Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IBONDS 2027 TERM
-
Total 13F shares
-
5,030,500
-
Share change
-
+1,400,425
-
Total reported value
-
$111,963,961
-
Price per share
-
$22.24
-
Number of holders
-
73
-
Value change
-
+$31,196,153
-
Number of buys
-
51
-
Number of sells
-
7
Institutional Holders of ISHARES TR - IBONDS 2027 TERM (IBHG) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - IBONDS 2027 TERM (IBHG) was held by
73 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,030,500 shares.
The largest 10 holders included
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, LBMC INVESTMENT ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, HighTower Advisors, LLC, Commonwealth Financial Services, LLC, Mutual Advisors, LLC, LPL Financial LLC, BANK OF AMERICA CORP /DE/, GAMMA Investing LLC, and RAYMOND JAMES FINANCIAL INC.
This page lists
73
institutional shareholders reporting positions in this security
for the Q4 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.