Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF inkluderar PFG Advisors, Old Port Advisors, Strategic Blueprint, LLC, Liberty Wealth Management Llc, Leavell Investment Management, Inc., Hamel Associates, Inc., Hilltop Holdings Inc., Rebalance, Llc, National Bank Of Canada /fi/, Logan Capital Management Inc, och AE Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Reliant Wealth Planning | 17 629 | 44,98 | 350 | 46,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 82 109 | 2 | ||||||
| 2025-07-16 | 13F | Old Port Advisors | 40 959 | 813 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 114 256 | 123,27 | 2 267 | 125,25 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 81 087 | 4,12 | 1 609 | 4,82 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 40 302 | 3,20 | 800 | 4,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 57 294 | 5 341,03 | 1 137 | 5 580,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 152 213 | 83,76 | 22 860 | 85,44 | ||||
| 2025-08-07 | 13F | PFG Advisors | 47 524 | 943 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 583 163 | 79,32 | 11 571 | 80,97 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 20 845 | 0,11 | 409 | 0,49 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 848 | 0,95 | 17 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 133 536 | 1,01 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 639 493 | 886,29 | 12 688 | 895,84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 62 996 | 0,24 | 1 250 | 1,13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 86 295 | 200,15 | 1 712 | 203,01 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 141 633 | 98,76 | 2 810 | 100,64 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 14 720 | 25,03 | 292 | 26,41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60 955 | 56,90 | 1 209 | 58,45 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 79 894 | 28,12 | 1 585 | 29,39 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 940 | 564,61 | 257 | 573,68 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 524 | 0,96 | 10 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 139 395 | 12,02 | 2 766 | 13,04 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 1 029 829 | 139,22 | 20 432 | 141,42 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4 163 | 125,03 | 83 | 127,78 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 330 | 7 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 208 753 | 6,86 | 4 142 | 7,84 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 125 243 | 0,44 | 2 485 | 1,35 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 11 274 | 224 | ||||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 71 419 | 58,71 | 1 404 | 59,43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 379 043 | 15,69 | 27 360 | 16,75 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 30 499 | 20,11 | 605 | 21,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 185 263 | 5,95 | 3 640 | 5,91 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 22 266 | 0,69 | 442 | 1,61 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 95 395 | 18,30 | 1 893 | 19,37 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39 152 | 97,76 | 777 | 99,49 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 220 | 1,00 | 44 | 2,33 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 99 546 | 24,46 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74 067 | 17,82 | 1 469 | 18,95 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 384 | 13,63 | 67 | 15,52 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 15 391 | 5,79 | 305 | 6,64 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 543 723 | 0,18 | 10 787 | 1,10 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 58 608 | 0,44 | 1 163 | 1,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 689 736 | 2,50 | 53 364 | 3,44 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13 725 | 272 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14 017 | 278 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 470 | 55,72 | 29 | 61,11 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 45 454 | 5,53 | 902 | 6,50 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 165 083 | 186,62 | 3 275 | 189,31 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 50 546 | 15,98 | 1 003 | 17,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 308 | 5,14 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11 706 | 232 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 280 525 | 0,19 | 5 566 | 1,11 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 51 049 | 15,80 | 1 013 | 16,86 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 514 453 | 0,49 | 10 207 | 1,40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253 494 | 4,51 | 5 029 | 5,47 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 163 473 | 4,81 | 3 243 | 5,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 116 555 | 4,46 | 2 312 | 5,43 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 745 879 | 146,59 | 14 798 | 148,87 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 12 044 | 239 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 38 443 | 763 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 43 300 | 13,42 | 859 | 14,53 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 435 300 | 4,57 | 8 636 | 5,54 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 82 180 | 111,74 | 1 630 | 113,63 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13 369 | 0,98 | 265 | 1,92 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 134 320 | 0,54 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17 570 | 28,84 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 94 500 | 5,29 | 1 875 | 6,24 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19 878 | 1,04 | 394 | 2,07 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 25 096 | 1,76 | 498 | 2,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 145 363 | 1,79 | 2 884 | 2,74 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 39 619 | 106,01 | 786 | 107,94 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 16 239 | 2,26 | 322 | 3,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 360 | 61,54 | 67 | 65,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 214 153 | 4 249 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 255 197 | 8,93 | 5 063 | 9,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 32 307 | 10,15 | 641 | 11,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 24 934 | 137,15 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19 219 | 6,30 | 381 | 7,32 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 385 684 | 4,88 | 7 652 | 5,84 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4 963 | 14,12 | 98 | 15,29 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 106 985 | 10,92 | 2 123 | 11,92 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 17 228 | 21,38 | 342 | 22,22 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 735 | 15 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 13 602 | 0,56 | 270 | 1,51 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 83 733 | 11,59 | 1 661 | 12,61 |
