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Get Institutions for : 
Ishares Ibonds Dec 2028 Term Muni Bond Etf (IBMQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    18
Total shares held : 
 9,535,831  
% of shares held : 
 10.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   41  
Amount of shares held : 
 2,640,181  
% of shares held change : 
   2.93%  
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
 1,108,449
 11.62%
 
Increased Positions :
41
 1,780,213
 18.67%
 
Unchanged Positions :
16
 136,759
 1.43%
 
Decreased Positions :
18
-211,465
-2.22%
 
Closed Positions :
5
-37,016
-0.39%
 
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
   CI Private Wealth LLC 560 *New 2024-03-31 347,046 $8,770,000 347,046
   GOLDMAN SACHS GROUP INC/ 2536 *New 2023-12-31 198,944 $5,091,000 198,944
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 371 *New 2023-12-31 106,046 $2,714,000 106,046
   LBMC INVESTMENT ADVISORS, LLC 42 *New 2024-03-31 99,107 $2,504,000 99,107
   Quantum Financial Advisors LLC 39 *New 2024-03-31 68,893 $1,741,000 68,893
   CFS Investment Advisory Services LLC 72 *New 2023-12-31 45,324 $1,160,000 45,324
   COLONY GROUP, LLC 454 *New 2023-12-31 38,389 $982,000 38,389
   LINCOLN NATIONAL CORP 618 *New 2024-03-31 28,202 $713,000 28,202
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 250 *New 2024-03-31 26,899 $680,000 26,899
   IFP Advisors Inc *New 2023-12-31 26,498 $678,000 26,498
   Catalytic Wealth RIA LLC 156 *New 2024-03-31 21,887 $553,000 21,887
   STIFEL FINANCIAL CORP 2516 *New 2023-12-31 20,845 $533,000 20,845
   Glenview Trust Co 347 *New 2023-12-31 18,561 $475,000 18,561
   SPINNAKER TRUST 208 *New 2024-03-31 17,255 $436,000 17,255
   Kestra Advisory Services LLC 1707 *New 2023-12-31 14,252 $365,000 14,252
   Commonwealth Financial Services LLC 119 *New 2023-12-31 13,206 $338,000 13,206
   OLD MISSION CAPITAL LLC 765 *New 2023-12-31 10,184 $261,000 10,184
   ARROW FINANCIAL CORP 147 *New 2023-12-31 9,385 $240,000 9,385
   Integrated Wealth Concepts LLC 1367 *New 2023-12-31 9,248 $237,000 9,248
   REGIONS FINANCIAL CORP 776 *New 2024-03-31 8,661 $219,000 8,661
   MARINER WEALTH ADVISORS, LLC 2663 *New 2023-12-31 8,089 $207,000 8,089
   Beacon Pointe Advisors LLC *New 2023-12-31 7,887 $202,000 7,887
   VALLEY NATIONAL ADVISERS INC 269 *New 2024-03-31 5,689 $143,000 5,689
   BerganKDV Wealth Management LLC *New 2023-06-30 2,628 $66,000 2,628
   PRIVATE TRUST CO NA 1705 *New 2024-03-31 337 $9,000 337
   PROEQUITIES INC. 2843 *New 2024-03-31 0 $0 0
  26 Records found
  1    
  Page 1 of 1
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