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

iShares iBonds Dec 2030 Term Corporate ETF logo
$21.31 +0.07 (+0.33%)
(As of 12/20/2024 04:33 PM ET)
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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)
24
Total
Institutional Inflows
(last 12 months)
$39.95M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$5.27M
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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
11/15/2024 Peloton Wealth Strategists193,900$4.30M1.7%+5.3%0.444%
11/15/2024 Integrated Wealth Concepts LLC27,569$611K0.0%-7.5%0.063%
11/14/2024 Flow Traders U.S. LLC83,132$1.84M0.1%N/A0.190%
11/14/2024 Captrust Financial Advisors39,725$881K0.0%+8.9%0.091%
11/4/2024 Arrow Financial Corp645,246$14.31M1.3%+1.3%1.478%
10/31/2024 Montecito Bank & Trust36,869$817K0.1%+91.5%0.084%
10/31/2024 Spinnaker Trust10,473$232K0.0%N/A0.024%
10/29/2024 Janney Montgomery Scott LLC327,867$7.27M0.0%+5.3%0.751%
10/29/2024 Farther Finance Advisors LLC4,301$95K0.0%+12,188.6%0.010%
10/23/2024 Lyell Wealth Management LP268,570$5.95M0.5%+13.5%0.615%
10/23/2024 Bogart Wealth LLC6,609$147K0.0%+15.9%0.015%
10/16/2024 Buffington Mohr McNeal607,607$13.47M2.2%+2.4%1.392%
10/9/2024 Adirondack Trust Co.40,752$903K0.3%+89.2%0.093%
10/2/2024 Praetorian Wealth Management Inc.164,862$3.66M0.9%+6.8%0.378%
8/28/2024Farmers National Bank42,982$914K0.3%+3.5%0.098%
8/15/2024 Peloton Wealth Strategists184,200$3.92M1.6%+5.0%0.422%
8/8/2024 Lyell Wealth Management LP236,645$5.03M0.5%+8.5%0.542%
8/8/2024 Parallel Advisors LLC128,832$2.74M0.1%+7.3%0.295%
7/30/2024 Arrow Financial Corp636,730$13.54M1.3%+3.1%1.459%
7/26/2024 Cambridge Investment Research Advisors Inc.244,307$5.19M0.0%-47.0%0.560%
7/26/2024 Bank of New York Mellon Corp19,414$413K0.0%+79.5%0.044%
7/23/2024Oak Family Advisors LLC209,082$4.45M1.5%+0.6%0.479%
7/17/2024 Montecito Bank & Trust19,255$409K0.1%+32.8%0.044%
7/17/2024 Archford Capital Strategies LLC60,892$1.30M0.2%+3.4%0.140%
7/15/2024 Newman Dignan & Sheerar Inc.14,062$299K0.1%+5.7%0.032%
7/11/2024 Buffington Mohr McNeal593,465$12.62M2.2%+1.1%1.360%
7/10/2024 Praetorian Wealth Management Inc.154,394$3.28M0.8%+23.6%0.354%
7/9/2024 Adirondack Trust Co.21,534$458K0.2%+47.3%0.049%
7/1/2024 Bank of New Hampshire13,730$292K0.1%-3.9%0.031%
5/21/2024 Arrow Financial Corp617,630$13.22M1.3%+3.7%1.415%
5/17/2024 Comerica Bank19,042$407K0.0%+100.0%0.044%
5/1/2024 Janney Montgomery Scott LLC293,259$6.28M0.0%+6.6%0.722%
4/29/2024 Newman Dignan & Sheerar Inc.13,303$285K0.1%N/A0.033%
4/26/2024 Bogart 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%
4/24/2024Oak 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%
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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%
2/16/2024 Peloton Wealth Strategists160,000$3.46M1.5%+11.9%0.858%
2/12/2024 Arrow Financial Corp595,594$12.89M1.3%+9.9%3.194%
2/12/2024 Parallel Advisors LLC68,612$1.49M0.0%N/A0.368%
2/8/2024 Janney Montgomery Scott LLC275,076$5.95M0.0%+4.3%1.475%
2/7/2024 Bogart Wealth LLC5,003$108K0.0%+69.8%0.027%
2/2/2024 Bank of New Hampshire7,755$168K0.0%+34.3%0.042%
2/2/2024 Lyell 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%
1/30/2024Oak Family Advisors LLC190,914$4.13M1.7%N/A1.024%
1/26/2024 Sandy 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%
11/14/2023 Peloton Wealth Strategists143,000$2.91M1.3%+37.9%0.767%
11/8/2023 Janney Montgomery Scott LLC263,613$5.37M0.0%+11.9%1.413%
11/8/2023 Dorsey & 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%
10/31/2023 Lyell Wealth Management LP96,195$1.96M0.3%N/A0.516%
10/30/2023 Bogart Wealth LLC2,947$60K0.0%N/A0.016%
10/30/2023 Sandy 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%
10/24/2023 Bank 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%
8/10/2023 Peloton Wealth Strategists103,700$2.20M1.0%+38.3%0.583%
8/9/2023 Arrow Financial Corp378,324$8.02M1.0%+10.5%2.125%
8/4/2023 Sandy Spring Bank149,585$3.17M0.2%+27.2%0.840%
8/4/2023 Roble Belko & Company Inc9,707$206K0.0%N/A0.055%
8/3/2023 Bank 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%
7/26/2023 Janney 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%
5/12/2023 OLD Mission Capital LLC308,157$6.64M0.1%N/A2.041%
5/12/2023 NewEdge Advisors LLC61,684$1.33M0.0%-4.4%0.409%
5/9/2023 US Bancorp DE35,442$763K0.0%+15.2%0.235%
5/5/2023 Sandy Spring Bank117,635$2.53M0.1%+12.6%0.779%
5/3/2023 Arrow Financial Corp342,249$7.37M1.0%+22.9%2.267%
5/1/2023Vigilant Capital Management LLC4,091$88K0.0%+32.8%0.027%
4/28/2023 Janney Montgomery Scott LLC176,426$3.80M0.0%N/A1.168%
2/13/2023 Peloton Wealth Strategists41,000$853K0.4%+22.4%0.373%
2/10/2023 Sandy Spring Bank104,490$2.17M0.1%+6.0%0.950%
2/9/2023 Dorsey & 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%
2/2/2023 Arrow Financial Corp278,501$5.79M0.8%+245.9%2.532%
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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%
1/5/2023Capital Investment Advisors LLC900,017$18.72M0.6%+19.5%9.184%
11/15/2022 Peloton Wealth Strategists33,500$679K0.4%N/A0.364%
11/15/2022 Little House Capital LLC42,062$852K0.5%+8.1%0.457%
11/7/2022 Arrow Financial Corp80,509$1.63M0.2%+108.4%0.875%
11/2/2022 Sandy Spring Bank98,580$2.00M0.1%-3.8%1.072%
10/27/2022 US Bancorp DE48,151$975K0.0%+49.7%0.523%
10/5/2022Capital 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%
(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, 33 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), Arrow Financial Corp ($14.31M), Buffington Mohr McNeal ($13.47M), Janney Montgomery Scott LLC ($7.27M), OLD Mission Capital LLC ($6.64M), Lyell Wealth Management LP ($5.95M), and Cambridge Investment Research Advisors Inc. ($5.19M).Learn more on IBDV's institutional investors.

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

Of the 31 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 ($607.61K), Cambridge Investment Research Advisors Inc. ($460.32K), Arrow Financial Corp ($401.03K), Janney Montgomery Scott LLC ($309.69K), OLD Mission Capital LLC ($308.16K), Lyell Wealth Management LP ($223.08K), and Oak Family Advisors LLC ($209.08K).

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

Institutional investors have bought a total of 3,517,200 shares in the last 24 months. This purchase volume represents approximately $74.92M 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: Cambridge Investment Research Advisors Inc. ($217.77K), Roble Belko & Company Inc ($15.10K), Archford Capital Strategies LLC ($12.69K), NewEdge Advisors LLC ($2.84K), Integrated Wealth Concepts LLC ($2.24K), and Bank of New Hampshire ($560.00).

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

Institutional investors have sold a total of 251,197 shares in the last 24 months. This volume of shares sold represents approximately $5.35M in transactions.


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This page (NYSEARCA:IBDV) was last updated on 12/22/2024 by MarketBeat.com Staff
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