Free Trial
→ Trump’s Treasure Map [Pic inside] (From Paradigm Press) (Ad) Buy IBDV Stock  Free IBDV Stock Alerts

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

iShares iBonds Dec 2030 Term Corporate ETF logo
$21.73 +0.10 (+0.46%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$30.63M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$25.01M
Get IBDV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2030 Term Corporate 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

IBDV Institutional Buying and Selling by Quarter

Remove Ads

iShares iBonds Dec 2030 Term Corporate ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 10Elms LLP4,551$97K0.1%N/A0.010%
2/17/2025 Captrust Financial Advisors42,585$910K0.0%+7.2%0.098%
2/17/2025 Cary Street Partners Financial LLC15,309$327K0.0%N/A0.035%
2/17/2025 Ameriprise Financial Inc.3,422,727$73.08M0.0%-20.5%7.841%
2/17/2025 Ancora Advisors LLC4,104$88K0.0%+64.0%0.009%
2/14/2025 Arrow Financial Corp667,244$14.25M1.4%+3.4%1.529%
2/14/2025 Integrated Wealth Concepts LLC28,437$607K0.0%+3.1%0.065%
2/13/2025 United Capital Financial Advisors LLC66,310$1.42M0.0%+3.6%0.152%
2/13/2025 Hurley Capital LLC12,048$257K0.2%N/A0.028%
2/11/2025 Sandy Spring Bank244,861$5.23M0.2%+2.5%0.561%
2/10/2025 Parallel Advisors LLC249,375$5.33M0.1%+23.8%0.571%
2/5/2025 Private Trust Co. NA1,168$25K0.0%N/A0.003%
2/5/2025 Peloton Wealth Strategists237,100$5.06M2.0%+22.3%0.543%
2/4/2025 Bank of New York Mellon Corp30,098$643K0.0%+24.8%0.069%
2/3/2025 Centricity Wealth Management LLC44,710$955K0.9%N/A0.102%
2/3/2025 Lyell Wealth Management LP302,673$6.47M0.6%+12.7%0.693%
1/31/2025 Bank of Jackson Hole Trust1,962$42K0.0%N/A0.004%
1/30/2025 Newman Dignan & Sheerar Inc.20,532$439K0.1%+6.3%0.047%
1/30/2025 Spinnaker Trust15,186$324K0.0%+45.0%0.035%
1/29/2025 Gradient Capital Advisors LLC27,647$591K0.2%+10.0%0.063%
1/24/2025 Oak Family Advisors LLC137,605$2.94M1.1%-33.7%0.315%
1/23/2025 Crews Bank & Trust20,620$440K0.1%N/A0.047%
1/22/2025 Buffington Mohr McNeal625,184$13.35M2.2%+2.9%1.432%
1/21/2025 Archford Capital Strategies LLC59,093$1.26M0.2%-1.4%0.135%
1/21/2025 Montecito Bank & Trust40,643$868K0.2%+10.2%0.093%
1/17/2025 Adirondack Trust Co.78,938$1.69M0.6%+93.7%0.181%
1/17/2025 Janney Montgomery Scott LLC353,581$7.55M0.0%+7.8%0.810%
1/16/2025 First United Bank & Trust2,209$47K0.0%N/A0.005%
1/14/2025 Roble Belko & Company Inc21,728$464K0.1%+14.9%0.050%
1/10/2025 Praetorian Wealth Management Inc.184,036$3.93M1.0%+11.6%0.422%
1/7/2025 Bank of New Hampshire32,605$696K0.2%+137.5%0.075%
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%
Elon Warns: Exec Order 14024 Targets Dollar (Ad)

Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth, your savings, and your retirement. When the dollar collapses, your savings could disappear overnight. With Trump threatening Russia with more sanctions, Russia is rushing to finalize their BRICS payment system aimed to destroy the U.S dollar.

Go Here to Learn What's Happening and How to Prepare >>
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%
7/23/2024 Oak 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%
4/24/2024 Oak 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%
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%
1/30/2024 Oak 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%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
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%
(Data available from 1/1/2016 forward)

Remove Ads

IBDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDV shares?

During the previous two years, 43 institutional investors and hedge funds held shares of iShares iBonds Dec 2030 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($73.08M), Arrow Financial Corp ($14.25M), Buffington Mohr McNeal ($13.35M), Janney Montgomery Scott LLC ($7.55M), OLD Mission Capital LLC ($6.64M), Lyell Wealth Management LP ($6.47M), and Parallel Advisors LLC ($5.33M).Learn more on IBDV's institutional investors.

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

Of the 41 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 ($625.18K), Cambridge Investment Research Advisors Inc. ($448.71K), Janney Montgomery Scott LLC ($335.40K), OLD Mission Capital LLC ($308.16K), Lyell Wealth Management LP ($257.18K), Arrow Financial Corp ($225.04K), 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 3,484,526 shares in the last 24 months. This purchase volume represents approximately $74.46M 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: Ameriprise Financial Inc. ($881.08K), Cambridge Investment Research Advisors Inc. ($217.77K), Oak Family Advisors LLC ($69.99K), Roble Belko & Company Inc ($15.10K), Archford Capital Strategies LLC ($13.55K), NewEdge Advisors LLC ($2.84K), and Integrated Wealth Concepts LLC ($2.24K).

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

Institutional investors have sold a total of 1,203,121 shares in the last 24 months. This volume of shares sold represents approximately $25.69M in transactions.


Related Companies

This page (NYSEARCA:IBDV) was last updated on 3/28/2025 by MarketBeat.com Staff
From Our Partners
Elon Warns: Exec Order 14024 Targets Dollar
Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...
Priority Gold | Sponsored
Do this Before Elon's Reveal on April 23rd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Trump’s Treasure Map [Pic inside]
We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men...
Paradigm Press | Sponsored
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Just Revealed: The chip company making AI look primitive
In his just-released video presentation, this renowned market strategist — who's been called "one of the most ...
InvestorPlace | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored