Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
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
   DORSEY & WHITNEY TRUST CO LLC 340 - 2024-03-31 26,000 $556,000 0
   Spectrum Wealth Counsel LLC 94 - 2024-03-31 23,398 $501,000 0
   Roble Belko & Company Inc 78 - 2024-03-31 18,912 $405,000 0
   Granite Harbor Advisors Inc. 63 - 2024-03-31 14,776 $316,000 0
   Bradley & Co. Private Wealth Management LLC 30 - 2024-03-31 13,922 $298,000 0
   Snowden Capital Advisors LLC 929 - 2023-12-31 12,453 $269,000 0
   JAMES INVESTMENT RESEARCH INC 269 - 2024-03-31 11,950 $256,000 0
   Yoder Wealth Management Inc. 86 - 2024-03-31 10,900 $233,000 0
   Comprehensive Portfolio Management LLC 709 - 2024-03-31 10,800 $231,000 0
   Straight Path Wealth Management 71 - 2024-03-31 9,855 $211,000 0
   Steward Partners Investment Advisory LLC 1976 - 2023-12-31 2,345 $51,000 0
   Element Wealth LLC 177 - 2024-03-31 2,335 $50,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 686 - 2024-03-31 2,000 $43,000 0
   BARTLETT & CO. LLC - 2023-12-31 2,000 $43,000 0
   HANSON MCCLAIN, INC. 1736 - 2024-03-31 978 $21,000 0
   PROEQUITIES INC. 6433 *New 2024-03-31 0 $0 0

  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results