Who owns Ishares Tr yld optim bd?

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

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Top investors of Ishares Tr yld optim bd stock

Who bought or sold Ishares Tr yld optim bd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Huntington National Bank 861k $19M -20% Mar 2024
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Atlas Private Wealth Management 377k $8.4M 6% Mar 2024
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Systelligence 362k $8.1M 0% Mar 2024
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LPL Financial 312k $7.0M 232% Mar 2024
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Raymond James Financial Services Advisors 263k $5.9M 39% Mar 2024
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Sigma Planning 221k $4.9M 100% Mar 2024
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Raymond James & Associates 199k $4.4M 1386% Mar 2024
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Harwood Advisory 155k $3.5M -5% Mar 2024
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Branch Banking & Trust Company 133k $3.0M 17% Mar 2024
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Bank of America Corporation 124k $2.8M 161% Mar 2024
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LWM Advisory Services 118k $2.6M 22% Mar 2024
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Advisor Group Holdings 96k $2.2M 106% Mar 2024
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Zimmermann Investment Management & Planning 88k $2.0M 231% Mar 2024
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Great Valley Advisor Group 88k $2.0M 359% Mar 2024
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Hanson McClain Advisors 81k $1.8M 28% Mar 2024
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Jane Street 78k $1.8M 65% Mar 2024
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Mariner Wealth Advisors 60k $1.4M 82% Mar 2024
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Jpmorgan Chase & Co 55k $1.2M 23% Mar 2024
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Savvy Advisors 48k $1.1M 236% Mar 2024
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Elevated Capital Advisors 44k $982k 2% Mar 2024
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Birchcreek Wealth Management 40k $894k 30% Mar 2024
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Richard W. Paul & Associates 38k $844k 1% Dec 2023
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Dynamic Advisors Solutions 23k $521k 22% Mar 2024
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Atria Wealth Solutions 23k $508k 100% Mar 2024
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Envestnet Asset Management 21k $474k 10% Mar 2024
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Susquehanna International 20k $436k 100% Mar 2024
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Sym Financial Corporation 18k $406k 3% Mar 2024
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Private Advisor 15k $342k 100% Mar 2024
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AdvisorNet Financial 15k $335k 14% Mar 2024
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Vantage Financial Partners 14k $305k -7% Mar 2024
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Arkadios Wealth Advisors 13k $295k 100% Mar 2024
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Stonebridge Capital Advisors 13k $295k 28% Dec 2023
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Altman Advisors 12k $275k -14% Mar 2024
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Commonwealth Equity Services 10k $231k 12% Mar 2024
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Royal Bank of Canada 10k $226k -56% Mar 2024
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Hartline Investment Corporation 9.4k $211k 100% Mar 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9.4k $211k 100% Mar 2024
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Principal Securities 7.8k $174k 7% Mar 2024
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Mendota Financial Group 2.3k $52k 100% Mar 2024
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Bank Of Montreal 2.1k $48k 2% Mar 2024
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Retirement Group 2.0k $45k 33% Mar 2024
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Delta Asset Management 1.0k $22k 0% Dec 2023
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HHM Wealth Advisors 858.00 $19k -13% Mar 2024
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UBS Group 721.00 $16k 100% Mar 2024
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Goss Wealth Management 637.00 $14k 100% Mar 2024
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Davis Capital Management 614.00 $14k -17% Mar 2024
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CWM 534.00 $12k -35% Mar 2024
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Quadrant Capital 500.00 $11k 100% Mar 2024
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Moisand Fitzgerald Tamayo 386.00 $8.6k 0% Mar 2024
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Householder Group Estate & Retirement Specialist 375.00 $8.4k 0% Mar 2024
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Morgan Stanley 200.00 $8.4k 1% Mar 2024
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Able Wealth Management 116.00 $2.6k 100% Dec 2023
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Global Retirement Partners 89.00 $2.0k 0% Mar 2024
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FMR 1.00 $22.000000 100% Mar 2024
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Wells Fargo & Company 0 $0 -100% Mar 2024
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Who sold out of Ishares Tr yld optim bd?

Fund or Company Name Date Sold Shares Held Valued At
AE Wealth Management Dec 2023 39k $861k
Citadel Advisors Dec 2023 35k $785k
Prospera Financial Services Sep 2023 17k $371k
Lincoln National Dec 2023 17k $380k