Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF inkluderar Atlantic Union Bankshares Corp, Hancock Whitney Corp, Reliant Wealth Planning, Frisch Financial Group, Inc., Granite Harbor Advisors, Inc., Gryphon Financial Partners LLC, Lbmc Investment Advisors, Llc, Kestra Private Wealth Services, Llc, Precedent Wealth Partners, Llc, Rossmore Private Capital, Accretive Wealth Partners, LLC, Jupiter Wealth Management LLC, 10Elms LLP, Jones Financial Companies Lllp, Annis Gardner Whiting Capital Advisors, LLC, Princeton Global Asset Management LLC, Hm Payson & Co, Avion Wealth, och O'shaughnessy Asset 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17 747 | 6,81 | 460 | 8,25 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 173 201 | 233,03 | 4 487 | 237,62 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 412 568 | 2,92 | 10 688 | 4,31 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 174 661 | 11,68 | 4 464 | 13,73 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 74 904 | 3,82 | 1 940 | 5,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 190 609 | 7,36 | 4 938 | 8,82 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 12 301 | 319 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 12 862 | 8,43 | 333 | 9,90 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 37 488 | 44,01 | 971 | 46,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 253 | 32 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 988 455 | 3,43 | 25 606 | 4,82 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 168 539 | 2,39 | 4 366 | 3,78 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 88 337 | 2,16 | 2 288 | 3,53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12 608 | 1,66 | 327 | 3,16 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 27 429 | 1,01 | 701 | 2,94 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 1 400 | 36 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19 580 | 36,61 | 507 | 38,52 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 83 872 | 0,94 | 2 173 | 2,31 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 531 308 | 11,53 | 65 574 | 13,04 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 877 | 57,60 | 385 | 59,75 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 188 406 | 9,52 | 4 881 | 10,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23 156 | 14,61 | 600 | 16,09 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 317 | 8 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 85 746 | 2,23 | 2 221 | 3,64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 155 955 | 5,85 | 4 040 | 7,28 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 4 600 | 120 | ||||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 98 105 | 6,29 | 2 541 | 7,72 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 34 770 | 2,57 | 901 | 3,93 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 11 428 | 296 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 42 027 | 28,33 | 1 088 | 30,14 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 425 | 11 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 11 387 | 295 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 182 942 | 4 739 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 243 451 | 4,28 | 6 307 | 5,68 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 140 036 | 9,78 | 3 628 | 11,26 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13 658 | 27,66 | 354 | 29,30 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 127 066 | 6,94 | 3 292 | 8,40 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15 044 | 9,79 | 390 | 11,14 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 91 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 70 973 | 6,80 | 1 839 | 8,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50 686 | 9,43 | 1 305 | 10,31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13 013 | 0,44 | 335 | 1,82 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 35 168 | 911 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 90 245 | 60,81 | 2 338 | 62,97 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 95 684 | 6,50 | 2 479 | 7,93 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8 074 | 1,25 | 209 | 2,96 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 42 928 | 335,82 | 1 112 | 343,03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 959 753 | 11,22 | 24 862 | 12,72 | ||||
| 2025-04-01 | NP | DRSK - Aptus Defined Risk ETF | 2 938 172 | 14,68 | 74 174 | 13,36 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 120 584 | 20,44 | 3 124 | 22,09 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 53 942 | 1,55 | 1 397 | 2,95 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5 047 | 106,67 | 131 | 109,68 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 36 992 | 2,14 | 958 | 3,57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 176 136 | 5,69 | 4 563 | 7,11 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 51 346 | 11,99 | 1 330 | 13,58 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 33 899 | 1 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 175 946 | 1 637,74 | 4 559 | 1 666,67 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 63 626 | 4,88 | 1 648 | 6,32 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 146 649 | 18 185,41 | 3 799 | 18 890,00 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 17 595 | 456 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 243 | 1,13 | 576 | 2,49 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 43 419 | 0,07 | 1 125 | 1,35 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 47 882 | 1,63 | 1 240 | 2,99 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 017 190 | 17,35 | 26 350 | 18,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 79 797 | 3,20 | 2 067 | 4,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 249 063 | 10,42 | 6 452 | 11,90 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 30 797 | 47,13 | 798 | 48,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 121 389 | 1,04 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 12 599 | 53,29 | 326 | 55,24 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 063 | 28 | ||||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 25 274 | 655 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 197 294 | 10,76 | 5 043 | 12,80 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 44 507 | 1 153 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 033 | 5,69 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 203 241 | 5 265 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 677 596 | 4,14 | 17 553 | 5,54 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 781 335 | 14,26 | 20 240 | 15,80 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 474 707 | 1,73 | 12 297 | 3,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45 900 | 1 189 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 304 136 | 7,79 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 384 | 321 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 15 310 | 397 | ||||||
| 2025-07-31 | 13F | United Community Bank | 1 535 | 95,54 | 40 | 95,00 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 367 159 | 3,14 | 9 374 | 3,50 |
