Who owns Ishares Tr ibonds dec?
- Ticker: IBMM
- CUSIP Number: 46435u697
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr ibonds dec with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr ibonds dec this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 1.6M | $41M | -7% | Sep 2024 |
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Us Bancorp | 521k | $14M | -5% | Sep 2024 |
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Goss Wealth Management | 520k | $14M | 1% | Jun 2024 |
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Morgan Stanley | 502k | $13M | -38% | Jun 2024 |
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Mercer Global Advisors | 383k | $10M | -9% | Jun 2024 |
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HighTower Advisors | 355k | $9.2M | -44% | Jun 2024 |
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LPL Financial | 348k | $9.1M | -21% | Sep 2024 |
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Glenview Trust | 331k | $8.6M | 0% | Sep 2024 |
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Covington Investment Advisors | 278k | $7.2M | -6% | Jun 2024 |
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Wells Fargo & Company | 250k | $6.5M | -21% | Sep 2024 |
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Envestnet Asset Management | 222k | $5.8M | -4% | Sep 2024 |
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Leavell Investment Management | 222k | $5.8M | -3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 216k | $5.6M | 5% | Sep 2024 |
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Colony | 194k | $5.1M | -10% | Sep 2024 |
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Integrated Wealth Concepts | 190k | $5.0M | -1% | Sep 2024 |
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Advisor Group Holdings | 187k | $4.9M | 27% | Sep 2024 |
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Regions Bank | 175k | $4.6M | -4% | Sep 2024 |
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Stratos Wealth Partners | 166k | $4.3M | 2% | Sep 2024 |
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Cyndeo Wealth Partners | 163k | $4.3M | 11% | Sep 2024 |
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Commonwealth Equity Services | 160k | $4.2M | -12% | Sep 2024 |
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Branch Banking & Trust Company | 154k | $4.0M | -30% | Jun 2024 |
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Raymond James Financial Services Advisors | 143k | $3.7M | -23% | Sep 2024 |
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New England Private Wealth Advisors | 140k | $3.7M | 0% | Sep 2024 |
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Praetorian Wealth Management | 134k | $3.5M | -17% | Sep 2024 |
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Hills Bank And Trust Company | 129k | $3.4M | 0% | Sep 2024 |
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Paradiem | 126k | $3.3M | 0% | Sep 2024 |
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Sound View Wealth Advisors Group | 125k | $3.3M | 3% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 123k | $3.2M | -17% | Sep 2024 |
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Raymond James & Associates | 117k | $3.1M | -25% | Sep 2024 |
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Sentinel Pension Advisors | 114k | $3.0M | 0% | Sep 2024 |
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Central Trust & Investment | 108k | $2.8M | -7% | Sep 2024 |
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Kathmere Capital Management | 107k | $2.8M | -84% | Sep 2024 |
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Sonata Capital | 107k | $2.8M | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 101k | $2.6M | 0% | Sep 2024 |
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LBMC Investment Advisors | 99k | $2.6M | -8% | Sep 2024 |
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Captrust Financial Advisors | 98k | $2.5M | 7% | Sep 2024 |
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PSI Advisors | 94k | $2.5M | 26% | Sep 2024 |
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Lido Advisors | 92k | $2.4M | 0% | Jun 2024 |
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ValMark Advisers | 92k | $2.4M | -3% | Sep 2024 |
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Royal Bank of Canada | 92k | $2.4M | -1% | Sep 2024 |
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United Capital Financial Advisers | 85k | $2.2M | -2% | Sep 2024 |
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Triad Wealth Partners | 77k | $2.0M | 100% | Sep 2024 |
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Sanctuary Advisors | 73k | $1.9M | 100% | Jun 2024 |
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Mariner Wealth Advisors | 71k | $1.9M | -15% | Sep 2024 |
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Jane Street | 69k | $1.8M | -85% | Sep 2024 |
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Atwater Malick | 63k | $1.7M | 3% | Sep 2024 |
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Phillips Financial Management | 63k | $1.6M | -2% | Sep 2024 |
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Atria Investments | 51k | $1.3M | 15% | Sep 2024 |
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Signature Wealth Management Group | 50k | $1.3M | -4% | Sep 2024 |
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RIA Advisory Group | 48k | $1.3M | 0% | Sep 2024 |
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Capital Investment Advisors | 48k | $1.2M | -6% | Sep 2024 |
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Beacon Pointe Advisors | 45k | $1.2M | -26% | Sep 2024 |
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IFP Advisors | 44k | $1.2M | 0% | Jun 2024 |
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Leo Wealth | 43k | $1.1M | 0% | Sep 2024 |
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Citadel Advisors | 43k | $1.1M | 248% | Sep 2024 |
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Amg National Trust Bank | 42k | $1.1M | 0% | Sep 2024 |
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Confluence Investment Management | 41k | $1.1M | 2% | Sep 2024 |
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Kestra Private Wealth Services | 39k | $1.0M | 0% | Sep 2024 |
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Financial Engines Advisors L.L.C | 38k | $993k | 147% | Sep 2024 |
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Coldstream Capital Management | 38k | $978k | -13% | Sep 2024 |
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Roof Eidam & Maycock | 37k | $971k | 0% | Sep 2024 |
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Deutsche Bank Aktiengesellschaft | 36k | $929k | -4% | Sep 2024 |
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CFS Investment Advisory Services | 35k | $917k | -3% | Sep 2024 |
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Strid | 35k | $901k | 100% | Sep 2024 |
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Stifel Financial | 34k | $895k | -16% | Jun 2024 |
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Global Financial Private Client | 34k | $891k | 2% | Sep 2024 |
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Savant Capital Management | 34k | $876k | -15% | Sep 2024 |
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Blue Square Asset Management | 32k | $836k | -3% | Sep 2024 |
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Sandy Spring Bank | 32k | $825k | -22% | Sep 2024 |
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Catalytic Wealth RIA | 29k | $758k | 26% | Sep 2024 |
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Foundry Financial Group | 29k | $752k | -3% | Sep 2024 |
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Eldridge Investment Advisors | 29k | $747k | 0% | Sep 2024 |
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4J Wealth Management | 26k | $689k | -4% | Sep 2024 |
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Modern Wealth Management | 25k | $650k | 28% | Sep 2024 |
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Granite Harbor Advisors | 25k | $645k | 24% | Sep 2024 |
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TPG Advisors | 25k | $644k | 0% | Sep 2024 |
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Honkamp Krueger Financial Services | 24k | $631k | 13% | Jun 2024 |
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Sigma Investment Counselors | 24k | $623k | -4% | Jun 2024 |
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Pamela Horwath | 23k | $606k | -1% | Sep 2024 |
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CI Private Wealth | 22k | $567k | -14% | Sep 2024 |
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Lantz Financial | 21k | $536k | 0% | Sep 2024 |
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CWM | 20k | $529k | -2% | Sep 2024 |
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PFG Private Wealth Management | 20k | $526k | 1% | Sep 2024 |
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Commonwealth Financial Services | 20k | $517k | -4% | Sep 2024 |
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Peloton Wealth Strategists | 20k | $514k | 0% | Sep 2024 |
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Evergreen Wealth Solutions | 20k | $512k | -11% | Sep 2024 |
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Creative Planning | 20k | $512k | -34% | Sep 2024 |
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Segment Wealth Management | 20k | $510k | -29% | Sep 2024 |
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Stonebridge Capital Advisors | 19k | $503k | -26% | Sep 2024 |
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Woodmont Investment Counsel | 19k | $483k | -46% | Sep 2024 |
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Janney Montgomery Scott | 18k | $472k | -10% | Sep 2024 |
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Princeton Global Asset Management | 18k | $467k | 0% | Sep 2024 |
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Raymond James Trust | 17k | $450k | -1% | Sep 2024 |
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Horan Securities | 17k | $439k | 0% | Sep 2024 |
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Gould Asset Management | 17k | $436k | 0% | Sep 2024 |
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Hanson McClain Advisors | 16k | $425k | 0% | Sep 2024 |
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Brandywine Oak Private Wealth | 16k | $419k | -24% | Sep 2024 |
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HPM Partners | 16k | $408k | 100% | Sep 2024 |
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Archford Capital Strategies | 15k | $399k | -24% | Sep 2024 |
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Goldman Sachs Group | 15k | $398k | 100% | Jun 2024 |
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Wrapmanager | 15k | $381k | -3% | Sep 2024 |
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Rehmann Capital Advisory | 14k | $370k | -10% | Sep 2024 |
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Waterford Advisors | 14k | $353k | -23% | Sep 2024 |
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Asset Dedication | 13k | $347k | -7% | Sep 2024 |
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Beacon Financial | 13k | $344k | 1% | Sep 2024 |
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Spinnaker Trust | 13k | $338k | 0% | Sep 2024 |
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WealthBridge Capital Management | 13k | $337k | 36% | Sep 2024 |
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Cetera Investment Advisers | 13k | $324k | -56% | Jun 2024 |
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Cora Capital Advisors | 12k | $320k | 0% | Sep 2024 |
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Advisory Services Network | 12k | $313k | 0% | Sep 2024 |
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Beaumont Asset Management | 12k | $311k | 9% | Sep 2024 |
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Summit Investment Advisors | 11k | $290k | -31% | Sep 2024 |
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Green Harvest Asset Management | 11k | $290k | 0% | Jun 2024 |
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Parallel Advisors | 11k | $289k | 11% | Sep 2024 |
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RVW Wealth | 11k | $281k | 1% | Sep 2024 |
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MONECO Advisors | 11k | $280k | 0% | Sep 2024 |
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Baltimore-Washington Financial Advisors | 10k | $266k | 16% | Sep 2024 |
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Apollon Wealth Management | 10k | $264k | -37% | Sep 2024 |
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Rockefeller Capital Management | 10k | $262k | 0% | Jun 2024 |
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Regis Acquisition | 10k | $262k | 0% | Jun 2024 |
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Prime Capital Investment Advisors | 9.9k | $258k | -13% | Sep 2024 |
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Kestra Advisory Services | 9.3k | $243k | 0% | Sep 2024 |
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Stockman Asset Management | 9.3k | $242k | 0% | Sep 2024 |
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Arrow Financial Corp. | 9.2k | $240k | 0% | Sep 2024 |
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Builder Investment Group | 9.0k | $235k | 100% | Sep 2024 |
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Summit Wealth Partners | 8.8k | $230k | 0% | Sep 2024 |
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Signature | 8.8k | $230k | 0% | Sep 2024 |
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Colton Groome Financial Advisors | 8.6k | $223k | 3% | Sep 2024 |
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Cary Street Partner Investment Advisory | 8.5k | $223k | 0% | Sep 2024 |
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Private Trust Co Na | 8.4k | $218k | 0% | Jun 2024 |
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Cary Street Partners Asset Management | 7.9k | $205k | -8% | Sep 2024 |
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Bank of New Hampshire | 7.8k | $204k | 0% | Sep 2024 |
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Harbor Investment Advisory | 7.6k | $198k | 0% | Sep 2024 |
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Front Row Advisors | 4.0k | $104k | 0% | Sep 2024 |
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ORG Partners | 3.8k | $100k | 0% | Sep 2024 |
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Coastline Trust | 3.5k | $92k | 100% | Sep 2024 |
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Principal Securities | 3.0k | $79k | 2% | Sep 2024 |
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Jpmorgan Chase & Co | 2.0k | $52k | 100% | Sep 2024 |
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Benjamin F. Edwards & Company | 2.0k | $52k | 0% | Jun 2024 |
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Voisard Asset Management Group | 1.7k | $45k | 0% | Sep 2024 |
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Coston, McIsaac & Partners | 1.3k | $34k | 0% | Sep 2024 |
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Golden State Equity Partners | 914.00 | $24k | 100% | Sep 2024 |
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Evergreen Private Wealth | 822.00 | $21k | -85% | Sep 2024 |
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Aspect Partners | 744.00 | $19k | 0% | Sep 2024 |
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Hm Payson & Co | 720.00 | $19k | 0% | Sep 2024 |
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Stephens Consulting | 697.00 | $18k | 0% | Sep 2024 |
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Bogart Wealth | 565.00 | $15k | 0% | Sep 2024 |
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Farther Finance Advisors | 484.00 | $13k | 0% | Sep 2024 |
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Harbour Investments | 358.00 | $9.4k | 1% | Sep 2024 |
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Who sold out of Ishares Tr ibonds dec?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Quantum Financial Advisors | Jun 2024 | 113k | $3.0M |
Newman Dignan & Sheerar | Jun 2024 | 100k | $2.6M |
Susquehanna International | Jun 2024 | 41k | $1.1M |
Flow Traders US | Jun 2024 | 33k | $850k |
Curbstone Financial Management | Jun 2024 | 19k | $484k |
Wealthstar Advisors | Mar 2024 | 16k | $408k |
Paradigm, Strategies in Wealth Management | Jun 2024 | 14k | $362k |
Kerntke Otto McGlone Wealth Management Group | Mar 2024 | 12k | $303k |
Private Advisor | Jun 2024 | 9.5k | $248k |
Richard P Slaughter Associates | Jun 2024 | 8.7k | $227k |
Argent Trust | Jun 2024 | 8.7k | $227k |
Mml Investors Services | Jun 2024 | 8.4k | $219k |
Hrt Financial | Jun 2024 | 8.3k | $216k |
International Assets Investment Management | Jun 2024 | 2.0k | $53k |
Tyler-Stone Wealth Management | Jun 2024 | 1.0k | $26k |