Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IBONDS 2030 TERM
-
Total 13F shares
-
554,154
-
Share change
-
+225,420
-
Total reported value
-
$14,427,785
-
Price per share
-
$26.04
-
Number of holders
-
20
-
Value change
-
+$5,862,469
-
Number of buys
-
17
-
Number of sells
-
2
Institutional Holders of ISHARES TR - IBONDS 2030 TERM (IBHJ) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - IBONDS 2030 TERM (IBHJ) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
554,154 shares.
The largest 10 holders included
Michael S. Ryan, Inc., LBMC INVESTMENT ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, WRAPMANAGER INC, Straight Path Wealth Management, JANE STREET GROUP, LLC, Integrated Wealth Concepts LLC, RAYMOND JAMES FINANCIAL INC, and LPL Financial LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.