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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Muni Bond Etf (IBMM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   COLONY GROUP, LLC 178 *New 2023-12-31 298,082 $7,729,000 298,082
   Quantum Financial Advisors LLC 24 *New 2024-03-31 129,155 $3,352,000 129,155
   Sargent Bickham Lagudis LLC 136 *New 2022-12-31 34,170 $880,000 34,170
   Catalytic Wealth RIA LLC 152 *New 2024-03-31 21,464 $557,000 21,464
   FINANCIAL ENGINES ADVISORS L.L.C. 263 *New 2023-12-31 11,552 $300,000 11,552
   RAYMOND JAMES TRUST CO 1006 *New 2024-03-31 10,900 $283,000 10,900

  6 Records found
  1    
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