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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
   Rockbridge Investment Management LCC 636 *Closed 2023-12-31 0 $0 -965
   Stratos Wealth Advisors LLC 695 *Closed 2024-03-31 0 $0 -30,921
   SHEETS SMITH & ASSOCIATES INC 407 *Closed 2024-03-31 0 $0 -1,000
   Farther Finance Advisors LLC 3159 *Closed 2023-12-31 0 $0 -837
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 64 *Closed 2024-03-31 0 $0 -40,641
   Cornell Pochily Investment Advisors Inc. 168 *Closed 2024-03-31 0 $0 -18,906
   ADVISORY SERVICES NETWORK, LLC 3052 *Closed 2024-03-31 0 $0 -690
   J P MORGAN CHASE & CO 6431 *Closed 2024-03-31 0 $0 -120

  8 Records found
  1    
  Page 1 of 1
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