Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF inkluderar Cornerstone Planning, LLC, Carmel Capital Partners, LLC, Stratos Wealth Advisors, LLC, Merit Financial Group, LLC, Modern Wealth Management, LLC, Liberty Wealth Management Llc, Connecticut Wealth Management, LLC, Black Maple Capital Management LP, DecisionMap Wealth Management, LLC, Visionary Wealth Advisors, Avidian Wealth Solutions, LLC, Schmidt P J Investment Management Inc, Hamel Associates, Inc., Prime Capital Investment Advisors, LLC, Precision Wealth Strategies, LLC, Lbmc Investment Advisors, Llc, Moseley Investment Management Inc, Lokken Investment Group LLC, Money Concepts Capital Corp, och Brookstone Capital Management .
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.
Uppgradera för att låsa upp premiumdata.
| 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 | 43 434 | 24,16 | 977 | 24,49 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51 169 | 181,52 | 1 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9 290 | 209 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175 439 | 80,65 | 3 925 | 80,41 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19 117 | 2 149,06 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 023 190 | 2,52 | 45 502 | 2,84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 495 885 | 69,67 | 11 152 | 70,21 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 782 504 | 1,51 | 17 599 | 1,82 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 9 930 | 223 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 87 976 | 27,69 | 1 979 | 28,11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 38 982 | 38,45 | 877 | 38,83 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 61 | 1,67 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 121 750 | 12,61 | 2 738 | 13,00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 272 652 | 1,74 | 6 132 | 2,05 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 37 893 | 2,00 | 852 | 2,40 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9 439 | 212 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 20 631 | 0,16 | 464 | 0,65 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 306 158 | 4,12 | 6 885 | 4,44 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 225 012 | 28,73 | 5 061 | 29,11 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 5 459 782 | 10,73 | 122 408 | 11,84 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 820 | 1 900,00 | 63 | 2 000,00 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 27 636 | 27,58 | 622 | 28,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 177 282 | 8,39 | 3 987 | 8,73 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 185 876 | 5,99 | 4 180 | 6,33 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 52 487 | 0,11 | 1 180 | 0,43 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 128 718 | 2 857 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 96 333 | 3,02 | 2 160 | 3,25 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 114 338 | 17,93 | 2 571 | 18,32 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 570 | 13 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 103 274 | 0,19 | 2 323 | 0,48 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11 538 | 259 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 31 797 | 0,43 | 715 | 0,85 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150 338 | 51,58 | 3 381 | 52,09 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 92 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40 206 | 904 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19 000 | 21,79 | 427 | 22,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20 271 | 20,74 | 456 | 21,01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 61 134 | 436,73 | 1 375 | 438,82 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 9 064 | 204 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13 806 | 311 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 176 | 229 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 84 305 | 20,92 | 1 896 | 21,31 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1 979 633 | 41,80 | 44 522 | 42,24 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48 772 | 115,40 | 1 097 | 116,17 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 94 912 | 12,63 | 2 135 | 12,97 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 36 | 1 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 118 | 3 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 20 956 | 15,69 | 471 | 16,01 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 392 313 | 11,71 | 8 796 | 11 322,08 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 308 | 0,06 | 74 | 0,00 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10 469 | 235 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 150 645 | 161,38 | 3 388 | 162,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 098 351 | 1,52 | 24 702 | 1,83 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 12 500 | 281 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 89 591 | 2,00 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 15 702 | 8,61 | 353 | 8,95 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12 845 | 289 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 161 425 | 4,73 | 3 630 | 5,07 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 144 309 | 353,16 | 657 | −7,85 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 748 226 | 2,25 | 16 828 | 2,57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 26 116 | 19,38 | 587 | 19,80 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 879 | 58,95 | 20 | 58,33 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24 976 | 35,19 | 562 | 35,51 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 489 138 | 138,74 | 11 | 150,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 056 | 31,14 | 406 | 31,82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 65 529 | 11,04 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 268 398 | 47,25 | 6 036 | 47,72 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5 638 | 10,53 | 127 | 10,53 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 133 060 | 56,40 | 2 993 | 56,90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 188 755 | 19,90 | 4 245 | 20,29 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 29 350 | 11,40 | 660 | 11,86 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 33 695 | 15,30 | 758 | 15,57 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17 915 | 5,03 | 402 | 4,97 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 324 827 | 5,17 | 7 305 | 5,50 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 93 867 | 10,76 | 2 111 | 11,11 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 485 458 | 0,27 | 10 918 | 0,57 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 57 500 | 0,46 | 1 293 | 0,78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27 596 | 7,40 | 621 | 7,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 153 422 | 39,93 | 3 450 | 40,19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 778 | 106,26 | 40 | 105,26 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 782 545 | 0,73 | 17 599 | 1,04 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 59 077 | 10,87 | 1 329 | 11,22 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 47 388 | 34,16 | 1 066 | 34,64 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 58 481 | 64,09 | 1 315 | 64,58 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 145 937 | 2,20 | 3 282 | 2,53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 456 004 | 23,90 | 32 746 | 24,29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 223 237 | 428,19 | 27 511 | 429,85 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 446 695 | 19,67 | 10 046 | 20,05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 095 | 1,29 | 294 | 2,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21 422 | 482 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 691 | 16 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 400 | 9 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10 531 | 237 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 114 208 | 13,49 | 25 059 | 13,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 644 028 | 32,31 | 14 484 | 32,73 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 333 908 | 0,15 | 7 510 | 0,45 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 114 149 | 7,03 | 2 567 | 7,36 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31 628 | 3,57 | 711 | 3,95 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 007 320 | 10,70 | 22 655 | 11,04 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22 776 | 6,10 | 512 | 6,44 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 364 074 | 7,14 | 8 188 | 7,48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 104 496 | 3,38 | 2 350 | 3,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 564 728 | 0,83 | 12 705 | 1,14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3 555 | 99,94 | 80 | 102,56 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 075 | 1,02 | 47 | 0,00 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 175 421 | 200,00 | 3 959 | 204,07 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 11 136 | 3,68 | 250 | 4,17 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 20 718 | 4,96 | 466 | 5,20 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 42 259 | 5,00 | 950 | 5,32 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 237 998 | 5,93 | 5 353 | 6,25 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 14 353 | 8,78 | 323 | 9,15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 694 099 | 7,54 | 15 610 | 7,87 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 221 879 | 14,24 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17 689 | 12,78 | 398 | 13,11 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 405 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 460 867 | 0,96 | 10 365 | 1,27 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 12 610 | 19,53 | 284 | 19,92 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 81 500 | 1 833 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 171 673 | 141,32 | 3 861 | 142,16 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17 960 | 6,75 | 404 | 6,90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 140 820 | 21,91 | 3 167 | 22,33 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 132 541 | 50,01 | 2 981 | 50,51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 53 683 | 5,27 | 1 207 | 5,60 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 311 | 232 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62 973 | 0,97 | 1 416 | 1,29 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 743 351 | 8,61 | 16 718 | 8,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 467 375 | 29,01 | 77 981 | 29,41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 144 978 | 6,93 | 3 261 | 7,27 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 133 060 | 2 993 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 560 719 | 3,34 | 12 560 | 3,16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 220 | 207 | ||||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 19 101 | 8,19 | 430 | 8,61 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 31 929 | 6,94 | 718 | 7,32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 196 483 | 55,61 | 26 909 | 56,10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 970 | 247 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44 256 | 1,35 | 995 | 1,74 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 11 563 | 260 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 604 366 | 2,51 | 13 592 | 2,84 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 9 335 | 210 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15 264 | 343 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22 789 | 513 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 117 662 | 17,41 | 2 646 | 17,81 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 468 057 | 44,51 | 10 527 | 44,97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 153 300 | 25,19 | 3 448 | 25,57 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 178 831 | 50,54 | 4 022 | 51,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 88 270 | 5,64 | 1 985 | 5,98 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 361 985 | 15,22 | 8 141 | 14,82 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 38 040 | 0,86 | 856 | 1,18 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23 218 | 0,90 | 522 | 1,16 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 93 285 | 3,49 | 2 098 | 3,81 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 13 472 | 4,14 | 303 | 4,14 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50 104 | 4,16 | 1 123 | 5,25 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 39 326 | 10,37 | 884 | 10,78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 289 147 | 22,90 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 456 | 10 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42 547 | 8,34 | 957 | 8,64 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 54 445 | 16,45 | 1 224 | 16,79 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 96 821 | 4,16 | 2 178 | 4,46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105 012 | 5,10 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17 007 | 6,54 | 382 | 7,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 15 514 | 349 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 88 052 | 23,48 | 1 980 | 23,90 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 631 | 14 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 55 | 1 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12 538 | 15,71 | 282 | 16,12 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 336 748 | 4,72 | 7 573 | 5,05 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 45 344 | 0,20 | 1 020 | 0,49 |
