Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares High Yield Systematic Bond ETF inkluderar Sofi Wealth, Llc, Cerity Partners LLC, Rockefeller Capital Management L.P., Arista Wealth Management, LLC, Apollon Financial, LLC, Onyx Bridge Wealth Group LLC, Wiley Bros.-aintree Capital, Llc, Rsm Us Wealth Management Llc, Regatta Capital Group, Llc, Wealthcare Advisory Partners LLC, SOA Wealth Advisors, LLC., EP Wealth Advisors, Inc., Mount Yale Investment Advisors, LLC, St Germain D J Co Inc, Rossby Financial, LCC, och Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15 761 | 12,88 | 748 | 13,85 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2 940 | 140 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 339 170 | 6,64 | 16 016 | 9,68 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 28 840 | 113,38 | 1 369 | 115,25 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 79 087 | 32,64 | 3 755 | 33,74 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 9 629 | 457 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 53 407 | 6,49 | 2 536 | 7,37 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 9 918 | 471 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 196 | 9 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4 879 | 5,54 | 231 | 11,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10 555 | 16,44 | 501 | 17,61 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14 597 | 0,81 | 693 | 1,62 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2 978 | 53,03 | 141 | 57,30 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10 920 | 55,76 | 518 | 56,97 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 190 | 9 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 13 651 | 14,90 | 648 | 15,92 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 116 806 | 10,51 | 5 545 | 11,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 335 | 206 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 84 | 4 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5 383 | 10,74 | 253 | 10,96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 155 | 1,85 | 0 | |||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 67 167 | 18,34 | 3 189 | 19,31 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 48 822 | 3,60 | 2 299 | 3,37 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 459 | 307 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 74 203 | 3 523 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 227 285 | 22,83 | 10 790 | 23,84 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 230 328 | 5 089,91 | 10 935 | 5 156,73 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 461 563 | 99,88 | 21 786 | 100,36 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 27 370 | 3,53 | 1 299 | 4,42 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 208 301 | 8,49 | 9 889 | 9,38 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 29 852 | 1,58 | 1 417 | 2,46 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 29 345 | 1 393 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 879 | 76,76 | 88 | 76,00 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 7 694 | 6,80 | 365 | 7,67 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 292 055 | 1,46 | 13 865 | 2,29 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 6 141 | 4,49 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 9 747 | 28,49 | 463 | 29,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 57 445 | 1,91 | 2 727 | 2,75 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 74 098 | 8,68 | 3 518 | 9,56 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 56 218 | 0,33 | 2 669 | 1,14 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 655 | 126 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 23 600 | 0,34 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 231 698 | 11 000 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11 975 | 0,06 | 569 | 0,89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 50 217 | 82,26 | 2 384 | 83,73 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 137 856 | 1 340,35 | 6 545 | 1 354,22 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 5 091 | 1,72 | 242 | 2,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 277 421 | 22,14 | 13 156 | 22,99 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 427 800 | 77,81 | 20 310 | 79,27 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 091 | 1,30 | 52 | 2,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 789 | 6,62 | 37 | 8,82 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 964 | 188 | ||||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 496 220 | 8,65 | 23 558 | 9,54 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 6 385 | 7,09 | 303 | 8,21 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 48 | 2 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 24 346 | 71,01 | 1 147 | 76,04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 253 | 66,87 | 439 | 68,85 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 16 902 | 1,52 | 802 | 2,30 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 830 | 17,87 | 275 | 18,10 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 10 425 | 495 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 45 373 | 5,27 | 2 154 | 6,16 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 8 065 | 1,90 | 380 | 3,84 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 423 | 68 | ||||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 1 169 | 4,19 | 55 | 5,77 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10 787 | 36,20 | 512 | 37,63 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 795 | 66,36 | 85 | 68,00 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 100 852 | 134,14 | 4 788 | 136,05 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5 989 | 284 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 9 045 | 5,24 | 429 | 6,19 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 269 294 | 2,40 | 12 785 | 3,24 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 20 672 | 11,85 | 1 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 434 | 36,70 | 68 | 38,78 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 57 148 | 4,35 | 2 713 | 5,24 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11 150 | 9,09 | 529 | 9,98 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 16 116 | 59,38 | 765 | 60,71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 410 | 37,64 | 304 | 39,45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 430 | 115 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 853 852 | 12,77 | 40 537 | 13,68 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 91 | 4 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 24 275 | 19,39 | 1 152 | 20,38 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12 594 | 3,87 | 598 | 4,74 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 298 821 | 9,78 | 14 071 | 9,97 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 7 243 | 33,00 | 344 | 33,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16 142 | 766 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 29 291 | 7,96 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 95 560 | 1,58 | 4 537 | 2,42 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 320 003 | 9,91 | 15 192 | 10,81 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 263 546 | 1,57 | 59 987 | 2,40 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 159 550 | 1,61 | 7 575 | 2,45 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15 058 | 715 | ||||||
| 2025-07-08 | 13F | TL Private Wealth | 200 616 | 1,40 | 9 463 | 7,16 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 316 362 | 868,03 | 15 019 | 876,53 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 402 | 399 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 90 080 | 41,88 | 4 277 | 43,06 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 20 781 | 5,73 | 987 | 6,59 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6 225 | 296 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 247 289 | 11,31 | 12 | 10,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 121 426 | 14,57 | 5 765 | 15,51 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 904 | 138 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 8 018 | 381 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 8 260 | 5,83 | 392 | 6,81 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 902 | 1 372 |
