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Get Institutions for : 
Ishares Ibonds Dec 2025 Term Muni Bond Etf (IBMN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 147    6
Total shares held : 
 18,279,147  
% of shares held : 
 20.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 4,235,861  
% of shares held change : 
   4.71%  
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 :
16
 3,498,093
 19.14%
 
Increased Positions :
60
 2,702,283
 14.78%
 
Unchanged Positions :
26
 446,016
 2.44%
 
Decreased Positions :
45
-1,822,939
-9.97%
 
Closed Positions :
10
-141,576
-0.77%
 
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
   Rockbridge Investment Management LCC 639 *Closed 2023-12-31 0 $0 -924
   Stratos Wealth Advisors LLC 708 *Closed 2024-03-31 0 $0 -32,655
   ADVISORY SERVICES NETWORK, LLC 2564 *Closed 2024-03-31 0 $0 -7,166
   BENJAMIN EDWARDS INC 737 *Closed 2024-03-31 0 $0 -577
   Cornell Pochily Investment Advisors Inc. 172 *Closed 2024-03-31 0 $0 -18,174
   SHEETS SMITH & ASSOCIATES INC 493 *Closed 2024-03-31 0 $0 -5,000
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 68 *Closed 2024-03-31 0 $0 -45,449
   Stablepoint Partners LLC 236 *Closed 2024-03-31 0 $0 -7,820
   ORG Partners LLC 909 *Closed 2024-03-31 0 $0 -3,700
   Envision Financial Planning LLC 30 *Closed 2024-03-31 0 $0 -55,009
  10 Records found
  1    
  Page 1 of 1
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