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/ 1304 - 2023-12-31 1,827,722 $39,552,000 242,842
   UBS Group AG - 2023-12-31 1,671,394 $36,169,000 1,186,635
   MORGAN STANLEY 2233 - 2023-12-31 1,394,217 $30,171,000 541,710
   GATEWAY ADVISORY, LLC - 2023-12-31 1,346,197 $29,132,000 527,151
   US BANCORP 253 - 2024-03-31 1,355,758 $29,013,000 247,558
   Aptus Capital Advisors LLC 23 - 2023-12-31 1,240,057 $26,835,000 -7,311
   SIGMA INVESTMENT COUNSELORS INC 12 - 2024-03-31 1,157,985 $24,781,000 264,956
   GOLUB GROUP LLC 27 - 2024-03-31 1,114,739 $23,855,000 -357,727
   ROYAL BANK OF CANADA 1080 - 2023-12-31 1,024,994 $22,182,000 776,668
   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
   ADVISORS CAPITAL MANAGEMENT LLC 112 *New 2024-03-31 669,165 $14,320,000 669,165
   ARROW FINANCIAL CORP 13 - 2023-12-31 595,594 $12,889,000 53,567
   BUFFINGTON MOHR MCNEAL 15 - 2024-03-31 587,209 $12,566,000 60,049
   Venture Visionary Partners LLC - 2023-12-31 555,313 $12,017,000 119,536
   MV Capital Management Inc. 22 - 2024-03-31 531,467 $11,373,000 140,936
   Rockefeller Capital Management L.P. 443 - 2023-12-31 479,796 $10,383,000 21,155
   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
   AMERIPRISE FINANCIAL INC 1827 - 2023-12-31 412,382 $8,921,000 -182,966
   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 24 - 2023-12-31 160,000 $3,462,000 17,000
   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
   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
   Garrett Investment Advisors LLC 81 - 2024-03-31 119,595 $2,559,000 -21,007
   ENVESTNET ASSET MANAGEMENT INC 2308 - 2023-12-31 117,920 $2,552,000 -10,056
   PRECEDENT WEALTH PARTNERS LLC 21 - 2024-03-31 110,615 $2,367,000 14,271
   GOLDMAN SACHS GROUP INC/ 3044 *New 2023-12-31 105,891 $2,291,000 105,891
   Kestra Advisory Services LLC 754 *New 2023-12-31 99,978 $2,164,000 99,978
   CWM LLC 600 - 2024-03-31 99,401 $2,127,000 23,694
   IFP Advisors Inc - 2023-12-31 87,775 $1,899,000 86,089
   Goss Wealth Management LLC 706 - 2023-12-31 80,481 $1,742,000 22,332
   INSTRUMENTAL WEALTH LLC *New 2023-12-31 77,252 $1,653,000 77,252
   OLD MISSION CAPITAL LLC 312 - 2023-12-31 75,148 $1,626,000 52,861
   STIFEL FINANCIAL CORP 1820 - 2023-12-31 73,646 $1,594,000 1,714
   CITADEL ADVISORS LLC 2521 *New 2023-12-31 72,557 $1,570,000 72,557
   Evergreen Wealth Solutions LLC - 2023-12-31 71,630 $1,550,000 9,483
   Quantum Financial Advisors LLC 41 *New 2024-03-31 72,082 $1,543,000 72,082
   Paradigm Strategies in Wealth Management LLC 17 - 2024-03-31 65,756 $1,407,000 38,496
   Lido Advisors LLC 450 *New 2023-12-31 64,566 $1,397,000 64,566
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 488 - 2023-12-31 64,429 $1,394,000 -3,711
   NEUBERGER BERMAN GROUP LLC *New 2023-12-31 62,000 $1,342,000 62,000
   Archford Capital Strategies LLC 115 - 2024-03-31 58,884 $1,260,000 -467
   MEITAV DASH INVESTMENTS LTD 131 *New 2024-03-31 53,760 $1,149,000 53,760
   REDW Stanley Financial Advisors LLC 46 - 2024-03-31 51,466 $1,101,000 12,687
   COLDSTREAM CAPITAL MANAGEMENT INC - 2023-12-31 49,872 $1,079,000 34,077
   HOWLAND CAPITAL MANAGEMENT INC 135 - 2024-03-31 47,336 $1,013,000 -21,311
   LITTLE HOUSE CAPITAL LLC 73 - 2024-03-31 47,179 $1,010,000 -8,173
   Stonebrook Private Inc. 72 - 2024-03-31 45,165 $967,000 18,668
   Beacon Pointe Advisors LLC - 2023-12-31 41,417 $896,000 16,057
   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
   CAPTRUST FINANCIAL ADVISORS 1408 - 2023-12-31 36,824 $797,000 3,879
   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
   BENJAMIN EDWARDS INC 198 - 2024-03-31 27,239 $583,000 -1,827
   MONECO Advisors LLC 220 - 2024-03-31 26,718 $572,000 12,914
   DORSEY & WHITNEY TRUST CO LLC 340 - 2024-03-31 26,000 $556,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1515 - 2024-03-31 25,553 $547,000 2,130
   Spectrum Wealth Counsel LLC 94 - 2024-03-31 23,398 $501,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 409 - 2024-03-31 23,422 $501,000 -129
   Stokes Family Office LLC 148 - 2024-03-31 22,345 $478,000 2,000
   AE Wealth Management LLC 1457 - 2023-12-31 21,867 $469,000 -29,200
   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
   MARINER WEALTH ADVISORS, LLC 2034 *New 2023-12-31 20,085 $435,000 20,085
   PFG Private Wealth Management LLC 25 - 2024-03-31 19,934 $427,000 -319,242
   Roble Belko & Company Inc 78 - 2024-03-31 18,912 $405,000 0
   Integrated Wealth Concepts LLC 1082 - 2023-12-31 18,656 $404,000 8,054
   Syntegra Private Wealth Group LLC 90 - 2024-03-31 18,255 $391,000 3,427
   Cetera Investment Advisers 1639 - 2023-12-31 17,397 $376,000 2,906
   McGlone Suttner Wealth Management Inc. 113 - 2024-03-31 16,854 $361,000 424
   Kesler Norman & Wride LLC 136 - 2024-03-31 16,478 $353,000 -14
   Wealthstar Advisors LLC 105 - 2024-03-31 15,903 $347,000 4,090
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3869 - 2024-03-31 16,160 $346,000 -75,621
  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