Who owns ISHARES IBONDS DEC 2029 MUNI ETF?
- Ticker: IBMR
- CUSIP Number: 46436e163
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Ibonds Dec 2029 Muni Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Ibonds Dec 2029 Muni Etf stock
Who bought or sold ISHARES IBONDS DEC 2029 MUNI ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Hartland & Co | 798k | $20M | 3% | Sep 2024 |
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| Envestnet Asset Management | 675k | $17M | 5% | Sep 2024 |
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| Kathmere Capital Management | 526k | $13M | 100% | Sep 2024 |
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| HighTower Advisors | 347k | $8.6M | 100% | Jun 2024 |
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| Gateway Advisory | 240k | $6.1M | 1% | Sep 2024 |
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| Bank of America Corporation | 164k | $4.2M | 405% | Sep 2024 |
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| Raymond James Financial Services Advisors | 136k | $3.5M | 23% | Sep 2024 |
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| Cypress Point Wealth Management | 119k | $3.0M | 1% | Sep 2024 |
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| Praetorian Wealth Management | 118k | $3.0M | 11% | Sep 2024 |
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| Central Trust & Investment | 92k | $2.4M | 17% | Sep 2024 |
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| Sound View Wealth Advisors Group | 69k | $1.7M | 5% | Sep 2024 |
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| Quantum Financial Advisors | 67k | $1.7M | 100% | Sep 2024 |
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| Crumly & Associates | 56k | $1.4M | -30% | Sep 2024 |
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| Raymond James & Associates | 50k | $1.3M | 12% | Sep 2024 |
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| LPL Financial | 44k | $1.1M | 127% | Sep 2024 |
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| Pamela Horwath | 39k | $1.0M | 100% | Sep 2024 |
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| Sandy Spring Bank | 37k | $950k | 14% | Sep 2024 |
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| Advisor Group Holdings | 37k | $947k | 892% | Sep 2024 |
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| James Investment Research | 34k | $857k | -6% | Sep 2024 |
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| Roof Eidam & Maycock | 33k | $844k | 10% | Sep 2024 |
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| Jane Street | 33k | $842k | 61% | Sep 2024 |
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| Snowden Capital Advisors | 31k | $790k | 0% | Sep 2024 |
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| Rockefeller Capital Management | 30k | $749k | -1% | Jun 2024 |
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| Catalytic Wealth RIA | 30k | $762k | 27% | Sep 2024 |
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| Klingman & Associates | 25k | $633k | 3% | Sep 2024 |
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| FF Advisors | 25k | $623k | 9% | Sep 2024 |
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| Wells Fargo & Company | 24k | $612k | 2301% | Sep 2024 |
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| Coldstream Capital Management | 24k | $583k | 107% | Jun 2024 |
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| Capital Investment Advisors | 22k | $553k | 32% | Sep 2024 |
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| Woodmont Investment Counsel | 20k | $520k | 100% | Sep 2024 |
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| Parallel Advisors | 19k | $494k | 11% | Sep 2024 |
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| Exchange Capital Management | 19k | $485k | 39% | Sep 2024 |
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| ValMark Advisers | 18k | $449k | -12% | Sep 2024 |
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| Wrapmanager | 15k | $390k | -3% | Sep 2024 |
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| Mariner Wealth Advisors | 15k | $374k | 79% | Sep 2024 |
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| Green Harvest Asset Management | 14k | $347k | 59% | Jun 2024 |
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| HPM Partners | 12k | $313k | 100% | Sep 2024 |
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| Signature Wealth Management Group | 12k | $311k | -17% | Sep 2024 |
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| Confluence Investment Management | 12k | $309k | 4% | Sep 2024 |
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| STAR Financial Bank | 12k | $305k | 0% | Sep 2024 |
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| Kestra Advisory Services | 11k | $267k | 100% | Sep 2024 |
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| Buffington Mohr McNeal | 10k | $255k | 100% | Sep 2024 |
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| Commonwealth Equity Services | 9.3k | $238k | 0% | Sep 2024 |
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| Paradigm, Strategies in Wealth Management | 8.8k | $226k | 100% | Sep 2024 |
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| Glenview Trust | 8.6k | $220k | 0% | Sep 2024 |
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| Leavell Investment Management | 8.4k | $214k | 100% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 8.0k | $204k | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 4.9k | $126k | 100% | Sep 2024 |
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| Royal Bank of Canada | 4.6k | $116k | 14% | Sep 2024 |
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| Phillips Financial Management | 4.0k | $103k | 0% | Sep 2024 |
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| FinTrust Capital Advisors | 4.0k | $102k | 100% | Sep 2024 |
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| IFP Advisors | 2.8k | $70k | 100% | Jun 2024 |
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| Glen Eagle Advisors | 2.3k | $57k | 0% | Sep 2024 |
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| American Capital Advisory | 2.2k | $57k | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 2.0k | $50k | -60% | Jun 2024 |
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| Steward Partners Investment Advisory | 1.5k | $38k | 0% | Jun 2024 |
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| Hanson McClain Advisors | 829.00 | $21k | 0% | Sep 2024 |
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| BlackRock | 62.00 | $1.6k | 100% | Sep 2024 |
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| BlackRock | 62.00 | $1.5k | 0% | Jun 2024 |
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Who sold out of Ishares Ibonds Dec 2029 Muni Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cetera Investment Advisers | Mar 2024 | 28k | $717k |
| CliftonLarsonAllen Wealth Advisors | Jun 2024 | 19k | $480k |
| Prime Capital Investment Advisors | Jun 2024 | 14k | $347k |
| Stifel Financial | Mar 2024 | 13k | $320k |
| Archford Capital Strategies | Jun 2024 | 8.6k | $213k |
| International Assets Investment Management | Jun 2024 | 5.7k | $128k |