Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF inkluderar Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF, Reliant Wealth Planning, PFG Advisors, International Assets Investment Management, Llc, Visionary Wealth Advisors, SOUTH STATE Corp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 343 894 | 8 326 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 912 | 2,03 | 47 | 2,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14 756 | 3,18 | 362 | 3,74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 608 556 | 80,80 | 14 916 | 81,62 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 992 | 140,71 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 80 355 | 11,34 | 1 970 | 11,88 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 310 104 | 1,61 | 32 111 | 2,07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24 473 | 2,42 | 1 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 54 066 | 24,95 | 1 325 | 25,59 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12 430 | 24,72 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23 419 | 33,68 | 574 | 34,43 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 34 320 | 116,94 | 841 | 117,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 408 174 | 10,39 | 10 004 | 10,90 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 206 | 70,58 | 30 | 70,59 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 284 351 | 4,37 | 6 969 | 4,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 159 409 | 7,81 | 3 907 | 8,32 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 24 246 | 18,41 | 594 | 19,04 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48 786 | 1 196 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 59 | 391,67 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 103 368 | 7,17 | 2 534 | 7,65 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8 184 | 201 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 44 024 | 152,71 | 1 079 | 153,88 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11 076 | 1,05 | 271 | 1,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 34 213 | 189,70 | 839 | 190,97 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 34 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 962 | 78,88 | 171 | 80,85 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 19 060 | 5,72 | 467 | 6,38 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 14 883 | 365 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 101 378 | 32,13 | 2 485 | 32,69 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 878 976 | 2,80 | 21 544 | 3,26 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 19 336 | 501 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 44 | 1 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 172 | 239,71 | 29 | 250,00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 47 167 | 1 156 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16 188 | 3,23 | 397 | 3,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13 496 | 46,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30 532 | 748 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 931 860 | 27,08 | 22 838 | 27,64 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 474 700 | 219,59 | 11 635 | 221,03 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 131 795 | 4,67 | 3 230 | 5,83 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 145 627 | 6,46 | 3 569 | 6,95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 351 146 | 1,83 | 8 607 | 2,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 26 053 | 13,08 | 639 | 13,52 | ||||
| 2025-08-07 | 13F | PFG Advisors | 38 536 | 945 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 272 | 41,18 | 31 | 47,62 |
