Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF inkluderar NDOW - Anydrus Advantage ETF, Retireful, LLC, Cornerstone Planning, LLC, Mariner, LLC, Kestra Private Wealth Services, Llc, Schmidt P J Investment Management Inc, Liberty Wealth Management Llc, Wealthspire Advisors, LLC, Modera Wealth Management, LLC, Connecticut Wealth Management, LLC, Exchange Capital Management, Inc., Prime Capital Investment Advisors, LLC, Merit Financial Group, LLC, Hamel Associates, Inc., Precision Wealth Strategies, LLC, Woodley Farra Manion Portfolio Management Inc, Black Maple Capital Management LP, Hills Bank & Trust Co, och CIBC Private Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 54 525 | 290,83 | 1 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 37 064 | 30,18 | 829 | 30,81 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 90 992 | 13,40 | 2 035 | 13,95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 597 469 | 1,30 | 13 | 0,00 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 791 883 | 1,73 | 17 706 | 2,23 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 470 514 | 2,11 | 55 241 | 2,61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 32 422 | 2 136,00 | 1 | −96,87 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 486 873 | 72,00 | 10 886 | 72,85 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 205 412 | 3,61 | 4 593 | 4,13 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 123 858 | 119,97 | 2 769 | 121,17 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 94 995 | 3,92 | 2 120 | 4,44 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16 480 | 56,19 | 368 | 57,26 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 9 561 | 0,29 | 214 | 0,47 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 83 044 | 14,31 | 1 857 | 14,85 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 99 009 | 0,22 | 2 214 | 0,68 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12 298 | 275 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 122 891 | 12,31 | 2 748 | 12,86 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 515 238 | 18,29 | 11 521 | 18,87 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18 914 | 41,01 | 423 | 44,03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 51 720 | 0,66 | 1 156 | 1,14 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 124 988 | 9,00 | 2 795 | 9,53 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 104 079 | 0,19 | 2 327 | 0,69 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 174 695 | 6,38 | 3 906 | 6,93 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 260 580 | 2,93 | 5 827 | 3,43 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 10 396 | 0,33 | 232 | 0,87 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12 421 | 0,62 | 278 | 1,09 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 90 433 | 26,81 | 2 007 | 26,94 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 74 568 | 25,77 | 1 667 | 26,38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40 000 | 894 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 12 358 | 276 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 120 926 | 2 649 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 9 910 | 0,18 | 220 | 1,85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 88 970 | 15,22 | 1 989 | 15,77 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 230 265 | 1,56 | 5 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 52 356 | 19,91 | 1 171 | 20,49 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 750 016 | 8,81 | 16 770 | 9,35 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 358 | 0,09 | 75 | 1,35 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 353 920 | 11,41 | 7 875 | 11 311,59 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 10 205 | 228 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 820 | 354 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10 590 | 237 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 802 629 | 2,31 | 17 947 | 2,81 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 23 562 | 1,00 | 527 | 1,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 432 | 233 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 69 763 | 0,85 | 1 560 | 1,30 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 14 275 | 46,10 | 319 | 47,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14 856 | 18,28 | 332 | 19,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 11 862 | 265 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 244 218 | 28,26 | 5 461 | 28,90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 189 726 | 13,83 | 4 242 | 14,40 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 633 631 | 5,43 | 14 168 | 5,95 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 38 294 | 1,99 | 856 | 2,51 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 10 000 | 224 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4 563 | 13,45 | 102 | 14,61 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 488 906 | 2,05 | 10 932 | 2,55 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 292 634 | 5,64 | 6 543 | 6,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 145 592 | 48,75 | 3 255 | 49,24 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 29 674 | 11,12 | 664 | 11,62 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 767 440 | 3,48 | 17 160 | 3,98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 268 521 | 69,55 | 6 004 | 70,42 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 94 839 | 10,76 | 2 121 | 11,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 227 324 | 4,87 | 5 083 | 5,39 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 671 393 | 8,41 | 59 732 | 8,94 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 58 987 | 43,31 | 1 319 | 44,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 983 561 | 42,14 | 21 992 | 42,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 359 691 | 12,41 | 30 403 | 12,96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 184 355 | 17,07 | 4 122 | 17,67 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 20 716 | 3,13 | 463 | 3,81 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 177 372 | 200,00 | 3 980 | 206,15 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 3 207 | 4,36 | 72 | 4,41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 736 | 15,95 | 240 | 16,50 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 41 917 | 3,10 | 937 | 3,65 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 131 807 | 2 947 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 340 157 | 50,73 | 7 606 | 51,46 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 21 503 | 10,47 | 481 | 10,85 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21 610 | 483 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22 260 | 6,03 | 498 | 6,42 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 292 439 | 14,51 | 6 539 | 15,07 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 18 544 | 1,00 | 415 | 1,47 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12 315 | 275 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4 529 | 101 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 274 200 | 8,69 | 6 135 | 9,22 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 22 183 | 15,02 | 493 | 15,46 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 40 506 | 12,62 | 906 | 13,13 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 12 918 | 0,23 | 289 | 0,70 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 9 299 | 3,06 | 208 | 3,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 153 765 | 7,95 | 3 438 | 8,49 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 180 163 | 35,98 | 4 | 100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150 110 | 63,69 | 3 356 | 64,51 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1 549 | 46,96 | 35 | 47,83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 435 921 | 44,39 | 9 747 | 45,11 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14 725 | 3,15 | 329 | 3,79 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 250 233 | 1,25 | 5 595 | 1,75 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11 105 | 248 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 87 123 | 37,47 | 1 948 | 38,16 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 50 617 | 18,64 | 1 132 | 19,18 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43 588 | 12,15 | 1 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 449 | 10 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 205 773 | 16,58 | 4 601 | 17,16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12 142 | 31,04 | 271 | 31,55 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 131 807 | 2 947 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 263 583 | 9,61 | 50 614 | 10,15 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 151 843 | 162,95 | 3 395 | 164,41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 146 699 | 6,90 | 3 280 | 7,36 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 517 987 | 3,72 | 11 525 | 3,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 544 355 | 7,74 | 12 172 | 8,27 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 422 078 | 2,33 | 9 438 | 2,83 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 251 720 | 19,79 | 5 628 | 20,39 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 353 | 4,14 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31 190 | 0,34 | 697 | 0,87 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 566 440 | 102,17 | 12 666 | 103,16 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 124 018 | 86,80 | 2 773 | 87,75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 922 | 244 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 384 268 | 4,74 | 8 592 | 5,27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 55 618 | 4,08 | 1 244 | 4,63 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15 850 | 20,59 | 354 | 21,23 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 21 | 5,00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 22 903 | 0,32 | 512 | 0,79 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12 268 | 5,40 | 274 | 6,20 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 841 186 | 1,84 | 18 809 | 2,34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 294 | 59,67 | 74 | 62,22 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 14 720 | 33,88 | 329 | 34,84 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 11 179 | 250 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 187 490 | 27,56 | 4 | 33,33 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 38 664 | 180,30 | 860 | 184,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 105 | 100,54 | 25 | 100,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 558 | 8,29 | 1 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42 875 | 7,01 | 959 | 7,52 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 677 243 | 28,24 | 15 143 | 28,88 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 339 810 | 4,26 | 7 598 | 4,79 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17 107 | 6,51 | 383 | 7,00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 17 004 | 0,38 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 11 672 | 29,66 | 261 | 30,00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 13 058 | 292 |
