Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / IBONDS 24 TRM TS
-
Total 13F shares
-
778,117
-
Share change
-
-11,318
-
Total reported value
-
$18,565,881
-
Price per share
-
$23.86
-
Number of holders
-
4
-
Value change
-
-$270,047
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of ISHARES TR - IBONDS 24 TRM TS (IBTE) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - IBONDS 24 TRM TS (IBTE) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
778,117 shares.
The largest 10 holders included
CAPTRUST FINANCIAL ADVISORS, Granite Bay Wealth Management, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, UBS Group AG, HM PAYSON & CO, WELLS FARGO & COMPANY/MN, Campbell Wealth Management, LPL Financial LLC, and Hills Bank & Trust Co.
This page lists
277
institutional shareholders reporting positions in this security
for the Q4 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.