Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / IBONDS 29 TR HI
-
Total 13F shares
-
1,272,885
-
Share change
-
+398,758
-
Total reported value
-
$30,447,264
-
Price per share
-
$23.92
-
Number of holders
-
30
-
Value change
-
+$9,545,929
-
Number of buys
-
24
-
Number of sells
-
5
Institutional Holders of ISHARES TR - IBONDS 29 TR HI (IBHI) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - IBONDS 29 TR HI (IBHI) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,272,885 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, BANK OF AMERICA CORP /DE/, LBMC INVESTMENT ADVISORS, LLC, OLD MISSION CAPITAL LLC, JPMORGAN CHASE & CO, Lido Advisors, LLC, WRAPMANAGER INC, MORGAN STANLEY, Straight Path Wealth Management, and Integrated Wealth Concepts LLC.
This page lists
30
institutional shareholders reporting positions in this security
for the Q3 2024 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.