Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF include Massmutual Trust Co Fsb/adv, Leavell Investment Management, Inc., Raymond James Financial Inc, Atlantic Union Bankshares Corp, Addison Advisors LLC, Barrett & Company, Inc., and IFP Advisors, Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4,582 | 116 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,000 | 25 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 17,890 | 454 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,005 | 26 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 21,437 | 544 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 985 | 25 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15,961 | 405 |
