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iShares iBonds Dec 2030 Term Corporate ETF (IBDV) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$56.90M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$680.18K
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IBDV Institutional Buying and Selling by Quarter

iShares iBonds Dec 2030 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Bogart Wealth LLC5,700$122K0.0%+13.9%0.014%
4/25/2024 Cambridge Investment Research Advisors Inc.461,242$9.87M0.0%+3,239.2%1.136%
4/24/2024 Oak Family Advisors LLC207,761$4.45M1.7%+8.8%0.512%
4/18/2024 Buffington Mohr McNeal587,209$12.57M2.3%+11.4%3.149%
4/17/2024 Gradient Capital Advisors LLC21,490$460K0.2%+37.6%0.115%
4/10/2024 Praetorian Wealth Management Inc.124,935$2.67M0.7%+55.1%0.670%
4/10/2024 Bank of New Hampshire14,290$306K0.1%+84.3%0.077%
4/9/2024 Montecito Bank & Trust14,496$310K0.1%N/A0.078%
4/9/2024 Adirondack Trust Co.14,617$313K0.1%+33.0%0.078%
3/29/2024 Adirondack Trust Co.10,989$234K0.1%+23,280.9%0.059%
2/16/2024Peloton Wealth Strategists160,000$3.46M1.5%+11.9%0.858%
2/12/2024Arrow Financial Corp595,594$12.89M1.3%+9.9%3.194%
2/12/2024Parallel Advisors LLC68,612$1.49M0.0%N/A0.368%
2/8/2024Janney Montgomery Scott LLC275,076$5.95M0.0%+4.3%1.475%
2/7/2024Bogart Wealth LLC5,003$108K0.0%+69.8%0.027%
2/2/2024 Bank of New Hampshire7,755$168K0.0%+34.3%0.042%
2/2/2024Lyell Wealth Management LP172,545$3.73M0.4%+79.4%0.925%
2/1/2024 Roble Belko & Company Inc18,912$409K0.1%-44.4%0.101%
2/1/2024 Gradient Capital Advisors LLC15,622$338K0.1%N/A0.084%
1/30/2024 Buffington Mohr McNeal527,160$11.41M2.3%+124.8%2.827%
1/30/2024 Oak Family Advisors LLC190,914$4.13M1.7%N/A1.024%
1/26/2024Sandy Spring Bank184,783$4.00M0.2%+10.9%0.991%
1/12/2024 Archford Capital Strategies LLC59,351$1.28M0.2%-17.6%0.318%
1/11/2024 Praetorian Wealth Management Inc.80,575$1.74M0.5%N/A0.432%
11/14/2023Peloton Wealth Strategists143,000$2.91M1.3%+37.9%0.767%
11/8/2023Janney Montgomery Scott LLC263,613$5.37M0.0%+11.9%1.413%
11/8/2023Dorsey & Whitney Trust CO LLC26,000$530K0.0%+160.0%0.139%
11/1/2023 Roble Belko & Company Inc34,007$693K0.1%+250.3%0.182%
10/31/2023Lyell Wealth Management LP96,195$1.96M0.3%N/A0.516%
10/30/2023Bogart Wealth LLC2,947$60K0.0%N/A0.016%
10/30/2023Sandy Spring Bank166,597$3.40M0.2%+11.4%0.893%
10/27/2023 Archford Capital Strategies LLC72,042$1.47M0.3%+6.8%0.386%
10/25/2023 Buffington Mohr McNeal234,462$4.78M1.1%N/A1.257%
10/24/2023Bank of New York Mellon Corp122,443$2.50M0.0%+7.9%0.657%
10/24/2023 Cambridge Investment Research Advisors Inc.12,940$264K0.0%+10.9%0.069%
10/10/2023 Bank of New Hampshire5,775$118K0.0%N/A0.031%
8/10/2023Peloton Wealth Strategists103,700$2.20M1.0%+38.3%0.583%
8/9/2023Arrow Financial Corp378,324$8.02M1.0%+10.5%2.125%
8/4/2023Sandy Spring Bank149,585$3.17M0.2%+27.2%0.840%
8/4/2023 Roble Belko & Company Inc9,707$206K0.0%N/A0.055%
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8/3/2023Bank of New York Mellon Corp113,529$2.41M0.0%+7.3%0.638%
8/2/2023 Archford Capital Strategies LLC67,443$1.42M0.3%+16.7%0.379%
7/26/2023Janney Montgomery Scott LLC235,548$4.99M0.0%+33.5%1.323%
7/14/2023Bartlett & Co. LLC2,000$42K0.0%N/A0.011%
7/13/2023 Cambridge Investment Research Advisors Inc.11,664$247K0.0%-6.7%0.066%
5/12/2023OLD Mission Capital LLC308,157$6.64M0.1%N/A2.041%
5/12/2023NewEdge Advisors LLC61,684$1.33M0.0%-4.4%0.409%
5/9/2023US Bancorp DE35,442$763K0.0%+15.2%0.235%
5/5/2023Sandy Spring Bank117,635$2.53M0.1%+12.6%0.779%
5/3/2023Arrow Financial Corp342,249$7.37M1.0%+22.9%2.267%
5/1/2023Vigilant Capital Management LLC4,091$88K0.0%+32.8%0.027%
4/28/2023Janney Montgomery Scott LLC176,426$3.80M0.0%N/A1.168%
2/13/2023Peloton Wealth Strategists41,000$853K0.4%+22.4%0.373%
2/10/2023Sandy Spring Bank104,490$2.17M0.1%+6.0%0.950%
2/9/2023Dorsey & Whitney Trust CO LLC10,000$208K0.0%N/A0.091%
2/8/2023 Cambridge Investment Research Advisors Inc.11,611$242K0.0%N/A0.106%
2/2/2023Arrow Financial Corp278,501$5.79M0.8%+245.9%2.532%
1/26/2023Vigilant Capital Management LLC3,081$64K0.0%+245.8%0.028%
1/26/2023 Archford Capital Strategies LLC54,850$1.14M0.3%N/A0.499%
1/5/2023 Capital Investment Advisors LLC900,017$18.72M0.6%+19.5%9.184%
11/15/2022Peloton Wealth Strategists33,500$679K0.4%N/A0.364%
11/15/2022 Little House Capital LLC42,062$852K0.5%+8.1%0.457%
11/7/2022Arrow Financial Corp80,509$1.63M0.2%+108.4%0.875%
11/2/2022Sandy Spring Bank98,580$2.00M0.1%-3.8%1.072%
10/27/2022US Bancorp DE48,151$975K0.0%+49.7%0.523%
10/5/2022 Capital Investment Advisors LLC753,453$15.27M0.5%+16.1%8.418%
10/3/2022 Confluence Investment Management LLC763,968$15.48M0.3%+0.1%10.255%
8/5/2022 Iowa State Bank24,312$520K0.1%+62.0%0.326%
8/5/2022OLD Mission Capital LLC10,012$214K0.0%-84.6%0.134%
8/1/2022US Bancorp DE32,167$688K0.0%+7.2%0.447%
7/25/2022Arrow Financial Corp38,634$827K0.1%-16.6%0.537%
7/21/2022Sandy Spring Bank102,450$2.19M0.1%-10.1%1.433%
7/6/2022 Capital Investment Advisors LLC649,043$13.89M0.5%+11.0%9.545%
7/6/2022 Confluence Investment Management LLC763,414$16.34M0.3%-19.8%11.227%
5/3/2022Sandy Spring Bank113,980$2.64M0.1%+34.1%1.965%
4/27/2022 Iowa State Bank15,012$348K0.1%+78.7%0.231%
4/26/2022Arrow Financial Corp46,346$1.07M0.1%+336.4%0.713%
4/13/2022 Capital Investment Advisors LLC584,495$13.54M0.4%+14.1%9.823%
4/4/2022 Confluence Investment Management LLC951,836$22.05M0.3%+2.6%15.997%
2/2/2022 Iowa State Bank8,400$211K0.0%-31.8%0.141%
1/28/2022Arrow Financial Corp10,619$267K0.0%+21.9%0.178%
1/10/2022 Capital Investment Advisors LLC512,064$12.85M0.4%+15.4%9.063%
1/4/2022 Confluence Investment Management LLC927,298$23.27M0.3%+24.6%16.412%
11/16/2021Captrust Financial Advisors12,088$306K0.0%+526.0%0.218%
11/10/2021US Bancorp DE16,175$409K0.0%+362.1%0.291%
11/5/2021Sandy Spring Bank38,295$969K0.1%+137.4%0.690%
10/21/2021Arrow Financial Corp8,713$220K0.0%+9.8%0.215%
10/13/2021 Capital Investment Advisors LLC443,639$11.22M0.4%+21.1%10.954%
10/12/2021 Iowa State Bank12,308$311K0.1%N/A0.304%
10/4/2021 Confluence Investment Management LLC744,280$18.83M0.3%+0.4%20.391%
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8/11/2021Bank of New York Mellon Corp74,073$1.89M0.0%+7.3%2.029%
8/9/2021Sandy Spring Bank16,130$411K0.0%-29.7%0.442%
8/5/2021US Bancorp DE3,500$89K0.0%N/A0.096%
7/1/2021 Confluence Investment Management LLC741,374$18.91M0.3%+2.9%22.812%
5/13/2021Bank of New York Mellon Corp69,032$1.71M0.0%+18.3%2.124%
5/3/2021Sandy Spring Bank22,940$568K0.0%+233.2%0.706%
4/30/2021Arrow Financial Corp8,165$202K0.0%+58.4%0.251%
4/27/2021 Capital Investment Advisors LLC206,654$5.12M0.2%+114.5%6.359%
4/5/2021 Confluence Investment Management LLC720,678$17.85M0.3%+6.0%25.739%
2/9/2021Bank of New York Mellon Corp58,365$1.53M0.0%N/A4.025%
(Data available from 1/1/2016 forward)

IBDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDV shares?

During the previous two years, 28 institutional investors and hedge funds held shares of iShares iBonds Dec 2030 Term Corporate ETF. The most heavily invested institutionals were Capital Investment Advisors LLC ($18.72M), Confluence Investment Management LLC ($15.48M), Arrow Financial Corp ($12.89M), Buffington Mohr McNeal ($12.57M), Cambridge Investment Research Advisors Inc. ($9.87M), OLD Mission Capital LLC ($6.64M), and Janney Montgomery Scott LLC ($5.95M).Learn more on IBDV's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2030 Term Corporate ETF stock?

Of the 27 institutional investors that purchased iShares iBonds Dec 2030 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Buffington Mohr McNeal ($587.21K), Cambridge Investment Research Advisors Inc. ($460.32K), Arrow Financial Corp ($428.98K), Capital Investment Advisors LLC ($315.52K), OLD Mission Capital LLC ($308.16K), Janney Montgomery Scott LLC ($275.08K), and Oak Family Advisors LLC ($207.76K).

How much institutional buying is happening at iShares iBonds Dec 2030 Term Corporate ETF?

Institutional investors have bought a total of 3,454,209 shares in the last 24 months. This purchase volume represents approximately $73.31M in transactions.

Which iShares iBonds Dec 2030 Term Corporate ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2030 Term Corporate ETF stock in the last 24 months: Confluence Investment Management LLC ($188.42K), OLD Mission Capital LLC ($55.18K), Sandy Spring Bank ($15.40K), Roble Belko & Company Inc ($15.10K), Archford Capital Strategies LLC ($12.69K), Arrow Financial Corp ($7.71K), and NewEdge Advisors LLC ($2.84K).

How much institutional selling is happening at iShares iBonds Dec 2030 Term Corporate ETF?

Institutional investors have sold a total of 298,180 shares in the last 24 months. This volume of shares sold represents approximately $6.38M in transactions.


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This page (NYSEARCA:IBDV) was last updated on 4/26/2024 by MarketBeat.com Staff

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