - 2023-06-30 25,050 $614,000 -4,000
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1470 - 2024-03-31 23,772 $592,000 -8,255
   FinTrust Capital Advisors LLC 161 - 2024-03-31 22,856 $569,000 -2,997
   Keystone Wealth Services LLC 125 - 2024-03-31 20,737 $516,000 -3,782
   FINANCIAL NETWORK 2399 - 2023-12-31 9,494 $238,000 -8,629
   IOWA STATE BANK 102 - 2024-03-31 8,907 $222,000 -1,360
  26 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