Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / IBONDS 29 TR HI
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Number of holders
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15
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Total 13F shares, excl. options
-
165,535
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Shares change
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+28,389
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Total reported value, excl. options
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$3,611,155
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Value change
-
+$612,259
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Number of buys
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11
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Number of sells
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1
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Price
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$21.80
Institutional Holders of ISHARES TR - IBONDS 29 TR HI (IBHI) as of Q3 2023
As of 30 Sep 2023 ISHARES TR - IBONDS 29 TR HI (IBHI) had 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 165,535 shares of stock of the company.
Largest 10 holders included JANE STREET GROUP, LLC, WRAPMANAGER INC, FLOW TRADERS U.S. LLC, Straight Path Wealth Management, Royal Bank of Canada, BANK OF MONTREAL /CAN/, BANK OF AMERICA CORP /DE/, HEADINVEST, LLC, WELLS FARGO & COMPANY/MN, and Bradley & Co. Private Wealth Management, LLC.
This table shows 15 institutional shareholders of the security as of 30 Sep 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.