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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
   Paradiem LLC 53 - 2024-03-31 125,678 $3,261,000 0
   HILLSTRUST 126 - 2024-03-31 44,018 $1,142,000 0
   AMG NATIONAL TRUST BANK 280 - 2024-03-31 42,050 $1,091,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 28 - 2022-12-31 28,286 $728,000 0
   SEGMENT WEALTH MANAGEMENT, LLC 167 - 2024-03-31 27,550 $715,000 0
   Apollon Wealth Management LLC 587 - 2024-03-31 26,100 $677,000 0
   CI Private Wealth LLC 1487 - 2024-03-31 25,375 $658,000 0
   Virginia National Bank 15 - 2023-09-30 23,817 $612,000 0
   Curbstone Financial Management Corp 169 - 2024-03-31 18,600 $483,000 0
   Princeton Global Asset Management LLC 108 - 2024-03-31 17,904 $465,000 0
   GOULD ASSET MANAGEMENT LLC /CA/ 102 - 2024-03-31 16,690 $433,000 0
   HANSON MCCLAIN, INC. 577 - 2024-03-31 16,628 $431,000 0
   Wealthstar Advisors LLC 88 - 2024-03-31 15,728 $408,000 0
   Asset Dedication LLC 247 - 2024-03-31 14,360 $373,000 0
   CORA CAPITAL ADVISORS LLC 66 - 2024-03-31 12,270 $318,000 0
   MONECO Advisors LLC 325 - 2024-03-31 10,727 $278,000 0
   NovaPoint Capital LLC 117 - 2024-03-31 10,136 $263,000 0
   Regis Acquisition Inc. 38 - 2023-12-31 10,044 $260,000 0
   Parallel Advisors LLC 751 - 2024-03-31 10,000 $260,000 0
   Argent Trust Co 621 - 2024-03-31 8,709 $226,000 0
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 187 - 2024-03-31 8,361 $217,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 648 - 2024-03-31 8,361 $217,000 0
   GOFEN & GLOSSBERG LLC /IL/ 481 - 2022-12-31 8,000 $206,000 0
   Bank of New Hampshire 191 - 2024-03-31 7,805 $203,000 0
   HARBOR INVESTMENT ADVISORY LLC 368 - 2024-03-31 6,501 $169,000 0
   Front Row Advisors LLC 142 - 2023-12-31 4,000 $104,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 142 - 2024-03-31 1,715 $45,000 0
   Coston McIsaac & Partners 250 - 2024-03-31 1,330 $34,000 0
   Tyler-Stone Wealth Management 453 - 2023-12-31 1,000 $26,000 0
   Stephens Consulting LLC 260 - 2024-03-31 697 $18,000 0
   Bogart Wealth LLC 557 - 2024-03-31 565 $15,000 0
   BLACKROCK INC. 4826 - 2024-03-31 141 $4,000 0
   PROEQUITIES INC. 4451 - 2024-03-31 0 $0 0

  33 Records found
  1    
  Page 1 of 1
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