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
Goodman & Company, Investment Counsel 907k $69M -4% Jun 2023
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Bank of America Corporation 827k $63M 14% Jun 2023
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Amg National Trust Bank 556k $43M -18% Jun 2023
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Alliancebernstein 553k $42M 0% Jun 2023
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Ameriprise Financial 427k $33M -5% Jun 2023
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New York Life Investment Management 385k $29M 74% Jun 2023
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Gradient Investments 376k $29M 247019% Jun 2023
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Advisory Alpha 372k $28M 6% Jun 2023
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Assetmark 370k $28M 87% Jun 2023
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Baker Avenue Asset Management 237k $18M 3% Jun 2023
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Cambridge Investment Research Advisors 177k $14M -1% Jun 2023
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Nomura Asset Management 150k $11M -2% Jun 2023
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LPL Financial 143k $11M -8% Jun 2023
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Osborne Partners Capital Management 126k $9.7M 6% Jun 2023
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Aire Advisors 123k $9.4M 5% Jun 2023
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Envestnet Asset Management 118k $9.0M -15% Jun 2023
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Adams Wealth Management 118k $9.0M 4% Jun 2023
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Synergy Financial Management 115k $8.8M 100% Jun 2023
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Cornerstone Planning Group 112k $8.5M 21% Jun 2023
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Morgan Stanley 105k $8.0M -79% Jun 2023
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Raymond James & Associates 91k $7.0M -3% Jun 2023
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Raymond James Financial Services Advisors 80k $6.1M 40% Jun 2023
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Stifel Financial 75k $5.7M -2% Jun 2023
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Oppenheimer Asset Management 71k $5.4M -1% Jun 2023
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Guggenheim Capital, LLC Managers 68k $5.2M 43% Jun 2023
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Advisor Group Holdings 67k $5.1M -36% Jun 2023
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Kades & Cheifetz 66k $5.0M 0% Jun 2023
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Mercer Global Advisors 66k $5.0M -32% Jun 2023
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UBS Group 59k $4.5M 10% Jun 2023
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Systelligence 59k $4.5M 100% Jun 2023
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360 Financial 58k $4.4M -7% Jun 2023
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Mml Investors Services 56k $4.3M -5% Jun 2023
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Equitable Holdings 53k $4.0M 15% Jun 2023
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Friedenthal Financial 52k $3.9M 100% Jun 2023
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Goss Wealth Management 50k $3.8M -60% Jun 2023
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Baron Financial Group 48k $3.7M 5% Jun 2023
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Q3 Asset Management 47k $3.6M 100% Jun 2023
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Toroso Investments 46k $3.5M -3% Jun 2023
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Commonwealth Equity Services 45k $3.5M -20% Jun 2023
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Dark Forest Capital Management 44k $3.3M 93% Jun 2023
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Private Advisor 41k $3.1M 6% Jun 2023
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Econ Financial Services Corp 39k $3.0M 7% Jun 2023
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Financial Gravity Wealth 39k $3.0k 3% Jun 2023
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Horizon Financial Services 37k $2.8M 4% Jun 2023
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LPWM 36k $2.7M 2% Jun 2023
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Aspire Wealth Management Corp 36k $2.7M 0% Jun 2023
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Royal Bank of Canada 35k $2.7M -30% Jun 2023
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Change Path 35k $2.4M 100% Jun 2023
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Babson Capital Management 34k $2.6M 0% Jun 2023
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Capital Wealth Management 33k $2.5M 1% Jun 2023
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Provident Wealth Management 33k $2.5M 2% Jun 2023
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Financial Architects 32k $2.5M 0% Jun 2023
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Windham Capital Management 32k $2.4M 0% Jun 2023
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TRUE Private Wealth Advisors 31k $2.4M 100% Jun 2023
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Clark Capital Management Group 31k $2.4M -2% Jun 2023
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Branch Banking & Trust Company 29k $2.2M -7% Jun 2023
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Cetera Investment Advisers 29k $2.2M -18% Jun 2023
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CWM 27k $2.1M 207% Jun 2023
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National Asset Management 26k $2.0M -5% Jun 2023
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Financial Network Investment Corporation 26k $2.0M -1% Jun 2023
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Oppenheimer & Co 25k $1.9M 7% Jun 2023
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GeoWealth Management 24k $1.8M 100% Jun 2023
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HighTower Advisors 23k $1.8M 2% Jun 2023
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Capital Asset Advisory Services 23k $1.8M -5% Jun 2023
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Key FInancial 22k $1.7M -1% Jun 2023
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Multi-Financial Securities 21k $1.6M -34% Jun 2023
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Baldrige Asset Management 21k $1.5M 1% Mar 2023
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Hohimer Wealth Management 20k $1.6M 0% Jun 2023
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Modera Wealth Management 20k $1.5M 100% Jun 2023
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Mutual Advisors 20k $1.5M 79% Jun 2023
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Icapital Wealth 18k $1.3M 0% Jun 2023
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Mariner Wealth Advisors 17k $1.3M -2% Jun 2023
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Renaissance Technologies 17k $1.3M 100% Jun 2023
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Prime Capital Investment Advisors 17k $1.3M 100% Jun 2023
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Thrivent Financial for Lutherans 17k $1.3M -67% Jun 2023
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Onyx Bridge Wealth Group 16k $1.2M 4% Jun 2023
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Dynamic Advisors Solutions 15k $1.2M 30% Jun 2023
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Northwest Capital Management 15k $1.1M -9% Jun 2023
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Hall Private Wealth Advisors 14k $1.1M 0% Jun 2023
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Westshore Wealth 14k $1.1M -3% Jun 2023
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Mirae Asset Global Investments 13k $1.0M 0% Jun 2023
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Capital Advisory Group Advisory Services 13k $1.0M 74% Jun 2023
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Jpmorgan Chase & Co 13k $1.0M 11% Jun 2023
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AE Wealth Management 13k $984k -80% Jun 2023
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Herold Advisors 13k $959k 0% Jun 2023
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AlphaStar Capital Management 12k $924k 100% Jun 2023
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Northwestern Mutual Wealth Management Company 12k $912k -3% Jun 2023
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H D Vest Advisory Services 11k $846k -7% Jun 2023
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Archer Investment Corp 11k $834k 0% Jun 2023
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Sowell Financial Services 11k $812k 197% Jun 2023
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Advisory Services Network 11k $810k 4% Jun 2023
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Compagnie Lombard, Odier SCA 11k $800k 0% Jun 2023
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Eudaimonia Partners 10k $793k 9% Jun 2023
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Richard W. Paul & Associates 9.9k $756k 1% Jun 2023
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Windsor Capital Management 9.2k $704k 10% Jun 2023
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RHS Financial 9.1k $691k 2% Jun 2023
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Palogic Value Management 9.0k $684k 41% Jun 2023
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Anfield Capital Management 8.9k $683k 23% Jun 2023
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Harbour Investments 8.9k $680k 0% Jun 2023
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Axxcess Wealth Management 8.7k $664k -4% Jun 2023
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Millington Financial Advisors 8.5k $645k -12% Jun 2023
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Scissortail Wealth Management 8.0k $626k 2% Jun 2023
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J.w. Cole Advisors 7.8k $592k 12% Jun 2023
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Transamerica Financial Advisors 7.7k $590k 33% Jun 2023
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Patton Albertson & Miller 7.5k $573k -21% Jun 2023
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Quad-Cities Investment Group 7.0k $536k -4% Jun 2023
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Qube Research & Technologies 6.9k $127k 186% Jun 2023
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Spire Wealth Management 6.8k $523k 6% Jun 2023
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IFP Advisors 6.8k $521k -23% Jun 2023
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Kestra Advisory Services 6.6k $505k -25% Jun 2023
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Centurion Wealth Management 6.6k $501k 8% Jun 2023
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Wealthsource Partners 6.4k $486k -25% Jun 2023
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Bigelow Investment Advisors 5.8k $445k 29% Jun 2023
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Advisors Asset Management 5.7k $436k 2% Jun 2023
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Ridgewood Investments 5.5k $423k 8% Jun 2023
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Independent Wealth Network 5.5k $420k 23% Jun 2023
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Calton & Associates 5.4k $409k -2% Jun 2023
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Aletheian Wealth Advisors 5.3k $408k 5% Jun 2023
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Integrated Wealth Concepts 5.2k $399k -25% Jun 2023
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McAdam 5.2k $398k -6% Jun 2023
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FinTrust Capital Advisors 5.2k $358k 0% Jun 2023
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O'rourke & Company 5.1k $391k 7% Jun 2023
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Snowden Capital Advisors 4.9k $375k -27% Jun 2023
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Pflug Koory 4.7k $358k 0% Jun 2023
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Destiny Capital Corp 4.6k $348k 100% Jun 2023
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PFG Advisors 4.5k $343k -10% Jun 2023
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Client 1st Advisory Group 4.4k $339k -37% Jun 2023
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Hanson McClain Advisors 4.4k $339k -32% Jun 2023
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Wells Fargo & Company 4.3k $326k -51% Jun 2023
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Acorn Wealth Advisors 4.2k $321k 16% Jun 2023
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4.1k $315k 156% Jun 2023
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Robertson Stephens Wealth Management 3.9k $296k 0% Jun 2023
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Lion Street Advisors 3.6k $367k 100% Jun 2023
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Catalyst Capital Advisors 3.5k $264k -4% Jun 2023
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Belvedere Trading 3.4k $260k 13% Jun 2023
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Atria Wealth Solutions 3.4k $258k 18% Jun 2023
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One Wealth Advisors 3.3k $254k -27% Jun 2023
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Citadel Advisors 3.3k $252k -79% Jun 2023
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Meridian Wealth Management 3.2k $244k 100% Jun 2023
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Front Row Advisors 3.1k $238k 0% Jun 2023
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KCS Wealth Advisory 3.0k $232k -44% Jun 2023
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Scotia Capital 3.0k $232k 100% Jun 2023
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Creative Planning 3.0k $232k 100% Jun 2023
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Townsquare Capital 2.9k $214k 100% Mar 2023
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TNF 2.9k $220k -7% Jun 2023
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HBW Advisory Services 2.8k $215k 100% Jun 2023
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First National Bank & Trust Co Of Newtown 2.8k $213k 0% Jun 2023
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Sierra Capital 2.8k $210k 100% Jun 2023
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Creative Financial Designs 2.4k $183k -4% Jun 2023
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Feltz Wealth PLAN 2.0k $156k -15% Jun 2023
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Tradewinds Capital Management 1.3k $101k -100% Jun 2023
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Disciplined Investments 692.00 $53k -78% Jun 2023
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Ronald Blue Trust 559.00 $41k -98% Jun 2023
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BlackRock 401.00 $31k -99% Jun 2023
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Who sold out of Ishares Tr conv bd etf?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Mar 2023 915k $67M
Provida Pension Fund Administrator Dec 2022 250k $17M
Certified Advisory Corp Mar 2023 151k $11M
Hilltop Partners Mar 2023 68k $4.9M
Susquehanna International Mar 2023 47k $3.4M
TCWP Mar 2023 32k $2.3M
Foundations Investment Advisors Mar 2023 28k $2.1M
Elequin Capital Mar 2023 19k $1.4M
Sheets Smith Wealth Management Mar 2023 11k $798k
Strategic Blueprint Dec 2022 8.5k $592k
Van Hulzen Asset Management Mar 2023 7.6k $552k
Market Street Wealth Management Advisors Mar 2023 7.3k $528k
Eqis Capital Management Mar 2023 6.1k $446k
Silver Oak Securities Mar 2023 5.8k $421k
KM Capital Management Mar 2023 5.5k $399k
Provence Wealth Management Group Mar 2023 5.3k $388k
Kestra Private Wealth Services Mar 2023 4.5k $327k
Sigma Planning Mar 2023 4.1k $300k
Beacon Pointe Advisors Mar 2023 3.9k $281k
Balboa Wealth Partners Mar 2023 3.5k $254k
Nwam Mar 2023 3.3k $239k
Ascent Group Mar 2023 3.2k $231k
Csenge Advisory Group Mar 2023 3.2k $229k
Aurora Private Wealth Mar 2023 3.0k $216k
SWMG Mar 2023 2.9k $208k
Apollon Wealth Management Mar 2023 2.8k $207k
Conservest Capital Advisors Mar 2023 2.8k $203k