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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management | 670k | $17M | 100% | Dec 2023 |
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| HighTower Advisors | 321k | $8.2M | 100% | Dec 2023 |
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| Crumly & Associates | 309k | $7.9M | 100% | Dec 2023 |
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| Gateway Advisory | 246k | $6.3M | 100% | Dec 2023 |
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| Cypress Point Wealth Management | 117k | $3.0M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 91k | $2.3M | 11% | Mar 2024 |
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| Praetorian Wealth Management | 91k | $2.3M | 115% | Mar 2024 |
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| Sound View Wealth Advisors Group | 66k | $1.7M | 100% | Dec 2023 |
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| Central Trust & Investment | 62k | $1.6M | 132% | Mar 2024 |
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| Little House Capital | 47k | $1.1M | 100% | Mar 2024 |
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| Raymond James & Associates | 43k | $1.1M | 3% | Mar 2024 |
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| Klingman & Associates | 35k | $890k | 59% | Dec 2023 |
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| Rockefeller Capital Management | 30k | $779k | 100% | Dec 2023 |
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| FF Advisors | 24k | $609k | 16% | Mar 2024 |
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| James Investment Research | 19k | $497k | 100% | Dec 2023 |
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| Wrapmanager | 15k | $392k | 100% | Dec 2023 |
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| Signature Wealth Management Group | 14k | $348k | 100% | Mar 2024 |
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| Bank of America Corporation | 14k | $351k | 100% | Dec 2023 |
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| Stifel Financial | 12k | $294k | 100% | Dec 2023 |
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| Citadel Advisors | 11k | $271k | 100% | Dec 2023 |
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| Parallel Advisors | 10k | $256k | 0% | Dec 2023 |
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| Capital Investment Advisors | 10k | $252k | 20% | Mar 2024 |
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| Prime Capital Investment Advisors | 8.8k | $226k | 100% | Dec 2023 |
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| Sandy Spring Bank | 8.8k | $225k | 81% | Dec 2023 |
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| Royal Bank of Canada | 8.2k | $210k | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 8.2k | $209k | 100% | Dec 2023 |
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| Commonwealth Equity Services | 7.9k | $203k | 100% | Dec 2023 |
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| Benjamin F. Edwards & Company | 5.1k | $130k | 0% | Dec 2023 |
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| Wells Fargo & Company | 1.6k | $40k | 55% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.5k | $40k | 0% | Dec 2023 |
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| UBS Group | 1.2k | $31k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 829.00 | $21k | 0% | Mar 2024 |
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| Aspect Partners | 771.00 | $20k | 100% | Dec 2023 |
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| Addison Advisors | 255.00 | $6.5k | 24% | Dec 2023 |
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