Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Fallen Angels USD Bond ETF inkluderar Transamerica Financial Advisors, Inc., Quadrature Capital Ltd, Hershey Financial Advisers, LLC, CMIAX - Curasset Capital Management Limited Term Income Fund Class A, TINIX - AXS Tactical Income Fund Class I Shares, Marex Group plc, ESG Planning, Kaizen Financial Strategies, PUREfi Wealth, LLC, Wiley Bros.-aintree Capital, Llc, Mmbg Investment Advisors Co., Root Financial Partners, LLC, Wealthcare Advisory Partners LLC, Financial Network Wealth Management LLC, Truvestments Capital Llc, Skopos Labs, Inc., Cullen/frost Bankers, Inc., CENTRAL TRUST Co, Key FInancial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Wedbush Securities Inc | 9 985 | 1,46 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 736 | 283,33 | 20 | 280,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 116 | 3 | ||||||
| 2025-07-28 | 13F | Toews Corp /adv | 347 100 | 9 420 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25 106 | 3,56 | 681 | 4,93 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 628 | 10,35 | 397 | 11,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 085 | 12,89 | 735 | 14,49 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 33 305 | 13,58 | 904 | 15,03 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 100 791 | 7,12 | 2 717 | 10,99 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13 | 0 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 18 629 | 0,13 | 506 | 1,41 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 21 | 425,00 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 281 649 | 2,58 | 34 784 | 5,90 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 348 772 | 0,22 | 9 466 | 1,53 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1 412 | 38 | ||||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 174 798 | 3,66 | 4 744 | 5,03 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 129 653 | 1,64 | 3 519 | 2,96 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 24 896 | 1,39 | 676 | 2,74 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26 171 | 0,33 | 710 | 1,72 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 73 749 | 4,20 | 2 002 | 5,54 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 41 351 | 25,05 | 1 122 | 26,78 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 128 772 | 7,09 | 3 477 | 10,59 | ||||
| 2025-06-27 | NP | THY - Agility Shares Dynamic Tactical Income ETF | 347 100 | 8,88 | 9 122 | 5,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 222 190 | 14,55 | 6 030 | 16,03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 128 267 | 78,22 | 3 481 | 80,55 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 134 016 | 4,32 | 3 637 | 5,70 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 514 | 1,78 | 14 | 0,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 187 751 | 5 096 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 47 929 | 0,08 | 1 301 | 1,40 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 676 | 81,23 | 18 | 100,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 253 | 1,62 | 34 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 74 826 | 7,41 | 2 031 | 8,79 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 124 852 | 2,97 | 3 382 | 5,46 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 78 481 | 0,62 | 2 130 | 1,91 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 121 633 | 1,24 | 3 301 | 2,58 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 73 753 | 0,88 | 2 002 | 2,20 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 206 620 | 12,91 | 5 608 | 14,38 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 818 881 | 11,26 | 49 | 13,95 | ||||
| 2025-08-19 | 13F | Marex Group plc | 65 139 | 1 768 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 323 024 | 49,19 | 8 767 | 51,14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 403 | 255 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 81 518 | 0,12 | 2 212 | 1,42 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 14 142 | 384 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 246 709 | 3,69 | 6 696 | 5,04 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 79 452 | 2 156 | ||||||
| 2025-08-11 | 13F | AXS Investments LLC | 79 452 | 2 156 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 214 404 | 117,59 | 5 819 | 120,46 | ||||
| 2025-08-07 | NP | CMBEX - Curasset Capital Management Core Bond Fund Founders Class | 104 620 | 10 461 900,00 | 2 839 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 855 | 0,73 | 485 | 2,11 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 10 150 | 275 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 9 910 | 269 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 801 | 18,60 | 130 | 20,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 674 079 | 30,35 | 99 715 | 32,05 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 163 947 | 4 450 | ||||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 26 112 | 1,72 | 674 | −3,17 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9 951 | 1,93 | 270 | 3,45 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20 086 | 3,84 | 545 | 5,21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 44 057 | 28,39 | 1 196 | 30,03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 65 320 | 102,62 | 1 773 | 105,33 | ||||
| 2025-04-29 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 | 0,00 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 54 | 1 | ||||||
| 2025-08-26 | NP | CRMVX - Conquer Risk Managed Volatility Fund | 722 012 | 45,69 | 19 595 | 47,21 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 58 665 | 8,12 | 1 592 | 9,57 | ||||
| 2025-04-24 | 13F | Renaissancere Holdings Ltd | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6 410 | 9,57 | 174 | 10,90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 54 798 | 303,82 | 1 487 | 309,64 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 25 926 | 704 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 23 628 | 1,22 | 641 | 2,56 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 60 484 | 2,26 | 1 642 | 3,60 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 269 416 | 8,69 | 7 312 | 10,12 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 97 084 | 433,43 | 2 635 | 440,86 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 15 | 0,00 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 11 153 | 6,46 | 303 | 7,86 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 1 133 100 | 41,73 | 30 752 | 43,58 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9 973 | 15,44 | 271 | 16,88 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 015 | 0 | ||||||
| 2025-08-15 | 13F | State of Tennessee, Treasury Department | 3 428 800 | 20,47 | 93 058 | 22,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 22 568 | 444,86 | 603 | 447,27 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 67 806 | 0,69 | 1 840 | 2,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 138 261 | 3 752 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 132 404 | 12,28 | 3 593 | 13,74 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 3 472 | 82,35 | 94 | 88,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 684 | 20,85 | 19 | 20,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 12 346 | 2,41 | 335 | 4,04 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 13 805 | 12,22 | 375 | 13,68 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 3 476 559 | 94 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 101 | 40,95 | 84 | 44,83 | ||||
| 2025-08-07 | NP | CMIAX - Curasset Capital Management Limited Term Income Fund Class A | 130 728 | 3 548 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 223 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 279 751 | 8 | ||||||
| 2025-08-13 | 13F | ESG Planning | 16 547 | 449 | ||||||
| 2025-07-16 | 13F | Novem Group | 572 052 | 6,46 | 15 525 | 7,85 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 363 | 308 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 130 334 | 116,49 | 3 537 | 119,42 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10 000 | 25,00 | 271 | 26,64 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 14 469 | 1,05 | 393 | 2,35 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 160 | 2,14 | 0 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 11 148 | 5,69 | 303 | 7,09 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 167 204 | 17,47 | 4 538 | 18,99 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 12 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 108 872 | 10,30 | 2 955 | 11,72 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 244 253 | 14,37 | 6 629 | 15,87 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 81 428 | 2,14 | 2 181 | 2,44 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 5 000 | 158,67 | 136 | 164,71 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 15 222 | 413 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 38 | 2,70 | 1 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 225 | 1,35 | 6 | 20,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 628 | 207 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 28 063 | 759 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 125 | 86,88 | 31 | 87,50 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 36 481 | 5,05 | 990 | 6,45 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 74 795 | 3,06 | 2 030 | 4,37 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45 912 | 2,84 | 1 246 | 4,27 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 493 | 122 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 95 229 | 4,38 | 2 585 | 5,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 279 909 | 1,21 | 8 | 0,00 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 28 399 | 5,90 | 771 | 7,24 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 34 859 | 137,09 | 946 | 140,71 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 27 472 | 746 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 552 | 419,06 | 42 | 425,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 827 | 15,34 | 22 | 15,79 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 31 119 | 25,14 | 845 | 26,73 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 44 799 | 78,17 | 1 206 | 84,69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 41 462 | 71,13 | 1 125 | 74,15 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 32 | 0 |
