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 1.2M $53M 100% Mar 2024
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CWM 990k $44M -9% Mar 2024
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LPL Financial 741k $33M 1628% Mar 2024
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Hennion & Walsh Asset Management 740k $33M 3% Mar 2024
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State of New Jersey Common Pension Fund D 550k $25M 100% Mar 2024
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Bank of America Corporation 511k $23M 25% Mar 2024
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Ameriprise Financial 472k $21M 87% Mar 2024
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Waller Financial Planning Group 470k $21M 1% Dec 2023
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Janney Montgomery Scott 394k $18M 2289% Mar 2024
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Resources Investment Advisors 360k $16M 100% Mar 2024
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Cambridge Investment Research Advisors 320k $14M 35% Mar 2024
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Royal Bank of Canada 318k $14M 2740% Mar 2024
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Mercer Global Advisors 286k $13M 100% Mar 2024
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Ameliora Wealth Management 284k $13M 3% Mar 2024
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Fundamentun 271k $12M 100% Mar 2024
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Paragon Wealth Strategies 263k $12M 1% Dec 2023
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United Capital Financial Advisers 257k $12M -4% Mar 2024
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Private Advisor 244k $11M 13% Mar 2024
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McGlone Suttner Wealth Management 216k $9.7M 61% Mar 2024
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Betterment 206k $9.2M 2% Mar 2024
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DORVAL Corp 204k $9.1M 2% Mar 2024
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Geneos Wealth Management 116k $5.2M 813% Mar 2024
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Stifel Financial 114k $5.1M 8% Mar 2024
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Systelligence 92k $4.1M 0% Mar 2024
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Bank of New York Mellon 90k $4.0M 120% Mar 2024
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RFG Advisory 62k $2.8M 8% Mar 2024
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Tennessee Valley Asset Management Partners 55k $2.5M 100% Mar 2024
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Envestnet Portfolio Solutions 48k $2.1M -1% Mar 2024
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Commonwealth Equity Services 45k $2.0M 0% Mar 2024
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Advisor Group Holdings 45k $2.0M 4% Mar 2024
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Advisory Services Network 44k $2.0M 12% Mar 2024
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Buffington Mohr McNeal 42k $1.9M 12% Mar 2024
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Sigma Planning 37k $1.7M 283% Mar 2024
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Dohj 34k $1.5M 3% Mar 2024
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Jpmorgan Chase & Co 34k $1.5M 290% Mar 2024
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Park Avenue Securities 33k $1.5M 35% Mar 2024
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Altus Wealth Management 32k $1.4M -2% Mar 2024
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CPA Asset Management 32k $1.4M 35% Mar 2024
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Jane Street 31k $1.4M 13% Mar 2024
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Morgan Stanley 30k $1.7M 2424% Mar 2024
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SWMG 28k $1.3M 100% Mar 2024
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BlackRock 24k $1.1M -28% Mar 2024
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Ascent Group 23k $1.0M 100% Mar 2024
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Nwam 22k $989k 12% Mar 2024
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Goldman Sachs Group 19k $868k -83% Mar 2024
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Prime Capital Investment Advisors 18k $825k 100% Dec 2023
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Founders Financial Securities 18k $804k 74% Mar 2024
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Lion Street Advisors 18k $793k 0% Mar 2024
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Comprehensive Wealth Management 15k $676k 33% Mar 2024
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Goss Wealth Management 15k $668k -11% Mar 2024
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Apollon Wealth Management 13k $569k -2% Mar 2024
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Nations Financial Group 12k $526k 109% Mar 2024
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1620 Investment Advisors 10k $460k 14% Mar 2024
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National Bank Of Canada /fi/ 10k $448k 0% Dec 2023
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Vertex Planning Partners 9.0k $404k 100% Mar 2024
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Synergy Financial Management 8.9k $399k 100% Mar 2024
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Cyndeo Wealth Partners 7.2k $322k 100% Mar 2024
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Raymond James & Associates 6.4k $289k 100% Mar 2024
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RWM Asset Management 6.3k $284k 0% Mar 2024
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Kraft, Davis & Associates 5.5k $244k 2% Mar 2024
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Shared Vision Wealth Group 5.3k $237k 100% Mar 2024
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Kestra Advisory Services 5.1k $229k 100% Dec 2023
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Citadel Advisors 4.7k $211k 100% Mar 2024
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Brian McDonald 4.4k $197k 100% Mar 2024
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Spectrum Wealth Counsel 4.2k $186k 100% Mar 2024
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Icon Wealth Advisors 3.4k $151k 100% Mar 2024
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Steward Partners Investment Advisory 3.1k $140k 100% Mar 2024
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Phillips Financial Management 3.1k $138k 0% Mar 2024
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Pnc Financial Services 1.9k $84k -25% Mar 2024
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Farther Finance Advisors 1.7k $74k 36% Mar 2024
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ICA Group Wealth Management 1.3k $58k 6% Mar 2024
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FTB Advisors 546.00 $25k 2% Mar 2024
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Glass Jacobson Investment Advisors 523.00 $24k 1% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 518.00 $23k 100% Mar 2024
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Proequities 410.00 $18M 0% Mar 2024
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Continuum Advisory 343.00 $15k 100% Mar 2024
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GPS Wealth Strategies Group 300.00 $14k 0% Mar 2024
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AdvisorNet Financial 209.00 $9.4k 0% Mar 2024
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Capital Analysts 200.00 $9.0k 0% Mar 2024
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Private Trust Co Na 185.00 $8.3k 100% Mar 2024
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Huntington National Bank 172.00 $7.7k 0% Mar 2024
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City State Bank 161.00 $7.0k 100% Mar 2024
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GoalVest Advisory 156.00 $7.0k 0% Mar 2024
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Capital Investment Advisory Services 118.00 $5.3k 1% Mar 2024
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Principal Securities 113.00 $5.1k -29% Mar 2024
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Global Retirement Partners 105.00 $4.7k -64% Mar 2024
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ESL Trust Services 67.00 $3.0k 100% Mar 2024
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FMR 65.00 $2.9k 100% Mar 2024
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Sunbelt Securities 57.00 $2.6k 2% Mar 2024
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Who sold out of Ishares Tr edge invt grde?

Fund or Company Name Date Sold Shares Held Valued At
ORG Partners Dec 2023 7.7k $350k
Thrivent Financial for Lutherans Sep 2023 6.1k $259k
Steel Peak Wealth Management Dec 2023 4.5k $203k
SCBT Financial Corporation Dec 2023 1.2k $56k
Nbc Securities Dec 2023 135.00 $6.0k