Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Blackrock ETF Trust II - Ishares High Yield Muni Active ETF inkluderar Sofi Wealth, Llc, Droms Strauss Advisors Inc /mo/ /adv, Cerity Partners LLC, Brinker Capital Investments, LLC, Apollon Wealth Management, LLC, Buttonwood Financial Group, LLC, Sequoia Financial Advisors, LLC, Cherrydale Wealth Management, Llc, Provident Wealth Management, LLC, Stratos Wealth Partners, LTD., Change Path, LLC, Versant Capital Management, Inc, Principal Securities, Inc., SOA Wealth Advisors, LLC., Flow Traders U.s. Llc, Citadel Advisors Llc, Tyche Wealth Partners LLC, ONE Advisory Partners, LLC, Susquehanna International Group, Llp, och Leverty Financial 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 14 385 | 18,33 | 700 | 16,11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 322 | 64 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10 554 | 491,92 | 513 | 482,95 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 3 056 | 151 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 79 355 | 865,98 | 3 859 | 850,49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 15 141 | 1 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 347 | 211 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 11 244 | 40,30 | 547 | 37,88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 470 | 315 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 154 | 1 135,45 | 395 | 1 131,25 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 57 578 | 1,86 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20 743 | 58,96 | 1 009 | 56,04 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 227 | 60 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 1 459 | 71 | ||||||
| 2025-06-18 | NP | RWMIX - Redwood Managed Municipal Income Fund Class I | 23 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 29 218 | 0,89 | 1 421 | −0,98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 045 343 | 8,70 | 148 095 | 6,72 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 109 | 21,00 | 200 | 18,45 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 18 992 | 180,12 | 924 | 175,52 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 4 065 | 20,80 | 198 | 18,67 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 19 941 | 970 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 12 137 | 570 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 8 667 | 2,87 | 421 | 0,96 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 125 499 | 6 103 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 4 254 | 207 | ||||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 15 096 | 2,28 | 734 | 0,41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72 015 | 22,69 | 3 502 | 20,47 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 3 560 | 1,22 | 169 | 0,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 201 | 10 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 906 785 | 37,87 | 92 727 | 35,36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 380 | 456 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 925 282 | 11,34 | 93 626 | 9,31 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 167 | 1,21 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 13 369 | 650 | ||||||
| 2025-08-11 | 13F | Eq Llc | 5 472 | 266 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 8 000 | 389 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 4 235 | 0,62 | 206 | −1,44 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 18 741 | 911 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 9 669 | 7,02 | 470 | 5,15 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 614 | 78 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 2 648 | 2,56 | 129 | 0,79 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4 619 | 225 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 8 586 | 91,87 | 418 | 88,69 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 6 266 | 305 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 88 175 | 9,67 | 4 | 33,33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 165 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 83 127 | 1 725,76 | 4 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 464 974 | 12,75 | 22 612 | 10,70 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 320 | 0,46 | 64 | −1,54 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 15 981 | 777 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 24 915 | 46,35 | 1 212 | 43,65 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 5 325 | 0,24 | 259 | −1,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 | 1 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 4 937 | 240 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 54 | 1,89 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 35 201 | 12,24 | 1 712 | 10,17 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 261 | 310 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 110 | 589 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6 282 | 51,67 | 306 | 48,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 303 952 | 12,34 | 14 781 | 10,30 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 014 | 50 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33 006 | 19,10 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 167 322 | 8 137 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 998 | 450,41 | 97 | 470,59 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24 259 | 3,81 | 1 180 | 1,90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 483 | 49,54 | 23 | 53,33 | ||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 10 674 | 519 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 994 | 23,16 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 75 431 | 8,85 | 3 668 | 6,88 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7 927 | 0,06 | 385 | −1,79 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 10 048 | 489 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 7 921 | 11,45 | 385 | 9,38 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 135 | 7 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 101 005 | 9,16 | 4 912 | 7,16 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 104 484 | 63,88 | 5 081 | 60,94 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 7 | 0 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 57 727 | 1,08 | 2 807 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10 412 | 13,68 | 506 | 11,70 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 680 | 0,72 | 325 | −1,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 382 091 | 147,68 | 18 581 | 143,21 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26 663 | 61,11 | 1 297 | 58,24 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 7 300 | 355 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19 251 | 936 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 33 629 | 1 635 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 32 127 | 2,33 | 1 562 | 0,45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 651 | 275 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 249 | 24,50 | 12 | 33,33 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 7 396 | 0,34 | 360 | −1,64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 186 639 | 3,07 | 9 076 | 1,20 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 722 | 275 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 6 096 | 296 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 299 | 404 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 19 017 | 925 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 10 205 | 11,76 | 496 | 9,73 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11 841 | 1,79 | 576 | −0,17 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 473 | 95,99 | 363 | 93,09 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 176 981 | 1,29 | 8 607 | −0,55 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 13 547 | 9,14 | 659 | 7,17 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 211 | 10 | ||||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 30 184 | 1 468 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 52 067 | 2 532 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 22 290 | 6,68 | 1 084 | 4,74 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 105 | 0,64 | 54 | −1,85 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 5 517 | 268 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 233 | 1,47 | 254 | −0,39 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 213 | 351 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 16 625 | 39,58 | 808 | 37,18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 17 929 | 872 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 3 209 | 0,91 | 156 | −0,64 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 8 104 | 4,29 | 392 | 2,35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 433 471 | 11,55 | 21 | 10,53 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9 038 | 439 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 147 842 | 8,98 | 7 190 | 7,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 286 815 | 5,91 | 13 948 | 3,98 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6 908 | 336 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 290 296 | 43,05 | 14 117 | 40,45 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24 964 | 38,87 | 1 214 | 36,29 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 16 | 1 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 912 072 | 12,35 | 92 984 | 10,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 547 678 | 48,31 | 74 981 | 45,42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 511 887 | 1,08 | 25 | −4,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 983 310 | 38,15 | 47 818 | 35,64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 31 177 | 37,42 | 1 516 | 35,00 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 51 337 | 2 481 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 6 259 | 51,48 | 304 | 49,02 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 140 | 29,47 | 882 | 27,27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 71 750 | 3 489 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 51 | 96,15 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 078 | 5,43 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 275 | 208 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 10 164 | 8,99 | 494 | 7,16 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 12 405 | 86,18 | 603 | 82,73 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 | 1 200,00 | 1 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 7 755 | 0,65 | 377 | −1,05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 350 | 212 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 9 323 | 1,22 | 453 | −0,66 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 8 708 | 22,42 | 423 | 20,17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 44 209 | 62,38 | 2 150 | 59,42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 25 160 | 7,89 | 1 224 | 5,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 5 483 | 2,05 | 267 | 0,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 11 401 | 31,73 | 554 | 29,44 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 509 | 25 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36 971 | 167,15 | 1 797 | 163,10 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 26 562 | 22,46 | 1 268 | 18,19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 109 979 | 5 348 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44 967 | 43,77 | 2 187 | 41,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14 871 | 723 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 16 559 | 0,72 | 805 | −1,11 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 27 344 | 4,45 | 1 330 | 2,55 |
