Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / IBONDS 28 TR HI
-
Total 13F shares
-
3,061,078
-
Share change
-
+1,434,550
-
Total reported value
-
$72,846,681
-
Price per share
-
$23.80
-
Number of holders
-
41
-
Value change
-
+$34,143,413
-
Number of buys
-
32
-
Number of sells
-
5
Institutional Holders of ISHARES TR - IBONDS 28 TR HI (IBHH) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - IBONDS 28 TR HI (IBHH) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,061,078 shares.
The largest 10 holders included
Baltimore-Washington Financial Advisors, Inc., NewEdge Advisors, LLC, LBMC INVESTMENT ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, MONUMENTAL FINANCIAL GROUP INC., GAMMA Investing LLC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., and IFP Advisors, Inc.
This page lists
41
institutional shareholders reporting positions in this security
for the Q3 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.