We are live on ! Find out more
NEAR icon

iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
401
Institute for Wealth Management
Colorado
– -$753K -14,979 Closed
AWM
402
Altium Wealth Management
New York
– -$696K -13,855 Closed
JWCA
403
J.W. Cole Advisors
Florida
– -$671K -13,358 Closed
RWA
404
Ropes Wealth Advisors
Massachusetts
– -$501K -9,975 Closed
Avalon Investment & Advisory
405
Avalon Investment & Advisory
Texas
– -$376K -7,480 Closed
Independent Advisor Alliance
406
Independent Advisor Alliance
North Carolina
– -$370K -7,360 Closed
MSAM
407
Moloney Securities Asset Management
Missouri
– -$322K -6,404 Closed
FF
408
Friedenthal Financial
New Jersey
– -$309K -6,146 Closed
Comerica Bank
409
Comerica Bank
Texas
– -$306K -6,070 Closed
TCWM
410
Total Clarity Wealth Management
Illinois
– -$303K -6,023 Closed
MW
411
Marcum Wealth
Ohio
– -$298K -5,924 Closed
WWM
412
WJ Wealth Management
Arizona
– -$285K -5,675 Closed
WLIM
413
White Lighthouse Investment Management
Massachusetts
– -$269K -5,360 Closed
Neuberger Berman Group
414
Neuberger Berman Group
New York
– -$258K -5,142 Closed
TPW
415
TL Private Wealth
Texas
– -$253K -5,029 Closed
Stephens Inc
416
Stephens Inc
Arkansas
– -$252K -5,021 Closed
KC
417
Kingfisher Capital
North Carolina
– -$250K -4,978 Closed
Fisher Asset Management
418
Fisher Asset Management
Washington
– -$250K -4,976 Closed
SG
419
StoneX Group
New York
– -$241K -4,789 Closed
IIA
420
IPG Investment Advisors
California
– -$213K -4,239 Closed
QPWM
421
Quadrant Private Wealth Management
Pennsylvania
– -$206K -4,100 Closed
IGGA
422
Iron Gate Global Advisors
Utah
– -$161K -3,210 Closed
SIAS
423
Shine Investment Advisory Services
Colorado
– -$151K -3,000 Closed
BBA
424
Braun-Bostich & Associates
Pennsylvania
– -$107K -2,126 Closed
RIA
425
Realta Investment Advisors
Delaware
– -$68K -1,349 Closed