Who owns Ishares Tr edge invt grde?

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Analyze quarterly positions in Ishares Tr edge invt grde with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr edge invt grde stock

Who bought or sold Ishares Tr edge invt grde this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
CWM 990k $44M -9% Mar 2024
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Hennion & Walsh Asset Management 740k $33M 3% Mar 2024
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Waller Financial Planning Group 470k $21M 1% Dec 2023
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Bank of America Corporation 408k $18M 330% Dec 2023
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Cambridge Investment Research Advisors 320k $14M 35% Mar 2024
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Ameliora Wealth Management 284k $13M 3% Mar 2024
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Fundamentun 271k $12M 100% Mar 2024
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United Capital Financial Advisers 269k $12M 100% Dec 2023
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Paragon Wealth Strategies 263k $12M 1% Dec 2023
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Private Advisor 216k $9.8M 68% Dec 2023
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McGlone Suttner Wealth Management 216k $9.7M 61% Mar 2024
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Betterment 202k $9.1M 100% Dec 2023
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DORVAL Corp 199k $9.0M 100% Dec 2023
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Goldman Sachs Group 117k $5.3M 100% Dec 2023
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Stifel Financial 106k $4.8M 100% Dec 2023
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Systelligence 92k $4.1M 0% Mar 2024
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RFG Advisory 62k $2.8M 8% Mar 2024
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Tennessee Valley Asset Management Partners 55k $2.5M 100% Mar 2024
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Envestnet Portfolio Solutions 48k $2.2M 100% Dec 2023
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Commonwealth Equity Services 45k $2.0M 100% Dec 2023
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Advisor Group Holdings 43k $1.9M -23% Dec 2023
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Buffington Mohr McNeal 42k $1.9M 12% Mar 2024
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Bank of New York Mellon 41k $1.8M 100% Dec 2023
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Advisory Services Network 39k $1.8M 100% Dec 2023
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Dohj 34k $1.5M 3% Mar 2024
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Park Avenue Securities 33k $1.5M 35% Mar 2024
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Altus Wealth Management 32k $1.4M -2% Mar 2024
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Jane Street 27k $1.2M -79% Dec 2023
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CPA Asset Management 23k $1.1M 73% Dec 2023
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Nwam 20k $908k 20% Dec 2023
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Prime Capital Investment Advisors 18k $825k 100% Dec 2023
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Founders Financial Securities 18k $804k 74% Mar 2024
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Lion Street Advisors 18k $793k 0% Mar 2024
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Janney Montgomery Scott 17k $747k 100% Dec 2023
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Apollon Wealth Management 13k $585k 100% Dec 2023
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Geneos Wealth Management 13k $572k 100% Dec 2023
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Nations Financial Group 12k $526k 109% Mar 2024
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Comprehensive Wealth Management 11k $515k -19% Dec 2023
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Royal Bank of Canada 11k $507k 8939% Dec 2023
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National Bank Of Canada /fi/ 10k $448k 0% Dec 2023
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Sigma Planning 9.7k $438k -53% Dec 2023
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1620 Investment Advisors 9.0k $406k 51% Dec 2023
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Synergy Financial Management 8.9k $399k 100% Mar 2024
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Jpmorgan Chase & Co 8.7k $393k 100% Dec 2023
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ORG Partners 7.7k $350k 100% Dec 2023
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Cyndeo Wealth Partners 7.2k $322k 100% Mar 2024
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Raymond James & Associates 6.4k $289k 100% Mar 2024
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RWM Asset Management 6.3k $284k 0% Mar 2024
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Kraft, Davis & Associates 5.4k $244k 100% Dec 2023
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Kestra Advisory Services 5.1k $229k 100% Dec 2023
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Phillips Financial Management 3.1k $138k 0% Mar 2024
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Pnc Financial Services 2.5k $113k 100% Dec 2023
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SCBT Financial Corporation 1.2k $56k 100% Dec 2023
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Farther Finance Advisors 1.2k $56k 100% Dec 2023
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ICA Group Wealth Management 1.2k $55k 100% Dec 2023
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FTB Advisors 535.00 $24k 100% Dec 2023
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Glass Jacobson Investment Advisors 519.00 $24k 100% Dec 2023
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Proequities 410.00 $19M 100% Dec 2023
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GPS Wealth Strategies Group 300.00 $14k 100% Dec 2023
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AdvisorNet Financial 209.00 $9.4k 0% Mar 2024
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Capital Analysts 200.00 $9.0k 0% Dec 2023
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Huntington National Bank 172.00 $7.8k 100% Dec 2023
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City State Bank 161.00 $7.0k 100% Mar 2024
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Principal Securities 160.00 $7.2k 100% Dec 2023
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GoalVest Advisory 156.00 $7.0k 0% Mar 2024
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Capital Investment Advisory Services 117.00 $5.3k 2% Dec 2023
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Global Retirement Partners 105.00 $4.7k -64% Mar 2024
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Sunbelt Securities 57.00 $2.6k 2% Mar 2024
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Who sold out of Ishares Tr edge invt grde?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Sep 2023 30k $1.3M
AE Wealth Management Sep 2023 18k $776k
Eastern Bank Sep 2023 7.5k $320k
Steel Peak Wealth Management Dec 2023 4.5k $203k
UBS Group Sep 2023 494.00 $21k
Nbc Securities Dec 2023 135.00 $6.0k