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NYSEARCA:IBMJiBonds Dec 2021 Term Muni Bond ETF Institutional Ownership

$25.72
+0.05 (+0.19 %)
(As of 04/9/2020 06:11 AM ET)
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Today's Range
$25.58
Now: $25.72
$25.72
50-Day Range
$24.94
MA: $25.65
$25.95
52-Week Range
$21.22
Now: $25.72
$26.00
Volume33,800 shs
Average Volume54,432 shs
Market Capitalization$294.49 million
P/E RatioN/A
Dividend Yield1.45%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iBonds Dec 2021 Term Muni Bond ETF (NYSEARCA:IBMJ)

 

Institutional Buying and Selling by Quarter

iBonds Dec 2021 Term Muni Bond ETF (NYSEARCA IBMJ) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/20/2020Integrated Wealth Concepts LLC33,131$0.85M0.1%+3.0%0.280%
2/17/2020Baird Financial Group Inc.13,646$0.35M0.0%+34.5%0.115%
2/10/2020Shakespeare Wealth Management Inc.19,258$0.50M0.3%N/A0.163%
2/6/2020Sandy Spring Bank15,955$0.41M0.0%+27.0%0.135%
2/4/2020US Bancorp DE564,254$14.54M0.0%+1.8%4.782%
1/31/2020GWM Advisors LLC157,253$4.05M0.2%+8.1%1.333%
1/30/2020Sonata Capital Group Inc.44,340$1.14M0.7%+76.5%0.376%
1/29/2020Confluence Investment Management LLC139,762$3.60M0.1%+5.4%1.184%
1/28/2020Coastal Capital Group Inc.1,765$45K0.0%-35.4%0.015%
1/28/2020Brandywine Oak Private Wealth LLC18,125$0.47M0.1%+129.8%0.154%
1/22/2020Leavell Investment Management Inc.227,558$5.86M0.5%+6.8%1.928%
1/14/2020Taylor Cottrill Erickson & Associates Inc.10,795$0.28M0.1%+7.5%0.091%
1/13/2020ETF Portfolio Partners Inc.23,973$0.62M0.3%+19.3%0.204%
11/27/2019Integrated Wealth Concepts LLC32,152$0.83M0.1%+75.8%0.276%
11/1/2019Sonata Capital Group Inc.25,125$0.65M0.4%+53.2%0.217%
11/1/2019Sandy Spring Bank12,560$0.32M0.0%+4.7%0.108%
10/30/2019Brandywine Oak Private Wealth LLC7,886$0.20M0.0%N/A0.068%
10/29/2019Janney Montgomery Scott LLC16,175$0.42M0.0%+9.2%0.139%
10/28/2019Leavell Investment Management Inc.213,058$5.49M0.6%+7.0%1.837%
10/23/2019AdvisorNet Financial Inc2,145$55K0.0%+32.4%0.019%
10/16/2019Vigilant Capital Management LLC3,360$87K0.0%+45.5%0.029%
10/15/2019Confluence Investment Management LLC132,645$3.42M0.1%-49.1%1.153%
8/15/2019Cambridge Investment Research Advisors Inc.8,738$0.23M0.0%N/A0.078%
8/15/2019Integrated Wealth Concepts LLC18,291$0.40M0.1%+53.6%0.163%
8/15/2019Stonebridge Capital Advisors LLC84,725$2.18M0.4%+8.5%0.756%
8/13/2019US Bancorp DE568,824$14.66M0.0%+6.9%5.079%
8/13/2019United Capital Financial Advisers LLC211,130$5.44M0.0%+12.0%1.885%
8/9/2019Financial Advocates Investment Management10,110$0.26M0.0%+4.1%0.090%
8/6/2019Fusion Family Wealth LLC2,303$59K0.0%-84.9%0.021%
8/5/2019Sonata Capital Group Inc.16,400$0.42M0.3%N/A0.147%
8/1/2019Sandy Spring Bank12,000$0.31M0.0%+5.1%0.108%
7/31/2019Coastal Capital Group Inc.5,850$0.15M0.1%-25.5%0.053%
7/30/2019First National Corp MA ADV24,632$0.64M0.3%-4.5%0.222%
7/29/2019Janney Montgomery Scott LLC14,810$0.38M0.0%+60.9%0.133%
6/30/2019Steward Partners Investment Advisory LLC2,612$67K0.0%N/A0.024%
6/30/2019Confluence Investment Management LLC260,345$6.71M0.1%-4.8%2.356%
6/30/2019Vigilant Capital Management LLC2,310$60K0.0%-15.5%0.021%
6/30/2019Leavell Investment Management Inc.199,058$5.13M0.5%+4.5%1.801%
5/14/2019Stonebridge Capital Advisors LLC78,081$2M0.4%N/A0.723%
5/10/2019Fusion Family Wealth LLC15,226$0.39M0.1%-24.1%0.141%
5/8/2019US Bancorp DE532,010$13.65M0.0%+1.8%4.972%
5/7/2019Stratos Wealth Partners LTD.19,511$0.50M0.0%+15.8%0.184%
5/6/2019Raymond James & Associates141,251$3.63M0.0%+25.8%1.333%
5/6/2019Raymond James Financial Services Advisors Inc.226,747$5.82M0.0%+6.6%2.139%
5/6/2019Wrapmanager Inc.22,156$0.57M0.2%-4.5%0.209%
5/6/2019Sandy Spring Bank11,415$0.29M0.0%+25.7%0.108%
5/6/2019Cetera Advisors LLC2,935$75K0.0%N/A0.028%
5/6/2019First Allied Advisory Services Inc.21,024$0.54M0.0%+2.6%0.198%
4/29/2019Taylor Cottrill Erickson & Associates Inc.10,045$0.26M0.1%+21.8%0.095%
4/16/2019Confluence Investment Management LLC273,602$7.02M0.1%+47.4%2.593%
4/16/2019Leavell Investment Management Inc.190,467$4.89M0.5%+5.5%1.805%
4/9/2019Vigilant Capital Management LLC2,735$70K0.0%-28.3%0.026%
3/4/2019Actinver Wealth Management Inc.11,421$0.29M0.1%N/A0.111%
2/15/2019Capital Directions Investment Advisors LLC19,869$0.51M0.2%N/A0.197%
2/11/2019Bank of New York Mellon Corp16,929$0.43M0.0%N/A0.168%
2/8/2019AdvisorNet Financial Inc1,620$41K0.0%-29.7%0.016%
2/8/2019Sandy Spring Bank9,080$0.23M0.0%+7.0%0.090%
2/5/2019Cambridge Investment Research Advisors Inc.10,309$0.26M0.0%N/A0.103%
2/4/2019Phillips Financial Management LLC64,694$1.65M0.4%N/A0.644%
2/1/2019Janney Montgomery Scott LLC9,203$0.23M0.0%+13.5%0.092%
1/31/2019Benjamin F. Edwards & Company Inc.10,420$0.27M0.0%-4.5%0.104%
1/29/2019Taylor Cottrill Erickson & Associates Inc.8,245$0.21M0.0%N/A0.082%
1/24/2019Leavell Investment Management Inc.180,467$4.59M0.6%+12.8%1.805%
1/23/2019IFP Advisors Inc4,130$0.11M0.0%-32.1%0.041%
1/18/2019Fusion Family Wealth LLC20,061$0.51M0.1%+11.8%0.201%
1/18/2019Guidant Wealth Advisors53,319$1.36M0.6%N/A0.533%
1/16/2019Boston Advisors LLC30,566$0.78M0.0%-15.0%0.307%
1/15/2019Vigilant Capital Management LLC3,815$97K0.0%-74.2%0.038%
1/4/2019Confluence Investment Management LLC185,610$4.72M0.1%+0.4%1.865%
11/2/2018Wells Fargo & Company MN330,202$8.35M0.0%+19.6%3.609%
11/1/2018Private Advisor Group LLC87,069$2.20M0.0%-29.3%0.952%
11/1/2018Northwestern Mutual Wealth Management Co.131,278$3.32M0.0%+3.0%1.435%
11/1/2018US Bancorp DE512,753$12.97M0.0%+5.8%5.635%
10/25/2018IFP Advisors Inc6,083$0.15M0.0%+57.7%0.067%
10/25/2018Confluence Investment Management LLC184,848$4.68M0.1%-32.7%2.043%
10/22/2018Leavell Investment Management Inc.159,932$4.05M0.4%+12.7%1.767%
10/11/2018Vigilant Capital Management LLC14,815$0.38M0.1%-39.2%0.166%
8/13/2018Baird Financial Group Inc.10,143$0.26M0.0%+24.3%0.126%
8/9/2018Phillips Financial Management LLC68,106$1.73M0.4%+137.8%0.846%
8/8/2018US Bancorp DE484,801$12.33M0.0%+11.4%6.022%
8/6/2018Fieldpoint Private Securities LLC61,700$1.57M0.6%N/A0.766%
8/3/2018Fusion Family Wealth LLC16,370$0.42M0.1%-66.8%0.203%
8/3/2018Sandy Spring Bank4,810$0.12M0.0%N/A0.060%
7/24/2018Janney Montgomery Scott LLC7,941$0.20M0.0%N/A0.099%
7/23/2018Leavell Investment Management Inc.141,932$3.61M0.4%+4.4%1.774%
7/12/2018Confluence Investment Management LLC274,762$6.99M0.1%-2.0%3.500%
7/11/2018Vigilant Capital Management LLC24,377$0.62M0.1%-78.4%0.311%
6/6/2018Altium Wealth Management LLC20,205$0.51M0.2%-13.7%0.266%
5/15/2018United Capital Financial Advisers LLC222,036$5.64M0.0%+13.9%3.042%
5/14/2018Baird Financial Group Inc.8,158$0.21M0.0%N/A0.112%
5/11/2018Phillips Financial Management LLC28,640$0.73M0.2%+10.1%0.392%
5/8/2018US Bancorp DE435,078$11.05M0.0%+8.4%5.960%
5/2/2018Fusion Family Wealth LLC49,280$1.25M0.4%-7.4%0.675%
2/7/2018Fusion Family Wealth LLC53,229$1.35M0.3%-17.5%0.794%
2/2/2018US Bancorp DE401,377$10.20M0.0%+8.5%6.036%
2/1/2018Phillips Financial Management LLC26,005$0.66M0.1%N/A0.391%
1/31/2018Resources Investment Advisors Inc.5,753$0.15M0.0%N/A0.087%
1/31/2018Vigilant Capital Management LLC252,479$6.42M0.8%+27.9%3.797%
1/17/2018Asset Dedication LLC86,687$2.21M0.9%-11.7%1.344%
1/11/2018Leavell Investment Management Inc.114,997$2.92M0.3%+1.8%1.783%
(Data available from 1/1/2016 forward)
This page was last updated on 4/9/2020 by MarketBeat.com Staff

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