Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Convertible Bond ETF inkluderar Advance Capital Management, Inc., SIRAX - Sierra Tactical All Asset Fund Class A, Planwiser Financial, Llc, Tidal Trust II - Tactical Advantage ETF, Forefront Analytics, LLC, Hrt Financial Lp, Gts Securities Llc, Revisor Wealth Management LLC, Traub Capital Management LLC, City Center Advisors, LLC, Sax Wealth Advisors, Llc, 17 Capital Partners, Llc, Brueske Advisory Services, LLC, Phillips Financial Management, Llc, Private Wealth Asset Management, LLC, Boreal Capital Management LLC, Atlantic Trust, LLC, Twin Peaks Wealth Advisors, LLC, Strategic Wealth Partners, Ltd., och Nbc Securities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 41 | 241,67 | 4 | 200,00 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2 980 | 271 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5 235 | 1,55 | 472 | 9,28 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7 182 | 5,85 | 647 | 14,11 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 11 566 | 1,36 | 1 042 | 9,22 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 64 051 | 0,38 | 5 771 | 8,17 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13 048 | 55,76 | 1 176 | 67,86 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 528 | 48 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 3 600 | 324 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 54 066 | 137,10 | 4 871 | 155,56 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 249 | 51,83 | 22 | 69,23 | ||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 11 636 | 1,56 | 986 | −1,79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9 386 | 18,35 | 846 | 27,45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 44 | 4 | ||||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 278 690 | 5,17 | 23 622 | 1,63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 5 424 | 2,55 | 489 | 10,41 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3 643 | 18,86 | 328 | 28,13 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 4 396 | 0,02 | 396 | 7,90 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 12 598 | 96,60 | 1 135 | 112,15 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 373 | 0,44 | 124 | 7,89 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 316 | 44,95 | 28 | 55,56 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 18 | 0 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 29 444 | 117,06 | 2 653 | 133,86 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 17 320 | 248,07 | 1 561 | 275,00 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 8 776 | 6,50 | 791 | 14,83 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 173 289 | 5,06 | 15 950 | 16,48 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 2 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 11 732 | 8,67 | 1 057 | 17,18 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8 128 | 2,08 | 732 | 10,08 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 14 382 | 1 296 | ||||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 35 030 | 3,49 | 2 969 | 0,03 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 37 826 | 0,40 | 3 408 | 8,19 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 37 235 | 2,18 | 3 156 | −1,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31 419 | 26,52 | 2 831 | 36,32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 065 | 15,45 | 817 | 24,39 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2 962 | 267 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10 249 | 7,63 | 923 | 15,95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 143 831 | 7,46 | 13 | 9,09 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 125 | 552 | ||||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 34 369 | 456,76 | 3 097 | 500,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 903 | 0,44 | 81 | 8,00 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3 899 | 351 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 47 608 | 4 289 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 331 | 144,57 | 300 | 165,49 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 150 298 | 2,79 | 13 542 | 10,76 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 316 | 1 | ||||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 31 333 | 1,80 | 2 656 | −1,63 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 25 032 | 2 322 | ||||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 54 200 | 4 883 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 249 | 0,56 | 293 | 8,15 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 11 542 | 1 040 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 245 103 | 90,36 | 21 885 | 103,30 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4 503 | 41,65 | 406 | 52,83 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 595 | 234 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7 939 | 9,62 | 715 | 18,18 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 316 779 | 0,25 | 28 542 | 8,04 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 43 106 | 69,92 | 3 884 | 83,07 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 30 173 | 571,85 | 2 714 | 625,67 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 55 592 | 7,03 | 5 009 | 15,34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 9 789 | 3,99 | 882 | 11,94 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2 415 | 218 | ||||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 67 627 | 84,23 | 6 093 | 98,53 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 328 | 4,79 | 30 | 11,54 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 6 166 | 4,69 | 556 | 12,80 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 38 500 | 3 469 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 169 384 | 2,26 | 15 261 | 10,20 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 2 662 | 240 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 10 898 | 0,03 | 982 | 7,80 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 371 | 124 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 0 | 0 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 109 099 | 9 830 | ||||||
| 2025-08-08 | 13F | Croban | 11 542 | 12,60 | 1 040 | 21,38 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 43 058 | 188,98 | 4 | 200,00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 511 | 0,39 | 46 | 9,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 248 | 8,74 | 1 194 | 15,27 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 4 916 | 9,00 | 443 | 17,24 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 281 | 25,11 | 442 | 23,18 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 445 280 | 0,49 | 40 120 | 8,28 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 4 852 | 1,93 | 437 | 10,08 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11 324 | 0,02 | 1 020 | 7,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 571 | 53,60 | 682 | 65,53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 203 | 0,57 | 289 | 8,27 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 12 536 | 11,85 | 1 129 | 20,49 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 13 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 208 641 | 1,62 | 18 729 | 9,10 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11 471 | 1,83 | 1 033 | 9,78 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 45 709 | 4 118 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3 880 | 350 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18 724 | 1,55 | 1 687 | 9,47 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 155 830 | 0,38 | 14 040 | 8,17 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 2 724 | 0,37 | 245 | 8,41 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 37 353 | 193,77 | 3 366 | 216,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 48 905 | 310,93 | 4 406 | 342,81 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 500 | 45 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 175 | 0,57 | 16 | 7,14 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 20 002 | 1 802 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 45 959 | 83,10 | 4 141 | 97,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 978 | 24,12 | 358 | 34,08 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 7 058 | 1,32 | 636 | 9,11 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3 449 | 0,55 | 311 | 8,39 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 10 446 | 6,21 | 971 | 22,29 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3 155 | 3,07 | 287 | 12,16 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 94 | 168,57 | 8 | 250,00 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 49 381 | 0,63 | 4 449 | 8,46 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 2 340 | 211 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35 684 | 0,51 | 3 215 | 8,32 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 26 118 | 175,65 | 2 349 | 197,34 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 9 496 | 856 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 11 674 | 0,30 | 1 052 | 8,02 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 185 | 17 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13 995 | 121,97 | 1 262 | 145,53 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 19 104 | 4,63 | 1 721 | 12,78 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 20 794 | 2 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 121 568 | 0,35 | 10 953 | 8,15 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 27 819 | 540,99 | 2 507 | 592,27 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 161 188 | 103,19 | 14 523 | 118,98 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 4 462 | 10,58 | 402 | 19,29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 269 | 2,38 | 294 | 9,70 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 456 391 | 3,74 | 41 121 | 11,79 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 2 290 | 206 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 456 | 96,55 | 41 | 115,79 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 6 647 | 92,39 | 599 | 107,64 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 4 036 | 0,52 | 364 | 8,36 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 12 255 | 8,89 | 1 104 | 17,45 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 495 | 225 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 69 670 | 8,20 | 6 277 | 16,61 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3 192 | 4,08 | 288 | 12,11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 19 978 | 10,47 | 1 800 | 19,05 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 930 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 52 100 | 259,31 | 4 694 | 287,29 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 276 429 | 0,01 | 24 906 | 7,78 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 420 | 0,29 | 0 | |||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 128 432 | 6,41 | 11 572 | 14,67 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 83 388 | 9,33 | 7 513 | 15,92 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 23 | 21,05 | 2 | 100,00 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 2 298 | 207 |
