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Get Institutions for : 
Ishares Ibonds Dec 2027 Term Muni Bond Etf (IBMP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    10
Total shares held : 
 12,450,268  
% of shares held : 
 13.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 2,620,575  
% of shares held change : 
   2.91%  
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 :
19
 823,568
 6.61%
 
Increased Positions :
53
 2,057,744
 16.53%
 
Unchanged Positions :
15
 220,392
 1.77%
 
Decreased Positions :
22
-105,575
-0.85%
 
Closed Positions :
9
-155,162
-1.25%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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/ 1438 - 2023-12-31 1,285,516 $32,671,000 534,792
   MERCER GLOBAL ADVISORS INC /ADV 183 - 2023-12-31 858,717 $21,824,000 74,603
   ENVESTNET ASSET MANAGEMENT INC 1033 - 2023-12-31 792,297 $20,136,000 31,920
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 43 - 2024-03-31 746,061 $18,778,000 51,688
   WELLS FARGO & CO/MN 1160 - 2024-03-31 735,637 $18,516,000 58,556
   Kathmere Capital Management LLC 16 - 2024-03-31 668,607 $16,829,000 53,389
   Heartwood Wealth Advisors LLC 19 - 2024-03-31 663,399 $16,698,000 44,987
   MORGAN STANLEY 3171 - 2023-12-31 462,224 $11,747,000 270,936
   HENGEHOLD CAPITAL MANAGEMENT LLC 20 - 2024-03-31 403,583 $10,158,000 2,874
   Goss Wealth Management LLC 216 - 2023-12-31 360,361 $9,147,000 173,953
   UBS Group AG - 2023-12-31 351,797 $8,941,000 84,509
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 859 - 2024-03-31 348,973 $8,784,000 6,923
   Praetorian Wealth Management Inc. 14 - 2024-03-31 253,991 $6,393,000 15,275
   LPL FINANCIAL CORP 1792 - 2024-03-31 193,463 $4,869,000 30,949
   LBMC INVESTMENT ADVISORS, LLC 34 - 2024-03-31 157,191 $3,956,000 118,481
   GATEWAY ADVISORY, LLC - 2023-12-31 134,652 $3,422,000 74,183
   Spire Wealth Management 194 - 2024-03-31 129,622 $3,263,000 352
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 652 - 2023-12-31 120,693 $3,067,000 10,328
   Cyndeo Wealth Partners LLC 120 - 2024-03-31 110,952 $2,793,000 35,402
   GUARANTY TRUST CO OF MISSOURI /MO/ 205 - 2024-03-31 96,698 $2,434,000 26,495
   ROYAL BANK OF CANADA 2463 - 2023-12-31 89,857 $2,284,000 47,717
   COMMONWEALTH EQUITY SERVICES LLC. 2004 - 2024-03-31 54,865 $1,381,000 12,635
   Integrated Wealth Concepts LLC 605 - 2023-12-31 53,607 $1,362,000 23,864
   Signature Wealth Management Group 58 - 2024-03-31 50,317 $1,257,000 1,579
   WOODMONT INVESTMENT COUNSEL LLC 125 - 2024-03-31 49,784 $1,253,000 284
   Atwater Malick LLC 35 - 2024-03-31 47,844 $1,204,000 3,718
   SENTINEL PENSION ADVISORS INC 48 - 2023-12-31 46,460 $1,181,000 331
   LINCOLN NATIONAL CORP 494 - 2024-03-31 43,037 $1,083,000 32,848
   VALMARK ADVISERS INC 266 - 2024-03-31 39,623 $997,000 7,475
   SANDY SPRING BANK 216 - 2024-03-31 39,140 $985,000 395
   Royal Harbor Partners LLC 30 - 2024-03-31 35,658 $898,000 2,591
   BENJAMIN F. EDWARDS & COMPANY INC. 532 - 2024-03-31 34,946 $880,000 28,507
   Evergreen Private Wealth LLC 50 - 2024-03-31 34,939 $879,000 3,691
   Lido Advisors LLC 589 - 2023-12-31 34,298 $872,000 11,001
   Capital Investment Advisors LLC 304 - 2024-03-31 34,621 $871,000 497
   Granite Harbor Advisors Inc. 35 - 2024-03-31 33,230 $836,000 5,826
   IFP Advisors Inc - 2023-12-31 31,717 $806,000 5,102
   ROOF EIDAM & MAYCOCK/ADV 67 - 2024-03-31 31,936 $804,000 30
   CONFLUENCE INVESTMENT MANAGEMENT LLC 204 - 2024-03-31 30,934 $779,000 18,702
   Advisor Group Holdings Inc. 2608 - 2024-03-31 29,080 $732,000 12,536
   HOWLAND CAPITAL MANAGEMENT INC 159 - 2024-03-31 27,850 $701,000 13,100
   SPINNAKER TRUST 171 - 2024-03-31 26,997 $680,000 17,774
   JAMES INVESTMENT RESEARCH INC 184 - 2024-03-31 25,540 $643,000 935
   Stratos Wealth Partners LTD. 812 - 2024-03-31 24,081 $606,000 45
   Cetera Investment Advisers 1501 - 2023-12-31 19,231 $489,000 231
   AMERIPRISE FINANCIAL INC 3430 - 2023-12-31 16,737 $425,000 3,180
   CAPTRUST FINANCIAL ADVISORS 1872 - 2023-12-31 16,338 $415,000 265
   JANNEY MONTGOMERY SCOTT LLC 2121 - 2024-03-31 16,129 $406,000 3,600
   WRAPMANAGER INC 146 - 2024-03-31 15,610 $393,000 560
   Archford Capital Strategies LLC 198 - 2024-03-31 15,274 $384,000 1,177
   Prime Capital Investment Advisors LLC - 2023-12-31 14,426 $367,000 733
   Parallel Advisors LLC 640 - 2024-03-31 14,237 $358,000 4,237
   Beacon Pointe Advisors LLC - 2023-12-31 13,206 $336,000 1,352
   Kades & Cheifetz LLC 68 - 2024-03-31 13,227 $333,000 38
   Paradigm Strategies in Wealth Management LLC 38 - 2024-03-31 10,604 $267,000 197
   LEAVELL T & ASSOCIATES INC 438 - 2024-03-31 10,126 $255,000 1,000
   Tradition Wealth Management LLC 734 - 2023-12-31 1,250 $32,000 9
  57 Records found
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