Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF inkluderar Atlantic Union Bankshares Corp, Benjamin Edwards Inc, Curbstone Financial Management Corp, Cambridge Investment Research Advisors, Inc., Flow Traders U.s. Llc, Spinnaker Trust, Vishria Bird Financial Group, LLC, Smith, Moore & Co., Massmutual Trust Co Fsb/adv, Precision Wealth Strategies, LLC, EP Wealth Advisors, Inc., Godshalk Welsh Capital Management, Inc., Private Advisor Group, LLC, Meridian Wealth Management, LLC, Rossmore Private Capital, Cornell Pochily Investment Advisors, Inc., Avantax Planning Partners, Inc., Barrett & Company, Inc., och Harbour Investments, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56 738 | 43,74 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 14 675 | 55,36 | 370 | 56,78 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 005 | 458,33 | 25 | 525,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 615 | 1,21 | 167 | 1,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 782 044 | 2,55 | 19 731 | 3,32 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 30 996 | 1,30 | 782 | 2,76 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 27 970 | 706 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 151 | 2,03 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21 128 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 68 050 | 59,63 | 1 717 | 60,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 39 503 | 0,01 | 997 | 0,71 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 91 404 | 20,18 | 2 306 | 21,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33 693 | 4,12 | 850 | 4,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 98 702 | 1,74 | 2 490 | 2,51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 514 704 | 32,07 | 12 986 | 33,07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 020 | 253 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 20 880 | 5,98 | 527 | 6,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 597 | 40 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9 124 | 230 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 122 180 | 344,48 | 3 083 | 347,97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21 037 | 20,27 | 531 | 21,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 31 792 | 45,51 | 802 | 46,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 882 394 | 3,49 | 22 263 | 4,28 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 44 380 | 642,02 | 1 120 | 651,01 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 125 777 | 50,06 | 3 173 | 51,24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11 341 | 22,92 | 286 | 23,81 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 910 | 225 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 26 421 | 56,74 | 667 | 57,82 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 16 096 | 406 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14 291 | 361 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 19 700 | 1,81 | 497 | 2,69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 12 545 | 317 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 77 309 | 3,53 | 1 951 | 4,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 28 204 | 22,57 | 712 | 23,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 163 219 | 21,50 | 4 118 | 22,45 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24 977 | 13,51 | 630 | 14,55 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13 099 | 0,64 | 330 | 1,54 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 048 | 3 075,00 | 77 | 3 700,00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 79 369 | 544,12 | 2 002 | 550,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 810 | 46 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 8 571 | 216 | ||||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 9 284 | 13,72 | 234 | 14,71 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 50 089 | 0,64 | 1 264 | 1,36 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 173 871 | 3,58 | 4 687 | 11,49 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 28 863 | 108,88 | 728 | 110,40 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 99 782 | 1,24 | 2 518 | 2,03 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 764 582 | 8,33 | 19 290 | 9,16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 74 735 | 17,66 | 1 886 | 18,55 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8 120 | 205 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16 833 | 0,54 | 425 | 1,19 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 52 850 | 1 333 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 77 636 | 4,62 | 1 959 | 5,38 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 213 | 258 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16 414 | 9,42 | 414 | 10,70 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 57 229 | 18,47 | 1 433 | 18,82 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 31 576 | 6,85 | 797 | 7,71 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7 977 | 201 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 83 173 | 14,90 | 2 098 | 15,78 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 54 406 | 1,56 | 1 373 | 2,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26 870 | 1 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 224 821 | 100,00 | 5 672 | 101,56 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 43 419 | 24,17 | 1 095 | 25,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 207 646 | 13,97 | 5 239 | 14,82 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 16 450 | 415 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51 614 | 110,74 | 1 302 | 112,40 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 12 871 | 4,89 | 325 | 5,54 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 252 548 | 65,89 | 6 372 | 67,13 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 56 112 | 1 416 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 27 338 | 182,80 | 690 | 184,71 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 9 500 | 240 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 124 261 | 7,29 | 3 135 | 8,10 |
