Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Advanced Total USD Bond Market ETF inkluderar Hsbc Holdings Plc, Haverford Trust Co, Miracle Mile Advisors, LLC, Valmark Advisers, Inc., Coldstream Capital Management Inc, Mariner, LLC, Fsb Premier Wealth Management, Inc., Taylor, Cottrill, Erickson & Associates, Inc., Schmidt P J Investment Management Inc, EP Wealth Advisors, Inc., Twin Peaks Wealth Advisors, LLC, Evolution Wealth Management Inc., och Kilter Group LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Retirement Capital Strategies | 60 612 | 19,73 | 2 640 | 20,34 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 531 | 0,97 | 241 | 1,27 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 16 397 | 93,98 | 714 | 95,08 | ||||
| 2025-08-07 | 13F | Guardian Capital Lp | 11 700 | 2,63 | 510 | 3,25 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 259 | 577 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 19 537 | 9,04 | 851 | 9,54 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 566 243 | 4,22 | 24 581 | 4,56 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 42 080 | 10,77 | 1 833 | 11,37 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 158 759 | 1,82 | 6 877 | 1,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 523 | 2,01 | 415 | 2,48 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 6 925 | 302 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 587 | 19,55 | 26 | 19,05 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 15 292 | 103,27 | 666 | 104,62 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 25 365 | 24,55 | 1 105 | 25,17 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 550 | 12,47 | 24 | 9,52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 111 | 48 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39 958 | 6,11 | 1 740 | 6,68 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34 728 | 1 512 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 804 | 2,65 | 209 | 3,47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 717 | 0,62 | 162 | 3,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 35 098 | 12,59 | 1 529 | 13,19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 225 155 | 2,51 | 9 805 | 3,60 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22 483 | 1 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 788 | 0,32 | 121 | 0,83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 180 | 8 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8 835 | 4,68 | 385 | 5,21 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 13 278 | 2,19 | 578 | 2,85 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8 089 | 16,56 | 352 | 17,33 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 6 684 | 291 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 20 508 | 0,49 | 878 | −0,68 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 7 361 | 12,02 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 596 618 | 24,28 | 69 533 | 24,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 463 | 20 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 676 | 191,38 | 29 | 222,22 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 671 | 378 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 41 079 | 22,38 | 1 789 | 22,97 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 469 | 30,92 | 369 | 31,43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6 309 | 275 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 468 | 20 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 20 | 1 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 98 692 | 39,01 | 4 | 33,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 832 | 12,76 | 254 | 12,95 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 901 | 25,40 | 83 | 26,15 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 787 | 52,54 | 339 | 53,39 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 36 100 | 1 572 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 104 719 | 9,67 | 4 561 | 10,25 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 219 893 | 5,41 | 227 326 | 5,97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 443 | 27,25 | 63 | 26,53 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 12 482 | 12,08 | 544 | 12,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 598 | 20,62 | 418 | 21,22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 550 | 25,52 | 329 | 26,15 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 38 621 | 61,78 | 1 682 | 62,57 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 634 | 115 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46 548 | 9,52 | 2 027 | 10,10 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5 150 | 224 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7 301 | 15,16 | 318 | 15,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 151 | 5,59 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 680 | 31,63 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 46 163 | 2 010 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 257 195 | 16,07 | 11 165 | 16,45 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 15 702 | 20,81 | 684 | 21,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 65 827 | 17,35 | 2 866 | 17,94 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 128 | 6 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 984 | 26,94 | 86 | 28,36 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 26 277 | 21,23 | 1 144 | 21,96 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 15 671 | 8,26 | 679 | 8,13 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 478 924 | 3,63 | 20 857 | 4,19 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 928 | 27,45 | 389 | 28,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 35 427 | 17,51 | 1 543 | 18,07 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 105 | 221 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 4 813 | 210 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7 403 | 33,94 | 322 | 34,73 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 38 233 | 0,06 | 1 665 | 0,60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 978 | 2,75 | 696 | 3,27 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 672 | 12,00 | 29 | 11,54 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 26 362 | 3,77 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 45 690 | 8,98 | 1 990 | 9,53 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9 521 | 1,31 | 415 | 1,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 39 606 | 6,39 | 1 725 | 6,95 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 105 | 193,21 | 179 | 196,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 88 685 | 25,23 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 755 | 41,64 | 425 | 42,28 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 395 | 0,97 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 29 935 | 0,17 | 1 304 | 0,70 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 28 793 | 6,52 | 1 254 | 7,09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 395 713 | 2,20 | 17 233 | 2,75 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 22 401 | 10,48 | 976 | 11,05 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 261 | 27,32 | 11 | 37,50 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 68 912 | 47 425,52 | 3 001 | 49 916,67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 363 | 25,09 | 321 | 25,98 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 12 975 | 1,00 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 365 377 | 7,69 | 15 912 | 8,27 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 6 942 | 29,85 | 302 | 30,74 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 257 558 | 1,32 | 11 217 | 1,86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 16 244 | 17,96 | 707 | 18,62 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 6 857 | 43,99 | 299 | 44,66 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 38 982 | 17,16 | 1 698 | 17,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 954 | 17,91 | 477 | 18,66 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 34 312 | 115,62 | 1 | |||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 11 547 | 1,34 | 503 | 1,83 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 159 | 50 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 39 375 | 18,56 | 1 715 | 19,19 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 4 992 | 217 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20 843 | 908 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 828 | 46,91 | 384 | 47,69 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 521 | 30,25 | 23 | 29,41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147 271 | 31,59 | 6 414 | 32,28 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 6 248 | 272 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 617 316 | 29,60 | 26 884 | 30,30 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 36 664 | 33,57 | 1 597 | 34,23 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43 763 | 32,39 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4 431 | 0,52 | 193 | 1,05 |
