Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IBONDS 2030 TERM
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
551,096
-
Shares change
-
+222,362
-
Total reported value, excl. options
-
$14,348,156
-
Value change
-
+$5,782,158
-
Number of buys
-
16
-
Number of sells
-
3
-
Price
-
$26.04
Institutional Holders of ISHARES TR - IBONDS 2030 TERM (IBHJ) as of Q4 2024
As of 31 Dec 2024 ISHARES TR - IBONDS 2030 TERM (IBHJ) had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 551,096 shares of stock of the company.
Largest 10 holders included Michael S. Ryan, Inc., LBMC INVESTMENT ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, MORGAN STANLEY, WRAPMANAGER INC, Straight Path Wealth Management, JANE STREET GROUP, LLC, Integrated Wealth Concepts LLC, RAYMOND JAMES FINANCIAL INC, and LPL Financial LLC.
This table shows 20 institutional shareholders of the security as of 31 Dec 2024.
| 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.