Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS DEC 29
-
Total 13F shares
-
575,778
-
Share change
-
+89,632
-
Total reported value
-
$13,283,204
-
Price per share
-
$23.07
-
Number of holders
-
4
-
Value change
-
+$2,067,812
-
Number of buys
-
4
Institutional Holders of ISHARES TR - IBONDS DEC 29 (IBDU) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS DEC 29 (IBDU) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
575,778 shares.
The largest 10 holders included
CAPITAL ADVISORS INC/OK, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Capital Investment Advisors, LLC, Aptus Capital Advisors, LLC, ROYAL BANK OF CANADA, Klingman & Associates, LLC, SIGMA INVESTMENT COUNSELORS INC, HighTower Advisors, LLC, and SUMMITRY LLC.
This page lists
156
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.