Who owns Ishares Tr edge invt grde?

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Analyze quarterly positions in Ishares Tr edge invt grde with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr edge invt grde stock

Who bought or sold Ishares Tr edge invt grde this quarter?

Fund or Company Name
Shares Held
Valued At
Change in Shares
As Of
Actions
Envestnet Asset Management 1.5M $67M -77% Dec 2024
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State of New Jersey Common Pension Fund D 1.4M $63M 0% Dec 2024
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LPL Financial 1.3M $59M -40% Dec 2024
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Hennion & Walsh Asset Management 1.1M $51M 4% Mar 2025
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Fundamentun 836k $37M 42% Dec 2024
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CWM 827k $37M -16% Dec 2024
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Ameriprise Financial 782k $35M -10% Dec 2024
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Citadel Advisors 602k $27M 100% Dec 2024
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Bank of America Corporation 545k $24M -36% Dec 2024
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Resources Investment Advisors 531k $24M 20% Dec 2024
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Ameliora Wealth Management 522k $24M 5% Mar 2025
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Waller Financial Planning Group 503k $22M 3% Dec 2024
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Betterment 482k $21M 23% Dec 2024
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Mml Investors Services 444k $20M -33% Dec 2024
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Cambridge Investment Research Advisors 429k $19M -4% Dec 2024
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Janney Montgomery Scott 392k $17M -39% Dec 2024
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Royal Bank of Canada 362k $16M 1% Dec 2024
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Mercer Global Advisors 326k $15M -1% Dec 2024
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Morgan Stanley 310k $23M -51% Dec 2024
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BlueStem Wealth Partners 297k $13M 100% Dec 2024
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Private Advisor 284k $13M 9% Dec 2024
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McGlone Suttner Wealth Management 253k $11M 40% Dec 2024
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United Capital Financial Advisers 253k $11M -46% Dec 2024
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Exchange Traded Concepts 215k $9.6M 100% Dec 2024
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DORVAL Corp 200k $8.9M 6% Dec 2024
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Raymond James Financial 197k $8.7M 100% Dec 2024
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Merit Financial Group 192k $8.6M 1237% Mar 2025
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BlackRock 178k $7.9M -84% Dec 2024
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Geneos Wealth Management 163k $7.2M 41% Dec 2024
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Cetera Investment Advisers 160k $7.1M -72% Dec 2024
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Advisor Group Holdings 150k $7.0M -10% Dec 2024
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Bank of New York Mellon 119k $5.3M -65% Dec 2024
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Stifel Financial 115k $5.1M -51% Dec 2024
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CPA Asset Management 113k $5.0M 57% Dec 2024
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TD Waterhouse Canada 110k $4.9M 100% Dec 2024
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IHT Wealth Management 109k $4.8M -82% Dec 2024
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Jpmorgan Chase & Co 93k $4.1M -86% Dec 2024
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Systelligence 91k $4.0M 6% Dec 2024
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UBS Group 90k $4.0M 91% Dec 2024
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Breakwater Capital Group 87k $3.9M 53% Mar 2025
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Park Avenue Securities 79k $3.6M 32% Mar 2025
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Harbour Investments 79k $3.5M 46% Dec 2024
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Dohj 67k $3.0M 26% Dec 2024
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Parallel Advisors 67k $3.0M -86% Mar 2025
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Accel Wealth Management 64k $2.9M 20% Mar 2025
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Tennessee Valley Asset Management Partners 60k $2.7M -1% Dec 2024
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Lunt Capital Management 58k $2.6M 100% Dec 2024
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Envestnet Portfolio Solutions 57k $2.5M -93% Dec 2024
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Hoese & Co 56k $2.5M 3% Mar 2025
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FreeGulliver 51k $2.3M 12% Dec 2024
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Tidemark 46k $2.0M 13% Dec 2024
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IFP Advisors 46k $2.0M 249% Dec 2024
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Advisory Services Network 45k $2.0M -7% Dec 2024
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Commonwealth Equity Services 45k $2.0M 44% Dec 2024
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ORG Partners 44k $1.9M -1% Dec 2024
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Founders Financial Securities 43k $1.9M 15% Dec 2024
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Altus Wealth Management 42k $1.9M 6% Dec 2024
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Steward Partners Investment Advisory 41k $1.8M -24% Dec 2024
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Peapack Gladstone Financial Corp 40k $1.8M 481% Dec 2024
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Fermata Advisors 39k $1.8M 126% Mar 2025
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Farther Finance Advisors 37k $1.7M 55% Mar 2025
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Dynasty Wealth Management 37k $1.6M -40% Dec 2024
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Buffington Mohr McNeal 37k $1.6M 6% Dec 2024
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Flow Traders US 36k $1.6M 100% Dec 2024
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Prime Capital Investment Advisors 35k $1.6M -12% Dec 2024
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Sigma Planning 34k $1.5M -14% Dec 2024
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Shared Vision Wealth Group 33k $1.5M -41% Dec 2024
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Patton Albertson & Miller 33k $1.5M 115% Dec 2024
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Atria Investments 33k $1.4M -49% Dec 2024
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Paradigm Financial Partners 30k $1.3M 18% Dec 2024
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Silver Oak Securities 28k $1.3M 100% Dec 2024
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SWMG 28k $1.2M 14% Dec 2024
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Keystone Wealth Services 25k $1.1M 100% Dec 2024
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Ascent Group 23k $1.0M -49% Dec 2024
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Copperleaf Capital 23k $1.0M 100% Dec 2024
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Goss Wealth Management 23k $1.0M -89% Dec 2024
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Forte Asset Management 22k $993k -68% Dec 2024
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RFG Advisory 22k $1000k 75% Mar 2025
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MA Private Wealth 22k $967k -5% Dec 2024
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Two West Capital Advisors 20k $877k 24% Mar 2025
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Apollon Wealth Management 20k $882k 26% Dec 2024
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HPM Partners 20k $876k 100% Dec 2024
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Pensionmark Financial Group 19k $846k -32% Dec 2024
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Jane Street 18k $791k 100% Dec 2024
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Sovran Advisors 17k $726k 100% Dec 2024
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Nations Financial Group 16k $726k 58% Dec 2024
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Centerpoint Advisory Group 16k $711k 100% Dec 2024
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Lion Street Advisors 16k $693k -3% Dec 2024
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National Bank Of Canada /fi/ 14k $618k 17% Dec 2024
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1620 Investment Advisors 14k $610k 12% Dec 2024
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Kestra Advisory Services 13k $590k -39% Dec 2024
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WCG Wealth Advisors 12k $539k 2% Dec 2024
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Eagle Global Advisors 12k $528k 129% Dec 2024
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Cyndeo Wealth Partners 12k $509k -44% Dec 2024
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Susquehanna International 11k $496k -52% Dec 2024
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Sentinus 10k $461k -92% Dec 2024
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Axxcess Wealth Management 10k $451k -3% Dec 2024
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Horst & Graben Wealth Management 10k $450k -77% Dec 2024
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Rockefeller Capital Management 10k $448k 100% Dec 2024
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Vertex Planning Partners 10k $447k 5% Dec 2024
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Keystone Financial Services 9.7k $431k -18% Dec 2024
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Ade 8.6k $381k 47% Dec 2024
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Snowden Capital Advisors 8.4k $375k -44% Dec 2024
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Steel Peak Wealth Management 8.4k $374k -90% Dec 2024
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Mariner Wealth Advisors 7.9k $351k -64% Dec 2024
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Investment Advisory Group 7.6k $344k 0% Mar 2025
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Goldman Sachs Group 7.6k $336k -18% Dec 2024
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KC Investment Advisors 6.5k $289k 100% Dec 2024
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New England Private Wealth Advisors 6.5k $289k 100% Dec 2024
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Caitlin John 6.3k $279k 100% Dec 2024
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TSA Wealth Managment 6.2k $276k -89% Dec 2024
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Leavell Investment Management 6.2k $274k -36% Dec 2024
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Kraft, Davis & Associates 6.0k $267k 1% Dec 2024
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Arkadios Wealth Advisors 6.0k $266k -21% Dec 2024
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FTB Advisors 5.9k $262k -54% Dec 2024
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Spectrum Wealth Counsel 5.8k $256k -69% Dec 2024
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Concorde Asset Management 5.7k $251k -5% Dec 2024
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Spirit Of America Management Corp 5.6k $247k -7% Dec 2024
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CFS Investment Advisory Services 5.5k $243k -89% Dec 2024
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DecisionMap Wealth Management 5.4k $240k 100% Dec 2024
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H D Vest Advisory Services 5.2k $229k -87% Dec 2024
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Executive Wealth Management 5.1k $227k 0% Dec 2024
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Hrt Financial 5.1k $226k 100% Dec 2024
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Certus Wealth Management 5.1k $226k -36% Dec 2024
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Able Wealth Management 5.0k $221k 100% Dec 2024
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Liberty Square Wealth Partners 4.8k $215k 100% Dec 2024
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IFG Advisory 4.6k $202k 100% Dec 2024
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Pnc Financial Services 4.4k $194k 44% Dec 2024
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Brian McDonald 4.1k $182k -51% Dec 2024
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Twin City Private Wealth 3.6k $161k -15% Dec 2024
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Icon Wealth Advisors 3.4k $152k -90% Dec 2024
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Principal Securities 2.9k $130k 208% Dec 2024
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Ameriflex Group 2.9k $128k 100% Dec 2024
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Wells Fargo & Company 2.2k $97k 1244% Dec 2024
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Capital Analysts 1.7k $77k -82% Dec 2024
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Glass Jacobson Investment Advisors 1.7k $77k 223% Dec 2024
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AE Wealth Management 1.1k $50k -96% Dec 2024
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Proequities 1.1k $48M -97% Dec 2024
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WR Wealth Planners 753.00 $33k -50% Dec 2024
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REAP Financial Group 687.00 $31k -3% Dec 2024
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Bryn Mawr Trust 570.00 $25k 1% Dec 2024
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Private Trust Co Na 560.00 $25k -86% Dec 2024
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AdvisorNet Financial 553.00 $25k 0% Mar 2025
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Fedenia Advisers 496.00 $22k 100% Dec 2024
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Continuum Advisory 462.00 $21k 0% Dec 2024
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Phillips Financial Management 450.00 $20k 0% Dec 2024
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Global Retirement Partners 406.00 $18k -99% Dec 2024
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Raleigh Capital Management 304.00 $14k 22% Dec 2024
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GPS Wealth Strategies Group 300.00 $14k 0% Mar 2025
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Nelson, Van Denburg & Campbell Wealth Management 272.00 $12k 0% Dec 2024
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Beacon Capital Management 245.00 $11k -39% Dec 2024
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Cape Investment Advisory 172.00 $7.6k -63% Dec 2024
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TSFG 136.00 $6.0k -97% Dec 2024
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Emerald Investment Partners 59.00 $2.6k -100% Dec 2024
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FMR 38.00 $1.7k -96% Dec 2024
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Cornerstone Planning Group 3.00 $128.000100 -99% Dec 2024
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GeoWealth Management 1.00 $40.000000 -100% Dec 2024
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Who sold out of Ishares Tr edge invt grde?

Fund or Company Name
Date Sold
Shares Held
Valued At
Foundations Investment Advisors Sep 2024 125k $5.8M
Change Path Sep 2024 124k $5.8M
Branch Banking & Trust Company Sep 2024 91k $4.2M
Us Bancorp Sep 2024 84k $3.9M
Atria Wealth Solutions Sep 2024 74k $3.4M
Prudential Financial Sep 2024 58k $2.7M
Thrivent Financial for Lutherans Sep 2024 47k $2.2M
Sharkey, Howes & Javer Sep 2024 47k $2.2M
Beacon Bridge Wealth Partners Sep 2024 40k $1.9M
BCJ Capital Management Sep 2024 39k $1.8M
PAX Financial Group Sep 2024 37k $1.7M
Ronald Blue Trust Sep 2024 36k $1.6M
Perigon Wealth Management Sep 2024 36k $1.7M
High Falls Advisors Sep 2024 34k $1.6M
Liberty Wealth Management Sep 2024 31k $1.5M
Summit X Sep 2024 31k $1.4M
Nwam Sep 2024 31k $1.4M
Triad Wealth Partners Sep 2024 31k $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Sep 2024 29k $1.3M
True Vision MN Sep 2024 28k $1.3M
Security Financial Services Sep 2024 28k $1.3M
Bay Harbor Wealth Management Sep 2024 27k $1.2M
Scarborough Advisors Sep 2024 26k $1.2M
Brookstone Capital Management Sep 2024 25k $1.2M
Invst Sep 2024 24k $1.1M
Orion Portfolio Solutions Sep 2024 22k $1.0M
Equitable Holdings Sep 2024 22k $1.0M
U.S. Capital Wealth Advisors Sep 2024 19k $886k
Detalus Advisors Sep 2024 17k $808k
Collier Financial Dec 2024 17k $756k
HighTower Advisors Sep 2024 17k $785k
Stone House Investment Management Sep 2024 16k $755k
ShoreHaven Wealth Partners Sep 2024 16k $754k
JB Capital Sep 2024 16k $746k
Morningstar Investment Services Sep 2024 16k $740k
Cobblestone Asset Management Sep 2024 15k $685k
BCGM Wealth Management Sep 2024 15k $672k
Regal Investment Advisors Sep 2024 14k $640k
Integrated Advisors Network Dec 2024 12k $537k
Mosley Wealth Management Sep 2024 12k $544k
Actinver Wealth Management Sep 2024 11k $528k
Stratos Wealth Partners Sep 2024 11k $495k
Stratos Wealth Advisors Sep 2024 11k $493k
National Asset Management Sep 2024 10k $465k
Baird Financial Sep 2024 9.7k $451k
Quadrant Private Wealth Management Sep 2024 9.1k $423k
Diversify Advisory Services Sep 2024 8.5k $387k
BOS Asset Management Sep 2024 8.0k $373k
Pettinga Financial Advisors Sep 2024 7.9k $368k
Verus Capital Partners Sep 2024 7.5k $350k
Integrated Wealth Concepts Sep 2024 7.4k $344k
Advocacy Wealth Management Services Sep 2024 6.2k $290k
Northwestern Mutual Wealth Management Company Sep 2024 6.1k $285k
First Heartland Consultants Sep 2024 6.1k $285k
Csenge Advisory Group Sep 2024 5.9k $272k
Ashton Thomas Securities Sep 2024 5.9k $274k
Wealth Alliance Sep 2024 5.5k $254k
Coldstream Capital Management Sep 2024 5.4k $249k
Arete Wealth Advisors Sep 2024 5.3k $247k
BCU Wealth Advisors Sep 2024 5.2k $241k
RWM Asset Management Dec 2024 5.2k $229k
TRUE Private Wealth Advisors Sep 2024 4.7k $217k
Wiley Bros.-aintree Capital Sep 2024 4.5k $208k
Keebeck Wealth Management Sep 2024 4.4k $207k
Spire Wealth Management Sep 2024 1.8k $84k
Aspire Private Capital Sep 2024 935.00 $43k
Venturi Wealth Management Sep 2024 690.00 $32k
Assetmark Sep 2024 622.00 $29k
New Republic Capital Sep 2024 583.00 $27k
Gilliland Jeter Wealth Management Sep 2024 543.00 $25k
CoreCap Advisors Sep 2024 445.00 $21k