Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / IBONDS 29 TR HI
-
Total 13F shares
-
165,535
-
Share change
-
+28,369
-
Total reported value
-
$3,611,155
-
Price per share
-
$21.80
-
Number of holders
-
15
-
Value change
-
+$611,823
-
Number of buys
-
10
-
Number of sells
-
1
Institutional Holders of ISHARES TR - IBONDS 29 TR HI (IBHI) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - IBONDS 29 TR HI (IBHI) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
165,535 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, WRAPMANAGER INC, FLOW TRADERS U.S. LLC, Straight Path Wealth Management, Royal Bank of Canada, BANK OF MONTREAL /CAN/, BANK OF AMERICA CORP /DE/, HEADINVEST, LLC, WELLS FARGO & COMPANY/MN, and Bradley & Co. Private Wealth Management, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q3 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.