Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / IBONDS DEC 2030
-
Total 13F shares
-
1,295,107
-
Share change
-
+529,657
-
Total reported value
-
$32,895,893
-
Price per share
-
$25.40
-
Number of holders
-
43
-
Value change
-
+$13,453,017
-
Number of buys
-
34
-
Number of sells
-
5
Institutional Holders of ISHARES TR - IBONDS DEC 2030 (IBMS) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - IBONDS DEC 2030 (IBMS) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,295,107 shares.
The largest 10 holders included
US BANCORP \DE\, COLDSTREAM CAPITAL MANAGEMENT INC, NESTEGG ADVISORS, INC., Praetorian Wealth Management, Inc., CENTRAL TRUST Co, Quantum Financial Advisors, LLC, MOSELEY INVESTMENT MANAGEMENT INC, HighTower Advisors, LLC, RAYMOND JAMES FINANCIAL INC, and Sandy Spring Bank.
This page lists
43
institutional shareholders reporting positions in this security
for the Q1 2025 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.