Who owns Ishares Ibonds Dec 2029 Term T?
- Ticker: IBTJ
- CUSIP Number: 46436e825
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Ibonds Dec 2029 Term T with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Ibonds Dec 2029 Term T this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Wells Fargo & Company | 1.1M | $23M | 73% | Sep 2024 |
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Atwood & Palmer | 1.0M | $22M | 8% | Sep 2024 |
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Raymond James Financial Services Advisors | 673k | $15M | 273% | Sep 2024 |
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Hengehold Capital Management | 614k | $14M | 4% | Sep 2024 |
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Bank of America Corporation | 581k | $13M | 26% | Sep 2024 |
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Commonwealth Equity Services | 558k | $12M | 18% | Sep 2024 |
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Journey Advisory Group | 515k | $11M | 0% | Sep 2024 |
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Waycross Investment Management | 453k | $10M | 2% | Sep 2024 |
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Envestnet Asset Management | 364k | $8.0M | 100% | Sep 2024 |
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Confluence Investment Management | 357k | $7.9M | -2% | Sep 2024 |
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Probity Advisors | 277k | $6.1M | 14% | Sep 2024 |
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Fagan Associates | 269k | $5.9M | 7% | Sep 2024 |
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Spreng Capital Management | 238k | $5.2M | 100% | Sep 2024 |
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Shelton Wealth Management | 227k | $5.0M | 18% | Sep 2024 |
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D.A. Davidson & Co. | 226k | $4.8M | 17% | Jun 2024 |
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Robertson Stephens Wealth Management | 213k | $4.7M | 100% | Sep 2024 |
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Whalen Wealth Management | 180k | $4.0M | -4% | Sep 2024 |
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Estate Counselors | 174k | $3.8M | 0% | Sep 2024 |
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Central Trust & Investment | 169k | $3.7M | 35% | Sep 2024 |
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Stockman Asset Management | 160k | $3.5M | 11% | Sep 2024 |
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Mercer Global Advisors | 143k | $3.1M | 805% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 132k | $2.9M | 225% | Sep 2024 |
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1858 Wealth Management | 129k | $2.8M | 1% | Sep 2024 |
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Royal Bank of Canada | 120k | $2.7M | 6% | Sep 2024 |
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Stifel Financial | 116k | $2.5M | 10% | Jun 2024 |
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Advisor Group Holdings | 114k | $2.5M | 385% | Sep 2024 |
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SCS Capital Management | 111k | $2.4M | 0% | Jun 2024 |
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Accretive Wealth Partners | 110k | $2.4M | 2% | Sep 2024 |
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LifePlan Financial | 108k | $2.5M | 100% | Sep 2024 |
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LPL Financial | 107k | $2.4M | 10% | Sep 2024 |
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Morgan Stanley | 90k | $1.9M | 7% | Jun 2024 |
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Atlantic Private Wealth | 88k | $1.9M | -1% | Sep 2024 |
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STAR Financial Bank | 82k | $1.8M | 46% | Sep 2024 |
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Janney Montgomery Scott | 79k | $1.7M | 2% | Sep 2024 |
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FF Advisors | 72k | $1.6M | 9% | Sep 2024 |
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MV Capital Management | 71k | $1.6M | 5% | Sep 2024 |
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Altus Wealth Group | 68k | $1.5M | -17% | Sep 2024 |
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IFP Advisors | 67k | $1.4M | 107% | Jun 2024 |
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HighTower Advisors | 66k | $1.4M | 5% | Jun 2024 |
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Park Avenue Securities | 66k | $1.5M | 15% | Sep 2024 |
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Cetera Investment Advisers | 63k | $1.3M | 52% | Jun 2024 |
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Boston Family Office | 63k | $1.3M | 100% | Jun 2024 |
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Cowa | 51k | $1.1M | 100% | Sep 2024 |
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Transcend Wealth Collective | 47k | $1.0M | 100% | Sep 2024 |
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Associated Banc- | 47k | $995k | 8% | Jun 2024 |
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Financial Engines Advisors L.L.C | 46k | $1.0M | 3% | Sep 2024 |
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Cary Street Partner Investment Advisory | 43k | $943k | 100% | Sep 2024 |
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Goss Wealth Management | 41k | $875k | -17% | Jun 2024 |
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Thoroughbred Financial Services | 39k | $856k | 30% | Sep 2024 |
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Stratos Wealth Partners | 38k | $836k | -21% | Sep 2024 |
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Raymond James & Associates | 35k | $773k | 22% | Sep 2024 |
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Integrated Wealth Concepts | 34k | $740k | 126% | Sep 2024 |
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Old Port Advisors | 33k | $738k | 23% | Sep 2024 |
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Snowden Capital Advisors | 33k | $719k | 16% | Sep 2024 |
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Reliant Wealth Planning | 30k | $653k | 191% | Sep 2024 |
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ValMark Advisers | 29k | $642k | 33% | Sep 2024 |
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Krilogy Financial | 28k | $625k | 38% | Sep 2024 |
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Jim Saulnier & Associates | 28k | $622k | 100% | Sep 2024 |
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United Capital Financial Advisers | 27k | $600k | 108% | Sep 2024 |
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Jane Street | 27k | $600k | -57% | Sep 2024 |
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Compass Ion Advisors | 24k | $535k | 0% | Sep 2024 |
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Foundry Financial Group | 23k | $514k | 15% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 22k | $486k | 67% | Sep 2024 |
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Mendota Financial Group | 21k | $466k | 11% | Sep 2024 |
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Benjamin Edwards | 21k | $459k | 919% | Sep 2024 |
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REDW Stanley Financial Advisors | 20k | $450k | 0% | Sep 2024 |
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HPM Partners | 20k | $433k | 0% | Sep 2024 |
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WealthTrust DunckerStreett | 19k | $414k | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 19k | $414k | 5% | Sep 2024 |
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Benjamin F. Edwards & Company | 18k | $361k | 3% | Jun 2024 |
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Apollon Wealth Management | 16k | $363k | 23% | Sep 2024 |
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Captrust Financial Advisors | 16k | $360k | 100% | Sep 2024 |
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Apella Capital | 16k | $358k | 1% | Sep 2024 |
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Resonant Capital Advisors | 15k | $329k | -8% | Sep 2024 |
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Sowell Financial Services | 15k | $328k | -23% | Sep 2024 |
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P.J. Schmidt Investment Management | 15k | $322k | 100% | Sep 2024 |
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Leavell Investment Management | 14k | $317k | 100% | Sep 2024 |
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James Investment Research | 14k | $303k | 0% | Sep 2024 |
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Flow Traders US | 13k | $292k | -51% | Sep 2024 |
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Asset Dedication | 13k | $290k | 0% | Sep 2024 |
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Washington Trust Company | 13k | $289k | 0% | Sep 2024 |
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Kestra Advisory Services | 13k | $280k | 0% | Sep 2024 |
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Principal Securities | 13k | $280k | 9% | Sep 2024 |
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Granite Harbor Advisors | 13k | $277k | 14% | Sep 2024 |
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Lido Advisors | 12k | $266k | -14% | Jun 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12k | $275k | 14% | Sep 2024 |
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CWM | 12k | $273k | 242% | Sep 2024 |
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JDM Financial Group | 12k | $272k | 100% | Sep 2024 |
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Prosperity Planning | 12k | $265k | 100% | Sep 2024 |
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Highland Financial Advisors | 12k | $259k | 0% | Sep 2024 |
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Cary Street Partners Asset Management | 11k | $252k | 100% | Sep 2024 |
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Mml Investors Services | 11k | $232k | 100% | Sep 2024 |
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BCS Wealth Management | 10k | $221k | 0% | Sep 2024 |
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Greenfield Savings Bank | 9.8k | $217k | -7% | Sep 2024 |
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Wealth Enhancement Advisory Services | 9.4k | $200k | 100% | Jun 2024 |
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Hara Capital | 9.3k | $206k | -31% | Sep 2024 |
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Safeguard Financial | 9.1k | $202k | 100% | Sep 2024 |
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Element Wealth | 7.1k | $157k | 100% | Sep 2024 |
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Trust | 6.4k | $143k | 100% | Sep 2024 |
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FinTrust Capital Advisors | 5.4k | $118k | 0% | Sep 2024 |
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Us Bancorp | 3.6k | $80k | 92% | Sep 2024 |
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Cherry Tree Wealth Management | 3.6k | $79k | 11% | Sep 2024 |
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First PREMIER Bank | 3.5k | $77k | 0% | Sep 2024 |
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Bogart Wealth | 3.2k | $71k | 0% | Sep 2024 |
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Parallel Advisors | 2.8k | $62k | 100% | Sep 2024 |
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Spectrum Wealth Counsel | 2.3k | $51k | 0% | Sep 2024 |
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Global Retirement Partners | 2.3k | $51k | 0% | Sep 2024 |
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Farther Finance Advisors | 2.3k | $50k | 100% | Sep 2024 |
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TD Capital Management | 2.0k | $44k | 1% | Sep 2024 |
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Steward Partners Investment Advisory | 1.8k | $38k | 0% | Jun 2024 |
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Evergreen Private Wealth | 1.2k | $26k | 0% | Sep 2024 |
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Hanson McClain Advisors | 948.00 | $21k | 0% | Sep 2024 |
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Koesten, Hirschmann & Crabtree | 775.00 | $17k | -90% | Sep 2024 |
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Brian McDonald | 640.00 | $14k | 0% | Sep 2024 |
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Costello Asset Management | 450.00 | $9.9k | 100% | Sep 2024 |
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Barrett & Company | 400.00 | $8.8k | 0% | Sep 2024 |
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Logan Capital Management | 286.00 | $6.3k | 100% | Sep 2024 |
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Belpointe Asset Management | 153.00 | $3.2k | 100% | Jun 2024 |
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Creative Financial Designs | 152.00 | $3.4k | 100% | Sep 2024 |
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Pnc Financial Services | 64.00 | $1.4k | 0% | Sep 2024 |
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Eastern Bank | 1.00 | $22.000000 | 100% | Sep 2024 |
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Who sold out of Ishares Ibonds Dec 2029 Term T?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Jun 2024 | 28k | $605k |
Mutual Advisors | Jun 2024 | 18k | $380k |