Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Investment Grade Systematic Bond ETF inkluderar Vestmark Advisory Solutions, Inc., GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares, Miracle Mile Advisors, LLC, Ausdal Financial Partners, Inc., Colony Group, LLC, West Wealth Group, LLC, Riverbend Wealth Management, LLC, Precision Wealth Strategies, LLC, Sequoia Financial Advisors, LLC, LGT Financial Advisors LLC, Strategic Wealth Partners, Ltd., Key FInancial Inc, Park Square Financial Group, LLC, och Kilter Group 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Breakwater Capital Group | 94 737 | 8,87 | 4 305 | 9,91 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5 494 | 249 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 102 | 0,99 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 44 117 | 13,38 | 2 005 | 14,45 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 967 | 226 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14 651 | 11,26 | 666 | 12,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 66 480 | 1 035,83 | 3 021 | 1 048,29 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 22 899 | 13,92 | 1 036 | 18,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 59 620 | 2,32 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 556 092 | 47,41 | 25 269 | 48,81 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 9 806 | 446 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 7 255 | 25,71 | 327 | 27,34 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 596 006 | 3,66 | 27 083 | 4,64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 016 169 | 42,51 | 91 615 | 43,87 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 25 164 | 13,31 | 1 143 | 14,41 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 46 813 | 2,26 | 2 127 | 3,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 243 872 | 60,09 | 11 082 | 61,62 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 72 939 | 5,73 | 3 314 | 6,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 331 206 | 8,31 | 15 050 | 9,34 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 594 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 98 181 | 1,75 | 4 461 | 2,74 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 447 | 202 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 15 812 | 9,40 | 718 | 10,46 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 148 338 | 87,24 | 7 | 100,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 75 | 3 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 16 771 | 63,14 | 762 | 64,94 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 32 960 | 1 498 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 042 | 9,45 | 47 | 11,90 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 27 461 | 24,32 | 1 248 | 25,45 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 5 063 | 230 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 59 519 | 6,90 | 2 704 | 7,90 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 129 973 | 8,80 | 5 906 | 9,84 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 59 595 | 2 708 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 37 151 | 7,74 | 1 688 | 8,83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 676 | 26,22 | 303 | 27,31 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 14 740 | 5,66 | 670 | 6,70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 250 | 3 004,03 | 420 | 3 130,77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 127 589 | 353,41 | 5 798 | 357,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 746 919 | 31,61 | 34 | 32,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 383 | 472 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 6 587 | 299 | ||||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 495 159 | 1,34 | 22 500 | 2,31 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 60 195 | 10,13 | 2 735 | 11,18 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 759 | 80 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 67 138 | 4,52 | 3 051 | 5,50 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 571 | 26 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8 660 | 94,39 | 394 | 96,50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 165 106 | 245,89 | 7 502 | 249,26 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 11 709 | 10,32 | 532 | 11,53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 562 | 38,91 | 253 | 40,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 236 912 | 11 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 60 272 | 19,37 | 2 739 | 20,51 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 54 119 | 53,47 | 2 450 | 54,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 86 348 | 44,21 | 3 924 | 45,55 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 510 | 23 | ||||||
| 2025-07-24 | 13F | MA Private Wealth | 26 874 | 26,60 | 1 221 | 27,85 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 24 631 | 2,06 | 1 119 | 3,04 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 272 605 | 3,93 | 12 387 | 4,93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 109 511 | 71,18 | 4 976 | 72,84 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 5 570 | 0,69 | 252 | 1,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 336 739 | 15,54 | 15 301 | 16,65 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 898 | 27,19 | 677 | 28,27 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 25 337 | 0,02 | 1 151 | 0,96 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 915 748 | 3,26 | 41 612 | 4,24 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11 762 | 10,82 | 534 | 11,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 490 925 | 4,11 | 22 307 | 5,11 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12 401 | 5,09 | 564 | 6,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 442 957 | 6,86 | 20 | 11,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 253 227 | 51,42 | 11 507 | 52,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 86 656 | 1 105,40 | 3 938 | 1 118,89 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 15 870 | 0,76 | 721 | 1,84 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9 856 | 38,19 | 448 | 39,25 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 7 310 | 333 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 748 | 6,73 | 670 | 7,89 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 75 261 | 2,59 | 3 420 | 3,57 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 609 | 1,74 | 800 | 2,83 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 8 153 | 112,54 | 370 | 115,12 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 46 | 2 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 5 710 | 50,86 | 259 | 52,35 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 231 061 | 13,15 | 10 499 | 13,47 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 167 173 | 24,61 | 7 596 | 25,80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23 603 | 1 072 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19 547 | 28,99 | 888 | 30,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 860 | 358,13 | 85 | 366,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 996 346 | 15,25 | 45 267 | 16,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 560 | 344 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 868 | 19,23 | 39 | 21,88 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 30 362 | 1 380 | ||||||
| 2025-08-12 | 13F | FreeGulliver LLC | 53 387 | 1,99 | 2 426 | 2,97 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 839 | 493 | ||||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 548 401 | 5,15 | 24 919 | 6,15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 23 322 | 1 060 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 967 | 16,82 | 271 | 18,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 123 | 51 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 48 626 | 3,56 | 2 210 | 4,54 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3 285 | 1,26 | 149 | 1,37 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 641 | 29 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 132 007 | 88,20 | 51 438 | 90,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 184 007 | 14,58 | 8 361 | 15,68 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6 674 | 1,64 | 303 | 2,71 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 561 855 | 220,78 | 25 115 | 221,56 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 87 926 | 3 995 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 248 811 | 29,49 | 11 306 | 30,72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 157 095 | 7 138 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 29 726 | 52,90 | 1 336 | 55,17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 37 499 | 136,02 | 1 704 | 138,18 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 288 | 513 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 38 | 2 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 13 601 | 3,26 | 618 | 4,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 138 485 | 68,50 | 142 613 | 70,11 | ||||
| 2025-08-12 | 13F | Ade, Llc | 11 294 | 21,30 | 513 | 22,43 | ||||
| 2025-08-14 | 13F | Betterment LLC | 687 332 | 8,26 | 31 | 10,71 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 234 158 | 3,58 | 10 640 | 4,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 145 237 | 7,61 | 6 600 | 8,64 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 126 | 1,61 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 42 563 | 2,27 | 1 924 | 3,39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 317 402 | 47,00 | 14 423 | 48,41 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5 906 | 268 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 731 608 | 17,14 | 33 244 | 18,26 |
