Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares New York Muni Bond ETF inkluderar First Foundation Advisors, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Stratos Wealth Partners, LTD., BCS Private Wealth Management, Inc., Dentgroup LLC, Guggenheim Capital Llc, Quadrant Private Wealth Management, LLC, 21 West Wealth Management LLC, Dopkins Wealth Management, Llc, Buckingham Strategic Partners, Two Sigma Securities, Llc, och Centaurus Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | High Probability Advisors, LLC | 668 495 | 5,09 | 34 855 | 4,07 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 353 480 | 0,95 | 18 430 | −0,03 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3 930 | 0,74 | 205 | −0,49 | ||||
| 2025-08-08 | 13F | Creative Planning | 68 226 | 30,56 | 3 557 | 29,30 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 39 770 | 11,60 | 2 074 | 10,50 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 392 537 | 5,80 | 20 400 | 5,56 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15 430 | 165,12 | 805 | 162,75 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 223 | 0,05 | 116 | −1,71 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 13 987 | 26,85 | 729 | 25,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 186 | 293,77 | 270 | 289,86 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 26 700 | 42,63 | 1 391 | 41,12 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 4 987 | 260 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 864 | 201 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 10 520 | 0,15 | 549 | −0,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 976 | 5 711,76 | 103 | 10 200,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26 274 | 439,62 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 188 | 0,74 | 271 | −0,37 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7 420 | 0,05 | 387 | −1,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20 397 | 101,49 | 1 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 069 | 27,06 | 890 | 25,74 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 4 761 | 248 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7 171 | 11,65 | 374 | 10,36 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 13 752 | 0,74 | 717 | −0,14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 347 152 | 296,77 | 18 101 | 292,97 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4 793 | 250 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 983 | 0,71 | 677 | −0,29 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 237 | 0 | ||||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 10 000 | 66,67 | 521 | 65,40 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10 204 | 20,25 | 532 | 19,28 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 8 926 | 0,73 | 465 | −0,21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 940 | 26,37 | 518 | 25,12 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 4 477 | 233 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 723 | −0,96 | ||||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 5 031 | 23,58 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20 709 | 11,77 | 1 080 | 10,67 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7 000 | 0 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 581 | 500 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 406 868 | 21,47 | 21 214 | 20,29 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23 441 | 1 222 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 85 566 | 46,22 | 4 | 33,33 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 46 725 | 0,09 | 2 433 | 1,63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 015 | 679 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 22 007 | 26,59 | 1 147 | 25,36 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 50 936 | 3,35 | 2 656 | 2,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 125 921 | 4,00 | 6 566 | 3,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 19 692 | 7,35 | 1 027 | 6,32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 73 378 | 2,30 | 3 826 | 1,30 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 88 879 | 2,94 | 4 634 | 1,94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 451 | 493 | ||||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 24 438 | 22,43 | 1 274 | 21,33 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 49 768 | 82,18 | 2 595 | 80,39 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4 354 | 1,21 | 227 | −0,44 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 396 | 6,45 | 21 | 5,26 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 26 675 | 8,29 | 1 391 | 7,25 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 27 065 | 1 411 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 402 | 28,85 | 21 | 25,00 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 25 354 | 179,94 | 1 322 | 177,52 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 75 952 | 9,28 | 3 960 | 8,23 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 30 803 | 25,77 | 1 606 | 24,59 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 317 818 | 1,09 | 16 571 | 0,11 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 076 | 265 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 15 033 | 8,62 | 784 | 7,55 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 17 510 | 8,37 | 913 | 7,29 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 54 628 | 5,25 | 2 848 | 4,25 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 33 128 | 35,99 | 1 727 | 34,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 205 163 | 4,83 | 10 697 | 3,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 177 | 1,13 | 270 | 0,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 39 901 | 0,84 | 2 080 | −0,14 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 6 895 | 8,29 | 360 | 5,88 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 689 | 0,18 | 88 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 19 961 | 0,08 | 1 032 | −1,06 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 4 450 | 234 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 129 081 | 8,57 | 6 730 | 7,53 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 5 225 | 20,50 | 272 | 19,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 10 225 | 5,25 | 533 | 4,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25 559 | 26,82 | 1 332 | 25,54 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 477 | 233 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 6 215 | 0,94 | 324 | 0,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 16 085 | 2,69 | 839 | 1,70 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 11 544 | 1,99 | 602 | 1,01 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 111 430 | 16,53 | 5 810 | 15,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 134 102 | 4,99 | 6 992 | 3,99 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 5 634 | 294 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 55 381 | 2,98 | 2 888 | 1,98 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 28 716 | 15,78 | 1 497 | 14,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 46 482 | 0,57 | 2 424 | −0,41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 24 270 | 9,01 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 265 | 327 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 868 | 462 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 42 451 | 607,63 | 2 213 | 602,54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 645 341 | 14,39 | 33 648 | 13,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 171 | 29,76 | 270 | 28,71 |
