Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / IBONDS DEC 2034
-
Total 13F shares
-
2,978,399
-
Share change
-
+1,357,967
-
Total reported value
-
$79,549,796
-
Price per share
-
$26.71
-
Number of holders
-
26
-
Value change
-
+$36,268,196
-
Number of buys
-
24
-
Number of sells
-
1
Institutional Holders of ISHARES TR - IBONDS DEC 2034 (IBDZ) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - IBONDS DEC 2034 (IBDZ) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,978,399 shares.
The largest 10 holders included
SUMMITRY LLC, Royal Bank of Canada, MB, LEVIS & ASSOCIATES, LLC, Paradigm, Strategies in Wealth Management, LLC, MV CAPITAL MANAGEMENT, INC., Guidance Point Advisors, LLC, BlackRock, Inc., J.W. COLE ADVISORS, INC., Sabal Trust CO, and JANE STREET GROUP, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q3 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.