Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF inkluderar Wealth Enhancement Advisory Services, Llc, Sollinda Capital Management LLC, Twelve Points Wealth Management LLC, Insigneo Advisory Services, Llc, First Trust Advisors Lp, Maridea Wealth Management LLC, Diversify Advisory Services, LLC, ERNZ - TrueShares Active Yield ETF, och Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Sigma Planning Corp | 3 334 | 1,62 | 308 | 1,99 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 6 989 | 18,88 | 646 | 19,00 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 3 834 | 8,18 | 354 | 9,97 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 2 959 | 32,22 | 273 | 32,52 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 2 814 | 2,93 | 260 | 3,17 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 247 | 107,06 | 485 | 107,73 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 34 | 3 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 518 | 233 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 161 | 1,90 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152 750 | 12,31 | 14 | 16,67 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 13 224 | 1 222 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 594 | 332 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 973 | 14,97 | 275 | 15,13 | ||||
| 2025-08-14 | 13F | UBS Group AG | 123 157 | 12,34 | 11 380 | 12,50 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 203 | 20 200,00 | 19 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 16 291 | 99,52 | 1 514 | 100,93 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 187 | 203 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 288 521 | 5,85 | 26 659 | 6,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 542 | 11,52 | 50 | 11,11 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 24 253 | 18,32 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 419 | 224 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 466 | 135 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 897 | 56,04 | 730 | 56,44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19 412 | 84,31 | 1 794 | 84,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 66 969 | 42,61 | 6 186 | 42,74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 35 912 | 14,30 | 3 318 | 14,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 46 759 | 4 321 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 240 710 | 146,97 | 22 256 | 147,47 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 962 | 32,35 | 274 | 32,52 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 513 | 8,43 | 417 | 8,62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 54 886 | 724,24 | 5 071 | 725,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 16 305 | 95,53 | 2 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 956 | 366 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3 380 | 312 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 221 | 1 257,23 | 390 | 1 292,86 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 25 691 | 2 374 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10 112 | 24,03 | 934 | 24,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 395 512 | 84,66 | 36 545 | 84,93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 411 | 41 000,00 | 38 | |||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1 865 | 172 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 364 | 38,90 | 126 | 38,89 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 1 304 | 3,82 | 120 | 4,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 53 708 | 0,63 | 4 963 | 0,77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33 902 | 288,96 | 3 133 | 289,55 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 297 | 1,37 | 27 | 3,85 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 13 841 | 18,15 | 1 279 | 18,33 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4 130 | 24,02 | 382 | 24,10 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 823 462 | 0,93 | 76 088 | 1,07 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 711 | 96,22 | 158 | 97,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 23 556 | 1,05 | 2 176 | 1,16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15 289 | 1 413 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 218 | 67,69 | 20 | 81,82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 305 | 28 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 32 | 3,23 | 3 | 0,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 368 | 0,72 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 36 163 | 37,49 | 3 341 | 37,72 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20 755 | 1 920 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4 563 | 96,26 | 425 | 102,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14 204 | 4 065,40 | 1 312 | 4 132,26 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 102 131 | 0,35 | 9 437 | 0,48 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 125 967 | 8,90 | 11 639 | 9,05 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 6 068 | 561 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29 241 | 45,57 | 2 702 | 45,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 104 | 14,46 | 564 | 14,43 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 33 734 | 48,69 | 3 117 | 48,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43 505 | 4 020 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 62 | 6 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 306 | 72,88 | 28 | 75,00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 6 232 | 15,51 | 576 | 15,69 |
