Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF inkluderar Foronjy Financial Llc, Colony Group, LLC, Merit Financial Group, LLC, Cyr Financial Inc., Liberty Wealth Management Llc, Summit Wealth Partners, LLC, Hamel Associates, Inc., Precision Wealth Strategies, LLC, Old Point Trust & Financial Services N A, och National Bank Of Canada /fi/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | FF Advisors,LLC | 71 669 | 4,38 | 1 571 | 4,95 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 44 324 | 11,69 | 972 | 12,51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18 415 | 35,76 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 37 974 | 56,87 | 832 | 58,17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 648 479 | 1,66 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 92 604 | 2 030 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 716 790 | 1,68 | 15 712 | 2,38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 486 420 | 71,91 | 10 662 | 73,11 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 9 670 | 0,18 | 212 | 0,48 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 35 894 | 244,34 | 781 | 251,80 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 135 487 | 54,43 | 2 970 | 55,53 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 37 654 | 136,80 | 825 | 138,44 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 125 708 | 12,09 | 2 756 | 12,86 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 297 293 | 10,75 | 6 517 | 11,52 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 19 106 | 2,51 | 419 | 3,21 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 15 092 | 0,41 | 329 | 2,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 94 055 | 31,88 | 2 062 | 32,80 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 106 282 | 0,19 | 2 330 | 0,87 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 546 | 231 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 138 377 | 4,78 | 3 033 | 5,50 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 199 449 | 5,99 | 4 372 | 6,71 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 22 275 | 89,67 | 488 | 91,37 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 299 485 | 1,33 | 6 565 | 2,02 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 454 990 | 0,20 | 9 973 | 0,89 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 62 076 | 12,78 | 1 361 | 13,52 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 96 728 | 6,79 | 2 120 | 7,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 365 909 | 4,54 | 8 021 | 5,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 348 460 | 4,39 | 7 638 | 5,11 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 921 543 | 23,43 | 20 200 | 24,28 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 12 644 | 277 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1 940 071 | 28,61 | 42 526 | 29,50 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 297 293 | 967,67 | 6 472 | 129 340,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 47 497 | 15,87 | 1 041 | 16,70 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 241 795 | 5 300 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 690 448 | 9,76 | 15 135 | 10,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 39 592 | 20,00 | 1 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 413 863 | 3,79 | 9 072 | 4,50 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 15 095 | 331 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10 846 | 238 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 61 747 | 9,72 | 1 353 | 10,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 289 131 | 0,05 | 6 338 | 0,73 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 16 966 | 18,29 | 372 | 18,91 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 664 024 | 0,73 | 14 555 | 1,42 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9 999 | 0,37 | 219 | 1,39 | ||||
| 2025-08-14 | 13F | UBS Group AG | 922 187 | 17,34 | 20 214 | 18,15 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 156 | 70,18 | 398 | 71,12 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12 080 | 282 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 59 611 | 1,30 | 1 307 | 1,95 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 22 866 | 3,97 | 501 | 4,81 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 6 017 | 22,10 | 132 | 22,43 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 15 668 | 2,00 | 343 | 2,69 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 193 562 | 19,03 | 4 243 | 19,83 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 59 919 | 552,64 | 1 313 | 556,50 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 286 001 | 9,27 | 6 269 | 10,02 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 109 777 | 8,37 | 2 406 | 9,12 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 117 474 | 29,88 | 2 575 | 30,78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 020 133 | 19,33 | 22 361 | 20,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17 847 | 391 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 023 | 0,48 | 220 | 0,92 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 971 487 | 40,44 | 21 295 | 41,40 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 144 344 | 5,17 | 3 164 | 5,93 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 17 504 | 0,14 | 384 | 0,79 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 69 201 | 0,28 | 1 517 | 0,93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15 184 | 333 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 40 960 | 3,25 | 898 | 3,94 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 181 194 | 200,00 | 3 984 | 207,88 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 31 849 | 201,80 | 698 | 204,80 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 599 379 | 39,40 | 13 138 | 40,36 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 8 235 | 33,90 | 181 | 35,34 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 026 | 0,95 | 44 | 2,33 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 147 476 | 4,83 | 3 233 | 5,48 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 166 053 | 30,89 | 3 640 | 31,80 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 15 864 | 61,19 | 348 | 62,15 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 821 677 | 2,33 | 18 011 | 3,03 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 107 789 | 30,07 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 518 | 5,74 | 209 | 6,67 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 700 | 15 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14 160 | 3,36 | 310 | 4,03 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 35 522 | 94,23 | 779 | 95,48 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 153 220 | 11,84 | 3 | 50,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 20 430 | 21,54 | 448 | 22,47 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 178 285 | 201,88 | 3 908 | 204,12 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 663 | 15 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 337 280 | 13,27 | 7 393 | 14,05 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 18 350 | 3,12 | 402 | 3,88 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 307 | 5,15 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 120 955 | 16,18 | 2 651 | 16,99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 103 277 | 141,82 | 2 264 | 143,60 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 393 741 | 4,76 | 8 631 | 5,49 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 463 | 0,87 | 10 | 11,11 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 461 822 | 3,81 | 10 072 | 3,72 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 15 639 | 21,06 | 343 | 21,71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 095 | 13,91 | 90 | 14,10 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11 946 | 0,99 | 262 | 1,56 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 11 876 | 24,11 | 260 | 25,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 49 822 | 29,16 | 1 083 | 29,55 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 715 | 1,00 | 38 | 2,78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 125 767 | 21,72 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 504 363 | 4,51 | 32 976 | 5,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11 569 | 254 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 274 835 | 6,01 | 6 024 | 6,75 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 347 632 | 3,97 | 7 620 | 4,70 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | |||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 18 200 | 6,50 | 399 | 6,99 |
