Who owns Ishares Tr conv bd etf?

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

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Top investors of Ishares Tr conv bd etf stock

Who bought or sold Ishares Tr conv bd etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 2.3M $194M 4% Sep 2024
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Envestnet Asset Management 1.1M $94M 3% Sep 2024
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Goodman & Company, Investment Counsel 729k $61M 0% Sep 2024
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LPL Financial 533k $45M 6% Sep 2024
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Amg National Trust Bank 481k $40M -1% Sep 2024
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New York Life Investment Management 478k $40M 14% Sep 2024
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Advisory Alpha 459k $38M 7% Sep 2024
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Greenleaf Trust 419k $35M 4% Sep 2024
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Howard Capital Management 321k $27M 100% Sep 2024
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BlackRock 321k $25M -4% Jun 2024
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BlackRock 319k $27M 100% Sep 2024
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Morgan Stanley 269k $22M 17% Jun 2024
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Wright Fund Managment 269k $23M 0% Sep 2024
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Assetmark 255k $21M 150% Sep 2024
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Baker Avenue Asset Management 246k $21M -8% Sep 2024
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Jpmorgan Chase & Co 228k $19M 33% Sep 2024
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Lebenthal Global Advisors 228k $19M 93% Sep 2024
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Tradewinds Capital Management 224k $19M 18052% Sep 2024
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Alliancebernstein 209k $17M 12% Jun 2024
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Nomura Asset Management 193k $16M -13% Sep 2024
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CWM 183k $15M -3% Sep 2024
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Bank of Nova Scotia 177k $15M 100% Sep 2024
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Certified Advisory Corp 167k $14M 2% Sep 2024
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Cornerstone Planning Group 163k $14M 11% Sep 2024
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CacheTech 161k $14M 5% Sep 2024
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Adams Wealth Management 161k $14M 5% Sep 2024
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Osborne Partners Capital Management 148k $12M 3% Sep 2024
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Pictet North America Advisors SA 147k $12M 1% Sep 2024
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Resources Investment Advisors 136k $11M 4% Sep 2024
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Cetera Investment Advisers 132k $10M -8% Jun 2024
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360 Financial 131k $10M 10% Jun 2024
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Envestnet Portfolio Solutions 127k $11M 2% Sep 2024
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Aire Advisors 123k $9.7M -1% Jun 2024
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Guggenheim Capital, LLC Managers 110k $9.2M 6% Sep 2024
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Mml Investors Services 105k $8.8M 0% Sep 2024
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Stifel Financial 102k $8.0M 9% Jun 2024
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Hilltop Partners 91k $7.6M 6% Sep 2024
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Financial Gravity Wealth 81k $6.3M 14% Jun 2024
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Raymond James & Associates 80k $6.7M -6% Sep 2024
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SSI Investment Management 76k $6.4M 20% Sep 2024
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Financial Gravity Companies 74k $6.2M 100% Sep 2024
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Raymond James Financial Services Advisors 68k $5.7M -1% Sep 2024
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Royal Bank of Canada 66k $5.3M -23% Sep 2024
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Kades & Cheifetz 65k $5.4M 4% Sep 2024
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Sanctuary Advisors 62k $5.5M 9% Sep 2024
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Florin Court Capital 60k $5.1M 100% Sep 2024
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Advisor Group Holdings 59k $4.9M -68% Sep 2024
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Wealth Enhancement Advisory Services 57k $4.4M 100% Jun 2024
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United Capital Financial Advisers 56k $4.7M 0% Sep 2024
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HighTower Advisors 56k $4.4M 2% Jun 2024
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Renaissance Technologies 55k $4.6M 306% Sep 2024
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Gradient Investments 55k $4.6M -1% Sep 2024
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Park Avenue Securities 54k $4.6M -3% Sep 2024
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Foundations Investment Advisors 54k $4.5M 16% Sep 2024
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Financial Advocates Investment Management 51k $4.6M 100% Sep 2024
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Mercer Global Advisors 50k $3.9M -3% Jun 2024
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Baron Financial Group 49k $4.1M -1% Sep 2024
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Equitable Holdings 48k $3.8M -11% Jun 2024
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Goss Wealth Management 48k $3.8M 110% Jun 2024
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Dynamic Advisors Solutions 48k $4.0M 10% Sep 2024
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Wetzel Investment Advisors 47k $3.9M -1% Sep 2024
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Ameritas Advisory Services 45k $3.8M 100% Sep 2024
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Bank of New York Mellon 44k $3.7M 10% Sep 2024
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Change Path 43k $3.6M 150% Sep 2024
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Janney Montgomery Scott 41k $3.5M 2% Sep 2024
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Horizon Financial Services 41k $3.2M 2% Jun 2024
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Capital Wealth Management 40k $3.3M 0% Sep 2024
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Central Pacific Bank - Trust Division 40k $3.3M 31% Sep 2024
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Cambridge Investment Research Advisors 39k $3.3M -22% Sep 2024
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Branch Banking & Trust Company 38k $3.0M 0% Jun 2024
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LPWM 36k $3.0M 2% Sep 2024
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Aspire Wealth Management Corp 36k $3.0M -3% Sep 2024
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First Hawaiian Bank 36k $3.0M 20% Sep 2024
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National Asset Management 33k $2.6M -22% Jun 2024
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Private Advisor 32k $2.6M 4% Sep 2024
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Acute Investment Advisory 31k $2.6M 100% Sep 2024
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Ffg Retirement Advisors 29k $2.4M 54% Sep 2024
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Overbrook Management Corp. 29k $2.4M -11% Sep 2024
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Provident Wealth Management 25k $2.1M -7% Sep 2024
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Kestra Investment Management 24k $2.0M 16% Sep 2024
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Oppenheimer & Co 23k $1.9M -10% Sep 2024
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Key FInancial 22k $1.8M 0% Sep 2024
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Toroso Investments 21k $1.8M -12% Sep 2024
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Icapital Wealth 21k $1.7M 18% Sep 2024
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Atria Wealth Solutions 21k $1.7M -9% Sep 2024
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Commonwealth Equity Services 21k $1.7M -20% Sep 2024
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Perissos Private Wealth Management 21k $1.6M 100% Jun 2024
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Kestra Advisory Services 20k $1.7M -32% Sep 2024
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Atria Investments 20k $1.7M 0% Sep 2024
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Mariner Wealth Advisors 19k $1.6M -18% Sep 2024
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TSA Wealth Managment 19k $1.6M 2% Sep 2024
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Steel Peak Wealth Management 19k $1.5M 7% Sep 2024
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CFS Investment Advisory Services 17k $1.4M 4% Sep 2024
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Thrivent Financial for Lutherans 17k $1.4M -72% Sep 2024
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Palogic Value Management 17k $1.4M 0% Sep 2024
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Us Bancorp 17k $1.4M 2% Sep 2024
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Dark Forest Capital Management 16k $1.4M -7% Sep 2024
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Mirae Asset Global Investments 15k $1.3M 0% Sep 2024
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Hohimer Wealth Management 15k $1.3M 0% Sep 2024
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Hanson McClain Advisors 15k $1.2M -1% Sep 2024
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D.A. Davidson & Co. 15k $1.1M 26% Jun 2024
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Horst & Graben Wealth Management 14k $1.1M 14% Sep 2024
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Alera Investment Advisors 13k $1.0M 100% Jun 2024
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Windsor Capital Management 12k $1.0M 14% Sep 2024
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Herold Advisors 12k $993k -5% Sep 2024
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Global Financial Private Client 12k $985k -1% Sep 2024
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Archer Investment Corp 12k $978k 0% Sep 2024
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Outlook Wealth Advisors 12k $973k 1% Sep 2024
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Brian McDonald 12k $964k 0% Sep 2024
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Client First Investment Management 12k $960k 100% Sep 2024
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Strategic Blueprint 12k $958k 6% Sep 2024
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J.w. Cole Advisors 11k $937k 11% Sep 2024
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Tidemark 11k $911k 4% Sep 2024
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Quad-Cities Investment Group 11k $899k 10% Sep 2024
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Richard W. Paul & Associates 11k $879k 2% Sep 2024
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H D Vest Advisory Services 10k $818k -37% Jun 2024
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Perigon Wealth Management 10k $862k 7% Sep 2024
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PFG Advisors 10k $845k 289% Sep 2024
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Brookstone Capital Management 9.9k $828k 38% Sep 2024
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CoreCap Advisors 9.6k $803k -2% Sep 2024
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Centurion Wealth Management 9.5k $798k -4% Sep 2024
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Gries Financial 9.2k $770k 37% Sep 2024
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Kelly Financial Services 9.2k $766k -6% Sep 2024
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AE Wealth Management 9.1k $762k 13% Sep 2024
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GeoWealth Management 8.9k $744k 175% Sep 2024
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Ronald Blue Trust 8.4k $663k 17% Sep 2024
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Principal Securities 8.4k $702k 123% Sep 2024
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Goldman Sachs Group 8.2k $648k 100% Jun 2024
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Millington Financial Advisors 8.2k $686k 5% Sep 2024
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Creative Financial Designs 8.1k $680k 4% Sep 2024
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Farther Finance Advisors 8.1k $675k 5% Sep 2024
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Northwestern Mutual Wealth Management Company 8.0k $665k 4% Sep 2024
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Advisors Asset Management 7.6k $637k 12% Sep 2024
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Advisory Services Network 7.6k $594k 0% Sep 2024
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7.4k $617k 43% Sep 2024
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Ascent Group 7.3k $609k 28% Sep 2024
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Simplicity Wealth 7.2k $604k -5% Sep 2024
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Independent Wealth Network 7.0k $585k -2% Sep 2024
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Sigma Planning 6.8k $567k 100% Sep 2024
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Milestone Asset Management 6.6k $549k 13% Sep 2024
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Ridgewood Investments 6.6k $549k -3% Sep 2024
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Onyx Bridge Wealth Group 6.5k $546k -88% Sep 2024
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Northwest Capital Management 6.5k $544k 21% Sep 2024
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Ewa 6.3k $542k 51% Sep 2024
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SigFig Wealth Management 6.3k $493k 20% Jun 2024
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JB Capital 6.2k $521k -3% Sep 2024
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Scissortail Wealth Management 6.2k $488k -2% Jun 2024
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Aletheian Wealth Advisors 6.1k $512k -6% Sep 2024
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Invst 6.1k $508k -2% Sep 2024
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Security Financial Services 6.0k $506k -4% Sep 2024
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RHS Financial 5.9k $492k -20% Sep 2024
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Modera Wealth Management 5.7k $478k -16% Sep 2024
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Axxcess Wealth Management 4.1k $346k -80% Sep 2024
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Prestige Wealth Management Group 97.00 $8.1k -100% Sep 2024
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Who sold out of Ishares Tr conv bd etf?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Jun 2024 1.0M $81M
Jane Street Jun 2024 260k $20M
Elequin Capital Jun 2024 67k $5.3M
Oppenheimer Asset Management Jun 2024 35k $2.7M
Windham Capital Management Mar 2024 32k $2.5M
Retireful Jun 2024 27k $2.1M
Mutual Advisors Jun 2024 24k $1.9M
Anfield Capital Management Jun 2024 17k $1.3M
Capital Asset Advisory Services Jun 2024 16k $1.2M
Econ Financial Services Corp Jun 2024 14k $1.1M
Sowell Financial Services Jun 2024 13k $1.0M
OneAscent Financial Services Jun 2024 9.6k $751k
Westshore Wealth Mar 2024 6.7k $535k