Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF inkluderar MA Private Wealth, Motley Fool Wealth Management, LLC, Onyx Bridge Wealth Group LLC, Forefront Analytics, LLC, Dreyfus High Yield Strategies Fund, Maia Wealth LLC, ETF Portfolio Partners, Inc., Thoma Capital Management LLC, VisionPoint Advisory Group, LLC, RMG Wealth Management LLC, Archer Investment Corp, Cape Investment Advisory, Inc., Strategic Wealth Partners, Ltd., Webster Bank, N. A., Key FInancial Inc, Providence Capital Advisors, LLC, Dogwood Wealth Management LLC, och St Germain D J Co 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 57 841 | 8,37 | 2 904 | 8,32 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 303 | 236,67 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 058 | 7,96 | 53 | 8,16 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 4 563 | 227 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 156 329 | 6,86 | 7 849 | 6,82 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 793 | 241 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 34 815 | 0,18 | 1 749 | 1,86 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 386 496 | 1,44 | 19 406 | 1,40 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 58 721 012 | 13 125,54 | 1 177 | −94,73 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 38 964 | 216,88 | 1 956 | 217,02 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 49 517 | 5,35 | 2 486 | 5,29 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 9 454 | 45,33 | 475 | 45,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 14 532 | 0,44 | 730 | 0,41 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 59 556 | 9,08 | 2 990 | 9,04 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 378 | 19 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 7 130 | 358 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 945 | 1,35 | 248 | 1,22 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 98 524 | 0,70 | 4 949 | 2,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 196 210 | 23,42 | 9 852 | 23,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 95 043 | 2 197,94 | 4 772 | 2 205,31 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 125 731 | 6,52 | 6 313 | 6,66 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9 776 | 20,04 | 491 | 21,59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 431 | 0,47 | 22 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 628 | 84,30 | 877 | 83,47 | ||||
| 2025-08-14 | 13F | Betterment LLC | 267 491 | 9,95 | 13 | 8,33 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 443 328 | 1,14 | 22 237 | 1,00 | ||||
| 2025-07-23 | 13F | Deere & Co | 0 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 355 | 20,34 | 18 | 21,43 | ||||
| 2025-08-12 | 13F | Prudential Plc | 3 003 301 | 1,20 | 150 796 | 1,16 | ||||
| 2025-08-05 | 13F | Israel Discount Bank of New York | 28 514 | 6,44 | 1 432 | 6,39 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 23 | 1 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 101 693 | 2,00 | 5 106 | 1,98 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13 160 | 1 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 195 037 | 8,57 | 9 793 | 8,52 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 56 369 | 47,95 | 2 830 | 47,94 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 17 915 | 900 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 009 | 6,94 | 302 | 6,74 | ||||
| 2025-06-23 | NP | ITDJ - iShares LifePath Target Date 2070 ETF | 570 | 45,04 | 28 | 47,37 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 74 919 | 0,85 | 3 729 | −0,08 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 21 646 | 2,48 | 1 087 | 2,36 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 27 942 | 1,53 | 1 403 | 1,45 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 354 405 | 17 795 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 76 872 | 278,47 | 3 860 | 278,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 33 038 | 10,31 | 1 659 | 10,24 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 781 587 | 2,29 | 39 243 | 2,25 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32 105 | 2 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 34 123 | 1 713 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 304 | 7 500,00 | 15 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 464 | 2 109,52 | 23 | 2 200,00 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 4 400 | 221 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 17 954 | 71,41 | 901 | 71,29 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 140 | 112,12 | 7 | 133,33 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 18 324 | 18,56 | 902 | 17,60 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28 750 | 40,61 | 1 444 | 40,51 | ||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 15 754 | 20,71 | 776 | 19,78 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 23 390 | 16,16 | 1 152 | 15,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 442 | 36,58 | 474 | 36,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 38 800 | 200,78 | 1 948 | 201,08 | |||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 668 | 234 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 20 800 | 258,62 | 1 044 | 258,76 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 105 790 | 5 312 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 21 797 | 6,19 | 1 094 | 6,11 | ||||
| 2025-08-25 | NP | Dreyfus High Yield Strategies Fund | 10 860 | 545 | ||||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 415 331 | 18,22 | 20 854 | 18,17 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 284 846 | 7,51 | 14 302 | 7,47 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 502 197 | 44,84 | 24 999 | 44,81 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 200 | 10 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 530 | 58,68 | 27 | 62,50 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 935 | 1,30 | 47 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3 720 | 50,18 | 187 | 50,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 | 2 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 83 818 | 10,38 | 4 209 | 10,33 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 088 | 111,51 | 155 | 112,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 362 211 | 47,81 | 18 190 | 47,77 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 10 016 | 19,29 | 493 | 18,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 53 800 | 16,45 | 2 701 | 16,42 | |||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-06-23 | NP | ITDH - iShares LifePath Target Date 2060 ETF | 2 000 | 21,43 | 98 | 20,99 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 498 | 25 | ||||||
| 2025-08-25 | NP | BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 2 310 | 116 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 749 465 | 9,86 | 37 631 | 9,81 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 341 | 17 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 155 | 3 775,00 | 8 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 921 | 7,03 | 297 | 31,42 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 202 | 10 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 3 545 | 8,28 | 178 | 7,93 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 923 | 82,77 | 46 | 80,00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 82 | 1,23 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 194 902 | 0,26 | 9 786 | 0,20 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 486 535 | 51,24 | 23 840 | 44,71 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 700 | 34 | ||||||
| 2025-08-26 | NP | DPLTX - BNY Mellon High Yield Fund Class A | 22 110 | 1 110 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 17 | 1 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 117 215 | 5 885 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 453 | 58,39 | 23 | 57,14 | ||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 22 675 | 16,98 | 1 117 | 16,13 | ||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 22 283 | 10,28 | 1 097 | 9,48 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8 175 | 410 | ||||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 255 261 | 12 817 | ||||||
| 2025-06-23 | NP | ITDG - iShares LifePath Target Date 2055 ETF | 5 148 | 12,70 | 253 | 11,95 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 28 | 1 | ||||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 6 713 | 332 | ||||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 7 717 | 1,17 | 387 | 1,04 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 8 134 | 8,35 | 408 | 8,22 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 20 171 | 133,92 | 995 | 137,23 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 146 | 69,77 | 7 | 75,00 | ||||
| 2025-06-23 | NP | ITDI - iShares LifePath Target Date 2065 ETF | 1 821 | 10,56 | 90 | 9,88 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 125 015 | 5,57 | 6 277 | 5,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7 807 | 498,24 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 24 598 | 14,13 | 1 235 | 14,14 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 23 148 | 18,79 | 1 162 | 18,81 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 5 675 | 1,34 | 0 | |||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 412 300 | 17,77 | 20 702 | 17,72 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 218 809 | 2,45 | 10 986 | 2,40 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 4 784 | 5,75 | 240 | 5,73 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 160 136 | 0,23 | 8 040 | 0,19 |
