Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / IBONDS OCT 2029
-
Total 13F shares
-
309,212
-
Share change
-
+2,164
-
Total reported value
-
$7,845,128
-
Price per share
-
$25.37
-
Number of holders
-
10
-
Value change
-
+$25,493
-
Number of buys
-
8
-
Number of sells
-
2
Institutional Holders of ISHARES TR - IBONDS OCT 2029 (IBIF) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - IBONDS OCT 2029 (IBIF) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
309,212 shares.
The largest 10 holders included
Quantum Financial Advisors, LLC, Robertson Stephens Wealth Management, LLC, ARK & TLK INVESTMENTS, LLC, BlackRock, Inc., CENTRAL TRUST Co, JIM SAULNIER & ASSOCIATES, LLC, PARK AVENUE SECURITIES LLC, JANE STREET GROUP, LLC, Bradley & Co. Private Wealth Management, LLC, and Steward Partners Investment Advisory, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 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.