Free Trial

iShares iBonds 2024 Term High Yield and Income ETF (IBHD) Institutional Ownership

iShares iBonds 2024 Term High Yield and Income ETF logo
$23.22 0.00 (0.00%)
As of 12/16/2024

Institutional Ownership Changes (13F Filings) for iShares iBonds 2024 Term High Yield and Income ETF (BATS:IBHD)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$18.38M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$31.04M
Get IBHD Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds 2024 Term High Yield and Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IBHD Institutional Buying and Selling by Quarter

iShares iBonds 2024 Term High Yield and Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.10,532$245K0.0%-90.7%0.054%
11/18/2024Sunbelt Securities Inc.13,625$317K0.0%-18.0%0.070%
11/15/2024Peloton Wealth Strategists102,854$2.40M1.0%-2.3%0.529%
11/15/2024Integrated Wealth Concepts LLC62,533$1.46M0.0%-13.3%0.322%
11/14/2024Flow Traders U.S. LLC10,031$234K0.0%-57.9%0.052%
11/6/2024Mill Creek Capital Advisors LLC36,592$852K0.0%+1.5%0.188%
11/4/2024Arrow Financial Corp124,461$2.90M0.3%-38.9%0.640%
10/25/2024Strategic Blueprint LLC12,381$288K0.0%-27.3%0.064%
10/23/2024Klaas Financial Asset Advisors LLC15,353$358K0.1%-24.6%0.079%
10/8/2024 Lbmc Investment Advisors LLC80,974$1.89M0.1%+0.6%0.416%
8/16/2024Sunbelt Securities Inc.16,625$386K0.0%-4.9%0.085%
8/15/2024Peloton Wealth Strategists105,329$2.45M1.0%-0.5%0.542%
8/14/2024Mill Creek Capital Advisors LLC36,043$838K0.0%+1.6%0.185%
7/30/2024Arrow Financial Corp203,595$4.73M0.5%-79.0%1.047%
7/27/2024Strategic Blueprint LLC17,025$396K0.0%-22.9%0.088%
7/26/2024Cambridge Investment Research Advisors Inc.437,592$10.17M0.0%-6.2%2.250%
7/23/2024Exchange Capital Management Inc.42,520$988K0.2%-2.5%0.219%
7/18/2024Timber Creek Capital Management LLC22,972$534K0.2%-2.2%0.118%
7/11/2024 Lbmc Investment Advisors LLC80,481$1.87M0.2%+12.7%0.414%
7/2/2024 GAMMA Investing LLC47,592$1.11M0.2%+106.8%0.245%
5/21/2024Arrow Financial Corp967,495$22.56M2.2%-23.3%4.974%
5/17/2024Comerica Bank5,112$119K0.0%-49.1%0.026%
4/25/2024Klaas Financial Asset Advisors LLC17,203$401K0.1%-4.8%0.085%
4/25/2024Cambridge Investment Research Advisors Inc.466,636$10.88M0.0%+6.9%2.293%
4/23/2024Strategic Blueprint LLC22,080$515K0.0%-38.1%0.109%
4/12/2024 Lbmc Investment Advisors LLC71,419$1.67M0.1%+74.3%0.549%
4/5/2024 GAMMA Investing LLC23,019$537K0.1%N/A0.177%
4/3/2024Timber Creek Capital Management LLC23,477$547K0.2%+4.0%0.181%
2/16/2024Peloton Wealth Strategists103,750$2.41M1.0%+19.4%0.798%
2/12/2024Arrow Financial Corp1,261,126$29.27M3.0%+16.7%9.701%
2/9/2024Cambridge Investment Research Advisors Inc.436,484$10.13M0.0%+955.8%3.358%
2/8/2024Exchange Capital Management Inc.43,620$1.01M0.2%N/A0.336%
1/25/2024Strategic Blueprint LLC35,666$828K0.1%N/A0.274%
1/11/2024Timber Creek Capital Management LLC22,569$524K0.2%+8.9%0.174%
12/11/2023Headinvest LLC10,325$239K0.1%N/A0.079%
11/15/2023Integrated Wealth Concepts LLC85,429$1.98M0.0%-2.9%0.657%
11/14/2023Peloton Wealth Strategists86,860$2.02M0.9%+29.4%0.668%
11/13/2023Cary Street Partners Investment Advisory LLC7,030$163K0.0%+103.4%0.054%
10/24/2023Cambridge Investment Research Advisors Inc.41,343$959K0.0%+31.1%0.318%
10/18/2023Timber Creek Capital Management LLC20,734$481K0.2%-3.5%0.159%
Do this Before Elon’s Reveal on January 29th (Ad)

Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
9/12/2023Farther Finance Advisors LLC2,547$59K0.0%+67.9%0.020%
8/22/2023Asset Dedication LLC62,624$1.43M0.1%+11.4%0.482%
8/10/2023Peloton Wealth Strategists67,135$1.55M0.7%+9.1%0.520%
8/9/2023Arrow Financial Corp772,228$17.82M2.2%+98.7%5.986%
8/9/2023Flow Traders U.S. LLC8,720$201K0.0%N/A0.068%
7/20/2023Timber Creek Capital Management LLC21,495$496K0.2%-3.1%0.167%
7/17/2023 Lbmc Investment Advisors LLC41,069$948K0.1%+12.5%0.318%
7/13/2023Cambridge Investment Research Advisors Inc.31,542$728K0.0%+6.6%0.245%
5/15/2023Cary Street Partners Asset Management LLC3,520$81K0.0%N/A0.032%
5/3/2023Arrow Financial Corp388,629$8.99M1.2%+5,754.6%3.533%
5/3/2023Integrated Wealth Concepts LLC127,995$2.96M0.1%+22.6%1.164%
4/25/2023Parallel Advisors LLC9,841$228K0.0%+884.1%0.089%
4/24/2023Asset Dedication LLC56,201$1.28M0.1%+381.4%0.511%
4/10/2023 Lbmc Investment Advisors LLC36,519$845K0.1%+28.4%0.332%
4/6/2023Timber Creek Capital Management LLC22,191$513K0.2%-19.6%0.213%
2/16/2023Alpha Financial Partners LLC99,825$2.27M2.7%N/A0.000%
2/13/2023Integrated Wealth Concepts LLC104,440$2.37M0.1%+7.3%0.000%
2/13/2023Peloton Wealth Strategists28,010$636K0.3%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.26,851$610K0.0%+41.2%0.000%
2/2/2023Arrow Financial Corp6,638$151K0.0%+7.3%0.000%
1/23/2023Timber Creek Capital Management LLC27,585$626K0.2%+39.8%0.000%
1/19/2023Asset Dedication LLC11,675$262K0.0%+137.8%0.000%
1/10/2023 Lbmc Investment Advisors LLC28,435$646K0.1%+38.0%0.000%
12/28/2022Headinvest LLC10,175$227K0.1%-21.0%0.000%
(Data available from 1/1/2016 forward)

IBHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBHD shares?

During the previous two years, 22 institutional investors and hedge funds held shares of iShares iBonds 2024 Term High Yield and Income ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($10.17M), Arrow Financial Corp ($2.90M), Peloton Wealth Strategists ($2.40M), Alpha Financial Partners LLC ($2.27M), Lbmc Investment Advisors LLC ($1.89M), Integrated Wealth Concepts LLC ($1.46M), and Asset Dedication LLC ($1.43M).Learn more on IBHD's institutional investors.

Which institutional investors have been buying iShares iBonds 2024 Term High Yield and Income ETF stock?

Of the 18 institutional investors that purchased iShares iBonds 2024 Term High Yield and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arrow Financial Corp ($946.30K), Cambridge Investment Research Advisors Inc. ($444.87K), Alpha Financial Partners LLC ($99.83K), Peloton Wealth Strategists ($70.25K), Lbmc Investment Advisors LLC ($52.63K), Asset Dedication LLC ($50.95K), and GAMMA Investing LLC ($47.59K).

How much institutional buying is happening at iShares iBonds 2024 Term High Yield and Income ETF?

Institutional investors have bought a total of 1,870,067 shares in the last 24 months. This purchase volume represents approximately $43.26M in transactions.

Which iShares iBonds 2024 Term High Yield and Income ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold iShares iBonds 2024 Term High Yield and Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arrow Financial Corp ($1.14M), JPMorgan Chase & Co. ($102.62K), Cambridge Investment Research Advisors Inc. ($29.04K), Strategic Blueprint LLC ($23.29K), Flow Traders U.S. LLC ($13.82K), Integrated Wealth Concepts LLC ($12.10K), and Timber Creek Capital Management LLC ($7.36K).

How much institutional selling is happening at iShares iBonds 2024 Term High Yield and Income ETF?

Institutional investors have sold a total of 1,343,615 shares in the last 24 months. This volume of shares sold represents approximately $31.26M in transactions.



This page (BATS:IBHD) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners