Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / IBONDS DEC 28
-
Total 13F shares
-
650,027
-
Share change
-
-31,227
-
Total reported value
-
$17,011,000
-
Price per share
-
$26.14
-
Number of holders
-
17
-
Value change
-
-$805,796
-
Number of buys
-
12
-
Number of sells
-
3
Institutional Holders of ISHARES TR - IBONDS DEC 28 (IBMQ) as of Q4 2019
As of 31 Dec 2019,
ISHARES TR - IBONDS DEC 28 (IBMQ) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
650,027 shares.
The largest 10 holders included
Heartwood Wealth Advisors LLC, JANE STREET GROUP, LLC, WELLS FARGO & COMPANY/MN, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, FLOW TRADERS U.S. LLC, STIFEL FINANCIAL CORP, UBS Group AG, Peloton Wealth Strategists, Beacon Pointe Wealth Advisors, LLC, and RAYMOND JAMES & ASSOCIATES.
This page lists
17
institutional shareholders reporting positions in this security
for the Q4 2019 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.