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iShares iBonds Dec 2023 Term Corporate ETF (IBDO) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2023 Term Corporate ETF (NYSEARCA:IBDO)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$19.24M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$20.31M
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IBDO Institutional Buying and Selling by Quarter

iShares iBonds Dec 2023 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/11/2023 Sunbelt Securities Inc.14,567$369K0.1%-7.6%0.018%
11/15/2023 Integrated Wealth Concepts LLC78,627$1.99M0.0%-1.3%0.095%
11/15/2023 KPP Advisory Services LLC10,350$262K0.1%N/A0.012%
11/14/2023 Peloton Wealth Strategists141,700$3.59M1.7%-0.7%0.171%
11/13/2023 Asset Dedication LLC305,660$7.74M0.7%-1.4%0.369%
11/13/2023 Cary Street Partners Investment Advisory LLC128,371$3.26M0.2%+111.4%0.155%
11/13/2023 Bramshill Investments LLC2,060$52K0.0%-32.2%0.002%
11/9/2023 Valley Wealth Managers Inc.47,470$1.20M0.1%-9.3%0.057%
11/9/2023 Prime Capital Investment Advisors LLC34,708$880K0.0%+176.4%0.042%
11/8/2023 Janney Montgomery Scott LLC59,835$1.52M0.0%-67.9%0.072%
11/8/2023Spinnaker Trust14,317$363K0.0%+17.9%0.017%
11/8/2023 Newman Dignan & Sheerar Inc.35,821$908K0.3%-7.2%0.043%
11/7/2023 Advisors Preferred LLC7,710$195K0.1%N/A0.009%
11/7/2023 J. L. Bainbridge & Co. Inc.41,013$1.04M0.1%-1.6%0.049%
11/7/2023 First Fiduciary Investment Counsel Inc.39,118$992K0.2%-1.6%0.047%
11/7/2023 Sonata Capital Group Inc.236,677$6.00M3.2%-3.0%0.285%
11/6/2023 L.M. Kohn & Company38,778$983K0.4%-8.3%0.047%
11/6/2023 Eldridge Investment Advisors Inc.33,984$859K0.3%-63.5%0.041%
11/1/2023 Roble Belko & Company Inc23,222$589K0.1%-25.7%0.028%
11/1/2023 Horan Securities Inc.32,993$837K0.4%+13.5%0.040%
11/1/2023 Dearborn Partners LLC19,747$501K0.0%N/A0.024%
10/31/2023 Lyell Wealth Management LP127,324$3.23M0.4%-11.6%0.154%
10/30/2023 Bogart Wealth LLC2,473$63K0.0%N/A0.003%
10/30/2023 Sandy Spring Bank92,294$2.34M0.1%-26.4%0.111%
10/27/2023 Princeton Global Asset Management LLC95,710$2.43M0.7%-2.1%0.115%
10/27/2023 Archford Capital Strategies LLC114,294$2.90M0.6%+4.5%0.138%
10/25/2023 Buffington Mohr McNeal25,525$647K0.1%-6.5%0.031%
10/24/2023 Bank of New York Mellon Corp179,202$4.55M0.0%+73.8%0.216%
10/24/2023 Cambridge Investment Research Advisors Inc.50,397$1.28M0.0%-32.0%0.061%
10/18/2023 Strategic Blueprint LLC880,675$22.33M2.1%-1.4%1.062%
10/17/2023 Avior Wealth Management LLC9,917$251K0.0%N/A0.012%
10/16/2023 Leavell Investment Management Inc.393,714$9.99M0.7%-23.5%0.475%
10/16/2023 Independence Bank of Kentucky1,500$38K0.0%-25.0%0.002%
10/13/2023 PSI Advisors LLC41,924$1.06M0.5%+6.6%0.051%
10/12/2023 RVW Wealth LLC595,738$15.11M1.8%-6.8%0.719%
10/11/2023 Praetorian Wealth Management Inc.146,227$3.71M1.2%-7.3%0.176%
10/10/2023 Wells Financial Advisors INC20,635$523K0.4%-5.6%0.025%
10/10/2023Bartlett & Co. LLC4,400$112K0.0%-9.2%0.005%
9/12/2023Farther Finance Advisors LLC3,375$85K0.0%+15.0%0.004%
8/22/2023 Asset Dedication LLC310,016$7.83M0.7%+7.6%0.374%
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8/11/2023 Baird Financial Group Inc.219,972$5.56M0.0%-0.4%0.258%
8/10/2023 Cary Street Partners Asset Management LLC94,406$2.39M0.4%+11.1%0.111%
8/10/2023 Cary Street Partners Investment Advisory LLC60,711$1.54M0.1%+11.7%0.071%
8/9/2023 Arrow Financial Corp367,811$9.30M1.1%+13.5%0.432%
8/8/2023 American Money Management LLC44,646$1.13M0.3%-5.4%0.052%
8/8/2023 J. L. Bainbridge & Co. Inc.41,679$1.05M0.1%-1.6%0.049%
8/7/2023 Gould Asset Management LLC CA14,050$355K0.1%+4.7%0.017%
8/7/2023 Wells Financial Advisors INC21,855$553K0.4%-15.5%0.026%
8/4/2023 Sandy Spring Bank125,339$3.17M0.2%-16.8%0.147%
8/4/2023 Sonata Capital Group Inc.243,947$6.17M3.2%-0.5%0.287%
8/4/2023 Roble Belko & Company Inc31,247$790K0.2%+8.3%0.037%
8/4/2023 Lyell Wealth Management LP144,030$3.64M0.5%-35.0%0.169%
8/4/2023 Princeton Global Asset Management LLC97,769$2.47M0.7%-3.5%0.115%
8/3/2023 Eldridge Investment Advisors Inc.93,030$2.35M0.8%-13.2%0.109%
8/3/2023 Bank of New York Mellon Corp103,109$2.61M0.0%+7.0%0.121%
8/2/2023 Newman Dignan & Sheerar Inc.38,619$977K0.3%-65.9%0.045%
8/2/2023 Archford Capital Strategies LLC109,407$2.77M0.5%+17.3%0.129%
7/27/2023 Horan Securities Inc.29,071$735K0.3%+2.9%0.034%
7/26/2023 Janney Montgomery Scott LLC186,657$4.72M0.0%-0.6%0.219%
7/25/2023 Buffington Mohr McNeal27,290$690K0.1%-5.6%0.032%
7/24/2023 Exchange Capital Management Inc.436,298$11.03M2.0%+741.1%0.513%
7/21/2023 First Fiduciary Investment Counsel Inc.39,753$1.01M0.2%-2.2%0.047%
7/21/2023 PSI Advisors LLC39,324$995K0.4%+520.9%0.046%
7/19/2023 Leavell Investment Management Inc.514,804$13.02M0.9%-5.7%0.605%
7/14/2023Bartlett & Co. LLC4,844$123K0.0%+991.0%0.006%
7/13/2023 Cambridge Investment Research Advisors Inc.74,154$1.88M0.0%-1.3%0.087%
7/12/2023First National Bank of South Miami17,634$446K0.4%-9.6%0.021%
7/10/2023 Praetorian Wealth Management Inc.157,670$3.99M1.2%-5.4%0.185%
7/7/2023 RVW Wealth LLC639,041$16.16M1.9%-8.6%0.707%
5/15/2023 Cary Street Partners Asset Management LLC84,962$2.14M0.4%+38.2%0.095%
5/15/2023 Eldridge Investment Advisors Inc.107,151$2.70M0.9%+3.3%0.120%
5/12/2023 Moloney Securities Asset Management LLC118,997$3.00M0.6%N/A0.133%
5/11/2023 Cambridge Investment Research Advisors Inc.75,131$1.89M0.0%-67.5%0.084%
5/10/2023 L & S Advisors Inc12,287$310K0.0%N/A0.014%
5/10/2023 Motley Fool Wealth Management LLC328,910$8.29M0.5%-1.8%0.368%
5/9/2023 US Bancorp DE2,022,610$50.95M0.1%-10.6%2.262%
5/5/2023 Sandy Spring Bank150,724$3.80M0.2%-8.5%0.169%
5/4/2023 AlphaMark Advisors LLC1,414$36K0.0%-80.9%0.002%
5/4/2023 First Fiduciary Investment Counsel Inc.40,643$1.02M0.2%-10.3%0.045%
5/3/2023 Arrow Financial Corp324,177$8.17M1.1%+3.7%0.363%
5/3/2023 Lyell Wealth Management LP221,547$5.58M0.8%-10.2%0.248%
5/3/2023 Integrated Wealth Concepts LLC83,978$2.12M0.0%+56.0%0.094%
5/3/2023 Hallmark Capital Management Inc.52,619$1.33M0.1%-2.8%0.059%
5/2/2023 Gould Asset Management LLC CA13,420$338K0.1%-28.1%0.015%
5/1/2023Vigilant Capital Management LLC12,555$316K0.0%+206.6%0.014%
5/1/2023 Knights of Columbus Asset Advisors LLC2,700$68K0.0%-15.8%0.003%
4/28/2023 Newman Dignan & Sheerar Inc.113,248$2.85M0.9%-0.4%0.127%
4/28/2023 Janney Montgomery Scott LLC187,764$4.73M0.0%-7.7%0.210%
4/28/2023 Strategic Blueprint LLC696,215$17.54M1.8%+60.2%0.779%
4/25/2023 Parallel Advisors LLC8,325$210K0.0%+316.3%0.009%
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4/25/2023 PSI Advisors LLC6,333$160K0.1%+1,339.3%0.007%
4/24/2023 Asset Dedication LLC288,072$7.26M0.7%+3.2%0.322%
4/20/2023 Princeton Global Asset Management LLC101,313$2.55M0.7%+38.2%0.113%
4/18/2023 Horan Securities Inc.28,243$711K0.4%+436.0%0.032%
4/17/2023 Valeo Financial Advisors LLC33,857$135K0.0%N/A0.038%
4/17/2023First National Bank of South Miami19,503$491K0.4%-35.4%0.022%
4/14/2023 Pinnacle Bancorp Inc.10,000$252K0.1%-14.0%0.011%
4/13/2023Spinnaker Trust12,517$315K0.0%-16.6%0.014%
4/13/2023 Leavell Investment Management Inc.545,853$13.75M1.0%+2.7%0.611%
4/12/2023 Praetorian Wealth Management Inc.166,712$4.20M1.4%-6.9%0.186%
(Data available from 1/1/2016 forward)

IBDO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDO shares?

During the previous two years, 85 institutional investors and hedge funds held shares of iShares iBonds Dec 2023 Term Corporate ETF. The most heavily invested institutionals were US Bancorp DE ($50.95M), Strategic Blueprint LLC ($22.33M), CORDA Investment Management LLC. ($20.50M), InterOcean Capital Group LLC ($16.87M), Capital Investment Advisors LLC ($15.81M), RVW Wealth LLC ($15.11M), and Captrust Financial Advisors ($11.67M).Learn more on IBDO's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2023 Term Corporate ETF stock?

Of the 66 institutional investors that purchased iShares iBonds Dec 2023 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Captrust Financial Advisors ($857.59K), Strategic Blueprint LLC ($696.22K), InterOcean Capital Group LLC ($476.32K), Exchange Capital Management Inc. ($390.99K), Windsor Capital Management LLC ($355.76K), Motley Fool Wealth Management LLC ($335.06K), and Arrow Financial Corp ($322.53K).

How much institutional buying is happening at iShares iBonds Dec 2023 Term Corporate ETF?

Institutional investors have bought a total of 5,567,664 shares in the last 24 months. This purchase volume represents approximately $139.83M in transactions.

Which iShares iBonds Dec 2023 Term Corporate ETF major shareholders have been selling company stock?

Of the 49 institutional investors that sold iShares iBonds Dec 2023 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($238.99K), Cambridge Investment Research Advisors Inc. ($181.02K), RVW Wealth LLC ($169.98K), Leavell Investment Management Inc. ($169.12K), Janney Montgomery Scott LLC ($151.15K), Sandy Spring Bank ($150.04K), and Lyell Wealth Management LP ($119.38K).

How much institutional selling is happening at iShares iBonds Dec 2023 Term Corporate ETF?

Institutional investors have sold a total of 1,755,458 shares in the last 24 months. This volume of shares sold represents approximately $44.26M in transactions.


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This page (NYSEARCA:IBDO) was last updated on 6/2/2024 by MarketBeat.com Staff

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