Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF inkluderar Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF, Foronjy Financial Llc, Leo Wealth, LLC, Visionary Wealth Advisors, Reliant Wealth Planning, Leavell Investment Management, Inc., Rebalance, Llc, DecisionMap Wealth Management, LLC, Barrett & Company, Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29 041 | 1,86 | 1 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 11 562 | 1,00 | 237 | 2,16 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 56 332 | 7,84 | 1 155 | 8,77 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 88 896 | 23,99 | 1 822 | 25,05 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 761 | 1,33 | 16 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 125 891 | 0,46 | 2 581 | 1,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 160 052 | 76,33 | 3 281 | 77,83 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 41 610 | 43,91 | 853 | 45,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 089 | 52,29 | 268 | 54,02 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 204 491 | 20,12 | 4 192 | 21,16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 102 054 | 7,80 | 2 092 | 8,73 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 26 436 | 0,25 | 542 | 0,93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 408 369 | 1,65 | 8 372 | 2,50 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 136 608 | 108,20 | 2 800 | 110,05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 134 996 | 11,86 | 2 767 | 12,80 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 37 561 | 183,74 | 770 | 186,25 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4 435 | 92 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 046 | 329 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 10 919 | 224 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 32 484 | 155,06 | 666 | 157,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 874 112 | 10,61 | 17 919 | 11,53 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 79 462 | 0,15 | 1 629 | 0,99 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 178 712 | 12,16 | 3 664 | 13,09 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 89 627 | 4,54 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 13 287 | 0,55 | 272 | 1,49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 331 946 | 19,00 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 30 787 | 54,20 | 631 | 55,80 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 94 104 | 22,60 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 12 665 | 260 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 044 | 65,19 | 21 | 75,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8 407 | 31,22 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1 908 678 | 14,61 | 39 128 | 15,57 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 10 327 | 0,26 | 212 | 0,96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 41 744 | 9,21 | 856 | 10,04 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 375 510 | 0,14 | 7 698 | 0,97 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 259 886 | 5 328 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 267 559 | 6,95 | 5 485 | 7,83 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 9 822 | 201 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 47 | 1 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 28 877 | 17,96 | 592 | 18,91 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 343 097 | 4,89 | 7 034 | 5,78 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 355 015 | 24,77 | 7 278 | 25,81 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 160 202 | 6,06 | 3 284 | 7,08 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 780 959 | 1,28 | 36 510 | 2,13 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 411 990 | 8 355 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13 064 | 1,01 | 268 | 1,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33 626 | 5,18 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 180 000 | 0,70 | 3 690 | 1,57 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3 918 | 17,91 | 80 | 19,40 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 14 470 | 297 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 15 926 | 326 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 251 692 | 6,17 | 5 160 | 7,06 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 23 813 | 488 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 102 976 | 68,79 | 2 111 | 70,24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | |||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 478 | 235 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17 787 | 2,18 | 365 | 3,12 |
