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Get Institutions for : 
Ishares Ibonds Dec 2024 Term Treasury Etf (IBTE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 265    25
Total shares held : 
89,609,567  
% of shares held : 
9.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  86  
Amount of shares held : 
6,943,203  
% of shares held change : 
  0.77%  
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 :
44
 4,910,480
 5.48%
 
Increased Positions :
124
 10,185,856
 11.37%
 
Unchanged Positions :
34
 494,575
 0.55%
 
Decreased Positions :
63
-6,547,290
-7.31%
 
Closed Positions :
19
-1,605,843
-1.79%
 
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
   Authentikos Wealth Advisory LLC 65 *Closed 2023-12-31 0 $0 -197
   Perigon Wealth Management LLC 853 *Closed 2024-03-31 0 $0 -19,989
   CONFLUENCE INVESTMENT MANAGEMENT LLC 287 *Closed 2024-03-31 0 $0 -615,087
   JANE STREET GROUP LLC 5407 *Closed 2023-12-31 0 $0 -80,397
   Fundamentun LLC 218 *Closed 2024-03-31 0 $0 -13,190
   KCS Wealth Advisory 140 *Closed 2023-09-30 0 $0 -22,130
   LAKE STREET ADVISORS GROUP LLC 396 *Closed 2023-12-31 0 $0 -44,503
   FIFTH THIRD BANCORP 2354 *Closed 2024-03-31 0 $0 -187
   McGlone Suttner Wealth Management Inc. 417 *Closed 2024-03-31 0 $0 -3,502
   CITIGROUP INC 4533 *Closed 2024-03-31 0 $0 -14
   Ameritas Advisory Services LLC 712 *Closed 2023-12-31 0 $0 -16,100
   TOWER RESEARCH CAPITAL LLC 5817 *Closed 2023-12-31 0 $0 -26
   Koss-Olinger Consulting LLC 116 *Closed 2024-03-31 0 $0 -20,525
   PRIVATE CLIENT SERVICES LLC 151 *Closed 2024-03-31 0 $0 -11,805
   AJ WEALTH STRATEGIES LLC 303 *Closed 2023-06-30 0 $0 -31,000
   ARLINGTON PARTNERS LLC 215 *Closed 2024-03-31 0 $0 -18,915
   GOLDMAN SACHS GROUP INC/ 4749 *Closed 2023-12-31 0 $0 -141,693
   Parallel Advisors LLC 3348 *Closed 2024-03-31 0 $0 -1,000
   BLAIR WILLIAM & CO/IL 1841 *Closed 2024-03-31 0 $0 -100
   Vista Private Wealth Partners. LLC 95 *Closed 2023-12-31 0 $0 -321,744
   Royal Harbor Partners LLC 54 *Closed 2024-03-31 0 $0 -140,098
   Carmel Capital Partners LLC 164 *Closed 2024-03-31 0 $0 -197,888

  22 Records found
  1    
  Page 1 of 1
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