Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / IBONDS DEC 2030
-
Total 13F shares
-
218,377
-
Share change
-
+189,934
-
Total reported value
-
$5,648,330
-
Price per share
-
$25.86
-
Number of holders
-
11
-
Value change
-
+$4,912,652
-
Number of buys
-
10
Institutional Holders of ISHARES TR - IBONDS DEC 2030 (IBMS) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - IBONDS DEC 2030 (IBMS) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
218,377 shares.
The largest 10 holders included
MOSELEY INVESTMENT MANAGEMENT INC, JANE STREET GROUP, LLC, ENVESTNET ASSET MANAGEMENT INC, Sandy Spring Bank, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, Buffington Mohr McNeal, COLDSTREAM CAPITAL MANAGEMENT INC, Paradigm, Strategies in Wealth Management, LLC, OSAIC HOLDINGS, INC., and Parallel Advisors, LLC.
This page lists
11
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.