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iShares iBonds Dec 2028 Term Corporate ETF (IBDT) Institutional Ownership

iShares iBonds Dec 2028 Term Corporate ETF logo
$25.03
+0.06 (+0.24%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$44.63M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$872.34K
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IBDT Institutional Buying and Selling by Quarter

iShares iBonds Dec 2028 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Migdal Insurance & Financial Holdings Ltd.5,130$131K0.0%+10.8%0.007%
11/4/2024Arrow Financial Corp542,320$13.85M1.3%+2.1%0.741%
11/1/2024 First Fiduciary Investment Counsel Inc.37,935$968K0.2%-1.3%0.052%
11/1/2024 Leavell Investment Management Inc.76,210$1.95M0.1%+36.7%0.104%
11/1/2024 Sonata Capital Group Inc.18,557$474K0.2%N/A0.025%
10/31/2024 Montecito Bank & Trust41,501$1.06M0.2%+51.1%0.057%
10/31/2024 Spinnaker Trust170,234$4.35M0.3%+20.4%0.233%
10/29/2024 Blue Square Asset Management LLC39,773$1.02M0.5%+9.6%0.054%
10/29/2024 First Interstate Bank7,909$202K0.0%N/A0.011%
10/29/2024 Farther Finance Advisors LLC2,701$69K0.0%-79.6%0.004%
10/23/2024 Lyell Wealth Management LP308,104$7.87M0.7%+17.7%0.421%
10/23/2024 Bogart Wealth LLC6,166$157K0.0%+14.7%0.008%
10/22/2024 Heartland Bank & Trust Co9,631$246K0.1%N/A0.013%
10/19/2024Baker Boyer National Bank24,036$614K0.2%+19.5%0.033%
10/9/2024 Adirondack Trust Co.34,308$876K0.3%+94.7%0.047%
10/8/2024 Lbmc Investment Advisors LLC11,705$299K0.0%N/A0.016%
10/7/2024 Bank of New Hampshire11,415$291K0.1%-13.6%0.016%
10/7/2024 GAMMA Investing LLC102,073$2.61M0.3%+216.3%0.139%
10/2/2024 Praetorian Wealth Management Inc.191,336$4.89M1.2%+1.8%0.261%
8/28/2024Farmers National Bank43,233$1.07M0.3%-3.8%0.059%
8/15/2024Peloton Wealth Strategists269,500$6.68M2.7%+4.5%0.368%
8/8/2024 Lyell Wealth Management LP261,751$6.48M0.6%+12.2%0.358%
8/8/2024Parallel Advisors LLC128,813$3.19M0.1%+2.8%0.176%
8/8/2024Valley Wealth Managers Inc.49,029$1.21M0.1%+8.6%0.067%
8/7/2024Ashton Thomas Private Wealth LLC4,212$104K0.0%N/A0.006%
8/7/2024Baker Boyer National Bank20,120$498K0.2%N/A0.027%
7/30/2024Arrow Financial Corp531,348$13.16M1.3%+2.8%0.726%
7/27/2024 Strategic Blueprint LLC12,789$317K0.0%-9.5%0.017%
7/26/2024 Cambridge Investment Research Advisors Inc.63,022$1.56M0.0%+3.9%0.086%
7/26/2024Dearborn Partners LLC21,309$528K0.0%+4.2%0.029%
7/26/2024Bank of New York Mellon Corp21,878$542K0.0%+55.6%0.030%
7/23/2024 Iowa State Bank8,127$201K0.0%-8.8%0.011%
7/17/2024 Montecito Bank & Trust27,457$680K0.1%+79.2%0.038%
7/17/2024 Archford Capital Strategies LLC56,044$1.39M0.2%+2.9%0.077%
7/10/2024 Praetorian Wealth Management Inc.187,980$4.66M1.2%+4.4%0.257%
7/9/2024 Adirondack Trust Co.17,624$437K0.2%+37.3%0.024%
7/8/2024 RVW Wealth LLC730,546$18.10M1.8%+12.8%0.998%
7/2/2024 GAMMA Investing LLC32,267$799K0.1%+47.1%0.044%
5/21/2024Arrow Financial Corp517,012$12.88M1.3%+3.0%0.706%
5/17/2024Comerica Bank12,526$312K0.0%+3.7%0.017%
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5/9/2024Dearborn Partners LLC20,452$509K0.0%+5.3%0.029%
5/4/2024Valley Wealth Managers Inc.45,135$1.12M0.1%+23.5%0.063%
5/1/2024 Janney Montgomery Scott LLC336,526$8.38M0.0%+27.7%0.469%
4/26/2024 Bogart Wealth LLC5,374$134K0.0%+12.6%0.007%
4/25/2024 Cambridge Investment Research Advisors Inc.60,681$1.51M0.0%+25.5%0.085%
4/24/2024 Leavell Investment Management Inc.37,075$923K0.1%+84.7%0.052%
4/24/2024 First Fiduciary Investment Counsel Inc.38,450$958K0.2%+83.8%0.054%
4/23/2024 Iowa State Bank8,907$222K0.0%-13.2%0.012%
4/23/2024 Strategic Blueprint LLC14,133$352K0.0%N/A0.020%
4/16/2024 Pinnacle Bancorp Inc.2,000$50K0.0%N/A0.005%
4/10/2024 Praetorian Wealth Management Inc.179,983$4.48M1.2%+3.5%0.472%
4/10/2024 Bank of New Hampshire13,515$337K0.1%+45.1%0.035%
4/9/2024 Montecito Bank & Trust15,319$382K0.1%N/A0.040%
4/9/2024 Adirondack Trust Co.12,835$320K0.1%+24.6%0.034%
4/8/2024 RVW Wealth LLC647,711$16.13M1.7%+2.0%1.700%
4/5/2024 GAMMA Investing LLC21,928$546K0.1%N/A0.058%
3/29/2024 Adirondack Trust Co.10,303$255K0.1%N/A0.027%
2/16/2024Peloton Wealth Strategists243,650$6.11M2.6%+7.6%0.640%
2/12/2024Arrow Financial Corp501,721$12.59M1.3%+8.1%1.317%
2/12/2024Parallel Advisors LLC80,034$2.01M0.1%+340.2%0.210%
2/8/2024 Exchange Capital Management Inc.9,898$248K0.0%-5.7%0.026%
2/8/2024 Janney Montgomery Scott LLC263,571$6.61M0.0%+3.7%0.692%
2/7/2024Valley Wealth Managers Inc.36,556$917K0.1%+12.1%0.096%
2/7/2024 Bogart Wealth LLC4,773$120K0.0%+87.8%0.013%
2/6/2024First Horizon Advisors Inc.2,842$71K0.0%N/A0.007%
2/2/2024 Spinnaker Trust92,286$2.32M0.2%+263.8%0.242%
2/2/2024 First Fiduciary Investment Counsel Inc.20,915$525K0.1%N/A0.055%
2/2/2024 Bank of New Hampshire9,315$234K0.1%+35.3%0.024%
2/2/2024 Lyell Wealth Management LP159,166$3.99M0.5%+24.1%0.418%
2/1/2024 Roble Belko & Company Inc13,339$335K0.1%+8.1%0.035%
1/30/2024Scissortail Wealth Management LLC54,056$1.35M0.4%N/A0.142%
1/26/2024 Sandy Spring Bank212,169$5.32M0.3%-0.3%0.557%
1/26/2024Dearborn Partners LLC19,427$487K0.0%N/A0.051%
1/24/2024Private Trust Co. NA2,201$55K0.0%+87.5%0.006%
1/23/2024 Leavell Investment Management Inc.20,075$504K0.0%N/A0.053%
1/22/2024 Princeton Global Asset Management LLC25,675$644K0.2%N/A0.067%
1/12/2024 Archford Capital Strategies LLC54,867$1.38M0.3%-21.2%0.144%
1/11/2024 Praetorian Wealth Management Inc.173,817$4.36M1.3%+0.9%0.456%
1/8/2024 RVW Wealth LLC634,955$15.93M1.8%+2,682.9%1.667%
11/14/2023Peloton Wealth Strategists226,425$5.44M2.5%+10.5%0.594%
11/13/2023 Asset Dedication LLC18,287$437K0.0%-2.9%0.048%
11/9/2023Valley Wealth Managers Inc.32,603$783K0.1%+6.4%0.086%
11/8/2023 Janney Montgomery Scott LLC254,221$6.11M0.0%+9.3%0.667%
11/8/2023 Spinnaker Trust25,368$610K0.0%N/A0.067%
11/8/2023Sutton Wealth Advisors Inc.1,426$34K0.0%N/A0.004%
11/1/2023 Roble Belko & Company Inc12,335$296K0.1%+11.0%0.032%
10/31/2023 Lyell Wealth Management LP128,280$3.08M0.4%+8.3%0.337%
10/30/2023 Bogart Wealth LLC2,542$61K0.0%N/A0.007%
10/30/2023 Sandy Spring Bank212,839$5.12M0.3%+1.5%0.559%
10/27/2023 Archford Capital Strategies LLC69,660$1.67M0.3%+6.5%0.183%
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10/24/2023Bank of New York Mellon Corp107,338$2.58M0.0%+7.8%0.282%
10/24/2023 Cambridge Investment Research Advisors Inc.65,024$1.56M0.0%-27.9%0.171%
10/12/2023 RVW Wealth LLC22,816$548K0.1%+124.2%0.060%
10/11/2023 Praetorian Wealth Management Inc.172,328$4.14M1.3%+14.2%0.452%
8/22/2023 Asset Dedication LLC18,836$460K0.0%-15.0%0.049%
8/10/2023Peloton Wealth Strategists204,925$5.02M2.2%+8.2%0.561%
8/9/2023Arrow Financial Corp326,387$8.00M1.0%+3.9%0.894%
8/4/2023 Sandy Spring Bank209,745$5.14M0.3%+10.1%0.575%
8/4/2023 Roble Belko & Company Inc11,117$272K0.1%+22.2%0.030%
8/4/2023 Lyell Wealth Management LP118,455$2.90M0.4%+16.5%0.325%
(Data available from 1/1/2016 forward)

IBDT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDT shares?

During the previous two years, 52 institutional investors and hedge funds held shares of iShares iBonds Dec 2028 Term Corporate ETF. The most heavily invested institutionals were Capital Investment Advisors LLC ($26.49M), RVW Wealth LLC ($18.10M), Arrow Financial Corp ($13.85M), OLD Mission Capital LLC ($10.96M), Janney Montgomery Scott LLC ($8.38M), Lyell Wealth Management LP ($7.87M), and US Bancorp DE ($7.54M).Learn more on IBDT's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2028 Term Corporate ETF stock?

Of the 46 institutional investors that purchased iShares iBonds Dec 2028 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RVW Wealth LLC ($720.37K), OLD Mission Capital LLC ($456.06K), Lyell Wealth Management LP ($233.97K), Janney Montgomery Scott LLC ($186.07K), Capital Investment Advisors LLC ($143.24K), Spinnaker Trust ($121.15K), and Arrow Financial Corp ($103.03K).

How much institutional buying is happening at iShares iBonds Dec 2028 Term Corporate ETF?

Institutional investors have bought a total of 2,929,359 shares in the last 24 months. This purchase volume represents approximately $72.84M in transactions.

Which iShares iBonds Dec 2028 Term Corporate ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold iShares iBonds Dec 2028 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($25.15K), OLD Mission Capital LLC ($16.78K), Archford Capital Strategies LLC ($14.79K), Arrow Financial Corp ($10.78K), Farther Finance Advisors LLC ($10.53K), Sandy Spring Bank ($9.24K), and Peloton Wealth Strategists ($7K).

How much institutional selling is happening at iShares iBonds Dec 2028 Term Corporate ETF?

Institutional investors have sold a total of 120,951 shares in the last 24 months. This volume of shares sold represents approximately $2.96M in transactions.


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This page (NYSEARCA:IBDT) was last updated on 11/5/2024 by MarketBeat.com Staff
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