Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Intermediate Government/Credit Bond ETF inkluderar Midwest Trust Co, Transamerica Financial Advisors, Inc., VisionPoint Advisory Group, LLC, Charles Schwab Trust Co, Curbstone Financial Management Corp, GM Advisory Group, Inc., Centennial Bank/AR/, Skopos Labs, Inc., J.w. Cole Advisors, Inc., HB Wealth Management, LLC, Tactive Advisors, LLC, American Trust, Orleans Capital Management Corp/la, och Glassman Wealth Services .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 118 121 | 12 614 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 963 | 24,24 | 0 | |||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 8 911 | 15,26 | 949 | 15,75 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8 439 | 901 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 359 | 0,28 | 38 | 2,70 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 691 | 122,19 | 73 | 128,13 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 3 788 | 2,02 | 405 | 2,80 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 13 046 | 74,02 | 1 393 | 75,44 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 9 992 | 11,15 | 1 067 | 11,96 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 001 432 | 10,22 | 106 943 | 11,55 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 103 225 | 3,32 | 11 023 | 4,07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53 956 | 1,58 | 5 762 | 2,31 | ||||
| 2025-06-24 | NP | MBNAX - MainStay Balanced Fund Class A | 159 088 | 69,94 | 16 954 | 72,95 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 5 334 | 9,33 | 570 | 10,06 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11 263 | 34,34 | 1 203 | 35,36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 752 | 26,71 | 401 | 29,87 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 2 842 | 0,11 | 303 | 1,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 68 197 | 7 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 036 | 111 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 231 747 | 1,87 | 24 749 | 2,62 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 21 988 | 2 348 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 25 907 | 30,20 | 2 767 | 31,15 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 303 | 246 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 561 865 | 6,00 | 60 002 | 6,77 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 62 984 | 9,81 | 6 726 | 10,63 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 563 | 74,64 | 167 | 76,60 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 4 793 | 0,88 | 512 | 1,59 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 34 797 | 2,56 | 3 702 | 2,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 152 807 | 0,60 | 16 318 | 1,33 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 831 | 0,37 | 1 | |||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 2 300 | 246 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 186 | 0,51 | 127 | 0,80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 47 822 | 13,66 | 5 107 | 14,48 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 42 724 | 3,05 | 4 563 | 3,80 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 176 740 | 2,20 | 18 840 | 2,88 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4 209 | 449 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 136 | 10 580,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 65 025 | 4,59 | 6 944 | 5,36 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 183 828 | 5,71 | 19 631 | 6,48 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 198 | 9,60 | 982 | 10,46 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 182 443 | 9,37 | 19 408 | 9,74 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 92 777 | 0,01 | 9 908 | 0,74 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1 007 399 | 107 580 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 4 866 | 520 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5 309 | 3,23 | 567 | 3,85 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 42 602 | 6,00 | 4 549 | 6,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 405 | 43 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 081 | 11,89 | 649 | 12,67 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 17 933 | 1,39 | 1 915 | 2,13 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 27 614 | 108,00 | 2 949 | 109,52 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 77 218 | 6,32 | 8 246 | 7,09 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 590 | 0 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 135 305 | 1,46 | 14 449 | 2,20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 270 | −15,67 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 10 245 | 8,34 | 1 094 | 9,18 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 11 386 | 21,15 | 1 216 | 21,99 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 8 038 | 858 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47 327 | 11,98 | 5 054 | 12,81 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | |||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 151 590 | 1,22 | 16 188 | 1,96 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 833 504 | 0,33 | 89 010 | 1,05 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 53 964 | 5 763 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4 771 | 509 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14 242 | 46,19 | 1 521 | 47,29 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 408 955 | 3,36 | 43 672 | 4,11 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 27 985 | 17,78 | 2 967 | 19,16 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 2 197 | 0,05 | 235 | 0,86 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 11 425 | 23,31 | 1 220 | 24,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 73 674 | 188,01 | 7 831 | 188,75 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 12 239 | 22,68 | 1 307 | 23,65 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 5 132 | 2,27 | 548 | 3,01 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 3 906 | 4,41 | 417 | 5,30 | ||||
| 2025-08-01 | 13F | First National Trust Co | 60 582 | 0,68 | 6 470 | 1,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 553 | 379 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56 025 | 7,06 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 53 871 | 5,71 | 5 753 | 6,48 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 5 441 | 581 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 092 | 223 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 786 | 17,57 | 726 | 19,44 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 9 661 | 6,27 | 1 032 | 7,06 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 960 611 | 8,67 | 102 584 | 9,46 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 20 045 | 12,79 | 2 141 | 13,59 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 78 769 | 8,73 | 8 412 | 9,52 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 8 248 | 169,90 | 881 | 171,91 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 112 | 5,47 | 653 | 6,19 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 3 743 | 49,00 | 379 | 46,90 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 105 119 | 10,94 | 11 226 | 11,75 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 4 508 | 481 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 55 300 | 4,73 | 5 905 | 5,50 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 109 920 | 30,72 | 11 738 | 31,67 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2 377 520 | 28,39 | 253 895 | 29,32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 490 | 115,94 | 159 | 117,81 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 65 | 1,56 | 7 | 0,00 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 44 685 | 2,56 | 4 754 | 2,90 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 259 817 | 0,31 | 27 746 | 1,04 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 98 233 | 0,23 | 10 415 | 1,96 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 450 | 262 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 118 644 | 0,28 | 12 670 | 1,00 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 322 816 | 4,10 | 34 474 | 4,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 2 379 | 254 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 58 330 | 0,57 | 6 229 | 1,30 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 199 344 | 0,11 | 21 288 | 0,83 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8 502 | 35,23 | 908 | 36,19 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 19 529 | 6,32 | 2 086 | 7,09 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 38 736 | 6,95 | 4 137 | 7,71 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8 497 | 0,24 | 901 | 0,45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 278 458 | 5,01 | 29 737 | 5,78 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 401 424 | 11,80 | 42 868 | 12,61 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 157 181 | 1,60 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5 081 | 4,44 | 543 | 5,24 | ||||
| 2025-09-03 | 13F | American Trust | 2 379 | 254 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 74 696 | 0,14 | 7 977 | 0,86 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 213 756 | 3,72 | 22 827 | 4,48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 48 426 | 2,63 | 5 171 | 3,38 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 17 910 | 0,14 | 1 913 | 0,84 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 52 | 1,96 | 0 | |||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 236 852 | 18,18 | 25 291 | 19,06 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 93 | 1,09 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9 729 | 11,46 | 1 039 | 12,22 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 102 175 | 3,08 | 10 911 | 3,84 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 6 553 | 122,97 | 700 | 124,76 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 153 | 337 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 19 913 | 10,57 | 2 127 | 11,37 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 17 432 | 0,02 | 1 862 | 0,76 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 15 000 | 25,00 | 1 602 | 25,86 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 119 906 | 6,33 | 12 805 | 7,11 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 465 | 156 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 4 035 | 431 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 14 384 | 6,86 | 1 536 | 7,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 6 000 | 641 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7 562 | 15,91 | 808 | 16,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56 802 | 450,41 | 6 066 | 454,39 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 14 704 | 25,03 | 1 570 | 26,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4 126 | 0,59 | 441 | 1,38 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 582 293 | 3,49 | 62 183 | 4,24 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 74 976 | 4,11 | 8 007 | 4,86 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5 146 | 0,92 | 550 | 1,67 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 144 | 6,32 | 336 | 7,03 |
