Who owns Ishares Tr ibonds dec 26?
- Ticker: IBMO
- CUSIP Number: 46435u259
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr ibonds dec 26 with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr ibonds dec 26 this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 1.6M | $40M | 3% | Sep 2024 |
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Mercer Global Advisors | 981k | $25M | 3% | Jun 2024 |
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Envestnet Asset Management | 925k | $24M | 5% | Sep 2024 |
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Morgan Stanley | 866k | $22M | 26% | Jun 2024 |
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Hartland & Co | 799k | $21M | 3% | Sep 2024 |
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Us Bancorp | 697k | $18M | 5% | Sep 2024 |
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Kathmere Capital Management | 631k | $16M | -8% | Sep 2024 |
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Goss Wealth Management | 548k | $14M | -3% | Jun 2024 |
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Wells Fargo & Company | 491k | $13M | 0% | Sep 2024 |
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CI Private Wealth | 392k | $10M | -4% | Sep 2024 |
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LBMC Investment Advisors | 316k | $8.1M | 22% | Sep 2024 |
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Hills Bank And Trust Company | 312k | $8.0M | 13% | Sep 2024 |
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Covington Investment Advisors | 298k | $7.6M | -3% | Jun 2024 |
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LPL Financial | 297k | $7.6M | -1% | Sep 2024 |
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Raymond James Financial Services Advisors | 286k | $7.3M | 3% | Sep 2024 |
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HighTower Advisors | 261k | $6.6M | 9% | Jun 2024 |
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Ashton Thomas Private Wealth | 247k | $6.3M | -4% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 246k | $6.3M | 38% | Sep 2024 |
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Praetorian Wealth Management | 232k | $5.9M | -5% | Sep 2024 |
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Integrated Wealth Concepts | 225k | $5.8M | 19% | Sep 2024 |
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Leavell Investment Management | 207k | $5.3M | 6% | Sep 2024 |
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Cyndeo Wealth Partners | 166k | $4.2M | 12% | Sep 2024 |
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Pamela Horwath | 163k | $4.2M | 58% | Sep 2024 |
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Sound View Wealth Advisors Group | 141k | $3.6M | 4% | Sep 2024 |
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Advisor Group Holdings | 138k | $3.5M | 132% | Sep 2024 |
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Paradiem | 136k | $3.5M | 0% | Sep 2024 |
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Central Trust & Investment | 131k | $3.4M | 3% | Sep 2024 |
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Quantum Financial Advisors | 131k | $3.4M | 3% | Sep 2024 |
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Commonwealth Equity Services | 129k | $3.3M | 27% | Sep 2024 |
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Newman Dignan & Sheerar | 119k | $3.0M | -2% | Sep 2024 |
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Gateway Advisory | 110k | $2.8M | 1% | Sep 2024 |
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Raymond James & Associates | 109k | $2.8M | 6% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 101k | $2.6M | 12% | Sep 2024 |
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Royal Bank of Canada | 91k | $2.3M | 2% | Sep 2024 |
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Sanctuary Advisors | 90k | $2.3M | 100% | Jun 2024 |
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United Capital Financial Advisers | 85k | $2.2M | -3% | Sep 2024 |
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Stifel Financial | 81k | $2.1M | 6% | Jun 2024 |
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Sonata Capital | 76k | $2.0M | 100% | Sep 2024 |
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Confluence Investment Management | 74k | $1.9M | 5% | Sep 2024 |
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Regions Bank | 71k | $1.8M | -4% | Sep 2024 |
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Sentinel Pension Advisors | 67k | $1.7M | 1% | Sep 2024 |
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Atwater Malick | 66k | $1.7M | 10% | Sep 2024 |
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WJ Wealth Management | 65k | $1.7M | -2% | Sep 2024 |
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Woodmont Investment Counsel | 59k | $1.5M | 9% | Sep 2024 |
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Glenview Trust | 59k | $1.5M | 0% | Sep 2024 |
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Signature Wealth Management Group | 59k | $1.5M | -3% | Sep 2024 |
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Colony | 57k | $1.5M | 6% | Sep 2024 |
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Scissortail Wealth Management | 57k | $1.4M | -2% | Jun 2024 |
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Jane Street | 56k | $1.4M | 178% | Sep 2024 |
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Beacon Pointe Advisors | 55k | $1.4M | -9% | Sep 2024 |
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PSI Advisors | 54k | $1.4M | 0% | Sep 2024 |
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James Investment Research | 53k | $1.4M | 4% | Sep 2024 |
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Atria Investments | 52k | $1.3M | 14% | Sep 2024 |
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Coldstream Capital Management | 50k | $1.3M | 8% | Sep 2024 |
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ValMark Advisers | 49k | $1.3M | -8% | Sep 2024 |
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Phillips Financial Management | 49k | $1.2M | -2% | Sep 2024 |
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Blue Square Asset Management | 48k | $1.2M | -2% | Sep 2024 |
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Sandy Spring Bank | 48k | $1.2M | 17% | Sep 2024 |
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RIA Advisory Group | 48k | $1.2M | 7% | Sep 2024 |
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Crumly & Associates | 46k | $1.2M | -32% | Sep 2024 |
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Capital Investment Advisors | 45k | $1.2M | 5% | Sep 2024 |
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Moseley Investment Management | 45k | $1.2M | 100% | Sep 2024 |
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Stratos Wealth Partners | 44k | $1.1M | 15% | Sep 2024 |
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Foundry Financial Group | 43k | $1.1M | -1% | Sep 2024 |
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Financial Engines Advisors L.L.C | 42k | $1.1M | 260% | Sep 2024 |
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Benjamin Edwards | 42k | $1.1M | 4803% | Sep 2024 |
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Wiley Bros.-aintree Capital | 41k | $1.0M | 33% | Jun 2024 |
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Mariner Wealth Advisors | 40k | $1.0M | 29% | Sep 2024 |
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Benjamin F. Edwards & Company | 39k | $987k | -6% | Jun 2024 |
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IFP Advisors | 38k | $952k | -2% | Jun 2024 |
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Evergreen Private Wealth | 37k | $948k | 2% | Sep 2024 |
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Personal Resources Investment & Strategic Management | 36k | $915k | 0% | Sep 2024 |
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Roof Eidam & Maycock | 35k | $902k | 0% | Sep 2024 |
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Lido Advisors | 33k | $842k | 1% | Jun 2024 |
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CFS Investment Advisory Services | 33k | $848k | -3% | Sep 2024 |
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Snowden Capital Advisors | 32k | $813k | 0% | Sep 2024 |
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Strid | 31k | $800k | 100% | Sep 2024 |
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Spinnaker Trust | 31k | $794k | -3% | Sep 2024 |
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Lantz Financial | 31k | $785k | 23% | Sep 2024 |
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Catalytic Wealth RIA | 30k | $761k | 27% | Sep 2024 |
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Captrust Financial Advisors | 28k | $713k | 52% | Sep 2024 |
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Kestra Private Wealth Services | 27k | $698k | 1% | Sep 2024 |
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Granite Harbor Advisors | 26k | $674k | 0% | Sep 2024 |
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Modern Wealth Management | 25k | $647k | 29% | Sep 2024 |
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CWM | 24k | $626k | -18% | Sep 2024 |
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Honkamp Krueger Financial Services | 24k | $614k | -17% | Jun 2024 |
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Apollon Wealth Management | 24k | $616k | 0% | Sep 2024 |
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Kades & Cheifetz | 24k | $612k | 18% | Sep 2024 |
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Klingman & Associates | 23k | $601k | -7% | Sep 2024 |
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Cetera Investment Advisers | 23k | $584k | -50% | Jun 2024 |
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Legacy Private Trust | 23k | $579k | 0% | Sep 2024 |
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PFG Private Wealth Management | 21k | $530k | 7% | Sep 2024 |
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TPG Advisors | 20k | $518k | 0% | Sep 2024 |
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Evergreen Wealth Solutions | 20k | $512k | -12% | Sep 2024 |
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Parallel Advisors | 20k | $501k | 12% | Sep 2024 |
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First Affirmative Financial Network | 19k | $493k | 4% | Sep 2024 |
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Gould Asset Management | 17k | $440k | 0% | Sep 2024 |
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New England Private Wealth Advisors | 17k | $435k | 0% | Sep 2024 |
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Exchange Capital Management | 17k | $426k | 30% | Sep 2024 |
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Janney Montgomery Scott | 16k | $419k | -9% | Sep 2024 |
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Archford Capital Strategies | 16k | $404k | -24% | Sep 2024 |
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Goldman Sachs Group | 16k | $394k | -1% | Jun 2024 |
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Commonwealth Financial Services | 15k | $386k | 8% | Sep 2024 |
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Wrapmanager | 15k | $385k | -3% | Sep 2024 |
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Creative Planning | 13k | $344k | -37% | Sep 2024 |
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Rehmann Capital Advisory | 13k | $338k | 0% | Sep 2024 |
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WealthBridge Capital Management | 13k | $331k | 42% | Sep 2024 |
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Horan Securities | 13k | $326k | 0% | Sep 2024 |
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Sigma Investment Counselors | 13k | $319k | 0% | Jun 2024 |
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Cora Capital Advisors | 13k | $321k | 0% | Sep 2024 |
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HPM Partners | 12k | $310k | 100% | Sep 2024 |
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MONECO Advisors | 11k | $280k | 0% | Sep 2024 |
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Actinver Wealth Management | 11k | $278k | 0% | Sep 2024 |
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Peloton Wealth Strategists | 10k | $262k | 0% | Sep 2024 |
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HB Wealth Management | 10k | $260k | 0% | Sep 2024 |
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Kerntke Otto McGlone Wealth Management Group | 10k | $258k | 100% | Sep 2024 |
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Cooper/haims Advisors | 10k | $257k | 0% | Sep 2024 |
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Buffington Mohr McNeal | 9.9k | $253k | 100% | Sep 2024 |
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Patten | 9.7k | $249k | 0% | Sep 2024 |
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Cary Street Partner Investment Advisory | 9.6k | $246k | 0% | Sep 2024 |
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Global Financial Private Client | 9.5k | $245k | 2% | Sep 2024 |
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Savant Capital Management | 9.5k | $243k | -22% | Sep 2024 |
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Cambridge Investment Research Advisors | 9.5k | $243k | 0% | Sep 2024 |
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Arrow Financial Corp. | 9.5k | $243k | 0% | Sep 2024 |
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Stonebridge Capital Advisors | 9.3k | $240k | -26% | Sep 2024 |
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Asset Dedication | 9.3k | $238k | -9% | Sep 2024 |
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P.J. Schmidt Investment Management | 9.3k | $238k | 0% | Sep 2024 |
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Signature | 9.0k | $231k | 0% | Sep 2024 |
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4J Wealth Management | 8.7k | $223k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 8.5k | $215k | 0% | Jun 2024 |
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Brian McDonald | 8.4k | $216k | -26% | Sep 2024 |
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Baltimore-Washington Financial Advisors | 8.2k | $210k | 100% | Sep 2024 |
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STAR Financial Bank | 7.9k | $203k | 0% | Sep 2024 |
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Summit Investment Advisors | 7.7k | $196k | -20% | Sep 2024 |
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Private Trust Co Na | 6.7k | $168k | 0% | Jun 2024 |
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Princeton Global Asset Management | 6.1k | $157k | 0% | Sep 2024 |
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Bank of New Hampshire | 3.7k | $94k | 0% | Sep 2024 |
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Glen Eagle Advisors | 3.2k | $83k | 0% | Sep 2024 |
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Harbor Investment Advisory | 3.2k | $81k | 0% | Sep 2024 |
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American Capital Advisory | 2.2k | $57k | 100% | Sep 2024 |
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Principal Securities | 1.9k | $50k | 0% | Sep 2024 |
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Creekmur Asset Management | 1.9k | $48k | 0% | Sep 2024 |
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Coastline Trust | 840.00 | $22k | 100% | Sep 2024 |
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Hanson McClain Advisors | 802.00 | $21k | 0% | Sep 2024 |
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Aspect Partners | 760.00 | $20k | 0% | Sep 2024 |
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Ogorek Anthony Joseph | 747.00 | $19k | 1% | Sep 2024 |
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Assetmark | 365.00 | $9.4k | 0% | Sep 2024 |
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Harbour Investments | 364.00 | $9.3k | 1% | Sep 2024 |
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Stephens Consulting | 313.00 | $8.0k | 0% | Sep 2024 |
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Farther Finance Advisors | 180.00 | $4.6k | -92% | Sep 2024 |
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Who sold out of Ishares Tr ibonds dec 26?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Amplius Wealth Advisors | Jun 2024 | 23k | $580k |
Citadel Advisors | Jun 2024 | 18k | $447k |
Richard P Slaughter Associates | Jun 2024 | 9.1k | $229k |
Argent Trust | Jun 2024 | 9.1k | $229k |
Paradigm, Strategies in Wealth Management | Jun 2024 | 8.5k | $215k |
BKD Wealth Advisors | Mar 2024 | 8.0k | $203k |
Valley National Advisers | Jun 2024 | 5.7k | $145k |
International Assets Investment Management | Jun 2024 | 2.1k | $52k |