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 826k $19M -4% Sep 2024
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LPL Financial 731k $17M 33% Sep 2024
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Colony 465k $11M 17% Sep 2024
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Systelligence 426k $9.8M 19% Sep 2024
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Raymond James Financial Services Advisors 303k $6.9M 0% Sep 2024
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Raymond James & Associates 260k $5.9M 16% Sep 2024
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KPP Advisory Services 244k $5.6M 52% Sep 2024
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Sigma Planning 214k $4.9M -3% Sep 2024
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Bank of America Corporation 188k $4.3M 47% Sep 2024
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Paradigm Financial Partners 171k $3.8M 100% Sep 2024
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Envestnet Asset Management 149k $3.4M 247% Sep 2024
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Branch Banking & Trust Company 145k $3.2M 9% Jun 2024
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LWM Advisory Services 117k $2.7M -6% Sep 2024
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Advisor Group Holdings 110k $2.5M 14% Sep 2024
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Pensionmark Financial Group 89k $2.0M 100% Sep 2024
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Hanson McClain Advisors 86k $2.0M 0% Sep 2024
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Mariner Wealth Advisors 83k $1.9M 18% Sep 2024
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Harbour Investments 83k $1.9M 100% Sep 2024
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Jpmorgan Chase & Co 61k $1.4M 1% Sep 2024
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Susquehanna International 55k $1.3M 100% Sep 2024
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Savvy Advisors 53k $1.2M 3% Sep 2024
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Asset Managment 50k $1.1M -11% Sep 2024
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Richard W. Paul & Associates 48k $1.1M 2% Sep 2024
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Arkadios Wealth Advisors 48k $1.1M 72% Sep 2024
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Cetera Investment Advisers 43k $942k 100% Jun 2024
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Cambridge Investment Research Advisors 39k $903k 91% Sep 2024
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Dynamic Advisors Solutions 31k $710k 17% Sep 2024
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Commonwealth Equity Services 28k $634k 1% Sep 2024
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Mml Investors Services 25k $580k 29% Sep 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22k $512k 32% Sep 2024
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Redhawk Wealth Advisors 22k $505k -96% Sep 2024
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Atria Wealth Solutions 22k $499k -2% Sep 2024
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Private Advisor 20k $450k 14% Sep 2024
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Great Valley Advisor Group 20k $449k -32% Sep 2024
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Royal Bank of Canada 20k $447k -10% Sep 2024
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Sym Financial Corporation 18k $403k 0% Jun 2024
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AdvisorNet Financial 18k $403k 16% Sep 2024
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Stratos Wealth Partners 17k $399k 100% Sep 2024
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Stonebridge Capital Advisors 15k $349k 0% Sep 2024
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Altman Advisors 15k $347k 23% Sep 2024
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Asset Allocation Strategies 13k $302k 100% Sep 2024
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Vantage Financial Partners 11k $244k -21% Sep 2024
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We Are One Seven 10k $232k 100% Sep 2024
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Principal Securities 6.9k $158k -12% Sep 2024
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EverSource Wealth Advisors 5.9k $136k 100% Sep 2024
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Harwood Advisory 3.7k $85k 100% Sep 2024
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Mendota Financial Group 2.3k $54k 0% Sep 2024
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Goss Wealth Management 1.0k $23k 62% Jun 2024
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Delta Asset Management 1.0k $23k 0% Sep 2024
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Davis Capital Management 657.00 $15k 6% Sep 2024
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CWM 541.00 $12k 4% Sep 2024
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Moisand Fitzgerald Tamayo 386.00 $8.8k 0% Sep 2024
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Householder Group Estate & Retirement Specialist 375.00 $8.0k 0% Sep 2024
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Morgan Stanley 201.00 $5.7k 0% Jun 2024
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Global Retirement Partners 89.00 $2.0k 0% Sep 2024
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Who sold out of Ishares Tr yld optim bd?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Jun 2024 75k $1.7M
Birchcreek Wealth Management Jun 2024 55k $1.2M
Elevated Capital Advisors Jun 2024 41k $911k
Silver Oak Securities Jun 2024 26k $578k
Zimmermann Investment Management & Planning Jun 2024 21k $460k
Citadel Advisors Jun 2024 19k $420k
Northwestern Mutual Wealth Management Company Jun 2024 1.3k $29k
HHM Wealth Advisors Jun 2024 858.00 $19k