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Get Institutions for : 
Ishares Ibonds Dec 2026 Term Muni Bond Etf (IBMO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    19
Total shares held : 
12,250,407  
% of shares held : 
13.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  39  
Amount of shares held : 
2,572,762  
% of shares held change : 
  2.86%  
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 :
23
 872,677
 7.12%
 
Increased Positions :
53
 2,170,072
 17.71%
 
Unchanged Positions :
22
 326,040
 2.66%
 
Decreased Positions :
33
-426,756
-3.48%
 
Closed Positions :
4
-43,231
-0.35%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Personal Resources Investment & Strategic Manageme 32 - 2024-03-31 35,665 $904,000 0
   LEGACY PRIVATE TRUST CO. 168 - 2024-03-31 22,565 $572,000 0
   GOULD ASSET MANAGEMENT LLC /CA/ 101 - 2024-03-31 17,130 $434,000 0
   Virginia National Bank - 2023-09-30 13,639 $338,000 0
   CORA CAPITAL ADVISORS LLC 67 - 2024-03-31 12,500 $317,000 0
   Rehmann Capital Advisory Group 445 - 2024-03-31 12,161 $308,000 0
   MONECO Advisors LLC 330 - 2024-03-31 10,893 $276,000 0
   Baird Financial Group Inc. 1543 - 2023-12-31 10,661 $272,000 0
   Peloton Wealth Strategists 85 - 2023-12-31 10,200 $260,000 0
   Asset Dedication LLC 273 - 2024-03-31 10,187 $258,000 0
   HB Wealth Management LLC 709 - 2024-03-31 10,131 $257,000 0
   COOPER/HAIMS ADVISORS LLC 66 - 2024-03-31 10,000 $254,000 0
   Patten Group Inc. 233 - 2024-03-31 9,689 $246,000 0
   Argent Trust Co 609 - 2024-03-31 9,059 $230,000 0
   BKD WEALTH ADVISORS LLC 381 - 2024-03-31 8,000 $203,000 0
   Carr Financial Group Corp 172 - 2024-03-31 8,000 $203,000 0
   PRIVATE TRUST CO NA 702 - 2024-03-31 6,652 $169,000 0
   Princeton Global Asset Management LLC 172 - 2024-03-31 6,125 $155,000 0
   Bank of New Hampshire 261 - 2024-03-31 3,655 $93,000 0
   COMERICA BANK 2575 - 2023-12-31 3,030 $77,000 0
   HANSON MCCLAIN, INC. 1767 - 2024-03-31 802 $20,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 175 - 2024-03-31 739 $18,000 0
   Stephens Consulting LLC 330 - 2024-03-31 313 $8,000 0
   BLACKROCK INC. 4829 - 2024-03-31 143 $4,000 0
   PROEQUITIES INC. 2841 *New 2024-03-31 0 $0 0

  25 Records found
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