Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS 25 TRM HG
-
Total 13F shares
-
25,213
-
Share change
-
+4,020
-
Total reported value
-
$582,423
-
Price per share
-
$23.10
-
Number of holders
-
1
-
Value change
-
+$92,862
-
Number of buys
-
1
Institutional Holders of ISHARES TR - IBONDS 25 TRM HG (IBHE) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS 25 TRM HG (IBHE) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
25,213 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Raymond James Financial Services Advisors, Inc., AE Wealth Management LLC, Ashton Thomas Private Wealth, LLC, Richard P Slaughter Associates Inc, Mid-American Wealth Advisory Group, Inc., WELLS FARGO & COMPANY/MN, Commonwealth Financial Services, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and HighTower Advisors, LLC.
This page lists
87
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.