Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF inkluderar Atlantic Union Bankshares Corp, Hancock Whitney Corp, Mercer Global Advisors Inc /adv, MCF Advisors LLC, Reliant Wealth Planning, Sigma Investment Counselors Inc, Fulton Breakefield Broenniman Llc, Lbmc Investment Advisors, Llc, Kestra Private Wealth Services, Llc, Ameriprise Financial Inc, Mml Investors Services, Llc, United Capital Financial Advisers, Llc, och Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7 819 | 204 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 32 857 | 859 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 169 241 | 30,28 | 4 422 | 32,04 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 107 280 | 24,05 | 2 766 | 25,73 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 433 326 | 3,13 | 11 323 | 4,50 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 240 155 | 61,83 | 6 275 | 64,01 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 145 151 | 50,00 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 041 | 0 | ||||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 165 429 | 1,86 | 4 323 | 3,22 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 49 875 | 45,76 | 1 303 | 47,73 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 15 027 | 16,26 | 390 | 17,82 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1 220 656 | 3,64 | 31 896 | 5,02 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 10 099 | 22,49 | 264 | 24,06 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 326 | 565,20 | 87 | 616,67 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 83 449 | 2,32 | 2 181 | 3,66 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12 885 | 1,27 | 337 | 2,44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 130 641 | 10,76 | 3 414 | 12,23 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 186 383 | 17,60 | 4 870 | 19,19 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 17 716 | 8,04 | 457 | 9,35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 161 318 | 14,99 | 4 215 | 16,53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 145 985 | 47,62 | 3 815 | 49,57 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 10 445 | 29,35 | 273 | 30,77 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 724 476 | 218,24 | 45 061 | 222,50 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 129 408 | 3 381 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 141 238 | 9,36 | 3 691 | 10,81 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 457 | 3,27 | 404 | 4,68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 611 693 | 1,78 | 15 983 | 3,14 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 212 891 | 8,03 | 5 563 | 9,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 31 743 | 29,52 | 829 | 31,38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 692 459 | 0,18 | 18 094 | 1,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 52 | 1 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 15 159 | 32,19 | 396 | 34,24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 41 057 | 1 073 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 402 | 39,34 | 272 | 41,15 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 9 666 | 5,11 | 253 | 6,33 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 53 402 | 0,10 | 1 395 | 1,45 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 65 925 | 1,37 | 1 723 | 2,68 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44 819 | 1 171 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 18 085 | 11,46 | 473 | 12,92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13 478 | 27,71 | 352 | 29,41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 0 | 0 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3 458 | 65,93 | 90 | 69,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 74 175 | 41,58 | 1 938 | 43,56 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 792 | 282 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Little House Capital Llc | 40 342 | 0,09 | 1 054 | 1,44 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 18 844 | 492 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 770 | 39,48 | 72 | 41,18 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 496 549 | 1,67 | 12 975 | 3,03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 143 445 | 8,93 | 3 748 | 10,40 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 173 662 | 9,26 | 4 538 | 10,71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 867 | 258 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 170 822 | 4 464 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 170 318 | 20,45 | 4 392 | 22,04 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 7 390 | 206,00 | 193 | 211,29 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 26 603 | 695 | ||||||
| 2025-07-31 | 13F | United Community Bank | 1 515 | 95,48 | 40 | 105,26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 96 885 | 2 532 | ||||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 16 153 | 422 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 14 600 | 381 |
