Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF inkluderar Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF, D.a. Davidson & Co., Reliant Wealth Planning, PFG Advisors, Visionary Wealth Advisors, Captrust Financial Advisors, Benjamin Edwards Inc, Stockman Wealth Management, Inc., och Mml Investors Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4 764 | 1,82 | 110 | 1,87 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 164 206 | 3,32 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18 232 | 420 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11 417 | 0 | ||||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 52 282 | 45,62 | 1 204 | 46,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 415 | 72,19 | 0 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 49 180 | 27,79 | 1 133 | 28,64 | ||||
| 2025-08-07 | 13F | PFG Advisors | 41 370 | 953 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34 373 | 0,79 | 1 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 46 334 | 148,99 | 1 067 | 151,06 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 21 627 | 0,31 | 498 | 1,01 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 64 466 | 1 289,35 | 1 485 | 1 300,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 62 035 | 25,01 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 360 156 | 5,23 | 8 294 | 5,87 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 38 495 | 1,69 | 887 | 2,31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 435 943 | 3,03 | 10 040 | 3,66 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 97 351 | 342,30 | 2 242 | 345,73 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 2 039 723 | 3,02 | 46 975 | 3,65 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 10 964 | 7,61 | 253 | 8,15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 29 200 | 672 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 24 206 | 2,80 | 557 | 3,34 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 348 377 | 8 023 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 18 718 | 431 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 54 222 | 58,74 | 1 249 | 59,80 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 417 415 | 4,96 | 9 613 | 5,60 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 68 497 | 6,70 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 36 608 | 8,30 | 843 | 9,06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 190 545 | 10,00 | 4 388 | 10,67 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 106 | 52,55 | 25 | 56,25 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 366 357 | 8 342 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 182 643 | 86,21 | 4 206 | 87,35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 175 957 | 2,93 | 4 052 | 3,55 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 14 459 | 8,84 | 333 | 9,21 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 155 278 | 6,16 | 3 576 | 6,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 188 567 | 4,94 | 4 343 | 5,59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25 726 | 592 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 219 888 | 1,04 | 5 064 | 1,65 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 428 490 | 0,50 | 9 868 | 1,12 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 140 840 | 4,65 | 3 244 | 5,74 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11 711 | 1,01 | 270 | 1,51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 90 215 | 2 078 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 35 254 | 812 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 347 821 | 5,29 | 8 010 | 5,94 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 51 936 | 1 196 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92 594 | 55,60 | 2 132 | 56,53 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 288 | 69,92 | 30 | 70,59 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 82 796 | 112,34 | 1 907 | 113,68 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27 544 | 7,37 | 634 | 8,01 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 18 496 | 2,04 | 426 | 2,66 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 15 785 | 2,19 | 364 | 2,83 |
