Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF inkluderar D.a. Davidson & Co., Reliant Wealth Planning, Benjamin Edwards Inc, Bank Of America Corp /de/, Mml Investors Services, Llc, Financial Engines Advisors L.L.C., och Wells Fargo & Company/mn .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34 834 | 4,95 | 895 | 5,05 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 41 975 | 152,36 | 1 079 | 153,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 379 | 10 | ||||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 16 313 | 23,12 | 419 | 23,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146 146 | 2,55 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 156 | 0 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 176 118 | 126,63 | 4 527 | 127,03 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 18 800 | 35,50 | 483 | 35,67 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 64 266 | 34,61 | 1 652 | 34,78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 551 | 5,86 | 220 | 5,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 102 | 1 005 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 070 | 16,47 | 182 | 16,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 118 | 434,85 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 826 | 227 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 94 761 | 11,48 | 2 436 | 11,65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20 451 | 48,85 | 526 | 49,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17 721 | 34,48 | 456 | 34,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 106 | 246,71 | 28 | 250,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7 961 | 205 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 789 078 | 8,73 | 20 283 | 8,88 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 54 310 | 1 396 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23 098 | 594 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 90 776 | 59,43 | 2 333 | 59,69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 320 632 | 8 242 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 96 911 | 235,07 | 2 491 | 235,71 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 121 396 | 4,84 | 3 121 | 5,91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19 016 | 489 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 255 792 | 6,73 | 6 575 | 6,88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 196 400 | 8,98 | 5 049 | 9,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 418 558 | 56,17 | 10 759 | 56,40 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9 923 | 0,53 | 255 | 0,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 45 986 | 175,48 | 1 182 | 176,17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 517 | 111,02 | 13 | 116,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 710 | 77,33 | 172 | 77,32 |
