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Get Institutions for : 
Ishares Ibonds Dec 2030 Term Corporate Etf (IBDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Aptus Capital Advisors LLC 23 - 2023-12-31 1,240,057 $26,835,000 -7,311
   GOLUB GROUP LLC 27 - 2024-03-31 1,114,739 $23,855,000 -357,727
   AMERIPRISE FINANCIAL INC 1827 - 2023-12-31 412,382 $8,921,000 -182,966
   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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 488 - 2023-12-31 64,429 $1,394,000 -3,711
   Archford Capital Strategies LLC 115 - 2024-03-31 58,884 $1,260,000 -467
   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
   BENJAMIN EDWARDS INC 198 - 2024-03-31 27,239 $583,000 -1,827
   GUARANTY TRUST CO OF MISSOURI /MO/ 409 - 2024-03-31 23,422 $501,000 -129
   AE Wealth Management LLC 1457 - 2023-12-31 21,867 $469,000 -29,200
   PFG Private Wealth Management LLC 25 - 2024-03-31 19,934 $427,000 -319,242
   Kesler Norman & Wride LLC 136 - 2024-03-31 16,478 $353,000 -14
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3869 - 2024-03-31 16,160 $346,000 -75,621
   JANE STREET GROUP LLC 4593 - 2023-12-31 11,321 $245,000 -282,788
   FinTrust Capital Advisors LLC 820 - 2024-03-31 500 $11,000 -4,240
  17 Records found
  1    
  Page 1 of 1
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