IBDW

Ishares Ibonds Dec 2031 Corp

Latest period2024 - Q4Total superinvestors28

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 28 superinvestors own shares of Ishares Ibonds Dec 2031 Corp (IBDW), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Ibonds Dec 2031 Corp (IBDW), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Ibonds Dec 2031 Corp (IBDW) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Ibonds Dec 2031 Corp (IBDW) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 16.07%
1.06%
$51.986M
2.555M shares@ 20.36 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 0.6%
0.15%
$10.106M
496,614 shares@ 20.35 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 5.18%
0.02%
$7.216M
354,593 shares@ 20.36 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 3.96%
0.3%
$4.463M
219,300 shares@ 20.35 avg price
Dina Villalobos@Moseley Investment Management Inc
Recent Activity
Increased 6.8%
1.4%
$3.571M
175,467 shares@ 20.36 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 12.67%
0.31%
$3.167M
155,644 shares@ 20.35 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 1.55%
0.2%
$2.824M
138,764 shares@ 20.36 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Increased 17.88%
0.57%
$2.699M
132,644 shares@ 20.35 avg price
Michael S Ryan@Michael S. Ryan, Inc.
Recent Activity
Increased 10.93%
1.69%
$2.477M
121,722 shares@ 20.36 avg price
Janelle Phillips@Adirondack Trust Co
Recent Activity
Increased 80.4%
0.79%
$2.053M
100,915 shares@ 20.34 avg price