Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF inkluderar EP Wealth Advisors, Inc., Atlantic Union Bankshares Corp, Hancock Whitney Corp, Lbmc Investment Advisors, Llc, Baron Silver Stevens Financial Advisors, Llc, Leo Wealth, LLC, Colony Group, LLC, Merit Financial Group, LLC, Gryphon Financial Partners LLC, American Money Management, LLC, Simon Quick Advisors, Llc, Houlihan Financial Resource Group, Ltd., Kestra Private Wealth Services, Llc, Sonata Capital Group Inc, Journey Advisory Group, LLC, Reliant Wealth Planning, Leavell Investment Management, Inc., Nwam Llc, Truist Financial Corp, och Brown Brothers Harriman & Co .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 148 060 | 11,33 | 3 115 | 12,90 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 932 | 209 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 1 495 548 | 3,76 | 31 466 | 5,21 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 492 336 | 4 501,27 | 23 | −89,64 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 245 655 | 17,27 | 5 169 | 18,91 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 9 560 | 201 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 527 | 221 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 36 917 | 0,92 | 766 | 2,96 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 78 432 | 7,45 | 1 650 | 8,98 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 264 599 | 10,53 | 6 | 25,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 129 209 | 3,52 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 255 333 | 7,73 | 5 372 | 9,23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 949 | 1,10 | 125 | 2,46 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 63 192 | 2,10 | 1 330 | 3,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 373 120 | 2,62 | 7 850 | 4,06 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 360 248 | 6,42 | 133 820 | 7,91 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 332 049 | 0,75 | 6 986 | 2,16 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 885 244 | 14,89 | 18 626 | 16,50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 37 684 | 1 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 105 834 | 2,54 | 2 227 | 3,97 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 16 550 | 0 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 45 472 | 52,68 | 957 | 54,94 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 673 998 | 1,85 | 13 985 | 3,85 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 26 184 | 13,57 | 543 | 15,78 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 303 344 | 25,40 | 6 382 | 27,16 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 54 421 | 22,99 | 1 145 | 24,73 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 65 000 | 21,95 | 1 368 | 23,71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 009 | 11,91 | 314 | 12,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 434 488 | 15,48 | 9 142 | 17,09 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 12 700 | 12,89 | 267 | 14,59 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 11 400 | 240 | ||||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 6 105 571 | 9,52 | 127 179 | 11,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 109 874 | 16,34 | 2 312 | 17,97 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 52 470 | 1,02 | 1 104 | 2,41 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 901 284 | 13,82 | 19 | 12,50 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 13 714 | 20,16 | 289 | 22,03 | ||||
| 2025-07-07 | 13F | Trust Co | 6 757 | 39,95 | 142 | 42,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 11 808 | 11,68 | 248 | 13,24 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 211 570 | 42,28 | 4 451 | 44,28 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 12 600 | 77,46 | 265 | 80,27 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10 860 | 228 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 217 558 | 6,05 | 4 577 | 7,54 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 10 300 | 217 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 135 128 | 52,83 | 2 839 | 54,74 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 9 633 | 203 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 32 287 | 0,76 | 679 | 2,26 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 96 774 | 4,31 | 2 036 | 5,77 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 40 378 | 0,77 | 850 | 2,17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 82 540 | 2,18 | 1 737 | 3,58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 521 | 4,05 | 390 | 5,42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 565 212 | 19,99 | 32 846 | 21,35 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 27 260 | 3,69 | 574 | 5,14 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 281 089 | 5 914 | ||||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 42 625 | 269,24 | 897 | 274,90 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 10 423 | 1,24 | 219 | 2,82 | ||||
| 2025-08-01 | 13F | First National Trust Co | 206 178 | 16,58 | 4 338 | 18,21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 242 | 321 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 989 | 21 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 49 719 | 7,51 | 1 046 | 9,07 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 271 734 | 6,87 | 5 638 | 8,97 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 11 138 | 234 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 233 | 26 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 32 649 | 687 | ||||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 12 693 | 30,75 | 267 | 32,84 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 243 484 | 4,96 | 5 111 | 7,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 286 371 | 1 611,72 | 6 025 | 1 636,31 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 166 029 | 1,13 | 3 493 | 2,55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 127 537 | 0,24 | 2 683 | 1,63 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 20 142 | 43,11 | 424 | 44,86 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 89 895 | 14,09 | 1 891 | 15,73 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 33 186 | 698 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 054 | 43,94 | 43 | 48,28 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 241 959 | 10,37 | 5 021 | 12,53 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 515 066 | 2,44 | 10 837 | 3,86 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 53 022 | 10 568,41 | 1 116 | 11 050,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 141 166 | 6,54 | 2 970 | 8,04 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 132 531 | 10,71 | 65 908 | 12,26 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 46 490 | 16,99 | 978 | 18,69 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 16 430 | 40,43 | 346 | 42,56 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 17 387 | 366 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 199 136 | 19,15 | 4 190 | 20,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33 605 | 25,92 | 705 | 27,31 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 48 700 | 17,63 | 1 025 | 19,21 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 23 202 | 488 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 688 345 | 14 483 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17 453 | 367 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 184 764 | 310,76 | 3 887 | 316,61 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10 860 | 227 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48 677 | 26,97 | 1 024 | 28,81 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 15 567 | 1,64 | 328 | 3,15 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 60 626 | 5,95 | 1 276 | 7,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 32 581 | 686 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 148 706 | 2,80 | 3 129 | 4,23 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 21 001 | 442 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24 908 | 524 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 47 295 | 3,73 | 988 | 4,33 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 128 160 | 1,74 | 2 696 | 3,18 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 120 993 | 8,60 | 2 544 | 10,08 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 84 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 255 257 | 5 371 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 806 470 | 3,87 | 59 048 | 5,32 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 287 | 15,33 | 259 | 16,74 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 723 823 | 3,70 | 15 229 | 5,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 229 915 | 1,95 | 4 837 | 3,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 065 | 542,77 | 107 | 562,50 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 86 845 | 7,04 | 1 827 | 8,56 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2 385 806 | 6,56 | 50 197 | 8,05 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 163 678 | 10,01 | 24 484 | 11,55 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 95 815 | 186,19 | 2 016 | 190,35 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 143 708 | 1,64 | 3 024 | 3,07 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 47 857 | 15,09 | 1 007 | 16,71 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 253 000 | 3,70 | 5 323 | 5,16 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 638 727 | 1,60 | 13 439 | 3,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 367 | 29 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 369 980 | 26,20 | 7 784 | 27,96 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 10 491 | 44,31 | 221 | 46,67 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 2 150 445 | 1,02 | 45 245 | 2,43 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 27 761 | 54,46 | 584 | 56,99 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 14 085 | 20,37 | 296 | 22,31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 143 481 | 47,63 | 3 019 | 49,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 841 259 | 27,96 | 17 700 | 29,75 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 311 440 | 2,27 | 27 593 | 3,70 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 76 603 | 1,30 | 1 612 | 2,68 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 44 384 | 3,70 | 934 | 5,07 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 619 642 | 2,89 | 34 077 | 4,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33 923 | 42,83 | 1 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 386 395 | 5,41 | 8 | 14,29 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20 881 | 0,66 | 437 | 1,86 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 354 958 | 0,19 | 7 468 | 1,59 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 84 093 | 639,80 | 1 769 | 652,77 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 908 500 | 16,25 | 19 115 | 17,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 947 392 | 10,87 | 62 013 | 12,42 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13 600 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 809 165 | 15,59 | 17 025 | 17,20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 265 480 | 14,39 | 5 586 | 15,99 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 209 991 | 1,75 | 4 418 | 3,18 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1 454 740 | 9,49 | 30 608 | 11,02 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49 989 | 1 052 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 566 | 6,72 | 643 | 8,25 | ||||
| 2025-07-31 | 13F | United Community Bank | 1 885 | 95,34 | 40 | 95,00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 81 724 | 1 719 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23 770 | 42,90 | 500 | 44,93 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 54 654 | 0,28 | 1 150 | 1,68 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 25 443 | 10,98 | 535 | 12,63 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 15 400 | 61,76 | 324 | 64,47 |
