Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / IBONDS 28 TR HI
-
Total 13F shares
-
1,428,746
-
Share change
-
+350,609
-
Total reported value
-
$33,332,501
-
Price per share
-
$23.34
-
Number of holders
-
37
-
Value change
-
+$8,182,720
-
Number of buys
-
26
-
Number of sells
-
6
Institutional Holders of ISHARES TR - IBONDS 28 TR HI (IBHH) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - IBONDS 28 TR HI (IBHH) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,428,746 shares.
The largest 10 holders included
NewEdge Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, LBMC INVESTMENT ADVISORS, LLC, Lido Advisors, LLC, IFP Advisors, Inc, Raymond James Financial Services Advisors, Inc., LPL Financial LLC, BANK OF AMERICA CORP /DE/, Integrated Wealth Concepts LLC, and Straight Path Wealth Management.
This page lists
37
institutional shareholders reporting positions in this security
for the Q1 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.