Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS DEC 2032
-
Total 13F shares
-
434,995
-
Share change
-
+40,114
-
Total reported value
-
$10,974,933
-
Price per share
-
$25.23
-
Number of holders
-
1
-
Value change
-
+$1,012,076
-
Number of buys
-
1
Institutional Holders of ISHARES TR - IBONDS DEC 2032 (IBDX) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS DEC 2032 (IBDX) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
434,995 shares.
The largest 10 holders included
SUMMITRY LLC, Gateway Advisory, LLC, BANK OF AMERICA CORP /DE/, Capital Investment Advisors, LLC, FIRST INTERSTATE BANK, WELLS FARGO & COMPANY/MN, Aptus Capital Advisors, LLC, ARROW FINANCIAL CORP, Raymond James Financial Services Advisors, Inc., and NewEdge Advisors, LLC.
This page lists
84
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.