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

iShares iBonds Dec 2030 Term Corporate ETF logo
$21.58 +0.03 (+0.14%)
As of 04/17/2025 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)
38
Total
Institutional Inflows
(last 12 months)
$39.17M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$27.74M
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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
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%
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%
2/5/2025Private 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%
2/3/2025Lyell Wealth Management LP302,673$6.47M0.6%+12.7%0.693%
1/31/2025Bank of Jackson Hole Trust1,962$42K0.0%N/A0.004%
1/30/2025Newman Dignan & Sheerar Inc.20,532$439K0.1%+6.3%0.047%
1/30/2025Spinnaker Trust15,186$324K0.0%+45.0%0.035%
1/29/2025Gradient 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%
1/23/2025Crews Bank & Trust20,620$440K0.1%N/A0.047%
1/22/2025Buffington Mohr McNeal625,184$13.35M2.2%+2.9%1.432%
1/21/2025Archford 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%
1/14/2025Roble 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%
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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%
10/31/2024 Montecito 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%
10/23/2024Lyell 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%
8/8/2024 Parallel Advisors LLC128,832$2.74M0.1%+7.3%0.295%
7/30/2024Arrow Financial Corp636,730$13.54M1.3%+3.1%1.459%
7/26/2024Cambridge 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%
7/23/2024 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%
7/17/2024Archford 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%
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%
4/24/2024 Oak 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%
4/9/2024 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%
2/16/2024Peloton Wealth Strategists160,000$3.46M1.5%+11.9%0.858%
2/12/2024Arrow Financial Corp595,594$12.89M1.3%+9.9%3.194%
2/12/2024 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%
2/7/2024Bogart Wealth LLC5,003$108K0.0%+69.8%0.027%
2/2/2024 Bank of New Hampshire7,755$168K0.0%+34.3%0.042%
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2/2/2024Lyell Wealth Management LP172,545$3.73M0.4%+79.4%0.925%
2/1/2024Roble 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%
1/30/2024 Oak 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%
(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, 45 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 ($7.95M), OLD Mission Capital LLC ($6.64M), Lyell Wealth Management LP ($6.47M), and Confluence Investment Management LLC ($6.13M).Learn more on IBDV's institutional investors.

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

Of the 43 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 ($347.85K), OLD Mission Capital LLC ($308.16K), Confluence Investment Management LLC ($282.30K), Lyell Wealth Management LP ($257.18K), and Praetorian Wealth Management Inc. ($233.51K).

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

Institutional investors have bought a total of 3,962,072 shares in the last 24 months. This purchase volume represents approximately $84.84M in transactions.

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

Of the 10 institutional investors that sold iShares iBonds Dec 2030 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($881.08K), Cambridge Investment Research Advisors Inc. ($217.77K), Oak Family Advisors LLC ($187.36K), Roble Belko & Company Inc ($15.10K), Archford Capital Strategies LLC ($13.55K), Parallel Advisors LLC ($7.92K), and NewEdge Advisors LLC ($2.84K).

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

Institutional investors have sold a total of 1,328,973 shares in the last 24 months. This volume of shares sold represents approximately $28.42M in transactions.


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This page (NYSEARCA:IBDV) was last updated on 4/18/2025 by MarketBeat.com Staff
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