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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
   BANK OF AMERICA CORP /DE/ 1252 - 2023-12-31 1,667,410 $43,236,000 -56,048
   US BANCORP 337 - 2024-03-31 621,306 $16,123,000 -76,440
   Goss Wealth Management LLC 169 - 2023-12-31 515,110 $13,358,000 -2,242
   LPL FINANCIAL CORP 1275 - 2024-03-31 419,925 $10,897,000 -22,502
   COLONY GROUP LLC 149 - 2023-09-30 356,212 $9,151,000 -3,020,962
   WELLS FARGO & CO/MN 1656 - 2024-03-31 320,087 $8,306,000 -181,854
   STIFEL FINANCIAL CORP 917 - 2023-12-31 278,063 $7,210,000 -136,252
   BB&T CORP 745 - 2023-12-31 260,575 $6,757,000 -5,698
   LEAVELL T & ASSOCIATES INC 74 - 2024-03-31 243,913 $6,330,000 -12,500
   Praetorian Wealth Management Inc. 19 - 2024-03-31 185,101 $4,803,000 -21,169
   COMMONWEALTH EQUITY SERVICES LLC. 1202 - 2024-03-31 181,519 $4,710,000 -50,448
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 567 - 2023-12-31 169,105 $4,385,000 -10,636
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1204 - 2024-03-31 167,843 $4,356,000 -6,852
   RAYMOND JAMES & ASSOCIATES 1703 - 2024-03-31 161,644 $4,195,000 -26,469
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 71 - 2024-03-31 152,612 $3,960,000 -21,418
   GOLDMAN SACHS GROUP INC/ 2764 - 2023-12-31 139,568 $3,619,000 -110,432
   JANE STREET GROUP LLC 1898 - 2023-12-31 125,412 $3,252,000 -442,924
   SENTINEL PENSION ADVISORS INC 23 - 2023-12-31 120,313 $3,120,000 -1,536
   NEWMAN DIGNAN & SHEERAR, INC. 35 - 2024-03-31 116,794 $3,031,000 -31,920
   SONATA CAPITAL GROUP INC 20 - 2024-03-31 106,720 $2,769,000 -410
   Sound View Wealth Advisors Group LLC 77 - 2024-03-31 106,390 $2,761,000 -6,749
   Stonebridge Capital Advisors LLC 78 - 2023-12-31 102,449 $2,657,000 -16,829
   Beacon Pointe Advisors LLC 432 - 2023-12-31 91,910 $2,383,000 -10,636
   ROYAL BANK OF CANADA 2436 - 2023-12-31 91,622 $2,376,000 -31,573
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 399 - 2023-12-31 84,695 $2,196,000 -37,814
   CAPTRUST FINANCIAL ADVISORS 880 - 2023-12-31 81,392 $2,111,000 -3,137
   PHILLIPS FINANCIAL MANAGEMENT LLC 89 - 2024-03-31 64,008 $1,661,000 -7,369
   CREATIVE PLANNING 1027 - 2023-12-31 59,099 $1,532,000 -10,672
   CFS Investment Advisory Services LLC 63 - 2023-12-31 52,707 $1,367,000 -2,111
   WOODMONT INVESTMENT COUNSEL LLC 127 - 2024-03-31 45,350 $1,177,000 -1,050
   SANDY SPRING BANK 208 - 2024-03-31 43,249 $1,122,000 -2,245
   CONFLUENCE INVESTMENT MANAGEMENT LLC 196 - 2024-03-31 35,005 $908,000 -232,136
   Blue Square Asset Management LLC 43 - 2024-03-31 34,827 $904,000 -437
   Royal Harbor Partners LLC 29 - 2024-03-31 34,646 $899,000 -1,163
   Foundry Financial Group Inc. 28 - 2024-03-31 32,025 $831,000 -1,950
   Garden State Investment Advisory Services LLC 66 - 2023-12-31 31,807 $825,000 -4,991
   Eldridge Investment Advisors Inc. 89 - 2024-03-31 29,227 $758,000 -7,708
   4J Wealth Management LLC 33 - 2024-03-31 27,794 $721,000 -8,175
   Granite Harbor Advisors Inc. 42 - 2024-03-31 26,356 $684,000 -128
   SIGMA INVESTMENT COUNSELORS INC 115 - 2024-03-31 24,805 $644,000 -2,350
   HOWLAND CAPITAL MANAGEMENT INC 170 - 2024-03-31 23,205 $602,000 -5,165
   Brandywine Oak Private Wealth LLC 141 - 2024-03-31 21,997 $571,000 -5,521
   Paradigm Strategies in Wealth Management LLC 23 - 2024-03-31 20,309 $527,000 -30,297
   Peloton Wealth Strategists 70 - 2023-12-31 19,700 $511,000 -3,000
   PFG Private Wealth Management LLC 21 - 2024-03-31 19,037 $494,000 -6,410
   First Affirmative Financial Network 94 - 2024-03-31 16,990 $441,000 -288
   SUMMIT INVESTMENT ADVISORS INC 854 - 2023-12-31 16,392 $425,000 -250
   Baird Financial Group Inc. 1414 - 2023-12-31 16,042 $416,000 -16,638
   Prime Capital Investment Advisors LLC - 2023-12-31 15,170 $393,000 -1,999
   Green Harvest Asset Management LLC 143 - 2023-12-31 14,457 $375,000 -3,068
   SPINNAKER TRUST 227 - 2024-03-31 12,964 $336,000 -3,030
   FINANCIAL NETWORK 2160 - 2023-12-31 12,943 $336,000 -20,176
   ADVISORY SERVICES NETWORK, LLC 1134 - 2024-03-31 11,990 $311,000 -17,471
   WealthBridge Capital Management LLC 154 - 2024-03-31 9,619 $250,000 -126
   ARROW FINANCIAL CORP 151 - 2023-12-31 9,145 $237,000 -857
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 464 - 2024-03-31 8,400 $218,000 -2,333
   COLTON GROOME FINANCIAL ADVISORS LLC 111 - 2024-03-31 8,420 $218,000 -3,245
   PRIVATE TRUST CO NA 615 - 2024-03-31 8,375 $217,000 -333
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 513 - 2024-03-31 7,786 $202,000 -3,111
   Evergreen Private Wealth LLC 85 - 2024-03-31 5,455 $142,000 -25,722
   BENJAMIN F. EDWARDS & COMPANY INC. 1269 - 2024-03-31 2,000 $52,000 -104,807
   Farther Finance Advisors LLC 1498 - 2023-12-31 484 $13,000 -811
  62 Records found
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