Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / IBONDS DEC 2029
-
Total 13F shares
-
2,890,816
-
Share change
-
+699,383
-
Total reported value
-
$72,861,237
-
Price per share
-
$25.24
-
Number of holders
-
46
-
Value change
-
+$17,420,350
-
Number of buys
-
33
-
Number of sells
-
11
Institutional Holders of ISHARES TR - IBONDS DEC 2029 (IBMR) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - IBONDS DEC 2029 (IBMR) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,890,816 shares.
The largest 10 holders included
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, ENVESTNET ASSET MANAGEMENT INC, Gateway Advisory, LLC, Crumly & Associates Inc., Cypress Point Wealth Management, LLC, Raymond James Financial Services Advisors, Inc., Praetorian Wealth Management, Inc., UBS Group AG, Sound View Wealth Advisors Group, LLC, and CENTRAL TRUST Co.
This page lists
46
institutional shareholders reporting positions in this security
for the Q1 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.