Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF inkluderar Cornerstone Planning, LLC, Congress Wealth Management LLC / DE /, Atlantic Union Bankshares Corp, Hancock Whitney Corp, Greenline Partners, LLC, Beese Fulmer Investment Management, Inc., Sequoia Financial Advisors, LLC, Mosaic Family Wealth Partners, Llc, Pure Financial Advisors, Inc., ADG Wealth Management Group, LLC, SMI Advisory Services, LLC, Gts Securities Llc, McIlrath & Eck, LLC, Creative Capital Management Investments LLC, Avion Wealth, och Boreal Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Roman Butler Fullerton & Co | 227 | 3,18 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 193 | 0,02 | 231 | 0,00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 292 050 | 0,40 | 7 354 | 0,52 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 102 436 | 65,78 | 2 579 | 65,96 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204 261 | 5 143 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 43 581 | 1,34 | 1 097 | 1,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63 198 | 187,98 | 1 591 | 188,75 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 37 809 | 7,40 | 952 | 7,57 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 662 035 | 1,01 | 16 670 | 1,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32 922 | −8,37 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 3 287 717 | 8,07 | 82 686 | 8,50 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4 549 | 12,30 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 700 | 105,08 | 169 | 107,41 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 10 924 | 0,64 | 275 | 1,10 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 227 886 | 22,13 | 5 731 | 22,61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5 213 215 | 2 358,95 | 207 | −96,12 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 110 411 | 4,38 | 2 780 | 4,51 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 116 528 | 1,60 | 2 934 | 1,73 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 602 | |||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 55 233 | 1,40 | 1 391 | 1,53 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 10 768 | 0,44 | 271 | 0,74 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 149 731 | 6,58 | 3 770 | 6,71 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 14 552 | 72,40 | 366 | 72,64 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 76 737 | 1 932 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 244 486 | 1,95 | 6 156 | 2,07 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 416 720 | 0,47 | 60 853 | 0,59 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 89 020 | 20,49 | 2 242 | 20,61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10 720 | 0,50 | 270 | 0,37 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 32 256 | 33,15 | 812 | 33,33 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 6 044 | 43,15 | 152 | 43,40 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 61 703 | 19,25 | 1 554 | 19,37 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 75 656 | 0,63 | 1 905 | 0,79 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23 401 | 4,87 | 589 | 4,99 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6 709 | 70,93 | 169 | 71,43 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23 542 | 6,32 | 593 | 6,47 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 185 | 0 | ||||||
| 2025-08-14 | 13F | Marathon Capital Management | 231 | −9,41 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 715 929 | 17 934 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 22 950 | 0,61 | 578 | 0,70 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 563 681 | 1,54 | 14 194 | 1,66 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 628 | 34,42 | 91 | 35,82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32 480 | 21,06 | 818 | 21,22 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 157 670 | 3 970 | ||||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 117 346 | 0,08 | 2 955 | 0,20 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 500 539 | 2,35 | 12 604 | 2,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 355 174 | 1,81 | 8 943 | 1,93 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 74 915 | 12,87 | ||||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 73 942 | 2,32 | 1 862 | 2,42 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 316 | 0,02 | 360 | 0,56 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 13 886 | 59,10 | 350 | 59,36 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1 262 358 | 2,06 | 31 786 | 2,18 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 23 275 | 586 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 439 337 | 640,36 | 11 063 | 641,42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 559 | 31,57 | 64 | 33,33 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 38 839 | 1,00 | 978 | 1,03 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 378 089 | 92,04 | 9 520 | 92,28 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6 | 0 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 25 866 | 0,09 | 651 | 0,46 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 14 174 | 0,52 | 357 | 0,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 785 559 | 0,00 | 95 320 | 0,12 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 39 772 | 0,87 | 998 | 0,61 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 68 672 | 6,04 | 1 729 | 6,20 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 332 080 | 8,21 | 8 362 | 8,33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 209 816 | 19,94 | 5 283 | 20,10 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 40 249 | 0,00 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 60 694 | 1,28 | 1 528 | 1,39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 851 | 223 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8 561 | −0,65 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 49 603 | 3,36 | 1 249 | 3,57 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 28 399 | 1 | ||||||
| 2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 9 875 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47 425 | 145,53 | 1 194 | 146,19 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 117 042 | 2,08 | 2 947 | 2,22 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 40 233 | 0,16 | 1 013 | 0,30 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 63 058 | 8,41 | 1 588 | 8,55 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 473 | 55,96 | 113 | 55,56 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 362 597 | 9 130 | −19,74 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 795 348 | 9,10 | 45 | 9,76 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 12 762 | 321 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 641 | 14,68 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 31 842 | 802 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 3 000 | 76 | ||||||
| 2025-07-11 | 13F | Financial Advisory Corp | 12 368 | 1,04 | 311 | 1,30 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 17 519 | 65,96 | 441 | 66,42 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 67 341 | 0,23 | 1 696 | 0,36 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 16 409 | 1,03 | 413 | 1,23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 450 061 | 27,36 | 11 333 | 27,51 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 201 229 | 2,96 | 5 067 | 3,07 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 44 419 | 1 118 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0,00 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 992 | 50 | ||||||
| 2025-04-23 | 13F | Sabal Trust CO | 149 145 | 13,70 | 3 751 | 14,16 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 694 392 | 3,36 | 17 485 | 3,48 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 39 349 | 7,13 | 991 | 7,26 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 203 550 | 3,20 | 5 125 | 3,33 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 244 755 | 6 156 | ||||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 342 207 | 4,90 | 8 617 | 5,02 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 21 514 | 59,37 | 542 | 59,59 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 56 782 | 6,42 | 1 430 | 6,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 654 858 | 13,87 | 16 489 | 14,01 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 25 742 | 0,21 | 648 | 0,62 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 138 179 | 53,33 | 3 480 | 53,53 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 22 824 | 48,29 | 575 | 48,32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 935 787 | 6,01 | 23 563 | 6,13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 570 | 201,78 | 90 | 206,90 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 149 018 | 3 752 | ||||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 12 811 | 1,03 | 323 | 1,26 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 19 269 | 0,16 | 485 | 0,41 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 17 934 | 0,18 | 452 | 0,22 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 8 039 | 0,47 | 202 | 0,50 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 23 412 | 0,43 | 590 | 0,51 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 84 311 | 1,73 | 2 123 | 1,82 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 71 346 | 42,29 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 20 873 | 0,18 | 526 | 0,19 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21 488 | 541 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 401 901 | 3,59 | 60 480 | 3,71 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 9 451 | 0,06 | 237 | 0,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 832 177 | 20 954 | −6,77 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 180 936 | 39,55 | 4 556 | 39,72 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 116 676 | 10,32 | 2 934 | 10,55 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179 185 | 2,56 | 4 512 | 2,69 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1 008 412 | 4,63 | 25 392 | 4,75 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 39 551 | 0,02 | 996 | 0,10 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 260 361 | 20,13 | 6 556 | 20,28 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 59 196 | 1,21 | 1 491 | 1,36 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 39 515 | 0,29 | 995 | 0,40 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 359 | 1,90 | 210 | 1,94 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 154 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 407 | 61 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 7 308 | 12,66 | 184 | 12,88 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 71 347 | 4,18 | 1 797 | 4,30 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 92 339 | 0,01 | 2 325 | 0,13 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 46 905 | 8,12 | 1 181 | 8,25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22 334 | 1,84 | 562 | 2,00 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 83 954 | 5,28 | 2 114 | 5,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 2 005 | 0,10 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 27 115 | 3,83 | 683 | 3,96 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 17 415 | 1,96 | 439 | 2,10 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 25 426 | 24,64 | 640 | 24,76 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 51 607 | 16,45 | 1 299 | 16,61 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 436 312 | 1,63 | 10 986 | 1,75 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 516 | 2,59 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 513 564 | 12 932 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 17 869 | 0,04 | 450 | 0,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33 332 | 4,65 | 839 | 4,74 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 83 184 | 1,16 | 2 095 | 1,26 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 58 321 | 0,85 | 1 469 | 0,96 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 18 660 | 470 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 8 494 | 2,91 | 214 | 2,90 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 71 440 | 38,46 | 1 797 | 38,44 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 316 053 | 2,65 | 7 958 | 2,78 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 225 | −3,85 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50 329 | 4,72 | 1 266 | 5,15 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 30 900 | 15,73 | 778 | 15,95 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 13 000 | 2,36 | 327 | 2,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 481 109 | 14,13 | 12 114 | 14,73 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 194 181 | 9,71 | 4 889 | 9,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 49 648 | 66,92 | 1 249 | 66,98 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 088 851 | 4,30 | 27 417 | 4,43 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 284 | 10,94 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 232 391 | 14,77 | 5 852 | 14,91 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 364 816 | 1,57 | 9 186 | 1,69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 31 850 | 4,81 | 802 | 4,84 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 159 673 | 34,15 | 4 021 | 34,31 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 81 928 | 0,04 | 2 063 | 0,15 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 22 875 | 1,99 | 576 | 1,95 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 48 906 | 0,07 | 1 231 | 0,16 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 262 | 7 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 263 554 | 575,71 | 6 636 | 577,14 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 217 | 0,00 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18 598 | 9,45 | 468 | 9,37 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 52 535 | 5,58 | 1 323 | 5,68 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 20 497 | 516 | ||||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 135 082 | 3 401 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 982 | 1,20 | ||||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 92 089 | 70,82 | 2 319 | 71,07 |
