Who owns Ishares Tr conv bd etf?
- Ticker: ICVT
- CUSIP Number: 46435g102
Tip: Access positions for across all investors
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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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 |