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 2.5M $209M 6% Dec 2024
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Envestnet Asset Management 1.5M $127M 4% Mar 2025
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Goldman Sachs Group 1.3M $105M 36% Mar 2025
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LPL Financial 948k $79M 0% Mar 2025
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Amg National Trust Bank 489k $41M 2% Mar 2025
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BlackRock 456k $38M 7% Mar 2025
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Advisory Alpha 444k $37M 0% Mar 2025
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Greenleaf Trust 443k $37M 3% Mar 2025
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New York Life Investment Management 440k $37M -11% Mar 2025
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Lebenthal Global Advisors 418k $36M 84% Dec 2024
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Bank of Nova Scotia 400k $34M 126% Dec 2024
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Morgan Stanley 363k $48M 100% Dec 2024
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Howard Capital Management 339k $28M 0% Mar 2025
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Prestige Wealth Management Group 319k $27M 1% Mar 2025
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Baker Avenue Asset Management 316k $26M 16% Mar 2025
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Jpmorgan Chase & Co 281k $24M -7% Mar 2025
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Alliancebernstein 276k $23M 0% Mar 2025
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Assetmark 259k $22M 2% Dec 2024
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Pictet North America Advisors SA 256k $21M 12% Mar 2025
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Deutsche Bank Aktiengesellschaft 248k $21M 100% Mar 2025
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Cetera Investment Advisers 232k $20M 48% Dec 2024
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CWM 226k $19M 2% Mar 2025
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Tradewinds Capital Management 208k $17M 0% Mar 2025
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Ameriprise Financial 206k $17M 10% Mar 2025
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Advisor Group Holdings 205k $17M 154% Mar 2025
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BlueStem Wealth Partners 199k $17M 507% Mar 2025
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Resources Investment Advisors 183k $15M 1% Mar 2025
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CacheTech 175k $14M -2% Mar 2025
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Nomura Asset Management 175k $15M 0% Mar 2025
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Adams Wealth Management 172k $14M -2% Mar 2025
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Certified Advisory Corp 166k $14M -1% Mar 2025
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Cornerstone Planning Group 165k $14M 1% Mar 2025
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Tme Financial 158k $13M 10% Mar 2025
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Osborne Partners Capital Management 155k $13M 5% Mar 2025
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Envestnet Portfolio Solutions 151k $13M -17% Mar 2025
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360 Financial 146k $12M 3% Mar 2025
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Onyx Bridge Wealth Group 135k $11M 50% Mar 2025
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Mml Investors Services 132k $11M 25% Dec 2024
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Insight Wealth Strategies 129k $11M 1% Mar 2025
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Aire Advisors 121k $10M 2% Mar 2025
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Goodman & Company, Investment Counsel 121k $10M -82% Mar 2025
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Guggenheim Capital, LLC Managers 120k $10M 6% Mar 2025
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Thrivent Financial for Lutherans 120k $11M 0% Mar 2025
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Hilltop Partners 115k $9.6M 26% Mar 2025
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Raymond James Financial 100k $8.3M 0% Mar 2025
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Stifel Financial 99k $8.4M 10% Dec 2024
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UBS Group 95k $7.9M 15% Mar 2025
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Mercer Global Advisors 93k $7.8M -17% Mar 2025
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Foundations Investment Advisors 92k $7.7M 19% Mar 2025
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Goss Wealth Management 83k $7.1M 29% Dec 2024
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Park Avenue Securities 80k $6.7M 2% Mar 2025
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Financial Gravity Wealth 80k $6.7M 100% Mar 2025
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Systelligence 79k $6.6M 100% Mar 2025
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SSI Investment Management 78k $6.5M -4% Mar 2025
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Financial Gravity Companies 76k $6.5M 3% Dec 2024
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United Capital Financial Advisers 76k $6.3M -3% Mar 2025
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Elequin Capital 74k $6.2M 100% Mar 2025
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Bank of New York Mellon 69k $5.8M 5% Mar 2025
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Cambridge Investment Research Advisors 68k $5.6M 8% Mar 2025
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Wealth Enhancement Advisory Services 67k $5.6M -5% Mar 2025
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Mariner Wealth Advisors 66k $5.6M 159% Mar 2025
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Ameritas Advisory Services 65k $5.5M 100% Mar 2025
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Centerline Wealth Advisors 64k $5.3M -2% Mar 2025
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Kades & Cheifetz 63k $5.4M -2% Dec 2024
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Jane Street 62k $5.2M -39% Mar 2025
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Mascagni Wealth Management 62k $5.2M -5% Mar 2025
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Sanctuary Advisors 59k $5.2M -5% Dec 2024
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AE Wealth Management 58k $5.0M 543% Dec 2024
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Equitable Holdings 58k $4.9M 12% Dec 2024
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Change Path 56k $4.7M 28% Dec 2024
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Royal Bank of Canada 55k $4.6M -4% Mar 2025
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HighTower Advisors 54k $4.6M -1% Dec 2024
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Janney Montgomery Scott 54k $4.5M -4% Mar 2025
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Dynamic Advisors Solutions 52k $4.3M -4% Mar 2025
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IHT Wealth Management 51k $4.3M -10% Dec 2024
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Baron Financial Group 49k $4.1M 1% Mar 2025
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Wetzel Investment Advisors 48k $4.0M 2% Mar 2025
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Branch Banking & Trust Company 45k $3.8M 4% Mar 2025
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National Bank Of Canada /fi/ 44k $3.6M 100% Mar 2025
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Horizon Financial Services 42k $3.5M 3% Mar 2025
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Central Pacific Bank - Trust Division 40k $3.4M -1% Mar 2025
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Armor Investment Advisors 39k $3.2M 100% Mar 2025
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Capital Wealth Management 38k $3.2M 0% Mar 2025
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Florin Court Capital 37k $3.1M -33% Mar 2025
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Ffg Retirement Advisors 32k $2.7M 1107% Mar 2025
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Ascent Group 31k $2.6M 167% Mar 2025
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Steel Peak Wealth Management 31k $2.6M 14% Mar 2025
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T. Rowe Price Associates 29k $2.5M 100% Dec 2024
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Mirae Asset Global Investments 29k $2.4M 13% Mar 2025
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National Asset Management 28k $2.4M -9% Dec 2024
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Clark Capital Management Group 27k $2.3M -1% Mar 2025
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Merit Financial Group 26k $2.2M 499% Mar 2025
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Atria Investments 25k $2.1M 25% Dec 2024
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TSA Wealth Managment 25k $2.1M 2% Mar 2025
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CFS Investment Advisory Services 25k $2.1M 0% Mar 2025
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IFP Advisors 25k $2.1M 462% Mar 2025
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Commonwealth Equity Services 25k $2.1M 20% Dec 2024
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Kestra Advisory Services 25k $2.1M 22% Dec 2024
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Modern Wealth Management 24k $2.0M 0% Mar 2025
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Dynasty Wealth Management 24k $2.0M 47% Mar 2025
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Bnp Paribas Arbitrage, Snc 23k $1.9M 100% Mar 2025
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Provident Wealth Management 23k $1.9M -7% Mar 2025
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Kfg Wealth Management 22k $1.9M -29% Mar 2025
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Atria Wealth Solutions 22k $1.9M -19% Mar 2025
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Us Bancorp 21k $1.8M -1% Mar 2025
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Icapital Wealth 21k $1.7M 0% Mar 2025
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Horst & Graben Wealth Management 20k $1.7M 0% Mar 2025
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Integrity Alliance 20k $1.6M 16% Mar 2025
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Oppenheimer & Co 20k $1.6M -14% Mar 2025
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Private Advisor 19k $1.6M -42% Mar 2025
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Swp Financial 19k $1.6M 4% Mar 2025
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J.w. Cole Advisors 18k $1.5M 8% Mar 2025
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Triad Wealth Partners 18k $1.5M 26% Mar 2025
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D.A. Davidson & Co. 18k $1.5M -6% Mar 2025
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Tidemark 18k $1.5M 63% Mar 2025
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Perissos Private Wealth Management 18k $1.5M -1% Mar 2025
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Perigon Wealth Management 18k $1.5M 14% Mar 2025
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Overbrook Management Corp. 18k $1.5M -25% Mar 2025
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Toroso Investments 17k $1.5M -18% Dec 2024
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Strategic Blueprint 17k $1.4M 20% Mar 2025
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Citadel Advisors 17k $1.4M 116% Mar 2025
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Kestra Investment Management 16k $1.1M -37% Mar 2025
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Midwest Capital Advisors 15k $1.3M 100% Mar 2025
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Hohimer Wealth Management 15k $1.3M 0% Mar 2025
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Renaissance Technologies 15k $1.2M -69% Mar 2025
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Calton & Associates 14k $547k 354% Mar 2025
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Creative Financial Designs 14k $1.2M 28% Mar 2025
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Banque Pictet & Cie Sa 14k $1.2M 26% Mar 2025
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Coppell Advisory Solutions 14k $689k 8610% Mar 2025
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Plan Group Financial 14k $1.1M 452% Mar 2025
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Kelly Financial Services 13k $1.1M 1% Mar 2025
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PFG Advisors 12k $1.0M 21% Dec 2024
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Principal Securities 12k $1.0M 0% Mar 2025
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12k $1.0M -9% Mar 2025
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Herold Advisors 12k $1.0M 0% Dec 2024
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Archer Investment Corp 12k $977k 0% Mar 2025
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Ronald Blue Trust 12k $973k 2% Mar 2025
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Key FInancial 12k $973k 0% Mar 2025
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H D Vest Advisory Services 12k $984k 6% Dec 2024
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Global Financial Private Client 11k $954k -3% Mar 2025
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Keystone Wealth Services 11k $947k -7% Mar 2025
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Brookstone Capital Management 11k $947k 15% Mar 2025
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Quad-Cities Investment Group 11k $942k 0% Mar 2025
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Outlook Wealth Advisors 11k $941k -1% Mar 2025
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Windsor Capital Management 11k $941k 0% Mar 2025
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Gries Financial 11k $937k 1% Mar 2025
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Austin Private Wealth 11k $930k 24% Mar 2025
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Greykasell Wealth Strategies 11k $911k 2% Mar 2025
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Farther Finance Advisors 11k $909k 1% Mar 2025
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Stokes Family Office 11k $906k 18% Mar 2025
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Acute Investment Advisory 3.7k $309k -77% Mar 2025
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Hanson McClain Advisors 2.7k $229k -82% Mar 2025
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Who sold out of Ishares Tr conv bd etf?

Fund or Company Name Date Sold Shares Held Valued At
Wright Fund Managment Dec 2024 357k $30M
Redhawk Wealth Advisors Dec 2024 110k $9.3M
Friedenthal Financial Dec 2024 52k $4.4M
Puplava Financial Services Dec 2024 49k $4.2M
Q3 Asset Management Dec 2024 47k $4.0M
Client First Investment Management Dec 2024 43k $3.6M
First Hawaiian Bank Dec 2024 41k $3.5M
Retireful Dec 2024 25k $2.1M
Dark Forest Capital Management Dec 2024 16k $1.4M
Sagespring Wealth Partners Dec 2024 12k $1.0M