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

iShares iBonds Dec 2024 Term Corporate ETF logo
$25.15 0.00 (0.00%)
As of 12/16/2024

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

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$52.88M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$40.92M
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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
12/26/2024JPMorgan Chase & Co.240,015$6.05M0.0%-45.4%0.228%
11/29/2024American Trust9,952$251K0.0%N/A0.009%
11/18/2024Sunbelt Securities Inc.13,532$341K0.0%-2.9%0.013%
11/15/2024Peloton Wealth Strategists211,050$5.32M2.1%-3.9%0.200%
11/15/2024Kovitz Investment Group Partners LLC78,200$1.97M0.0%+231.1%0.074%
11/15/2024Motley Fool Wealth Management LLC697,542$17.59M0.9%-34.4%0.661%
11/15/2024Integrated Wealth Concepts LLC131,649$3.32M0.0%-15.7%0.125%
11/14/2024L.M. Kohn & Company13,132$331K0.1%+30.2%0.012%
11/14/2024Captrust Financial Advisors1,032,323$26.03M0.1%-2.6%0.979%
11/13/2024Private Trust Co. NA4,610$116K0.0%-15.4%0.004%
11/6/2024Valley Wealth Managers Inc.73,045$1.84M0.1%-1.8%0.069%
11/5/2024Prime Capital Investment Advisors LLC66,367$1.67M0.0%+15.3%0.063%
11/4/2024Kennebec Savings Bank1,161$29K0.0%N/A0.001%
11/1/2024First Fiduciary Investment Counsel Inc.79,665$2.01M0.4%-4.7%0.076%
11/1/2024Leavell Investment Management Inc.281,680$7.10M0.4%-25.8%0.267%
11/1/2024Sonata Capital Group Inc.217,730$5.49M2.3%N/A0.206%
10/31/2024Montecito Bank & Trust36,853$929K0.2%+61.8%0.035%
10/31/2024Spinnaker Trust122,998$3.10M0.2%-1.2%0.117%
10/30/2024Cary Street Partners Asset Management LLC43,731$1.10M0.1%-22.5%0.041%
10/29/2024Blue Square Asset Management LLC39,583$998K0.5%+9.4%0.038%
10/29/2024 Janney Montgomery Scott LLC137,462$3.47M0.0%-2.0%0.130%
10/29/2024Princeton Global Asset Management LLC101,740$2.57M0.5%-2.1%0.096%
10/29/2024Farther Finance Advisors LLC23,952$604K0.0%+16.8%0.023%
10/25/2024Strategic Blueprint LLC35,692$900K0.1%-33.8%0.034%
10/24/2024 Arkadios Wealth Advisors12,509$315K0.0%N/A0.012%
10/23/2024Lyell Wealth Management LP122,007$3.08M0.3%-34.5%0.116%
10/23/2024Klaas Financial Asset Advisors LLC49,326$1.24M0.2%-19.9%0.047%
10/23/2024 PSI Advisors LLC123,360$3.11M0.9%-1.3%0.117%
10/16/2024Buffington Mohr McNeal46,607$1.18M0.2%-1.7%0.044%
10/9/2024 Pinnacle Bancorp Inc.15,798$398K0.1%-4.8%0.015%
10/7/2024 Bank of New Hampshire7,405$187K0.0%-12.9%0.007%
10/2/2024 Praetorian Wealth Management Inc.105,515$2.66M0.7%-11.7%0.100%
8/28/2024Farmers National Bank55,898$1.41M0.4%-0.8%0.053%
8/21/2024Heartland Bank & Trust Co20,215$508K0.3%-2.3%0.019%
8/16/2024Sunbelt Securities Inc.13,932$350K0.0%-14.7%0.013%
8/15/2024Peloton Wealth Strategists219,550$5.52M2.3%-0.5%0.208%
8/13/2024Godshalk Welsh Capital Management Inc.8,300$209K0.1%N/A0.008%
8/9/2024Prime Capital Investment Advisors LLC57,582$1.45M0.0%-6.1%0.055%
8/8/2024Lyell Wealth Management LP186,199$4.68M0.4%-24.8%0.176%
8/8/2024Parallel Advisors LLC89,503$2.25M0.1%-1.2%0.085%
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8/8/2024Valley Wealth Managers Inc.74,397$1.87M0.1%-0.7%0.071%
8/7/2024Dorsey & Whitney Trust CO LLC20,000$503K0.0%-9.1%0.019%
8/7/2024Ashton Thomas Private Wealth LLC11,285$284K0.0%-10.8%0.011%
7/31/2024Spinnaker Trust124,538$3.13M0.2%+1.2%0.118%
7/31/2024Farther Finance Advisors LLC20,511$514K0.0%+2.0%0.019%
7/30/2024Arrow Financial Corp492,045$12.37M1.2%-1.5%0.466%
7/27/2024Strategic Blueprint LLC53,939$1.36M0.1%-7.2%0.051%
7/26/2024Cambridge Investment Research Advisors Inc.768,089$19.30M0.1%-3.6%0.728%
7/25/2024Hills Bank & Trust Co50,956$1.28M0.1%-35.2%0.048%
7/23/2024 PSI Advisors LLC124,987$3.14M1.0%+4.7%0.118%
7/23/2024Exchange Capital Management Inc.75,973$1.91M0.3%-0.5%0.072%
7/22/2024 Horizons Wealth Management11,966$301K0.2%-7.7%0.011%
7/20/2024First Horizon Advisors Inc.2,819$71K0.0%-41.8%0.003%
7/17/2024Montecito Bank & Trust22,772$572K0.1%+43.0%0.022%
7/17/2024Archford Capital Strategies LLC91,957$2.31M0.4%+4.0%0.087%
7/17/2024Leavell Investment Management Inc.379,396$9.53M0.5%-11.8%0.360%
7/15/2024Newman Dignan & Sheerar Inc.23,296$585K0.2%-85.6%0.022%
7/11/2024Buffington Mohr McNeal47,429$1.19M0.2%+2.6%0.045%
7/10/2024 Praetorian Wealth Management Inc.119,464$3.00M0.8%-5.3%0.113%
7/8/2024RVW Wealth LLC911,041$22.89M2.3%+37.9%0.864%
7/2/2024 GAMMA Investing LLC39,909$1.00M0.1%+86.4%0.038%
5/21/2024Arrow Financial Corp499,425$12.51M1.2%+1.7%0.473%
5/17/2024Heartland Bank & Trust Co20,688$518K0.3%N/A0.020%
5/17/2024Comerica Bank33,481$839K0.0%-28.4%0.032%
5/16/2024Captrust Financial Advisors911,313$22.83M0.1%+8.7%0.864%
5/14/2024InterOcean Capital Group LLC921,558$23.09M0.6%+3.9%0.874%
5/9/2024Dearborn Partners LLC21,121$529K0.0%+8.6%0.020%
5/8/2024Motley Fool Wealth Management LLC1,042,766$26.12M1.3%+2.5%0.977%
5/4/2024Gould Asset Management LLC CA32,065$803K0.2%+33.6%0.030%
5/4/2024Valley Wealth Managers Inc.74,905$1.88M0.1%-4.9%0.070%
5/3/2024United Community Bank15,014$376K0.1%+11.2%0.014%
5/2/2024Horan Securities Inc.38,351$961K0.5%+4.3%0.036%
5/1/2024 Janney Montgomery Scott LLC139,287$3.49M0.0%-3.0%0.131%
5/1/2024BNP Paribas Financial Markets4,710$118K0.0%N/A0.004%
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%
4/25/2024Cambridge Investment Research Advisors Inc.796,478$19.95M0.1%+6.7%0.746%
4/24/2024Leavell 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%
4/24/2024Archford Capital Strategies LLC88,415$2.22M0.4%-7.3%0.083%
4/24/2024First Fiduciary Investment Counsel Inc.90,025$2.26M0.5%+1.4%0.084%
4/23/2024Strategic Blueprint LLC58,102$1.46M0.1%-34.0%0.054%
4/18/2024Buffington 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%
4/9/2024Montecito Bank & Trust15,919$399K0.1%N/A0.016%
4/8/2024RVW 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%
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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%
2/9/2024Cambridge 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%
2/8/2024Exchange Capital Management Inc.76,389$1.90M0.3%+116.2%0.076%
2/8/2024 Janney Montgomery Scott LLC143,631$3.58M0.0%+0.3%0.142%
2/7/2024Horan Securities Inc.36,759$916K0.5%+1.7%0.036%
(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, 92 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), Captrust Financial Advisors ($26.03M), InterOcean Capital Group LLC ($23.09M), RVW Wealth LLC ($22.89M), Cambridge Investment Research Advisors Inc. ($19.30M), Motley Fool Wealth Management LLC ($17.59M), and Arrow Financial Corp ($12.37M).Learn more on IBDP's institutional investors.

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

Of the 77 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 ($993.40K), Cambridge Investment Research Advisors Inc. ($707.93K), Scissortail Wealth Management LLC ($495.31K), InterOcean Capital Group LLC ($457.92K), RVW Wealth LLC ($355.40K), Strategic Blueprint LLC ($294.40K), and Sonata Capital Group Inc. ($217.73K).

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

Institutional investors have bought a total of 5,257,719 shares in the last 24 months. This purchase volume represents approximately $130.02M in transactions.

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

Of the 57 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: Motley Fool Wealth Management LLC ($377.62K), Leavell Investment Management Inc. ($247.62K), JPMorgan Chase & Co. ($199.31K), Strategic Blueprint LLC ($164.84K), Newman Dignan & Sheerar Inc. ($150.52K), Lyell Wealth Management LP ($144.91K), and Janney Montgomery Scott LLC ($137.87K).

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

Institutional investors have sold a total of 2,444,999 shares in the last 24 months. This volume of shares sold represents approximately $61.01M in transactions.



This page (NYSEARCA:IBDP) was last updated on 1/21/2025 by MarketBeat.com Staff
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