ICVT / iShares Trust - iShares Convertible Bond ETF - Institutionelt ejerskab - Sælgere

iShares Trust - iShares Convertible Bond ETF
US ˙ BATS ˙ US46435G1022

Institutionelt og fondsejerskab - Sælgere

Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-30 13F Acorn Wealth Advisors, LLC 4.957 -0,56 505 2,86
2026-04-28 13F Robertson Stephens Wealth Management, LLC 3.562 -0,95 363 2,26
2026-02-12 13F Brueske Advisory Services, LLC 0 -100,00 0
2026-04-24 13F Midwest Capital Advisors, LLC 10.651 -26,92 1.084 -24,46
2026-04-27 13F Greenleaf Trust 448.320 -0,63 45.634 2,69
2026-05-06 13F Modera Wealth Management, LLC 4.498 -0,88 458 2,47
2026-05-11 13F OpenArc Corporate Advisory, LLC 62.233 -51,44 6.335 -49,83
2026-04-16 13F True Vision MN LLC 2.061 -50,54 210 -49,02
2026-04-17 13F Swp Financial Llc 10.165 -43,71 1.035 -41,84
2026-04-27 13F JB Capital LLC 3.126 -49,87 318 -48,21
2026-05-18 13F Centaurus Financial, Inc. 1.503 -20,18 0
2026-02-13 13F National Bank Of Canada /fi/ 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 26.057 -43,51 3 -50,00
2026-04-10 13F Centurion Wealth Management LLC 5.899 -26,46 600 -24,05
2026-05-08 13F SHP Wealth Management 0 -100,00 0
2026-04-21 13F One Wealth Advisors, LLC 2.551 -52,32 260 -50,76
2026-05-01 13F TSA Wealth Managment LLC 15.719 -24,40 1.600 -21,87
2026-05-12 13F Bnp Paribas Arbitrage, Sa 634 -86,62 65 -86,27
2026-04-23 13F Bigelow Investment Advisors, LLC 2.472 -8,04 252 -4,92
2026-05-12 13F Kovack Advisors, Inc. 8.588 -15,80 874 -12,95
2026-05-05 13F D.a. Davidson & Co. 19.992 -2,33 2.035 0,89
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-05 13F Howard Capital Management Inc. 0 -100,00 0
2026-05-15 13F Change Path, LLC 32.606 -23,48 3.319 -20,94
2026-05-07 13F Tidemark, LLC 12.497 -21,31 1.272 -18,67
2026-05-15 13F Toroso Investments, LLC 4.843 -45,04 492 -43,25
2026-04-29 13F CFS Investment Advisory Services, LLC 13.019 -25,56 1.459 -15,33
2026-05-14 13F Allworth Financial LP 2.791 -12,73 284 -9,55
2026-05-15 13F NorthRock Partners, LLC 10.110 -24,73 1.029 -22,16
2026-05-05 13F Ethos Financial Group, LLC 0 -100,00 0
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 37.277 -42,14 3.873 -41,17
2026-05-11 13F Elevated Financial Group LLC 2.471 -20,44 252 -17,70
2026-05-06 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-05-08 13F Resources Investment Advisors, LLC. 135.155 -1,54 13.757 1,75
2026-05-05 13F BCGM Wealth Management, LLC 6.450 -4,03 657 -0,91
2026-04-22 13F Arcadia Investment Management Corp/mi 15 -50,00 2 -50,00
2026-04-27 13F Evolution Wealth Management Inc. 696 -1,00 71 1,45
2026-04-20 13F Sowell Financial Services LLC 2.796 -5,83 285 -2,74
2026-05-08 13F Pnc Financial Services Group, Inc. 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 14.989 -9,78 1.526 -6,78
2026-02-03 13F Apeiron RIA LLC 0 -100,00 0
2026-04-23 13F Ewa, Llc 7.664 -22,41 780 -19,75
2026-05-14 13F Synergy Investment Management, LLC 5.546 -1,07 565 2,17
2026-04-24 13F Private Advisor Group, LLC 20.652 -1,64 2.102 1,64
2026-04-14 13F Pictet North America Advisors SA 6.923 -25,11 705 -22,64
2026-05-15 13F Ancora Advisors, LLC 700 -1,96 71 1,43
2026-01-13 13F Synergy Financial Management, LLC 0 -100,00 0
2026-04-09 13F Tompkins Financial Corp 0 -100,00 0
2026-01-16 13F RHS Financial, LLC 0 -100,00 0
2026-04-30 13F Kestra Advisory Services, LLC 34.084 -37,82 3.469 -35,75
2026-04-20 13F Parkway Wealth Management Group, LLC 0 -100,00 0
2026-05-05 13F UBS Group AG 90.266 -2,96 9.188 0,28
2026-05-15 13F Ameriprise Financial Inc 346.875 -8,81 35.537 -5,20
2026-04-15 13F Ffg Retirement Advisors Llc 12.692 -44,38 1.292 -42,55
2026-04-27 13F Liberty Atlantic Advisors LLC 2.040 -0,63 208 2,48
2026-05-11 13F Nomura Asset Management Co Ltd 110.269 -2,29 11.224 0,98
2026-05-04 13F Brookwood Investment Group LLC 2.791 -6,22 284 -3,07
2026-05-12 13F Icon Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 2.661 -33,34 271 -31,30
2026-05-06 13F Keystone Financial Services 2.383 -42,91 243 -41,12
2026-05-15 13F Imprint Wealth LLC 80 -37,50 8 -33,33
2026-04-21 13F OneAscent Financial Services LLC 4.527 -0,90 461 2,45
2026-05-01 13F Emerald Investment Partners, Llc 4.230 -48,31 431 -46,65
2026-04-14 13F Centerline Wealth Advisors, LLC 10.834 -49,05 1.103 -47,37
2026-05-08 13F Pinnacle Holdings, LLC 0 -100,00 0
2026-05-15 13F Morgan Stanley 334.070 -2,21 34.005 1,05
2026-04-08 13F Dynamic Advisor Solutions LLC 5.393 -58,88 549 -57,47
2026-05-14 13F Advisory Alpha, LLC 415.222 -5,29 42.270 -2,13
2026-04-08 13F McNaughton Wealth Management, LLC 4.378 -27,44 446 -25,08
2026-04-22 13F Stone House Investment Management, LLC 2.571 -48,77 262 -47,17
2026-05-06 13F Florin Court Capital LLP 19.527 -53,20 1.988 -51,65
2026-05-15 13F United Capital Financial Advisers, Llc 31.844 -48,46 3.240 -46,76
2026-04-27 13F Tsfg, Llc 3.399 -13,62 0
2026-05-12 13F Stokes Family Office, LLC 12.998 -11,37 1.323 -8,38
2026-05-14 13F Baird Financial Group, Inc. 0 -100,00 0
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 27.710 -4,86 2.821 -1,71
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-04-29 13F Armor Investment Advisors, LLC 11.005 -1,23 1.120 2,10
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-12 13F Croban 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0 -100,00
2026-04-21 13F Wedbush Securities Inc 4.115 -2,14 0
2026-04-09 13F Dorato Capital Management 1.637 -11,66 176 -7,89
2026-05-06 13F Tyche Wealth Partners LLC 0 -100,00 0
2026-05-06 13F Shared Vision Wealth Group LLC 4.534 -36,98 462 -38,12
2026-05-15 13F Goldman Sachs Group Inc 679.465 -27,48 69.163 -25,06
2026-04-20 13F Ronald Blue Trust, Inc. 1.885 -63,93 192 -62,84
2026-04-27 13F Osborne Partners Capital Management, Llc 149.672 -0,65 15.235 2,68
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-15 13F Horizon Financial Services, Llc 41.393 -0,86 4.213 2,46
2026-05-06 13F Assetmark, Inc 170.440 -4,42 17.349 -1,23
2026-04-21 13F Systelligence, LLC 150.096 -31,71 15.278 -29,43
2026-02-17 13F Elequin Capital Lp 0 -100,00 0
2026-04-09 13F Park Place Capital Corp 44 -43,59 4 -42,86
2026-04-15 13F Merit Financial Group, LLC 48.071 -11,21 4.893 -8,23
2026-04-28 13F Cobblestone Asset Management LLC 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 39.661 -44,37 4.037 -42,51
2026-04-22 13F Spire Wealth Management 151 -51,29 15 -50,00
2026-05-13 13F Principal Securities, Inc. 14.894 -9,92 1.516 -6,88
2026-05-08 13F BCV Asset Management Inc. 0 -100,00 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 280 -13,04 29 -9,68
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-11 13F Hamrick Investment Counsel, llc 0 -100,00 0
2026-03-30 13F/A Barclays Plc 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 94.553 -14,64 9.625 -11,80
2026-05-15 13F Advisory Services Network, LLC 7.719 -13,36 786 -10,49
2026-05-15 13F Ascent Group, LLC 23.348 -24,23 2.377 -21,71
2026-05-05 13F HighTower Advisors, LLC 57.191 -3,04 5.822 0,21
2026-02-17 13F Snowden Capital Advisors LLC 4.863 -0,57 479 -2,04
2026-05-14 13F Us Bancorp \de\ 1.384 -92,07 141 -91,86
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 129.407 -18,51 13.172 -15,79
2026-05-04 13F Envestnet Asset Management Inc 1.022.804 -30,25 104.111 -27,92
2026-05-07 13F Fedenia Advisers LLC 7.491 -10,37 763 -7,41
2026-05-14 13F Provida Pension Fund Administrator 0 -100,00 0 -100,00
2026-05-11 13F Citigroup Inc 601 -70,41 61 -69,50
2026-05-14 13F Dynasty Wealth Management, Llc 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Price T Rowe Associates Inc /md/ 0 -100,00 0
2026-01-26 13F Northwest Capital Management Inc 293 -77,65 29 -78,63
2026-05-05 13F Duncan Williams Asset Management, LLC 2.347 -41,25 239 -41,95
2026-04-08 13F BOS Asset Management, LLC 4.468 -1,04 455 2,25
2026-05-13 13F Invst, LLC 2.188 -58,64 223 -57,39
2026-04-17 13F AdvisorNet Financial, Inc 332 -2,64 34 0,00
2026-04-29 13F Strategic Blueprint, LLC 13.367 -6,56 1.361 -3,48
2026-05-05 13F Atria Investments Llc 9.010 -48,58 917 -46,87
2026-04-21 13F BCU Wealth Advisors, LLC 2.630 -5,73 268 -2,55
2026-05-08 13F Blair William & Co/il 2.762 -6,59 281 -3,44
2026-04-30 13F Csenge Advisory Group 2.990 -2,64 304 0,66
2026-05-14 13F Comprehensive Wealth Management, LLC 9.872 -10,94 1.005 -7,97
2026-04-17 13F Outlook Wealth Advisors, LLC 14.549 -1,39 1.481 1,86
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-30 13F Range Financial Group LLC 5.201 -26,73 529 -24,32
2026-05-15 13F Bank Of America Corp /de/ 2.361.647 -2,04 240.392 1,23
2026-04-28 13F Whittier Trust Co 25 -54,55 3 -60,00
2026-05-15 13F Smartleaf Asset Management LLC 0 -100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 4.233 -46,62 431 -44,80
2026-04-09 13F Aletheian Wealth Advisors LLC 6.697 -3,56 682 -1,87
2026-04-29 13F Advance Capital Management, Inc. 109.915 -4,25 11.188 -1,05
2026-04-22 13F Wetzel Investment Advisors, Inc. 43.390 -6,52 4.417 -3,39
2026-05-13 13F BlackRock, Inc. 250.651 -28,51 25.514 -26,13
2026-05-15 13F Alliancebernstein L.p. 210.452 -6,37 20.730 -6,37
2026-04-24 13F Able Wealth Management LLC 4.650 -42,27 473 -40,35
2026-05-15 13F Mercer Global Advisors Inc /adv 30.648 -64,44 3.120 -43,83
2026-05-01 13F Sovran Advisors, LLC 14.899 -6,93 1.679 1,76
2026-05-11 13F Ashton Thomas Private Wealth, LLC 10.030 -25,78 1.021 -23,37
2026-02-13 13F Colony Group, LLC 8.276 -10,58 815 -11,89
2026-04-14 13F Bay Harbor Wealth Management, LLC 3.502 -50,49 356 -48,85
2026-05-12 13F Operose Advisors LLC 0 -100,00 0
2026-04-24 13F Key FInancial Inc 11.328 -4,16 1.153 -0,95
2026-06-01 13F Concorde Asset Management, LLC 0 -100,00 0
2026-05-14 13F Regal Investment Advisors LLC 2.523 -53,41 257 -51,97
2026-04-15 13F Braun-Bostich & Associates Inc. 4.012 -0,94 408 2,51
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 227.482 -24,70 23.155 -22,18
2026-04-27 13F Actinver Wealth Management, Inc. 3.450 -15,19 351 -12,25
2026-05-05 13F Steel Peak Wealth Management LLC 11.716 -57,29 1.193 -55,87
2026-04-27 13F Pensionmark Financial Group, Llc 2.619 -37,64 267 -35,59
2026-04-15 13F Cypress Wealth Services, LLC 2.502 -17,83 255 -15,05
2026-04-16 13F SG Americas Securities, LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 3.029 -66,15 308 -65,04
2026-01-09 13F First Heartland Consultants, Inc. 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 70 -9,09 7 0,00
2026-04-20 13F Yorktown Management & Research Co Inc 23.000 -14,81 2.341 -11,96
2026-05-06 13F Quadrant Private Wealth Management, LLC 5.024 -4,79 511 -1,54
2026-02-17 13F VestGen Advisors, LLC 0 -100,00 0
2026-05-05 13F Sanctuary Advisors, LLC 42.950 -16,62 4.372 -13,85
2026-05-14 13F Herold Advisors, Inc. 10.225 -8,83 1.041 -5,80
2026-04-10 13F Cassilly Financial Group LLC 8.352 -0,18 850 3,16
2026-04-17 13F Provident Wealth Management, LLC 21.446 -0,97 2.183 2,30
2026-04-24 13F Medallion Wealth Advisors, LLC 0 -100,00 0
2026-04-20 13F Independent Wealth Network Inc. 0 -100,00 0
2026-05-14 13F Cwm, Llc 164.247 -1,42 16.719 104.387,50
2026-04-14 13F SigFig Wealth Management, LLC 3.332 -47,90 339 -46,19
2026-05-07 13F Sagespring Wealth Partners, Llc 0 -100,00 0
2026-05-08 13F Curtis Wealth Management Llc 4.095 -48,49 417 -49,45
2026-05-11 13F Aptus Capital Advisors, LLC 1.102 -1,25 112 2,75
2026-05-15 13F Transamerica Financial Advisors, Inc. 4.498 -11,05 458 -8,23
2026-05-13 13F BCJ Capital Management, LLC 4.031 -27,72 410 -25,32
2026-01-23 13F Avion Wealth 0 -100,00 0
2026-02-13 13F/A Planwiser Financial, Llc 0 -100,00 0
2026-05-05 13F PFG Advisors 3.926 -54,71 400 -53,22
2026-05-07 13F Wells Financial Advisors INC 0 -100,00 0
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-04-23 13F Daviman Financial, LLC 0 -100,00 0
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-20 13F Kfg Wealth Management, Llc 0 -100,00 0
2026-05-15 13F Barnes Wealth Management Group, Inc 2.568 -10,37 261 -7,45
2026-05-14 13F Modern Wealth Management, LLC 0 -100,00 0
2026-05-15 13F MAI Capital Management 73 -25,51 7 -22,22
2026-05-08 13F Gen-Wealth Partners Inc 1.382 -57,72 141 -56,39
2026-05-14 13F O'ROURKE & COMPANY, Inc 6.011 -2,81 612 0,33
2026-05-08 13F Russell Investments Group, Ltd. 0 -100,00 0
2026-04-29 13F Horst & Graben Wealth Management LLC 11.278 -33,21 1.263 -24,11
2026-01-12 13F Sax Wealth Advisors, Llc 0 -100,00 0
2026-04-07 13F CoreCap Advisors, LLC 7.722 -4,63 786 -1,38
2026-04-27 13F Truist Financial Corp 19.682 -45,97 2.062 -43,52
2026-05-15 13F Royal Bank Of Canada 43.156 -7,26 4.392 -4,17
2026-04-17 13F RFG Advisory, LLC 2.296 -3,04 234 0,00
2026-05-13 13F Cetera Investment Advisers 156.337 -34,69 15.914 -32,51
2026-04-16 13F Brookstone Capital Management 6.303 -36,58 642 -34,46
2026-04-27 13F Latitude Advisors, LLC 2.063 -6,86 210 -4,13
2026-04-13 13F Kelly Financial Services LLC 7.529 -26,14 766 -23,80
2026-05-15 13F Advisor Group Holdings, Inc. 76.727 -28,21 7.812 -25,81
2026-04-20 13F Chatterton & Associates Inc. 0 -100,00 0
2026-05-14 13F Capital Analysts, Inc. 5.945 -24,87 1
2026-04-13 13F Pettinga Financial Advisors, LLC 8.117 -41,17 826 -39,22
2026-05-15 13F Keating Financial Advisory Services, Inc. 86 -3,37 9 0,00
2026-04-20 13F Friedenthal Financial 0 -100,00 0
2026-04-23 13F Oppenheimer & Co Inc 7.117 -9,30 724 -6,22
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 468 -34,27 48 -32,86
2026-05-12 13F WCG Wealth Advisors LLC 11.664 -0,15 1.187 3,22
2026-02-10 13F ShoreHaven Wealth Partners, LLC 0 -100,00 0 -100,00
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11.759 -27,20 1.197 -24,83
2026-05-04 13F Calamos Wealth Management LLC 0 -100,00 0
2026-04-22 13F Networth Advisors, LLC 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 4 -50,00 0
2026-01-22 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-04-08 13F Sharkey, Howes & Javer 5.197 -37,79 529 -35,64
2026-05-07 13F Perissos Private Wealth Management, LLC 6.277 -58,62 639 -57,30
2026-04-30 13F Private Trust Co Na 5.165 -2,71 544 4,02
2026-05-12 13F Liberty Wealth Management Llc 2.387 -49,29 243 -47,73
2026-04-07 13F Retirement Wealth Solutions LLC 107 -51,36 11 -52,38
2026-04-08 13F Towerpoint Wealth, LLC 0 -100,00 0
2026-05-11 13F Kestra Investment Management, LLC 4.531 -86,69 461 -86,25
2026-05-14 13F Mcguire Capital Advisors Inc 13 -48,00 1 -50,00
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-14 13F Focus Financial Network, Inc. 4.922 -7,04 501 -3,84
2026-04-30 13F Simplicity Wealth,LLC 6.378 -26,55 649 -24,09
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-04-13 13F Cyndeo Wealth Partners, LLC 0 -100,00 0
2026-04-08 13F Lpwm Llc 6.718 -0,84 684 2,40
2026-02-04 13F Clark Wealth Partners 0 -100,00 0 -100,00
2026-05-07 13F Scarborough Advisors, LLC 6.357 -6,71 647 -3,58
2026-04-07 13F Park Avenue Securities Llc 31.843 -50,14 3 -50,00
2026-05-14 13F Rockefeller Capital Management L.P. 7.152 -29,11 728 -26,69
2026-01-22 13F Apollon Wealth Management, LLC 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 13 -53,57 1 -50,00
2026-05-07 13F Vision Retirement, LLC 466 -44,52 47 -42,68
2026-05-06 13F LPL Financial LLC 925.628 -10,57 94.220 -7,59
2026-05-12 13F Absolute Capital Management, LLC 3.333 -17,30 339 -14,39
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