Who owns Ishares Tr yld optim bd?

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Analyze quarterly positions in Ishares Tr yld optim bd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr yld optim bd stock

Who bought or sold Ishares Tr yld optim bd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Huntington National Bank 1.1M $24M 9% Dec 2023
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Atlas Private Wealth Management 377k $8.4M 6% Mar 2024
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Systelligence 362k $8.1M 0% Mar 2024
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Raymond James Financial Services Advisors 263k $5.9M 39% Mar 2024
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Raymond James & Associates 199k $4.4M 1386% Mar 2024
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Harwood Advisory 164k $3.7M -8% Dec 2023
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Branch Banking & Trust Company 114k $2.6M -4% Dec 2023
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LWM Advisory Services 97k $2.2M -20% Dec 2023
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Zimmermann Investment Management & Planning 88k $2.0M 231% Mar 2024
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Hanson McClain Advisors 63k $1.4M 23% Dec 2023
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Bank of America Corporation 48k $1.1M 311% Dec 2023
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Jane Street 48k $1.1M -44% Dec 2023
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Advisor Group Holdings 47k $1.1M -4% Dec 2023
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Jpmorgan Chase & Co 45k $1.0M 28% Dec 2023
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Elevated Capital Advisors 44k $982k 2% Mar 2024
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AE Wealth Management 39k $861k 1% Dec 2023
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Richard W. Paul & Associates 38k $844k 1% Dec 2023
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Citadel Advisors 35k $785k 69% Dec 2023
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Mariner Wealth Advisors 33k $746k 30% Dec 2023
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Birchcreek Wealth Management 31k $691k -4% Dec 2023
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Dynamic Advisors Solutions 23k $521k 22% Mar 2024
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Royal Bank of Canada 23k $511k 16% Dec 2023
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Great Valley Advisor Group 19k $428k 100% Dec 2023
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Sym Financial Corporation 18k $395k -2% Dec 2023
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Lincoln National 17k $380k -2% Dec 2023
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AdvisorNet Financial 15k $335k 14% Mar 2024
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Vantage Financial Partners 15k $328k 0% Dec 2023
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Altman Advisors 14k $321k 100% Dec 2023
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Savvy Advisors 14k $318k 100% Dec 2023
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Stonebridge Capital Advisors 13k $295k 28% Dec 2023
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Commonwealth Equity Services 9.2k $206k 100% Dec 2023
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Principal Securities 7.2k $162k 100% Dec 2023
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Bank Of Montreal 2.1k $47k 100% Dec 2023
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Retirement Group 1.5k $34k 0% Dec 2023
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Delta Asset Management 1.0k $22k 0% Dec 2023
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Davis Capital Management 614.00 $14k -17% Mar 2024
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CWM 534.00 $12k -35% Mar 2024
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Moisand Fitzgerald Tamayo 386.00 $8.6k 0% Mar 2024
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Householder Group Estate & Retirement Specialist 375.00 $8.0k 100% Dec 2023
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Able Wealth Management 116.00 $2.6k 100% Dec 2023
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Global Retirement Partners 89.00 $2.0k 0% Mar 2024
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Wells Fargo & Company 1.00 $29.000000 100% Dec 2023
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Who sold out of Ishares Tr yld optim bd?

Fund or Company Name Date Sold Shares Held Valued At
Prospera Financial Services Sep 2023 17k $371k
Sage Financial Sep 2023 12k $248k
UBS Group Sep 2023 251.00 $5.4k