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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HILLSTRUST 34 - 2024-03-31 291,068 $7,326,000 0
   NEWMAN DIGNAN & SHEERAR, INC. 58 - 2024-03-31 65,297 $1,644,000 0
   Personal Resources Investment & Strategic Manageme 30 - 2024-03-31 44,715 $1,125,000 0
   COLONY GROUP LLC - 2023-09-30 32,407 $793,000 0
   LEGACY PRIVATE TRUST CO. 170 - 2024-03-31 22,475 $566,000 0
   COMERICA BANK 1980 - 2023-12-31 15,061 $383,000 0
   CORA CAPITAL ADVISORS LLC 71 - 2024-03-31 12,000 $302,000 0
   Virginia National Bank - 2023-09-30 12,351 $302,000 0
   Rehmann Capital Advisory Group 453 - 2024-03-31 11,891 $299,000 0
   MONECO Advisors LLC 331 - 2024-03-31 10,943 $275,000 0
   Baird Financial Group Inc. 1545 - 2023-12-31 10,664 $271,000 0
   Peloton Wealth Strategists 86 - 2023-12-31 10,000 $254,000 0
   CLIENT 1ST ADVISORY GROUP LLC 98 - 2024-03-31 9,960 $251,000 0
   PRIVATE TRUST CO NA 636 - 2024-03-31 8,240 $207,000 0
   Carr Financial Group Corp 175 - 2024-03-31 8,000 $201,000 0
   Asset Dedication LLC 396 - 2024-03-31 2,921 $73,000 0
   VIGILANT CAPITAL MANAGEMENT LLC - 2023-06-30 2,170 $54,000 0
   HANSON MCCLAIN, INC. 1755 - 2024-03-31 812 $20,000 0
   OGOREK ANTHONY JOSEPH /NY/ /ADV 173 - 2024-03-31 742 $18,000 0
   Stephens Consulting LLC 331 - 2024-03-31 314 $8,000 0
   BLACKROCK INC. 4828 - 2024-03-31 144 $4,000 0
   PROEQUITIES INC. 2842 *New 2024-03-31 0 $0 0

  22 Records found
  1    
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