Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF inkluderar McGuire Investment Group, LLC, Sound View Wealth Advisors Group, LLC, Cornerstone Planning, LLC, True Link Financial Advisors, LLC, Merit Financial Group, LLC, Pure Financial Advisors, Inc., High Note Wealth, LLC, Penobscot Investment Management Company, Inc., Savant Capital, LLC, Modern Wealth Management, LLC, Mairs & Power Inc, Liberty Wealth Management Llc, Woodley Farra Manion Portfolio Management Inc, Avidian Wealth Solutions, LLC, Hamel Associates, Inc., Prime Capital Investment Advisors, LLC, Precision Wealth Strategies, LLC, Legacy Private Trust Co., Raab & Moskowitz Asset Management LLC, och Lokken Investment Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 44 938 | 20,50 | 1 030 | 20,47 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 25 471 | 100,05 | 584 | 100,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 424 481 | 15,34 | 9 695 | 15,09 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1 455 550 | 4,01 | 33 376 | 3,97 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 142 166 | 2 193,00 | 6 | −95,77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 674 775 | 89,25 | 15 473 | 89,17 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15 021 | 344 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 176 257 | 5,23 | 4 | 33,33 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 211 555 | 370,12 | 4 851 | 369,96 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 45 039 | 7,39 | 1 033 | 7,28 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 12 069 | 277 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 58 | 1,75 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 349 880 | 24,46 | 8 023 | 24,41 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 267 196 | 2,47 | 6 127 | 2,41 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 98 370 | 3,37 | 2 249 | 3,31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 497 407 | 4,48 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 889 591 | 4,72 | 66 258 | 4,67 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 4 713 829 | 17,49 | 108 135 | 18,16 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 85 359 | 0,90 | 1 957 | 0,88 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 987 956 | 1,76 | 22 654 | 1,72 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 133 | 5 144,85 | 164 | 5 333,33 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 91 181 | 2 091 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 083 | 4,62 | 461 | 5,26 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 200 526 | 3,76 | 4 598 | 3,72 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 149 045 | 5,55 | 3 418 | 5,50 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 18 648 | 28,22 | 428 | 28,23 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 101 026 | 0,19 | 2 317 | 0,13 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 157 661 | 8,46 | 3 615 | 8,43 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 734 491 | 9,13 | 16 842 | 9,32 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 125 821 | 2 870 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 98 676 | 5,41 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 922 | 388 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 89 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 507 700 | 853,75 | 11 642 | 853,40 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 41 276 | 340,42 | 946 | 342,06 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 063 | 231 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 160 | 210 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 35 425 | 23,05 | 812 | 23,03 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13 494 | 309 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 174 584 | 5,06 | 4 003 | 5,01 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 47 532 | 16,57 | 1 090 | 17,20 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 82 291 | 8,47 | 1 887 | 8,39 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 61 519 | 0,99 | 1 411 | 0,93 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 241 272 | 5 532 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 194 920 | 50,60 | 4 470 | 50,52 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 392 562 | 11,56 | 9 005 | 11 156,25 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 138 197 | 8,10 | 3 169 | 8,05 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10 210 | 234 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 606 | 0,13 | 358 | 0,00 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 123 820 | 3,65 | 2 839 | 3,61 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 9 488 | 218 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 11 175 | 256 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 22 804 | 1,03 | 523 | 0,97 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 16 075 | 0,65 | 369 | 0,55 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 24 392 | 4,93 | 559 | 4,88 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 835 276 | 104,64 | 19 153 | 104,55 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 809 | 8,94 | 431 | 8,84 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 31 880 | 8,77 | 731 | 8,78 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 490 666 | 113,04 | 11 | 120,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 7 062 | 8,05 | 162 | 8,05 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 15 664 | 0,51 | 0 | |||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28 632 | 11,28 | 657 | 11,19 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 35 339 | 2,66 | 810 | 2,66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 185 129 | 20,68 | 4 245 | 20,63 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 63 898 | 7,44 | 1 465 | 7,40 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 90 746 | 9,70 | 2 081 | 9,65 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 9 778 | 224 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 297 191 | 7,91 | 6 815 | 7,87 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 241 | 0,12 | 74 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 134 975 | 40,61 | 3 095 | 40,64 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 890 | 20 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 83 796 | 21,39 | 1 921 | 21,35 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 1 420 533 | 0,86 | 32 573 | 0,82 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 57 728 | 4,36 | 1 324 | 4,34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 44 010 | 1 009 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 784 753 | 5,01 | 17 994 | 4,96 | ||||
| 2025-08-14 | 13F | Fmr Llc | 848 | 12,32 | 19 | 11,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 204 722 | 12,31 | 4 694 | 12,27 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 354 | 21,76 | 31 | 24,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 24 669 | 566 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 42 625 | 0,01 | 977 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 144 397 | 430,25 | 3 311 | 430,61 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10 877 | 0,22 | 249 | 0,40 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 110 055 | 8,66 | 2 524 | 8,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 778 324 | 48,11 | 40 777 | 48,05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 651 224 | 41,92 | 14 933 | 41,86 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 24 334 | 558 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 22 257 | 0,76 | 510 | 0,79 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 667 853 | 2,98 | 15 314 | 2,93 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 404 | 0,67 | 284 | 0,71 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 24 674 | 1,94 | 566 | 1,80 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28 712 | 6,49 | 658 | 6,47 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 160 744 | 3,65 | 72 476 | 3,61 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12 508 | 0,85 | 287 | 0,70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 102 247 | 3,52 | 2 345 | 3,49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 168 532 | 503,49 | 3 864 | 503,75 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 170 935 | 200,01 | 3 926 | 201,30 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 53 680 | 33,60 | 1 231 | 33,55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 344 636 | 7,73 | 30 832 | 7,68 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 16 000 | 367 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 389 673 | 2,88 | 8 935 | 2,83 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 65 507 | 13,50 | 1 502 | 13,53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 128 586 | 28,49 | 25 878 | 28,43 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 3 018 | 175,87 | 69 | 176,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 747 142 | 11,49 | 17 132 | 11,44 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 300 277 | 6,58 | 6 885 | 6,55 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 22 377 | 0,30 | 513 | 0,39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 9 210 | 1,03 | 211 | 0,96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 034 | 0,99 | 47 | 0,00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 19 047 | 3,79 | 437 | 3,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 165 330 | 0,53 | 3 791 | 0,50 | ||||
| 2025-07-16 | 13F | Novem Group | 34 838 | 6,40 | 799 | 6,26 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 12 633 | 3,58 | 290 | 3,58 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 24 756 | 5,23 | 568 | 5,19 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 140 504 | 7,00 | 3 222 | 7,22 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 226 379 | 12,69 | 5 | 25,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 196 416 | 72,11 | 4 504 | 72,07 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 260 457 | 14,82 | 120 622 | 14,77 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 20 050 | 8,82 | 460 | 8,77 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 100 | 232 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 30 938 | 11,00 | 709 | 10,95 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 262 423 | 20,03 | 6 017 | 19,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 310 291 | 85,43 | 7 115 | 86,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 482 832 | 0,80 | 11 072 | 0,77 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 973 | 0,15 | 45 | 2,27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 643 624 | 12,28 | 83 548 | 12,23 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 168 144 | 141,36 | 3 856 | 141,24 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 194 779 | 1,32 | 4 451 | 0,93 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 780 842 | 15,04 | 17 905 | 14,99 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 346 169 | 16,42 | 7 938 | 16,36 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 550 370 | 3,15 | 12 570 | 2,92 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 47 261 | 3,54 | 1 084 | 3,44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 67 021 | 6,77 | 1 537 | 6,74 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 135 115 | 1,57 | 3 098 | 1,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 205 892 | 11,20 | 27 651 | 11,16 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 406 623 | 1,11 | 9 324 | 1,06 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 84 346 | 24,22 | 1 934 | 24,21 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 56 664 | 3,49 | 1 299 | 3,42 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 8 890 | 204 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 123 672 | 8,37 | 2 836 | 8,33 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 18 650 | 8,22 | 428 | 8,10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 708 | 246 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 367 389 | 18,60 | 8 424 | 18,56 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 9 109 | 209 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 176 754 | 13,38 | 4 037 | 12,89 | ||||
| 2025-08-08 | 13F | Creative Planning | 88 250 | 1,47 | 2 024 | 1,40 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16 432 | 377 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150 437 | 66,04 | 3 450 | 65,98 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 160 455 | 4,66 | 3 679 | 4,64 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 8 097 | 586,77 | 186 | 585,19 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 493 150 | 1,89 | 11 308 | 1,85 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10 374 | 13,01 | 238 | 12,86 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 90 433 | 5,19 | 2 074 | 5,12 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 24 382 | 1,39 | 559 | 1,27 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 49 748 | 6,42 | 1 141 | 7,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 81 885 | 11,68 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 38 488 | 12,48 | 883 | 12,50 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 548 | 78,92 | 81 | 80,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 302 181 | 16,00 | 7 | 20,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27 057 | 3,42 | 620 | 3,33 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 9 070 | 208 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11 213 | 0,61 | 257 | 0,78 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12 289 | 16,40 | 282 | 16,12 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 14 638 | 336 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 7 759 | 1,96 | 178 | 1,72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 384 | 0,00 | ||||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 318 186 | 7 296 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 45 174 | 0,35 | 1 036 | 0,29 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 816 | 202 | ||||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 329 329 | 5,22 | 7 552 | 5,17 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 14 255 | 327 |
