Who owns Ishares Tr ibonds dec 29?
- Ticker: IBDU
- CUSIP Number: 46436e205
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr ibonds dec 29 with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr ibonds dec 29 this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Capital Advisors | 3.7M | $86M | 5% | Sep 2024 |
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Aptus Capital Advisors | 3.2M | $75M | 38% | Sep 2024 |
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Morgan Stanley | 2.6M | $58M | 15% | Jun 2024 |
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Bank of America Corporation | 2.6M | $60M | -24% | Sep 2024 |
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Capital Investment Advisors | 2.4M | $56M | 13% | Sep 2024 |
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Envestnet Asset Management | 2.1M | $49M | 10% | Sep 2024 |
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Royal Bank of Canada | 1.5M | $36M | 3% | Sep 2024 |
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Woodmont Investment Counsel | 1.4M | $33M | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 1.3M | $30M | 24% | Sep 2024 |
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Venture Visionary Partners | 1.2M | $29M | 19% | Sep 2024 |
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HighTower Advisors | 1.2M | $28M | 100% | Jun 2024 |
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Klingman & Associates | 1.2M | $29M | 2% | Sep 2024 |
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Wells Fargo & Company | 1.2M | $28M | 26% | Sep 2024 |
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Benjamin Edwards | 1.0M | $24M | 3561% | Sep 2024 |
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LPL Financial | 1.0M | $24M | 12% | Sep 2024 |
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Kathmere Capital Management | 967k | $23M | 100% | Sep 2024 |
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Gateway Advisory | 942k | $22M | 4% | Sep 2024 |
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Commonwealth Equity Services | 891k | $21M | 9% | Sep 2024 |
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Advisors Capital Management | 763k | $18M | 3% | Sep 2024 |
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Sound View Wealth Advisors Group | 676k | $16M | 35% | Sep 2024 |
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Us Bancorp | 673k | $16M | -19% | Sep 2024 |
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Sailer Financial | 632k | $14M | 24% | Jun 2024 |
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Wealthcare Advisory Partners | 603k | $14M | 100% | Sep 2024 |
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Arrow Financial Corp. | 598k | $14M | 1% | Sep 2024 |
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MV Capital Management | 562k | $13M | 5% | Sep 2024 |
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Rockefeller Capital Management | 513k | $12M | 2% | Jun 2024 |
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Old Mission Capital | 511k | $12M | 1160% | Jun 2024 |
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Envision Financial Planning | 473k | $11M | 3% | Sep 2024 |
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Pamela Horwath | 462k | $11M | 47% | Sep 2024 |
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Commonwealth Financial Services | 396k | $9.3M | 6% | Sep 2024 |
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Goss Wealth Management | 394k | $8.9M | 944% | Jun 2024 |
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MCF Advisors | 362k | $8.5M | 146% | Sep 2024 |
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Ironwood Wealth Management | 345k | $8.1M | 26% | Sep 2024 |
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Citadel Advisors | 328k | $7.7M | 794% | Sep 2024 |
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Janney Montgomery Scott | 322k | $7.6M | 7% | Sep 2024 |
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Lyell Wealth Management | 306k | $7.2M | 23% | Sep 2024 |
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PFG Private Wealth Management | 298k | $7.0M | 2% | Sep 2024 |
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J.w. Cole Advisors | 298k | $7.0M | 58% | Sep 2024 |
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Windsor Capital Management | 296k | $6.9M | 100% | Sep 2024 |
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Guidance Point Advisors | 292k | $6.9M | -5% | Sep 2024 |
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Keeler THomas Management | 286k | $6.7M | -1% | Sep 2024 |
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Probity Advisors | 274k | $6.4M | 15% | Sep 2024 |
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Robertson Stephens Wealth Management | 273k | $6.4M | 1247% | Sep 2024 |
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Peloton Wealth Strategists | 273k | $6.4M | 3% | Sep 2024 |
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Lido Advisors | 267k | $6.0M | 96% | Jun 2024 |
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Raymond James & Associates | 256k | $6.0M | 21% | Sep 2024 |
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Confluence Investment Management | 247k | $5.8M | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 242k | $5.7M | 16778% | Sep 2024 |
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Signature Wealth Management Group | 237k | $5.6M | 1% | Sep 2024 |
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Kestra Advisory Services | 232k | $5.4M | 23% | Sep 2024 |
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Sandy Spring Bank | 229k | $5.4M | 6% | Sep 2024 |
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Stratos Wealth Partners | 227k | $5.3M | 202% | Sep 2024 |
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Hamel Associates | 226k | $5.3M | 16% | Sep 2024 |
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Spreng Capital Management | 218k | $5.1M | 100% | Sep 2024 |
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Platte River Wealth Advisors | 212k | $5.0M | -5% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 193k | $4.5M | 91% | Sep 2024 |
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Parallel Advisors | 193k | $4.5M | 51% | Sep 2024 |
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Praetorian Wealth Management | 189k | $4.5M | 1% | Sep 2024 |
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Benjamin F. Edwards & Company | 189k | $4.3M | 21% | Jun 2024 |
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Houlihan Financial Resource Group | 189k | $4.4M | 20% | Sep 2024 |
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Droms Strauss Advisors | 187k | $4.4M | 100% | Sep 2024 |
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Krilogy Financial | 173k | $4.1M | 0% | Sep 2024 |
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Snowden Capital Advisors | 168k | $4.0M | 11% | Sep 2024 |
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LFA - Lugano Financial Advisors SA | 161k | $3.8M | 4% | Sep 2024 |
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Central Trust & Investment | 160k | $3.8M | 36% | Sep 2024 |
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4Thought Financial Group | 159k | $3.7M | 1% | Sep 2024 |
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Precedent Wealth Partners | 145k | $3.4M | 16% | Sep 2024 |
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Cherry Tree Wealth Management | 144k | $3.4M | 15% | Sep 2024 |
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Stifel Financial | 143k | $3.2M | 11% | Jun 2024 |
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Newman Dignan & Sheerar | 143k | $3.3M | 3% | Sep 2024 |
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Matthew Goff Investment Advisor | 143k | $3.3M | 0% | Sep 2024 |
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Beacon Pointe Advisors | 138k | $3.3M | 8% | Sep 2024 |
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Wrapmanager | 136k | $3.2M | 6% | Sep 2024 |
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Sabal Trust Company | 134k | $3.1M | 75% | Sep 2024 |
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CWM | 132k | $3.1M | 21% | Sep 2024 |
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Garrett Investment Advisors | 131k | $3.1M | 6% | Sep 2024 |
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Executive Wealth Management | 128k | $3.0M | 100% | Sep 2024 |
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Michael S. Ryan | 117k | $2.7M | 4% | Sep 2024 |
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STAR Financial Bank | 116k | $2.7M | 49% | Sep 2024 |
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Global Retirement Partners | 113k | $2.7M | 16% | Sep 2024 |
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Meitav Dash Investments | 99k | $2.3M | 10% | Sep 2024 |
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IFP Advisors | 98k | $2.2M | 2% | Jun 2024 |
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MONECO Advisors | 93k | $2.2M | 158% | Sep 2024 |
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Advisor Group Holdings | 92k | $2.2M | 201% | Sep 2024 |
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Glenview Trust | 92k | $2.2M | 30% | Sep 2024 |
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Paradigm, Strategies in Wealth Management | 89k | $2.1M | 16% | Sep 2024 |
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Neuberger Berman Group | 83k | $1.9M | 1% | Jun 2024 |
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Quantum Financial Advisors | 83k | $1.9M | 100% | Sep 2024 |
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Mariner Wealth Advisors | 80k | $1.9M | 3% | Sep 2024 |
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Stonebrook Private | 80k | $1.9M | 43% | Sep 2024 |
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Cowa | 80k | $1.9M | 100% | Sep 2024 |
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Stony Point Wealth Management | 78k | $1.8M | -14% | Sep 2024 |
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Coldstream Capital Management | 75k | $1.8M | 0% | Sep 2024 |
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Jane Street | 74k | $1.7M | 100% | Sep 2024 |
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 72k | $1.7M | 19% | Sep 2024 |
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Cabot Money Management | 70k | $1.7M | 71% | Sep 2024 |
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First National Trust Company | 70k | $1.6M | 116% | Sep 2024 |
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Laurel Wealth Advisors | 69k | $1.6M | 34% | Sep 2024 |
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Sanctuary Advisors | 69k | $1.5M | 100% | Jun 2024 |
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RVW Wealth | 68k | $1.6M | 340% | Sep 2024 |
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Estate Counselors | 61k | $1.4M | 0% | Sep 2024 |
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Segment Wealth Management | 61k | $1.4M | 8% | Sep 2024 |
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Mutual Advisors | 59k | $1.4M | -24% | Sep 2024 |
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Archford Capital Strategies | 57k | $1.3M | -3% | Sep 2024 |
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Associated Banc- | 57k | $1.3M | 17% | Jun 2024 |
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Little House Capital | 55k | $1.3M | 4% | Sep 2024 |
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Chesley, Taft & Associates | 54k | $1.3M | 42% | Sep 2024 |
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United Capital Financial Advisers | 53k | $1.3M | 4% | Sep 2024 |
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Spinnaker Trust | 53k | $1.3M | 70% | Sep 2024 |
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ValMark Advisers | 52k | $1.2M | 62% | Sep 2024 |
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Captrust Financial Advisors | 50k | $1.2M | 19% | Sep 2024 |
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Private Advisor | 49k | $1.2M | 14% | Sep 2024 |
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Journey Advisory Group | 49k | $1.1M | 0% | Sep 2024 |
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Safeguard Financial | 48k | $1.1M | 50% | Sep 2024 |
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Asset Dedication | 47k | $1.1M | -33% | Sep 2024 |
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Cornell Pochily Investment Advisors | 47k | $1.1M | 7% | Sep 2024 |
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Cetera Investment Advisers | 46k | $1.0M | 60% | Jun 2024 |
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Adirondack Trust | 43k | $1.0M | 109% | Sep 2024 |
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Mendota Financial Group | 42k | $993k | 10% | Sep 2024 |
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Creative Planning | 40k | $946k | 6% | Sep 2024 |
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Leo Wealth | 39k | $923k | 21% | Sep 2024 |
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Roble, Belko & Company | 39k | $905k | 0% | Sep 2024 |
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Farmers National Bank | 38k | $859k | 9% | Jun 2024 |
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Masso Torrence Wealth Management | 37k | $849k | 5% | Jun 2024 |
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Montecito Bank & Trust | 35k | $819k | 91% | Sep 2024 |
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Crew Capital Management | 35k | $812k | 0% | Sep 2024 |
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Kesler, Norman & Wride | 34k | $800k | 4% | Sep 2024 |
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Beacon Financial | 34k | $797k | -16% | Sep 2024 |
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Wealth Enhancement Advisory Services | 32k | $722k | 29% | Jun 2024 |
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Integrated Wealth Concepts | 32k | $746k | 29% | Sep 2024 |
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Bank of New York Mellon | 31k | $726k | 92% | Sep 2024 |
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Hallmark Capital Management | 31k | $726k | 0% | Sep 2024 |
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Penobscot Investment Management Company | 30k | $692k | 100% | Sep 2024 |
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Cary Street Partner Investment Advisory | 29k | $680k | 61% | Sep 2024 |
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Meridian Wealth Management | 29k | $673k | 100% | Sep 2024 |
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James Investment Research | 27k | $643k | 0% | Sep 2024 |
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Oppenheimer & Co | 27k | $627k | 100% | Sep 2024 |
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Marble Harbor Investment Counsel | 27k | $625k | 100% | Sep 2024 |
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Brian McDonald | 26k | $618k | 3% | Sep 2024 |
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Dorsey & Whitney Trust Company | 26k | $611k | 0% | Sep 2024 |
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Mml Investors Services | 26k | $610k | 8% | Sep 2024 |
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Reliant Wealth Planning | 25k | $581k | 100% | Sep 2024 |
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Spectrum Wealth Counsel | 25k | $576k | 0% | Sep 2024 |
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Foundry Financial Group | 24k | $571k | 12% | Sep 2024 |
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Cambridge Investment Research Advisors | 24k | $559k | 9% | Sep 2024 |
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Fortis Capital Management | 22k | $506k | 100% | Sep 2024 |
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Bradley & Co. Private Wealth Management | 21k | $470k | 0% | Jun 2024 |
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McGlone Suttner Wealth Management | 21k | $481k | 25% | Sep 2024 |
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BCS Wealth Management | 20k | $476k | 0% | Sep 2024 |
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Who sold out of Ishares Tr ibonds dec 29?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
LifePlan Financial | Jun 2024 | 89k | $2.0M |
Baron Silver Stevens Financial Advisors | Jun 2024 | 32k | $734k |
CliftonLarsonAllen Wealth Advisors | Jun 2024 | 29k | $660k |
Darren Munn | Jun 2024 | 21k | $478k |