iShares iBonds Dec 2024 Term Corporate ETF (IBDP) Institutional Ownership

$25.07
0.00 (0.00%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2024 Term Corporate ETF (NYSEARCA:IBDP)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$70.33M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$24.62M
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IBDP Institutional Buying and Selling by Quarter

iShares iBonds Dec 2024 Term Corporate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024L.M. Kohn & Company12,986$325K0.1%+20.2%0.012%
4/25/2024Klaas Financial Asset Advisors LLC54,469$1.36M0.3%-2.3%0.051%
4/25/2024 Cambridge Investment Research Advisors Inc.796,478$19.95M0.1%+6.7%0.746%
4/24/2024 Leavell Investment Management Inc.430,028$10.77M0.6%-3.9%0.403%
4/24/2024 PSI Advisors LLC119,362$2.99M1.1%+54.9%0.112%
4/24/2024 Archford Capital Strategies LLC88,415$2.22M0.4%-7.3%0.083%
4/24/2024 First Fiduciary Investment Counsel Inc.90,025$2.26M0.5%+1.4%0.084%
4/23/2024 Strategic Blueprint LLC58,102$1.46M0.1%-34.0%0.054%
4/18/2024 Buffington Mohr McNeal46,231$1.16M0.2%-4.1%0.046%
4/12/2024 Harbor Investment Advisory LLC49,886$1.25M0.1%-3.1%0.049%
4/11/2024 Roble Belko & Company Inc35,826$897K0.2%+4.2%0.036%
4/10/2024 Praetorian Wealth Management Inc.126,186$3.16M0.8%-30.6%0.125%
4/9/2024 Montecito Bank & Trust15,919$399K0.1%N/A0.016%
4/8/2024 RVW Wealth LLC660,417$16.54M1.7%+11.0%0.655%
4/5/2024 GAMMA Investing LLC21,411$536K0.1%N/A0.021%
3/29/2024 Adirondack Trust Co.7,168$179K0.1%+216.7%0.007%
2/16/2024Peloton Wealth Strategists220,550$5.49M2.4%-6.0%0.219%
2/15/2024Comerica Bank46,793$1.17M0.0%+68.4%0.046%
2/12/2024Arrow Financial Corp491,045$12.23M1.3%+7.2%0.487%
2/12/2024Parallel Advisors LLC55,773$1.39M0.0%+980.9%0.055%
2/9/2024 Cambridge Investment Research Advisors Inc.746,546$18.60M0.1%+405.2%0.740%
2/9/2024InterOcean Capital Group LLC886,962$22.09M0.6%+25.0%0.879%
2/9/2024L.M. Kohn & Company10,800$269K0.1%+13.7%0.011%
2/8/2024 Exchange Capital Management Inc.76,389$1.90M0.3%+116.2%0.076%
2/8/2024Janney Montgomery Scott LLC143,631$3.58M0.0%+0.3%0.142%
2/7/2024Horan Securities Inc.36,759$916K0.5%+1.7%0.036%
2/7/2024Cary Street Partners Investment Advisory LLC154,663$3.85M0.2%-16.4%0.153%
2/7/2024Hills Bank & Trust Co30,583$762K0.1%+35.8%0.030%
2/7/2024Bogart Wealth LLC4,493$112K0.0%+77.1%0.004%
2/6/2024Eldridge Investment Advisors Inc.78,210$1.95M0.5%+10.9%0.078%
2/6/2024First Horizon Advisors Inc.4,841$121K0.0%N/A0.005%
2/5/2024Cary Street Partners Asset Management LLC92,868$2.31M0.4%-13.9%0.092%
2/2/2024Motley Fool Wealth Management LLC1,017,477$25.34M1.3%+3.8%1.009%
2/2/2024Spinnaker Trust115,083$2.87M0.2%+90.9%0.114%
2/2/2024 First Fiduciary Investment Counsel Inc.88,805$2.21M0.5%-1.0%0.088%
2/2/2024Gould Asset Management LLC CA24,005$598K0.2%+76.4%0.024%
2/2/2024Lyell Wealth Management LP281,692$7.02M0.8%-4.3%0.279%
2/1/2024 PSI Advisors LLC77,052$1.92M0.7%+48.2%0.076%
1/31/2024Migdal Insurance & Financial Holdings Ltd.1,500$37K0.0%N/A0.001%
1/30/2024Scissortail Wealth Management LLC259,783$6.49M2.1%-1.5%0.258%
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1/30/2024 Buffington Mohr McNeal48,184$1.20M0.2%-48.9%0.048%
1/26/2024Sandy Spring Bank207,934$5.18M0.3%-3.2%0.206%
1/26/2024 Harbor Investment Advisory LLC51,488$1.28M0.1%+6.5%0.051%
1/25/2024 Strategic Blueprint LLC88,051$2.19M0.2%-56.1%0.087%
1/24/2024Prime Capital Investment Advisors LLC55,965$1.39M0.0%+65.5%0.055%
1/23/2024 Leavell Investment Management Inc.447,591$11.15M0.7%-9.4%0.444%
1/23/2024Householder Group Estate & Retirement Specialist LLC1,968$49K0.0%-32.3%0.002%
1/22/2024Princeton Global Asset Management LLC103,313$2.57M0.6%+5.9%0.102%
1/19/2024 AlphaMark Advisors LLC1,936$48K0.0%-29.5%0.002%
1/12/2024 Archford Capital Strategies LLC95,381$2.38M0.4%-9.2%0.095%
1/12/2024 Fortitude Family Office LLC16,261$405K0.3%N/A0.016%
1/11/2024 Praetorian Wealth Management Inc.181,802$4.53M1.3%-4.3%0.180%
1/8/2024 RVW Wealth LLC595,058$14.82M1.6%+6.1%0.590%
1/8/2024 Horizons Wealth Management12,958$323K0.2%+12.7%0.013%
1/2/2024Anchor Investment Management LLC3,334$83K0.0%N/A0.003%
12/11/2023 Sunbelt Securities Inc.16,332$404K0.1%-3.5%0.016%
11/15/2023Integrated Wealth Concepts LLC124,656$3.08M0.1%+1.9%0.124%
11/15/2023KPP Advisory Services LLC12,050$298K0.1%N/A0.012%
11/14/2023Peloton Wealth Strategists234,550$5.80M2.7%-1.7%0.233%
11/13/2023 Asset Dedication LLC305,300$7.55M0.6%-1.3%0.303%
11/13/2023Cary Street Partners Investment Advisory LLC185,075$4.58M0.2%+196.7%0.184%
11/13/2023Bramshill Investments LLC14,481$358K0.0%-32.2%0.014%
11/9/2023Valley Wealth Managers Inc.79,118$1.96M0.2%-5.3%0.078%
11/9/2023Prime Capital Investment Advisors LLC33,818$836K0.0%+175.4%0.034%
11/8/2023Janney Montgomery Scott LLC143,216$3.54M0.0%-3.5%0.142%
11/8/2023Spinnaker Trust60,279$1.49M0.1%+213.4%0.060%
11/8/2023Dorsey & Whitney Trust CO LLC22,000$544K0.0%-35.3%0.022%
11/8/2023Sutton Wealth Advisors Inc.1,557$39K0.0%N/A0.002%
11/8/2023Newman Dignan & Sheerar Inc.109,828$2.72M0.9%-0.7%0.109%
11/7/2023J. L. Bainbridge & Co. Inc.12,847$318K0.0%+23.9%0.013%
11/7/2023Sonata Capital Group Inc.223,120$5.52M2.9%-0.6%0.221%
11/6/2023L.M. Kohn & Company9,500$235K0.1%N/A0.009%
11/6/2023Eldridge Investment Advisors Inc.70,499$1.74M0.6%+332.5%0.070%
11/6/2023Black Swift Group LLC68,845$1.70M0.6%-45.6%0.068%
11/1/2023 Roble Belko & Company Inc34,181$845K0.2%-19.3%0.034%
11/1/2023Horan Securities Inc.36,136$894K0.5%+17.7%0.036%
11/1/2023Dearborn Partners LLC19,383$479K0.0%N/A0.019%
10/31/2023Lyell Wealth Management LP294,260$7.28M1.0%+1.1%0.292%
10/30/2023Bogart Wealth LLC2,537$63K0.0%N/A0.003%
10/30/2023Sandy Spring Bank214,754$5.31M0.3%+3.2%0.213%
10/30/2023Grove Bank & Trust1,172$29K0.0%N/A0.001%
10/27/2023Princeton Global Asset Management LLC97,600$2.41M0.7%-2.6%0.097%
10/27/2023 Archford Capital Strategies LLC105,034$2.60M0.5%-2.8%0.104%
10/26/2023Hills Bank & Trust Co22,525$557K0.1%+88.1%0.022%
10/25/2023 Farmers & Merchants Investments Inc.1,114$28K0.0%N/A0.001%
10/25/2023 Buffington Mohr McNeal94,360$2.33M0.5%-31.4%0.094%
10/24/2023Bank of New York Mellon Corp181,328$4.48M0.0%+75.2%0.180%
10/24/2023Gould Asset Management LLC CA13,605$336K0.1%-5.4%0.013%
10/24/2023 Cambridge Investment Research Advisors Inc.147,761$3.65M0.0%+22.5%0.147%
10/23/2023Scissortail Wealth Management LLC263,841$6.53M5.1%+3.4%0.262%
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10/18/2023 Strategic Blueprint LLC200,532$4.96M0.5%+6.7%0.199%
10/17/2023 Riverview Trust Co2,661$66K0.1%N/A0.003%
10/16/2023 Leavell Investment Management Inc.494,206$12.22M0.9%-6.6%0.490%
10/13/2023Mascoma Wealth Management LLC2,055$51K0.0%+193.6%0.002%
10/13/2023 PSI Advisors LLC51,977$1.29M0.6%+68.7%0.052%
10/13/2023 Harbor Investment Advisory LLC48,342$1.20M0.1%+2.2%0.048%
10/12/2023 RVW Wealth LLC561,036$13.87M1.7%-3.6%0.556%
10/11/2023 Praetorian Wealth Management Inc.189,989$4.70M1.5%+0.4%0.188%
10/10/2023Bartlett & Co. LLC5,125$127K0.0%+15.8%0.005%
10/10/2023Householder Group Estate & Retirement Specialist LLC2,906$72K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

IBDP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDP shares?

During the previous two years, 94 institutional investors and hedge funds held shares of iShares iBonds Dec 2024 Term Corporate ETF. The most heavily invested institutionals were US Bancorp DE ($50.49M), Motley Fool Wealth Management LLC ($25.34M), CORDA Investment Management LLC. ($24.81M), InterOcean Capital Group LLC ($22.09M), Cambridge Investment Research Advisors Inc. ($19.95M), RVW Wealth LLC ($16.54M), and Arrow Financial Corp ($12.23M).Learn more on IBDP's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2024 Term Corporate ETF stock?

Of the 84 institutional investors that purchased iShares iBonds Dec 2024 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Motley Fool Wealth Management LLC ($968.12K), Evensky & Katz LLC ($886.55K), Cambridge Investment Research Advisors Inc. ($707.93K), InterOcean Capital Group LLC ($564.47K), Scissortail Wealth Management LLC ($495.31K), Windsor Capital Management LLC ($445.70K), and Arrow Financial Corp ($371.26K).

How much institutional buying is happening at iShares iBonds Dec 2024 Term Corporate ETF?

Institutional investors have bought a total of 8,604,343 shares in the last 24 months. This purchase volume represents approximately $212.58M in transactions.

Which iShares iBonds Dec 2024 Term Corporate ETF major shareholders have been selling company stock?

Of the 50 institutional investors that sold iShares iBonds Dec 2024 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Evensky & Katz LLC ($1.35M), Capital Investment Advisors LLC ($1.23M), Confluence Investment Management LLC ($149.56K), Strategic Blueprint LLC ($142.43K), Janney Montgomery Scott LLC ($138.97K), US Bancorp DE ($108.88K), and Leavell Investment Management Inc. ($105.96K).

How much institutional selling is happening at iShares iBonds Dec 2024 Term Corporate ETF?

Institutional investors have sold a total of 4,041,981 shares in the last 24 months. This volume of shares sold represents approximately $99.98M in transactions.


This page (NYSEARCA:IBDP) was last updated on 4/25/2024 by MarketBeat.com Staff

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