Who owns Ishares Tr ibonds dec 28?
- Ticker: IBMQ
- CUSIP Number: 46435u325
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr ibonds dec 28 with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Tr ibonds dec 28 this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 1.1M | $29M | 9% | Sep 2024 |
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Envestnet Asset Management | 865k | $22M | 8% | Sep 2024 |
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Hartland & Co | 818k | $21M | 2% | Sep 2024 |
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Mercer Global Advisors | 783k | $20M | 11% | Jun 2024 |
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Wells Fargo & Company | 655k | $17M | 3% | Sep 2024 |
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Us Bancorp | 637k | $16M | 10% | Sep 2024 |
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Kathmere Capital Management | 634k | $16M | -8% | Sep 2024 |
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HighTower Advisors | 404k | $10M | 11% | Jun 2024 |
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Hengehold Capital Management | 399k | $10M | 4% | Sep 2024 |
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Raymond James Financial Services Advisors | 319k | $8.2M | 0% | Sep 2024 |
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CI Private Wealth | 317k | $8.1M | -4% | Sep 2024 |
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Hills Bank And Trust Company | 297k | $7.6M | 7% | Sep 2024 |
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Heartwood Wealth Advisors | 233k | $6.0M | 4% | Sep 2024 |
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Praetorian Wealth Management | 230k | $5.9M | 0% | Sep 2024 |
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LPL Financial | 226k | $5.8M | 8% | Sep 2024 |
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LBMC Investment Advisors | 216k | $5.5M | 49% | Sep 2024 |
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Gateway Advisory | 173k | $4.4M | 0% | Sep 2024 |
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Pamela Horwath | 170k | $4.4M | 141% | Sep 2024 |
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Morgan Stanley | 163k | $4.1M | 1% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 139k | $3.6M | 20% | Sep 2024 |
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Envision Financial Planning | 135k | $3.5M | -1% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 127k | $3.3M | 19% | Sep 2024 |
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Central Trust & Investment | 126k | $3.2M | 16% | Sep 2024 |
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Cypress Point Wealth Management | 119k | $3.0M | 1% | Sep 2024 |
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United Capital Financial Advisers | 84k | $2.2M | -2% | Sep 2024 |
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Sound View Wealth Advisors Group | 81k | $2.1M | 5% | Sep 2024 |
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Woodmont Investment Counsel | 74k | $1.9M | 35% | Sep 2024 |
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Quantum Financial Advisors | 74k | $1.9M | 6% | Sep 2024 |
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Jpmorgan Chase & Co | 69k | $1.8M | 100% | Sep 2024 |
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Raymond James & Associates | 60k | $1.5M | 12% | Sep 2024 |
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Advisor Group Holdings | 59k | $1.5M | 381% | Sep 2024 |
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Crumly & Associates | 57k | $1.5M | -27% | Sep 2024 |
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Colony | 55k | $1.4M | 0% | Sep 2024 |
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Royal Bank of Canada | 50k | $1.3M | 0% | Sep 2024 |
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Sentinel Pension Advisors | 49k | $1.3M | 1% | Sep 2024 |
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Legacy Private Trust | 49k | $1.2M | 0% | Sep 2024 |
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Sandy Spring Bank | 46k | $1.2M | 8% | Sep 2024 |
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Signature Wealth Management Group | 46k | $1.2M | -4% | Sep 2024 |
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Coldstream Capital Management | 44k | $1.1M | 5% | Sep 2024 |
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Newman Dignan & Sheerar | 39k | $997k | 7% | Sep 2024 |
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Capital Investment Advisors | 39k | $996k | 7% | Sep 2024 |
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Integrated Wealth Concepts | 38k | $966k | 42% | Sep 2024 |
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WJ Wealth Management | 37k | $950k | 100% | Sep 2024 |
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Evergreen Private Wealth | 37k | $939k | 0% | Sep 2024 |
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Glenview Trust | 36k | $933k | 0% | Sep 2024 |
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Stifel Financial | 36k | $898k | 63% | Jun 2024 |
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Confluence Investment Management | 34k | $862k | 204% | Sep 2024 |
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Blue Square Asset Management | 33k | $835k | -3% | Sep 2024 |
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Roof Eidam & Maycock | 32k | $811k | 0% | Sep 2024 |
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CFS Investment Advisory Services | 31k | $802k | -6% | Sep 2024 |
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Snowden Capital Advisors | 31k | $795k | 0% | Sep 2024 |
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Catalytic Wealth RIA | 30k | $763k | 27% | Sep 2024 |
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IFP Advisors | 29k | $716k | 1% | Jun 2024 |
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Stratos Wealth Partners | 28k | $723k | -17% | Sep 2024 |
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Paradigm, Strategies in Wealth Management | 27k | $698k | -12% | Sep 2024 |
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Benjamin Edwards | 26k | $673k | 100% | Sep 2024 |
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Klingman & Associates | 24k | $622k | -14% | Sep 2024 |
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Commonwealth Equity Services | 24k | $622k | -42% | Sep 2024 |
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Phillips Financial Management | 23k | $597k | 0% | Sep 2024 |
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Leavell Investment Management | 21k | $529k | 148% | Sep 2024 |
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Client 1st Advisory Group | 20k | $498k | 0% | Jun 2024 |
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Spinnaker Trust | 19k | $491k | 5% | Sep 2024 |
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Summit Investment Advisors | 19k | $474k | -10% | Sep 2024 |
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Evergreen Wealth Solutions | 18k | $470k | -12% | Sep 2024 |
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ValMark Advisers | 18k | $449k | -12% | Sep 2024 |
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Beacon Pointe Advisors | 17k | $444k | 0% | Sep 2024 |
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Jane Street | 17k | $432k | -72% | Sep 2024 |
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Exchange Capital Management | 17k | $429k | 27% | Sep 2024 |
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TPG Advisors | 17k | $424k | -10% | Sep 2024 |
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Janney Montgomery Scott | 16k | $411k | 0% | Sep 2024 |
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Kestra Advisory Services | 16k | $404k | -43% | Sep 2024 |
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Goldman Sachs Group | 16k | $392k | -1% | Jun 2024 |
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CWM | 15k | $390k | -11% | Sep 2024 |
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Parallel Advisors | 15k | $386k | 17% | Sep 2024 |
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Wrapmanager | 15k | $386k | -3% | Sep 2024 |
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Honkamp Krueger Financial Services | 15k | $372k | -45% | Jun 2024 |
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Mariner Wealth Advisors | 15k | $373k | 80% | Sep 2024 |
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Captrust Financial Advisors | 15k | $372k | -8% | Sep 2024 |
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FF Advisors | 14k | $366k | 29% | Sep 2024 |
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Private Portfolio Partners | 14k | $364k | 0% | Sep 2024 |
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First National Trust Company | 14k | $355k | 100% | Sep 2024 |
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Stonebridge Capital Advisors | 13k | $338k | -2% | Sep 2024 |
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Granite Harbor Advisors | 13k | $338k | 100% | Sep 2024 |
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Peloton Wealth Strategists | 13k | $333k | 8% | Sep 2024 |
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Lido Advisors | 13k | $325k | -10% | Jun 2024 |
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Old Mission Capital | 13k | $320k | 100% | Jun 2024 |
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Rockefeller Capital Management | 13k | $316k | 0% | Jun 2024 |
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Archford Capital Strategies | 13k | $318k | -29% | Sep 2024 |
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HPM Partners | 12k | $312k | 100% | Sep 2024 |
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Regions Bank | 12k | $307k | 1% | Sep 2024 |
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Commonwealth Financial Services | 12k | $296k | 11% | Sep 2024 |
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Sanctuary Advisors | 11k | $283k | 100% | Jun 2024 |
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James Investment Research | 11k | $282k | 0% | Sep 2024 |
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MONECO Advisors | 11k | $280k | 0% | Sep 2024 |
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WealthBridge Capital Management | 11k | $272k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 10k | $254k | 0% | Jun 2024 |
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STAR Financial Bank | 9.9k | $255k | 0% | Sep 2024 |
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Arrow Financial Corp. | 9.4k | $242k | 0% | Sep 2024 |
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Brian McDonald | 9.2k | $236k | 72% | Sep 2024 |
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Green Harvest Asset Management | 9.0k | $224k | 100% | Jun 2024 |
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Atwater Malick | 8.4k | $216k | 0% | Sep 2024 |
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Penobscot Investment Management Company | 8.0k | $205k | 100% | Sep 2024 |
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Signature | 8.0k | $205k | 0% | Sep 2024 |
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Cary Street Partner Investment Advisory | 8.0k | $204k | 100% | Sep 2024 |
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Bank of New Hampshire | 4.8k | $122k | 0% | Sep 2024 |
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FinTrust Capital Advisors | 4.0k | $102k | 100% | Sep 2024 |
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Jones Financial Companies, L.L | 4.0k | $101k | 100% | Sep 2024 |
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Glen Eagle Advisors | 2.7k | $70k | 0% | Sep 2024 |
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American Capital Advisory | 2.2k | $57k | 100% | Sep 2024 |
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Harbour Investments | 2.1k | $55k | 1% | Sep 2024 |
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Asset Dedication | 2.0k | $51k | 0% | Sep 2024 |
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Benjamin F. Edwards & Company | 2.0k | $50k | -69% | Jun 2024 |
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Creekmur Asset Management | 2.0k | $51k | 0% | Sep 2024 |
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Hanson McClain Advisors | 813.00 | $21k | 0% | Sep 2024 |
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Assetmark | 375.00 | $9.6k | 0% | Sep 2024 |
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Private Trust Co Na | 337.00 | $8.4k | 0% | Jun 2024 |
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Stephens Consulting | 313.00 | $8.0k | 0% | Sep 2024 |
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BlackRock | 147.00 | $3.8k | 100% | Sep 2024 |
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BlackRock | 147.00 | $3.7k | 2% | Jun 2024 |
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Massmutual Trust | 135.00 | $3.5k | 0% | Sep 2024 |
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Who sold out of Ishares Tr ibonds dec 28?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Cetera Investment Advisers | Mar 2024 | 34k | $865k |
Thrivent Financial for Lutherans | Mar 2024 | 12k | $315k |
Valley National Advisers | Jun 2024 | 5.7k | $143k |
Farther Finance Advisors | Jun 2024 | 2.0k | $50k |