Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF inkluderar Integrated Advisors Network LLC, High Note Wealth, LLC, Wiley Bros.-aintree Capital, Llc, Captrust Financial Advisors, Hrt Financial Lp, Pure Financial Advisors, Inc., Tableaux Llc, Heritage Wealth Management, Inc./Texas, UMA Financial Services, Inc., Us Bancorp \de\, Bnp Paribas Arbitrage, Sa, Strategic Wealth Designers, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11 207 | 261 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 227 463 | 5,34 | 5 290 | 5,40 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 48 913 | 2,04 | 1 137 | 2,16 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 86 837 | 12,46 | 2 019 | 12,54 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 526 | 198 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 25 929 | 603 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 000 | 23 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 510 110 | 0,93 | 11 863 | 0,99 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 965 | 46 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 19 425 | 31,92 | 451 | 31,58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13 755 | 1,12 | 320 | 0,95 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 10 529 | 0,14 | 245 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 162 506 | 1,03 | 3 779 | 1,10 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 30 886 | 32,01 | 718 | 32,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 85 771 | 1,30 | 1 995 | 1,37 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 8 603 | 200 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 23 255 | 2 225,50 | 1 | −95,65 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 13 209 | 139,42 | 307 | 139,84 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16 245 | 10,56 | 377 | 10,56 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 29 766 | 41,22 | 692 | 41,51 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 33 790 | 14,29 | 786 | 14,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8 889 | 207 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 14 089 | 26,91 | 328 | 26,74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 232 281 | 11,01 | 5 | 25,00 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 348 988 | 19,76 | 8 116 | 19,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62 995 | 181,72 | 1 465 | 182,08 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10 000 | 10 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 929 | 4,58 | 254 | 4,96 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 218 019 | 1,10 | 5 070 | 1,18 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 87 991 | 8,75 | 2 046 | 8,83 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 54 449 | 0,57 | 1 299 | 3,59 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 342 | 1,28 | 31 | 3,33 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 9 858 | 0,42 | 229 | 0,44 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 25 109 | 13,75 | 584 | 13,65 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 11 099 | 0,41 | 258 | 0,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 522 | 268 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 56 440 | 52,22 | 1 313 | 52,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 991 | 0,41 | 23 | 4,55 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 43 384 | 0,96 | 1 009 | 1,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 13 393 | 0,22 | 311 | 0,32 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 274 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 9 910 | 1,32 | 230 | 1,32 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 17 145 | 23,38 | 399 | 23,60 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 266 508 | 3,24 | 6 198 | 3,30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 367 | 6,25 | 195 | 6,59 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 400 | 9 | ||||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 970 073 | 7,39 | 23 | 10,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 803 | 0,36 | 65 | 1,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 360 074 | 1,23 | 31 629 | 1,29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 212 | 284 | ||||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 17 220 | 13,84 | 400 | 13,96 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 114 852 | 8,00 | 2 670 | 8,01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 110 632 | 18,80 | 2 572 | 18,85 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16 977 | 57,95 | 395 | 58,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63 260 | 62,00 | 1 471 | 62,18 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 45 | 1 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9 976 | 18,35 | 232 | 18,46 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 67 305 | 5,37 | 1 565 | 5,46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 209 321 | 18,78 | 4 868 | 18,85 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 382 714 | 1,33 | 8 900 | 1,40 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 252 539 | 1,95 | 5 873 | 2,02 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 662 | 0,16 | 481 | 0,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 995 | 2,15 | 209 | 2,45 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 443 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30 645 | 29,60 | 713 | 29,69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 581 | 0,06 | 153 | 0,66 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 871 874 | 4,65 | 20 275 | 4,72 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 20 350 | 3,73 | 473 | 3,96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 25 382 | 590 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 54 385 | 1 265 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 34 906 | 1,13 | 811 | 1,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 750 | 413 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 149 308 | 113,87 | 3 472 | 114,06 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 27 064 | 11,97 | 627 | 11,76 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 74 809 | 1,02 | 1 740 | 1,05 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 19 026 | 59,31 | 442 | 59,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 789 | 0,56 | 204 | 0,49 |
