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

iShares iBonds Dec 2030 Term Corporate ETF logo
$21.41 +0.07 (+0.33%)
As of 04:10 PM Eastern
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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)
26
Total
Institutional Inflows
(last 12 months)
$40.57M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$5.02M
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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
1/21/2025Archford Capital Strategies LLC59,093$1.26M0.2%-1.4%0.135%
1/21/2025Montecito 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%
11/15/2024Peloton Wealth Strategists193,900$4.30M1.7%+5.3%0.444%
11/15/2024Integrated Wealth Concepts LLC27,569$611K0.0%-7.5%0.063%
11/14/2024Flow Traders U.S. LLC83,132$1.84M0.1%N/A0.190%
11/14/2024Captrust Financial Advisors39,725$881K0.0%+8.9%0.091%
11/4/2024Arrow Financial Corp645,246$14.31M1.3%+1.3%1.478%
10/31/2024Montecito Bank & Trust36,869$817K0.1%+91.5%0.084%
10/31/2024Spinnaker Trust10,473$232K0.0%N/A0.024%
10/29/2024 Janney Montgomery Scott LLC327,867$7.27M0.0%+5.3%0.751%
10/29/2024Farther Finance Advisors LLC4,301$95K0.0%+12,188.6%0.010%
10/23/2024Lyell Wealth Management LP268,570$5.95M0.5%+13.5%0.615%
10/23/2024Bogart Wealth LLC6,609$147K0.0%+15.9%0.015%
10/16/2024Buffington 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%
8/15/2024Peloton Wealth Strategists184,200$3.92M1.6%+5.0%0.422%
8/8/2024Lyell Wealth Management LP236,645$5.03M0.5%+8.5%0.542%
8/8/2024Parallel Advisors LLC128,832$2.74M0.1%+7.3%0.295%
7/30/2024Arrow Financial Corp636,730$13.54M1.3%+3.1%1.459%
7/26/2024Cambridge Investment Research Advisors Inc.244,307$5.19M0.0%-47.0%0.560%
7/26/2024Bank 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%
7/17/2024Montecito Bank & Trust19,255$409K0.1%+32.8%0.044%
7/17/2024Archford Capital Strategies LLC60,892$1.30M0.2%+3.4%0.140%
7/15/2024Newman Dignan & Sheerar Inc.14,062$299K0.1%+5.7%0.032%
7/11/2024Buffington 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%
5/21/2024Arrow Financial Corp617,630$13.22M1.3%+3.7%1.415%
5/17/2024Comerica Bank19,042$407K0.0%+100.0%0.044%
5/1/2024 Janney Montgomery Scott LLC293,259$6.28M0.0%+6.6%0.722%
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4/29/2024Newman Dignan & Sheerar Inc.13,303$285K0.1%N/A0.033%
4/26/2024Bogart Wealth LLC5,700$122K0.0%+13.9%0.014%
4/25/2024Cambridge 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%
4/18/2024Buffington Mohr McNeal587,209$12.57M2.3%+11.4%3.149%
4/17/2024Gradient 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%
4/9/2024Montecito 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%
2/16/2024Peloton Wealth Strategists160,000$3.46M1.5%+11.9%0.858%
2/12/2024Arrow Financial Corp595,594$12.89M1.3%+9.9%3.194%
2/12/2024Parallel Advisors LLC68,612$1.49M0.0%N/A0.368%
2/8/2024 Janney Montgomery Scott LLC275,076$5.95M0.0%+4.3%1.475%
2/7/2024Bogart Wealth LLC5,003$108K0.0%+69.8%0.027%
2/2/2024 Bank of New Hampshire7,755$168K0.0%+34.3%0.042%
2/2/2024Lyell 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%
2/1/2024Gradient Capital Advisors LLC15,622$338K0.1%N/A0.084%
1/30/2024Buffington Mohr McNeal527,160$11.41M2.3%+124.8%2.827%
1/30/2024Oak Family Advisors LLC190,914$4.13M1.7%N/A1.024%
1/26/2024Sandy Spring Bank184,783$4.00M0.2%+10.9%0.991%
1/12/2024Archford 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%
11/14/2023Peloton 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%
11/8/2023Dorsey & 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%
10/31/2023Lyell Wealth Management LP96,195$1.96M0.3%N/A0.516%
10/30/2023Bogart Wealth LLC2,947$60K0.0%N/A0.016%
10/30/2023Sandy Spring Bank166,597$3.40M0.2%+11.4%0.893%
10/27/2023Archford Capital Strategies LLC72,042$1.47M0.3%+6.8%0.386%
10/25/2023Buffington Mohr McNeal234,462$4.78M1.1%N/A1.257%
10/24/2023Bank of New York Mellon Corp122,443$2.50M0.0%+7.9%0.657%
10/24/2023Cambridge 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%
8/10/2023Peloton Wealth Strategists103,700$2.20M1.0%+38.3%0.583%
8/9/2023Arrow Financial Corp378,324$8.02M1.0%+10.5%2.125%
8/4/2023Sandy Spring Bank149,585$3.17M0.2%+27.2%0.840%
8/4/2023 Roble Belko & Company Inc9,707$206K0.0%N/A0.055%
8/3/2023Bank of New York Mellon Corp113,529$2.41M0.0%+7.3%0.638%
8/2/2023Archford 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%
7/13/2023Cambridge Investment Research Advisors Inc.11,664$247K0.0%-6.7%0.066%
5/12/2023OLD Mission Capital LLC308,157$6.64M0.1%N/A2.041%
5/12/2023NewEdge Advisors LLC61,684$1.33M0.0%-4.4%0.409%
5/9/2023US Bancorp DE35,442$763K0.0%+15.2%0.235%
5/5/2023Sandy Spring Bank117,635$2.53M0.1%+12.6%0.779%
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5/3/2023Arrow 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%
2/13/2023Peloton Wealth Strategists41,000$853K0.4%+22.4%0.373%
2/10/2023Sandy Spring Bank104,490$2.17M0.1%+6.0%0.950%
2/9/2023Dorsey & Whitney Trust CO LLC10,000$208K0.0%N/A0.091%
2/8/2023Cambridge Investment Research Advisors Inc.11,611$242K0.0%N/A0.106%
2/2/2023Arrow Financial Corp278,501$5.79M0.8%+245.9%2.532%
1/26/2023Vigilant Capital Management LLC3,081$64K0.0%+245.8%0.028%
1/26/2023Archford Capital Strategies LLC54,850$1.14M0.3%N/A0.499%
(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 Arrow Financial Corp ($14.31M), Buffington Mohr McNeal ($13.47M), Janney Montgomery Scott LLC ($7.55M), OLD Mission Capital LLC ($6.64M), Lyell Wealth Management LP ($5.95M), Cambridge Investment Research Advisors Inc. ($5.19M), and Oak Family Advisors LLC ($4.45M).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 ($335.40K), 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 3,481,384 shares in the last 24 months. This purchase volume represents approximately $74.23M 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 ($13.55K), 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 252,059 shares in the last 24 months. This volume of shares sold represents approximately $5.37M in transactions.


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