Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF inkluderar EP Wealth Advisors, Inc., Atlantic Union Bankshares Corp, Hancock Whitney Corp, Droms Strauss Advisors Inc /mo/ /adv, Windsor Capital Management, LLC, Cornerstone Planning, LLC, Woodmont Investment Counsel Llc, Gotham Asset Management, LLC, Merit Financial Group, LLC, Colony Group, LLC, Resonant Capital Advisors, LLC, Beese Fulmer Investment Management, Inc., Hartland & Co., LLC, Sowell Financial Services LLC, Gryphon Financial Partners LLC, FourThought Financial Partners, LLC, Simon Quick Advisors, Llc, Kestra Private Wealth Services, Llc, Sonata Capital Group Inc, och Leavell Investment Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 635 948 | 2,83 | 14 | 0,00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 15 739 | 46,02 | 346 | 47,44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 830 | 0,52 | 84 | 2,44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 94 718 | 1,65 | 2 082 | 2,87 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 4 989 474 | 9,52 | 108 870 | 11,26 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 140 083 | 11,44 | 3 079 | 12,78 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 76 596 | 9,08 | 1 684 | 10,36 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 785 875 | 2 298,76 | 81 | −94,99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 165 551 | 69,58 | 3 639 | 71,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 548 211 | 6,11 | 56 010 | 7,38 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22 971 | 88,01 | 505 | 90,19 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1 331 | 0,23 | 29 | 3,57 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 319 710 | 0,17 | 7 027 | 1,37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 329 697 | 26,81 | 7 247 | 28,34 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 81 716 | 13,86 | 1 796 | 15,28 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 40 732 | 268,55 | 895 | 272,92 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40 966 | 0,79 | 890 | 2,42 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 265 684 | 10,03 | 5 840 | 11,35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 197 575 | 6,42 | 114 243 | 7,70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 041 818 | 1,04 | 22 899 | 2,26 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 289 000 | 5,67 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 61 573 | 8,45 | 1 343 | 8,84 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 28 198 | 5,73 | 620 | 6,91 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 11 777 | 0,42 | 259 | 1,57 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 416 429 | 11,34 | 9 153 | 12,68 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 100 260 | 2,17 | 2 204 | 3,38 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 892 440 | 17,80 | 19 616 | 19,20 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 610 653 | 9,78 | 57 382 | 11,10 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 634 284 | 1,46 | 13 777 | 3,17 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 921 | 20 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 27 843 | 19,19 | 605 | 21,29 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 35 814 | 76,64 | 787 | 78,86 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 623 340 | 10,87 | 13 701 | 12,19 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 28 142 | 619 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 85 455 | 6,90 | 1 878 | 8,18 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 482 | 31,98 | 99 | 34,25 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 62 800 | 5,55 | 1 380 | 6,81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 112 | 406,40 | 90 | 429,41 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17 037 | 7,56 | 373 | 8,14 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 316 | 29 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 130 858 | 12,12 | 2 876 | 13,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 471 593 | 9,99 | 10 366 | 11,31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 597 444 | 651,25 | 57 092 | 660,30 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 77 827 | 1 662 | ||||||
| 2025-07-07 | 13F | Trust Co | 7 630 | 31,82 | 168 | 33,60 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 83 535 | 26,37 | 1 836 | 27,94 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 18 785 | 15,64 | 413 | 17,05 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6 124 | 1,21 | 135 | 2,29 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 12 995 | 286 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 29 874 | 657 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 439 530 | 9,19 | 75 601 | 10,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 86 130 | 38,75 | 1 893 | 40,43 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 211 259 | 4 643 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 419 257 | 0,20 | 9 215 | 1,41 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 34 303 | 48,61 | 754 | 50,30 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 26 738 | 54,51 | 587 | 56,53 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 064 | 331 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 112 580 | 3,19 | 2 475 | 4,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 410 | 9 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 110 913 | 5,49 | 2 438 | 6,75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11 209 | 0,94 | 246 | 2,07 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 43 778 | 0,12 | 962 | 1,37 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 220 356 | 1,04 | 26 823 | 2,25 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 255 389 | 4,30 | 5 547 | 6,06 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 51 865 | 13,17 | 1 140 | 14,47 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 71 008 | 44,23 | 1 561 | 45,93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 309 | 15,53 | 139 | 16,95 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 908 | 1,23 | 20 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 82 646 | 142 393,10 | 1 817 | 181 500,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 203 939 | 39,73 | 4 483 | 41,39 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 943 | 21 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14 082 | 1,51 | 310 | 2,66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 68 663 | 9,62 | 1 509 | 10,96 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 45 303 | 12,33 | 996 | 13,71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12 141 | 180,39 | 267 | 186,02 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4 840 | 501,24 | 106 | 523,53 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 333 | 227 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 247 334 | 5,92 | 5 436 | 7,20 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 172 | 26 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 160 778 | 1,02 | 3 534 | 2,23 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 486 | 0 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 143 778 | 1,01 | 3 160 | 2,23 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 31 112 | 37,37 | 684 | 39,10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 260 863 | 5 734 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 68 050 | 3,46 | 1 496 | 4,69 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 271 492 | 15,04 | 5 967 | 16,43 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 115 737 | 9,22 | 2 544 | 10,52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 963 714 | 5,49 | 43 162 | 6,75 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 491 728 | 2,47 | 10 808 | 3,70 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 32 782 | 33,98 | 721 | 35,59 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22 876 | 541 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 90 600 | 6 450,98 | 1 991 | 6 765,52 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 53 757 | 1 182 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 44 240 | 11,56 | 972 | 12,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 232 043 | 23,55 | 5 100 | 25,03 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 13 036 | 22,73 | 287 | 24,35 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 364 | 162 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 133 846 | 7,60 | 2 942 | 8,89 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 250 078 | 0,98 | 5 497 | 2,19 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 11 220 | 29,19 | 247 | 30,85 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 194 506 | 47,63 | 4 275 | 49,42 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 202 843 | 13,57 | 4 406 | 15,47 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19 712 | 433 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56 207 | 35,21 | 1 233 | 36,54 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 78 535 | 11,87 | 1 726 | 13,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 41 009 | 0,04 | 901 | 1,24 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14 870 | 1,64 | 327 | 2,84 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 16 868 | 371 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 653 952 | 14 374 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 71 858 | 10,12 | 1 579 | 11,43 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 086 | 46 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 30 519 | 671 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 423 | 21,62 | 31 | 24,00 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 53 684 | 9,22 | 1 180 | 10,50 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 136 941 | 5,11 | 3 | 50,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 166 255 | 2,42 | 3 654 | 3,66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20 199 | 444 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 775 216 | 1 498,67 | 60 999 | 1 518,01 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 10 241 | 225 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2 813 280 | 5,14 | 61 836 | 6,40 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9 979 | 219 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 838 | 1,21 | 18 | 5,88 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 105 363 | 15,15 | 2 315 | 16,52 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156 676 | 94,76 | 3 423 | 95,94 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 212 918 | 4 680 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 829 | 1,10 | 18 | 5,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 050 | 16,19 | 243 | 17,48 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 42 045 | 25,90 | 924 | 27,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 667 | 128,01 | 147 | 131,75 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 202 896 | 2,24 | 4 460 | 3,46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 681 615 | 3,08 | 102 902 | 4,32 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 20 051 | 26,90 | 441 | 28,28 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 38 987 | 857 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 9 204 | 202 | ||||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 139 239 | 113,65 | 3 060 | 116,25 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 908 | 690,80 | 174 | 723,81 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 9 218 | 653,10 | 203 | 676,92 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 346 | 5,17 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31 793 | 699 | ||||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 112 975 | 9,88 | 2 483 | 11,20 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 56 969 | 17,72 | 1 252 | 19,12 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 744 116 | 1,43 | 16 356 | 2,64 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 123 205 | 16,03 | 24 688 | 17,42 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 333 362 | 3,46 | 7 327 | 4,70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 009 | 264 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 424 368 | 5,28 | 9 328 | 6,55 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 13 141 | 6,20 | 289 | 7,46 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 9 350 | 206 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 23 283 | 67,11 | 512 | 69,21 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 338 959 | 1,99 | 29 430 | 3,22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 152 270 | 5,26 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 981 759 | 2,94 | 43 559 | 4,17 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 385 325 | 5,27 | 8 | 14,29 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 603 760 | 1,67 | 13 271 | 2,88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 172 073 | 1,11 | 25 762 | 2,32 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 118 379 | 2 602 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 565 293 | 2,65 | 34 405 | 3,88 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 364 839 | 5,10 | 8 005 | 6,17 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 12 095 | 0,39 | 266 | 1,53 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16 612 | 365 | ||||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 347 900 | 16,51 | 7 647 | 17,90 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 11 750 | 258 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 158 121 | 30,88 | 3 475 | 32,43 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 025 | 23 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 107 721 | 2 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13 200 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 76 847 | 1 689 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 31 421 | 4,58 | 691 | 5,83 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 92 318 | 2,69 | 2 008 | 2,76 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20 990 | 0,38 | 460 | 1,10 | ||||
| 2025-07-31 | 13F | United Community Bank | 2 270 | 63,31 | 50 | 63,33 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 100 547 | 124,19 | 2 210 | 126,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 356 151 | 9,24 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 837 621 | 6,59 | 18 411 | 7,86 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 37 303 | 0,81 | 820 | 1,99 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 214 281 | 90,29 | 4 710 | 92,60 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24 974 | 36,20 | 549 | 37,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 57 259 | 57,41 | 1 259 | 59,24 |
