Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF inkluderar Summit Investment Advisory Services, LLC, Orion Portfolio Solutions, LLC, Penobscot Investment Management Company, Inc., Envestnet Asset Management Inc, TFR Capital, LLC., Mercer Global Advisors Inc /adv, Tempus Wealth Planning, LLC, Tableaux Llc, High Note Wealth, LLC, Mid-American Wealth Advisory Group, Inc., Steward Partners Investment Advisory, Llc, Tower Research Capital LLC (TRC), 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Wrapmanager Inc | 50 879 | 1,53 | 1 147 | 2,50 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 299 434 | 1,72 | 6 733 | 2,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 778 916 | 1,06 | 17 557 | 2,03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 24 690 | 1,53 | 557 | 2,58 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 90 923 | 14,38 | 2 049 | 15,50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 56 381 | 1,85 | 1 271 | 2,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 242 | 29,72 | 276 | 30,95 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 39 150 | 882 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 23 347 | 29,52 | 526 | 30,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 491 462 | 0,44 | 11 078 | 1,41 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 429 332 | 15,53 | 9 677 | 16,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 173 | 38,76 | 432 | 40,26 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 570 | 2,15 | 13 | 0,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3 185 | 426 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17 050 | 9,52 | 384 | 10,66 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 45 317 | 1,36 | 1 021 | 2,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 219 592 | 1,05 | 4 950 | 2,02 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 97 610 | 8,05 | 2 185 | 8,87 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 370 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 51 253 | 1 144 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 35 007 | 5,92 | 789 | 7,06 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 78 384 | 0,20 | 1 763 | 0,97 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 27 990 | 261,58 | 631 | 266,28 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 35 697 | 14,29 | 796 | 13,25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 840 | 1,69 | 19 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 | 1 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 8 948 | 202 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 888 | 20 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54 572 | 6,48 | 1 230 | 7,52 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 24 753 | 69,66 | 558 | 71,38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 37 928 | 5,55 | 855 | 6,48 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 2 750 | 62 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 406 036 | 44,73 | 9 152 | 46,13 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 11 086 | 250 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 342 134 | 0,09 | 7 712 | 1,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 799 946 | 908,53 | 18 031 | 918,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50 503 | 5,92 | 1 138 | 6,95 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21 557 | 0,99 | 486 | 2,32 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 69 284 | 2,37 | 1 562 | 3,38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104 281 | 14,37 | 2 351 | 15,48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 662 | 240 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1 165 621 | 35,99 | 26 273 | 37,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 62 926 | 6,56 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 65 | 1 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 9 038 | 12,72 | 204 | 13,41 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15 000 | 3,45 | 338 | 4,64 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1 120 | 25 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 11 000 | 48,65 | 248 | 49,70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13 016 | 293 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 87 051 | 9,05 | 1 962 | 10,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 199 177 | 17,03 | 4 489 | 18,16 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21 796 | 8,65 | 491 | 9,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 239 382 | 56,17 | 5 396 | 57,66 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 794 | 40 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 93 176 | 2 100 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 187 694 | 4 231 |
