Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares Ibonds Dec 2028 Term Muni Bond Etf (IBMQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LEGACY PRIVATE TRUST CO. 135 - 2024-03-31 48,663 $1,230,000 0
   NEWMAN DIGNAN & SHEERAR, INC. 88 - 2024-03-31 36,676 $927,000 0
   CLIENT 1ST ADVISORY GROUP LLC 56 - 2024-03-31 19,920 $503,000 0
   Private Portfolio Partners LLC 190 - 2024-03-31 14,200 $359,000 0
   Commonwealth Financial Services LLC 120 - 2024-03-31 13,206 $338,000 0
   Advisor Group Holdings Inc. 3286 - 2024-03-31 12,350 $312,000 0
   CONFLUENCE INVESTMENT MANAGEMENT LLC 260 - 2024-03-31 12,189 $308,000 0
   Peloton Wealth Strategists 82 - 2024-03-31 12,000 $303,000 0
   MONECO Advisors LLC 329 - 2024-03-31 10,933 $276,000 0
   Baird Financial Group Inc. 1589 - 2024-03-31 10,664 $269,000 0
   Steward Partners Investment Advisory LLC 1316 - 2024-03-31 10,163 $257,000 0
   MARINER WEALTH ADVISORS, LLC 2750 - 2024-03-31 8,089 $204,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 959 - 2024-03-31 6,443 $163,000 0
   Asset Dedication LLC 439 - 2024-03-31 2,004 $52,000 0
   PNC FINANCIAL SERVICES GROUP INC 3240 - 2024-03-31 1,100 $28,000 0
   HANSON MCCLAIN, INC. 1739 - 2024-03-31 813 $21,000 0
   VIGILANT CAPITAL MANAGEMENT LLC - 2023-06-30 650 $16,000 0
   Stephens Consulting LLC 332 - 2024-03-31 313 $8,000 0
   BLACKROCK INC. 4824 - 2024-03-31 144 $4,000 0
   MASSMUTUAL TRUST CO FSB/ADV 1420 - 2024-03-31 135 $3,000 0
   PROEQUITIES INC. 2843 *New 2024-03-31 0 $0 0

  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results