Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / IBONDS 2027 TERM
-
Total 13F shares
-
2,112,975
-
Share change
-
+482,374
-
Total reported value
-
$47,016,907
-
Price per share
-
$22.26
-
Number of holders
-
45
-
Value change
-
+$10,735,406
-
Number of buys
-
33
-
Number of sells
-
7
Institutional Holders of ISHARES TR - IBONDS 2027 TERM (IBHG) as of Q1 2024
As of 31 Mar 2024,
ISHARES TR - IBONDS 2027 TERM (IBHG) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,112,975 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, Commonwealth Financial Services, LLC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, LBMC INVESTMENT ADVISORS, LLC, MORGAN STANLEY, NewEdge Advisors, LLC, Robertson Stephens Wealth Management, LLC, FLOW TRADERS U.S. LLC, and Straight Path Wealth Management.
This page lists
45
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.