Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / IBONDS 29 TRM TS
-
Total 13F shares
-
3,424,299
-
Share change
-
+944,824
-
Total reported value
-
$71,909,352
-
Price per share
-
$21.00
-
Number of holders
-
43
-
Value change
-
+$19,822,514
-
Number of buys
-
32
-
Number of sells
-
8
Institutional Holders of ISHARES TR - IBONDS 29 TRM TS (IBTJ) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - IBONDS 29 TRM TS (IBTJ) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,424,299 shares.
The largest 10 holders included
ATWOOD & PALMER INC, HENGEHOLD CAPITAL MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, CONFLUENCE INVESTMENT MANAGEMENT LLC, Altus Wealth Group LLC, UBS Group AG, STIFEL FINANCIAL CORP, D.A. DAVIDSON & CO., Stockman Wealth Management, Inc., and BANK OF AMERICA CORP /DE/.
This page lists
44
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.