Who owns ISHARES IBONDS DEC 2029 MUNI ETF?
- Ticker: IBMR
- CUSIP Number: 46436e163
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Ibonds Dec 2029 Muni Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Ibonds Dec 2029 Muni Etf stock
Who bought or sold ISHARES IBONDS DEC 2029 MUNI ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management | 723k | $18M | 8% | Mar 2024 |
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| Envestnet Asset Management | 604k | $15M | 100% | Mar 2024 |
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| Gateway Advisory | 260k | $6.6M | 5% | Mar 2024 |
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| Crumly & Associates | 243k | $6.1M | -21% | Mar 2024 |
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| Cypress Point Wealth Management | 117k | $3.0M | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 91k | $2.3M | 11% | Mar 2024 |
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| Praetorian Wealth Management | 91k | $2.3M | 115% | Mar 2024 |
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| UBS Group | 66k | $1.7M | 5427% | Mar 2024 |
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| Sound View Wealth Advisors Group | 64k | $1.6M | -3% | Mar 2024 |
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| Central Trust & Investment | 62k | $1.6M | 132% | Mar 2024 |
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| Little House Capital | 47k | $1.1M | 100% | Mar 2024 |
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| Raymond James & Associates | 43k | $1.1M | 3% | Mar 2024 |
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| Klingman & Associates | 42k | $1.1M | 22% | Mar 2024 |
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| James Investment Research | 36k | $904k | 85% | Mar 2024 |
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| Snowden Capital Advisors | 31k | $783k | 100% | Mar 2024 |
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| Rockefeller Capital Management | 30k | $779k | 100% | Dec 2023 |
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| Roof Eidam & Maycock | 30k | $760k | 100% | Mar 2024 |
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| Cetera Investment Advisers | 28k | $717k | 42% | Mar 2024 |
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| Sandy Spring Bank | 27k | $677k | 206% | Mar 2024 |
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| FF Advisors | 24k | $609k | 16% | Mar 2024 |
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| Bank of America Corporation | 23k | $589k | 70% | Mar 2024 |
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| Catalytic Wealth RIA | 22k | $554k | 100% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 20k | $506k | 100% | Mar 2024 |
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| Wrapmanager | 16k | $401k | 4% | Mar 2024 |
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| LPL Financial | 15k | $377k | 100% | Mar 2024 |
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| Parallel Advisors | 14k | $359k | 42% | Mar 2024 |
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| Signature Wealth Management Group | 14k | $348k | 100% | Mar 2024 |
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| ValMark Advisers | 14k | $350k | 100% | Mar 2024 |
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| Stifel Financial | 13k | $320k | 10% | Mar 2024 |
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| Capital Investment Advisors | 10k | $252k | 20% | Mar 2024 |
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| Jane Street | 9.4k | $238k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 9.3k | $235k | 17% | Mar 2024 |
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| Prime Capital Investment Advisors | 8.8k | $226k | 100% | Dec 2023 |
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| Green Harvest Asset Management | 8.8k | $221k | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 8.2k | $206k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 5.1k | $128k | 0% | Mar 2024 |
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| Royal Bank of Canada | 4.0k | $101k | -51% | Mar 2024 |
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| Advisor Group Holdings | 3.7k | $95k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.5k | $39k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 829.00 | $21k | 0% | Mar 2024 |
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| Addison Advisors | 205.00 | $5.2k | -20% | Mar 2024 |
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| BlackRock | 62.00 | $1.6k | 0% | Mar 2024 |
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Who sold out of Ishares Ibonds Dec 2029 Muni Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Sep 2023 | 359k | $7.9M |
| HighTower Advisors | Dec 2023 | 321k | $8.2M |
| Citadel Advisors | Dec 2023 | 11k | $271k |
| Wells Fargo & Company | Dec 2023 | 1.6k | $40k |
| Aspect Partners | Dec 2023 | 771.00 | $20k |