Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IBONDS 25 TRM HG
-
Total 13F shares
-
15,738,572
-
Share change
-
+1,664,736
-
Total reported value
-
$365,154,173
-
Price per share
-
$23.20
-
Number of holders
-
136
-
Value change
-
+$38,614,365
-
Number of buys
-
82
-
Number of sells
-
32
Institutional Holders of ISHARES TR - IBONDS 25 TRM HG (IBHE) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - IBONDS 25 TRM HG (IBHE) was held by
136 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,738,572 shares.
The largest 10 holders included
Arrow Financial Corp, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, OneDigital Investment Advisors LLC, WELLS FARGO & COMPANY/MN, Mid-American Wealth Advisory Group, Inc., Ashton Thomas Private Wealth, LLC, Commonwealth Financial Services, LLC, and EP Wealth Advisors, LLC.
This page lists
138
institutional shareholders reporting positions in this security
for the Q4 2024 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.