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

iShares iBonds Dec 2030 Term Corporate ETF logo
$21.99 +0.10 (+0.46%)
Closing price 08/1/2025 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)
42
Total
Institutional Inflows
(last 12 months)
$37.33M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$54.46M
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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
8/1/2025Bank of Jackson Hole Trust4,482$99K0.1%+32.0%0.005%
7/31/2025 Leavell Investment Management Inc.12,995$286K0.0%N/A0.015%
7/30/2025 Sonata Capital Group Inc.13,200$290K0.1%N/A0.015%
7/30/2025 Princeton Global Asset Management LLC4,840$106K0.0%+501.2%0.006%
7/29/2025 Lyell Wealth Management LP333,362$7.33M0.6%+3.5%0.380%
7/22/2025 Belpointe Asset Management LLC35,814$787K0.0%+76.6%0.041%
7/21/2025 Crews Bank & Trust42,045$924K0.1%+25.9%0.048%
7/18/2025 Newman Dignan & Sheerar Inc.23,757$522K0.1%-4.8%0.027%
7/18/2025 Centricity Wealth Management LLC51,865$1.14M0.9%+13.2%0.059%
7/17/2025 Oak Family Advisors LLC11,405$251K0.1%-43.6%0.013%
7/17/2025 Janney Montgomery Scott LLC385,325$8.47M0.0%+5.3%0.442%
7/11/2025 Adirondack Trust Co.105,363$2.32M0.8%+15.2%0.121%
7/9/2025 Praetorian Wealth Management Inc.247,334$5.44M1.3%+5.9%0.285%
7/9/2025 Lbmc Investment Advisors LLC214,281$4.71M0.3%+90.3%0.247%
7/9/2025 Bank of New Hampshire44,240$972K0.2%+11.6%0.051%
7/9/2025 Sarver Vrooman Wealth Advisors9,218$203K0.1%+653.1%0.011%
7/8/2025 Parallel Advisors LLC265,684$5.84M0.1%+10.0%0.306%
7/1/2025 Harbor Investment Advisory LLC7,908$174K0.0%+690.8%0.010%
5/16/2025Peloton Wealth Strategists273,500$5.94M2.5%+15.4%0.334%
5/16/2025NewEdge Advisors LLC747,346$16.23M0.1%+18.4%0.911%
5/16/2025Integrated Wealth Concepts LLC37,004$804K0.0%+30.1%0.045%
5/14/2025Ameriprise Financial Inc.1,993,904$43.31M0.0%-41.7%2.432%
5/9/2025Cary Street Partners Financial LLC19,367$421K0.0%+26.5%0.024%
5/8/2025Bank of Jackson Hole Trust3,396$74K0.0%+73.1%0.004%
5/8/2025 Lyell Wealth Management LP322,208$7.00M0.7%+6.5%0.393%
5/8/2025Roble Belko & Company Inc22,803$495K0.1%+4.9%0.028%
5/5/2025Arrow Financial Corp664,224$14.43M1.6%-0.5%0.810%
5/5/2025 Gradient Capital Advisors LLC29,435$639K0.2%+6.5%0.036%
5/2/2025 Bogart Wealth LLC6,051$131K0.0%-13.1%0.007%
4/29/2025Bank of New York Mellon Corp49,537$1.08M0.0%+64.6%0.061%
4/28/2025Buffington Mohr McNeal634,284$13.78M2.7%+1.5%0.777%
4/25/2025Spinnaker Trust40,331$876K0.1%+165.6%0.049%
4/22/2025 Cambridge Investment Research Advisors Inc.326,034$7.08M0.0%+17.5%0.400%
4/22/2025 Crews Bank & Trust33,395$725K0.1%+62.0%0.041%
4/17/2025 Janney Montgomery Scott LLC366,024$7.95M0.0%+3.5%0.449%
4/16/2025 Praetorian Wealth Management Inc.233,507$5.07M1.2%+26.9%0.286%
4/15/2025 Oak Family Advisors LLC20,229$439K0.1%-85.3%0.025%
4/14/2025 Farther Finance Advisors LLC3,810$83K0.0%-12.8%0.005%
4/14/2025 Centricity Wealth Management LLC45,830$995K0.9%+2.5%0.056%
4/14/2025 Bank of New Hampshire39,655$861K0.2%+21.6%0.049%
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4/9/2025 Lbmc Investment Advisors LLC112,605$2.45M0.2%N/A0.138%
4/8/2025 Parallel Advisors LLC241,456$5.24M0.1%-3.2%0.298%
4/3/2025 Adirondack Trust Co.91,498$1.99M0.8%+15.9%0.113%
4/1/2025 Confluence Investment Management LLC282,297$6.13M0.1%N/A0.348%
2/18/202510Elms LLP4,551$97K0.1%N/A0.010%
2/17/2025Captrust Financial Advisors42,585$910K0.0%+7.2%0.098%
2/17/2025Cary Street Partners Financial LLC15,309$327K0.0%N/A0.035%
2/17/2025Ameriprise Financial Inc.3,422,727$73.08M0.0%-20.5%7.841%
2/17/2025Ancora Advisors LLC4,104$88K0.0%+64.0%0.009%
2/14/2025Arrow Financial Corp667,244$14.25M1.4%+3.4%1.529%
2/14/2025Integrated Wealth Concepts LLC28,437$607K0.0%+3.1%0.065%
2/13/2025United Capital Financial Advisors LLC66,310$1.42M0.0%+3.6%0.152%
2/13/2025Hurley Capital LLC12,048$257K0.2%N/A0.028%
2/11/2025Sandy 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%
2/5/2025Peloton Wealth Strategists237,100$5.06M2.0%+22.3%0.543%
2/4/2025Bank 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%
1/31/2025Bank 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%
1/30/2025Spinnaker 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%
1/22/2025Buffington 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%
1/21/2025Montecito 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%
1/14/2025Roble 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%
10/29/2024 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%
10/16/2024Buffington 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%
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8/15/2024Peloton 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%
7/30/2024Arrow 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%
7/26/2024Bank 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%
7/17/2024Montecito 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%
(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, 47 institutional investors and hedge funds held shares of iShares iBonds Dec 2030 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($43.31M), NewEdge Advisors LLC ($16.23M), Arrow Financial Corp ($14.43M), Buffington Mohr McNeal ($13.78M), Janney Montgomery Scott LLC ($8.47M), Lyell Wealth Management LP ($7.33M), and Cambridge Investment Research Advisors Inc. ($7.08M).Learn more on iShares iBonds Dec 2030 Term Corporate ETF's institutional investors.

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

Of the 46 institutional investors that purchased iShares iBonds Dec 2030 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Buffington Mohr McNeal ($634.28K), Cambridge Investment Research Advisors Inc. ($497.29K), Lyell Wealth Management LP ($287.87K), Confluence Investment Management LLC ($282.30K), Praetorian Wealth Management Inc. ($247.33K), Lbmc Investment Advisors LLC ($214.28K), 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 1,718,069 shares in the last 24 months. This purchase volume represents approximately $37.33M in transactions.

Which of iShares iBonds Dec 2030 Term Corporate ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold iShares iBonds Dec 2030 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($2.31M), Oak Family Advisors LLC ($196.19K), Parallel Advisors LLC ($7.92K), Arrow Financial Corp ($3.02K), Integrated Wealth Concepts LLC ($2.24K), Newman Dignan & Sheerar Inc. ($1.20K), and Bogart Wealth LLC ($909.00).

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

Institutional investors have sold a total of 2,522,789 shares in the last 24 months. This volume of shares sold represents approximately $54.46M in transactions.


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This page (NYSEARCA:IBDV) was last updated on 8/2/2025 by MarketBeat.com Staff
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