Who owns Ishares Tr ibonds dec 27?
- Ticker: IBMP
- CUSIP Number: 46435u283
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr ibonds dec 27 with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr ibonds dec 27 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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Mercer Global Advisors | 935k | $23M | 4% | Jun 2024 |
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Envestnet Asset Management | 878k | $22M | 4% | Sep 2024 |
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Wells Fargo & Company | 836k | $21M | 9% | Sep 2024 |
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Hartland & Co | 811k | $21M | 3% | Sep 2024 |
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HighTower Advisors | 730k | $18M | 7% | Jun 2024 |
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Heartwood Wealth Advisors | 704k | $18M | 4% | Sep 2024 |
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Us Bancorp | 681k | $17M | 3% | Sep 2024 |
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Kathmere Capital Management | 636k | $16M | -8% | Sep 2024 |
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Morgan Stanley | 633k | $16M | 37% | Jun 2024 |
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Hengehold Capital Management | 411k | $11M | 1% | Sep 2024 |
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CI Private Wealth | 399k | $10M | -4% | Sep 2024 |
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Raymond James Financial Services Advisors | 366k | $9.3M | 1% | Sep 2024 |
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Goss Wealth Management | 359k | $9.0M | -6% | Jun 2024 |
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Hills Bank And Trust Company | 325k | $8.3M | 9% | Sep 2024 |
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Covington Investment Advisors | 285k | $7.1M | 100% | Jun 2024 |
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LBMC Investment Advisors | 274k | $7.0M | 35% | Sep 2024 |
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Praetorian Wealth Management | 248k | $6.3M | 1% | Sep 2024 |
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LPL Financial | 216k | $5.5M | 2% | Sep 2024 |
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Pamela Horwath | 160k | $4.1M | 144% | Sep 2024 |
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Paradiem | 160k | $4.1M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 148k | $3.8M | 9% | Sep 2024 |
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Central Trust & Investment | 132k | $3.4M | 17% | Sep 2024 |
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Gateway Advisory | 132k | $3.4M | 0% | Sep 2024 |
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Cyndeo Wealth Partners | 130k | $3.3M | 19% | Sep 2024 |
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Quantum Financial Advisors | 127k | $3.2M | 3% | Sep 2024 |
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Spire Wealth Management | 126k | $3.2M | -4% | Sep 2024 |
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Stifel Financial | 125k | $3.1M | 36% | Jun 2024 |
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Integrated Wealth Concepts | 112k | $2.8M | 31% | Sep 2024 |
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Sound View Wealth Advisors Group | 109k | $2.8M | 4% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 102k | $2.6M | 17% | Sep 2024 |
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Royal Bank of Canada | 98k | $2.5M | 1% | Sep 2024 |
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Advisor Group Holdings | 97k | $2.5M | 233% | Sep 2024 |
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Steward Partners Investment Advisory | 95k | $2.4M | -3% | Jun 2024 |
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Commonwealth Equity Services | 89k | $2.3M | 67% | Sep 2024 |
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United Capital Financial Advisers | 86k | $2.2M | -2% | Sep 2024 |
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Raymond James & Associates | 77k | $1.9M | 9% | Sep 2024 |
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Glenview Trust | 74k | $1.9M | 0% | Sep 2024 |
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Envision Financial Planning | 72k | $1.8M | 1% | Sep 2024 |
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Newman Dignan & Sheerar | 71k | $1.8M | 1% | Sep 2024 |
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Jane Street | 68k | $1.7M | 22% | Sep 2024 |
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Woodmont Investment Counsel | 67k | $1.7M | 20% | Sep 2024 |
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Atwater Malick | 59k | $1.5M | 4% | Sep 2024 |
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Leavell Investment Management | 58k | $1.5M | 116% | Sep 2024 |
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WJ Wealth Management | 55k | $1.4M | 100% | Sep 2024 |
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Crumly & Associates | 55k | $1.4M | -28% | Sep 2024 |
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Colony | 54k | $1.4M | 0% | Sep 2024 |
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Sentinel Pension Advisors | 49k | $1.3M | 5% | Sep 2024 |
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Blue Square Asset Management | 49k | $1.2M | -2% | Sep 2024 |
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Signature Wealth Management Group | 48k | $1.2M | -4% | Sep 2024 |
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Coldstream Capital Management | 48k | $1.2M | 14% | Sep 2024 |
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Stratos Wealth Partners | 47k | $1.2M | 12% | Sep 2024 |
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ValMark Advisers | 45k | $1.1M | 3% | Sep 2024 |
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Phillips Financial Management | 45k | $1.1M | -4% | Sep 2024 |
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Personal Resources Investment & Strategic Management | 45k | $1.1M | 0% | Sep 2024 |
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Regions Bank | 43k | $1.1M | 0% | Sep 2024 |
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Sandy Spring Bank | 43k | $1.1M | 4% | Sep 2024 |
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Capital Investment Advisors | 43k | $1.1M | 6% | Sep 2024 |
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Confluence Investment Management | 41k | $1.0M | 2% | Sep 2024 |
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Jpmorgan Chase & Co | 38k | $961k | 100% | Sep 2024 |
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Evergreen Private Wealth | 37k | $944k | 6% | Sep 2024 |
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Benjamin Edwards | 35k | $886k | 100% | Sep 2024 |
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IFP Advisors | 34k | $842k | 1% | Jun 2024 |
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Roof Eidam & Maycock | 32k | $815k | 0% | Sep 2024 |
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CFS Investment Advisory Services | 32k | $801k | -6% | Sep 2024 |
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Snowden Capital Advisors | 31k | $789k | 0% | Sep 2024 |
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Beacon Pointe Advisors | 30k | $770k | 5% | Sep 2024 |
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Spinnaker Trust | 30k | $766k | 7% | Sep 2024 |
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Benjamin F. Edwards & Company | 30k | $751k | -14% | Jun 2024 |
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Catalytic Wealth RIA | 30k | $761k | 27% | Sep 2024 |
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Foundry Financial Group | 30k | $752k | -2% | Sep 2024 |
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Sanctuary Advisors | 29k | $723k | 17% | Sep 2024 |
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Granite Harbor Advisors | 26k | $671k | 0% | Sep 2024 |
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Lido Advisors | 26k | $648k | -5% | Jun 2024 |
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Captrust Financial Advisors | 26k | $656k | 26% | Sep 2024 |
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James Investment Research | 26k | $650k | 0% | Sep 2024 |
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Klingman & Associates | 24k | $618k | -14% | Sep 2024 |
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Legacy Private Trust | 23k | $572k | 0% | Sep 2024 |
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Parallel Advisors | 20k | $498k | 12% | Sep 2024 |
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Garden State Investment Advisory Services | 20k | $496k | -44% | Sep 2024 |
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TPG Advisors | 19k | $493k | -9% | Sep 2024 |
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Kades & Cheifetz | 17k | $442k | 31% | Sep 2024 |
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Honkamp Krueger Financial Services | 17k | $428k | -23% | Jun 2024 |
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Brian McDonald | 17k | $433k | 0% | Sep 2024 |
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First Affirmative Financial Network | 17k | $424k | 3% | Sep 2024 |
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Exchange Capital Management | 16k | $412k | 24% | Sep 2024 |
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Janney Montgomery Scott | 16k | $411k | 0% | Sep 2024 |
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Goldman Sachs Group | 16k | $394k | -1% | Jun 2024 |
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Wrapmanager | 15k | $386k | -3% | Sep 2024 |
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Mariner Wealth Advisors | 15k | $372k | -11% | Sep 2024 |
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Green Harvest Asset Management | 14k | $347k | 0% | Jun 2024 |
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Prime Capital Investment Advisors | 13k | $318k | -7% | Sep 2024 |
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Financial Engines Advisors L.L.C | 13k | $317k | 100% | Sep 2024 |
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CWM | 12k | $311k | -30% | Sep 2024 |
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HPM Partners | 12k | $311k | 100% | Sep 2024 |
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Archford Capital Strategies | 12k | $305k | -30% | Sep 2024 |
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Cora Capital Advisors | 12k | $305k | 0% | Sep 2024 |
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Commonwealth Financial Services | 12k | $296k | 11% | Sep 2024 |
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WealthBridge Capital Management | 12k | $295k | 100% | Sep 2024 |
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Rehmann Capital Advisory | 12k | $294k | 0% | Sep 2024 |
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MONECO Advisors | 11k | $279k | 0% | Sep 2024 |
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Advisory Services Network | 11k | $263k | 0% | Sep 2024 |
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Jim Saulnier & Associates | 10k | $260k | 100% | Sep 2024 |
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Peloton Wealth Strategists | 10k | $255k | 0% | Sep 2024 |
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Client 1st Advisory Group | 10k | $249k | 0% | Jun 2024 |
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Sightline Wealth Advisors | 9.9k | $252k | 100% | Sep 2024 |
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Arrow Financial Corp. | 9.5k | $242k | 0% | Sep 2024 |
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True Link Financial Advisors | 8.6k | $219k | 100% | Sep 2024 |
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Private Advisor | 8.5k | $216k | 100% | Sep 2024 |
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Private Trust Co Na | 8.2k | $206k | 0% | Jun 2024 |
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Signature | 8.1k | $207k | 0% | Sep 2024 |
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Horan Securities | 8.0k | $204k | 100% | Sep 2024 |
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Sonata Capital | 7.9k | $201k | 100% | Sep 2024 |
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Summit Investment Advisors | 6.9k | $176k | -23% | Sep 2024 |
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FinTrust Capital Advisors | 4.0k | $101k | 100% | Sep 2024 |
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Glen Eagle Advisors | 2.7k | $69k | 0% | Sep 2024 |
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Harbor Investment Advisory | 2.5k | $64k | 0% | Sep 2024 |
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American Capital Advisory | 2.2k | $57k | 100% | Sep 2024 |
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Asset Dedication | 2.0k | $51k | -31% | Sep 2024 |
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Coastline Trust | 843.00 | $22k | 100% | Sep 2024 |
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Hanson McClain Advisors | 812.00 | $21k | 0% | Sep 2024 |
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Ogorek Anthony Joseph | 750.00 | $19k | 1% | Sep 2024 |
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Hm Payson & Co | 350.00 | $8.9k | 0% | Sep 2024 |
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Aspect Partners | 321.00 | $8.2k | 0% | Sep 2024 |
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Stephens Consulting | 314.00 | $8.0k | 0% | Sep 2024 |
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Ashton Thomas Securities | 173.00 | $4.4k | 100% | Sep 2024 |
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BlackRock | 147.00 | $3.7k | 100% | Sep 2024 |
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BlackRock | 147.00 | $3.7k | 2% | Jun 2024 |
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Who sold out of Ishares Tr ibonds dec 27?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
RIA Advisory Group | Mar 2024 | 42k | $1.1M |
Cetera Investment Advisers | Mar 2024 | 30k | $755k |
Paradigm, Strategies in Wealth Management | Jun 2024 | 11k | $265k |
Valley National Advisers | Jun 2024 | 5.8k | $144k |
International Assets Investment Management | Jun 2024 | 2.0k | $50k |
Farther Finance Advisors | Jun 2024 | 2.0k | $49k |