Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Aaa - A Rated Corporate Bond ETF inkluderar Compass Wealth Management, LLC/GA, Monograph Wealth Advisors, Llc, Hilltop Holdings Inc., CI Private Wealth, LLC, RDA Financial Network, Mount Yale Investment Advisors, LLC, AlphaCore Capital LLC, och Massmutual Trust Co Fsb/adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 465 | 22 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 454 | 70 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 34 722 | 64,55 | 1 650 | 67,17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 251 409 | 6,39 | 107 707 | 7,08 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 945 | 11,83 | 45 | 12,50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 298 880 | 20,62 | 14 298 | 21,42 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 57 366 | 9,50 | 2 744 | 10,20 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 96 705 | 12,56 | 4 626 | 13,30 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 168 866 | 1,71 | 8 078 | 2,37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 134 | 14,53 | 6 | 20,00 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 582 | 65,65 | 75 | 66,67 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 94 447 | 22,62 | 4 518 | 23,41 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 27 705 | 29,18 | 1 325 | 30,03 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 135 | 6 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33 087 | 5,89 | 1 583 | 6,53 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 170 455 | 3,67 | 8 155 | 4,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 138 | 101,70 | 102 | 104,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 29 928 | 59,11 | 1 432 | 60,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 498 | 1,22 | 24 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 26 717 | 17,51 | 1 278 | 18,33 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 10 490 | 502 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6 026 | 5,09 | 288 | 5,88 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 231 058 | 7,45 | 11 054 | 8,14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 110 591 | 5,41 | 5 291 | 6,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 112 146 | 5,07 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 13 465 | 8,87 | 644 | 9,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 141 513 | 6 770 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 71 607 | 423,33 | 3 351 | 415,54 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 308 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 884 | 19,29 | 329 | 20,07 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 20 822 | 2,34 | 996 | 3,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 55 675 | 5,72 | 2 663 | 6,39 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 111 472 | 4,37 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 254 045 | 1,26 | 12 | 9,09 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 179 166 | 1,58 | 8 571 | 2,33 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 13 079 | 68,70 | 626 | 69,84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 959 617 | 7,91 | 45 908 | 8,61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 203 386 | 7,05 | 10 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 746 | 0,24 | 275 | 0,74 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 645 412 | 6,97 | 30 877 | 7,67 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 13 495 | 2,03 | 637 | 2,74 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 39 872 | 13,51 | 1 907 | 14,26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 932 200 | 6,15 | 44 596 | 6,84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 388 | 0,33 | 494 | 0,41 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 469 | 262 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 114 431 | 6,24 | 5 474 | 6,93 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 4 164 | 26,60 | 199 | 27,56 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 5 088 | 243 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 58 380 | 17,21 | 2 793 | 18,20 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 91 650 | 4 385 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 11 886 | 17,17 | 569 | 17,84 | ||||
| 2025-07-30 | 13F | Pacific Wealth Management | 318 911 | 0,05 | 15 257 | 0,70 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 27 140 | 17,33 | 1 298 | 18,11 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 133 288 | 1,09 | 6 376 | 1,76 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 26 872 | 22,96 | 1 286 | 23,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 672 221 | 6,06 | 32 159 | 6,76 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 46 636 | 648,21 | 2 | −99,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 133 133 | 11,94 | 6 369 | 12,69 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 10 846 | 519 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 17 058 | 122,83 | 816 | 124,79 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 42 166 | 4,46 | 2 017 | 6,72 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 16 439 | 0,19 | 786 | 0,90 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 486 835 | 23 290 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 96 290 | 10,19 | 4 607 | 10,91 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 16 882 | 207,78 | 808 | 210,38 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 593 | 363 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 47 807 | 7,02 | 2 287 | 7,72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 340 762 | 352,79 | 16 222 | 353,48 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 119 284 | 7,80 | 4 510 | 27,37 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 8 697 | 9,34 | 417 | 10,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 676 030 | 0,35 | 80 181 | 1,01 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 80 107 | 0,36 | 3 811 | 0,45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 385 063 | 13,05 | 18 421 | 13,79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 902 048 | 9,00 | 43 154 | 9,71 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 131 | 0,77 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Camden National Bank | 4 525 | 0,49 | 216 | 0,93 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 70 942 | 3 394 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18 099 | 4,21 | 866 | 4,85 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 38 350 | 167,10 | 1 835 | 168,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14 936 | 67,54 | 711 | 68,48 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 60 147 | 29,20 | 2 877 | 30,06 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 143 928 | 2,94 | 6 886 | 3,85 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 24 399 | 7,35 | 1 167 | 8,06 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 55 185 | 26,71 | 2 640 | 27,54 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 323 255 | 4,42 | 15 465 | 5,10 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 10 084 | 1,37 | 479 | 3,01 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 932 | 42,82 | 140 | 45,83 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 55 288 | 1,18 | 2 645 | 1,81 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 702 586 | 73,73 | 33 612 | 74,86 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 575 | 28 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 64 942 | 3,68 | 3 107 | 4,33 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 13 997 | 3,25 | 667 | 3,58 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 619 443 | 1,86 | 30 | 3,57 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 781 753 | 6,37 | 85 239 | 7,06 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 6 653 | 21,54 | 318 | 22,31 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 22 250 | 4,59 | 1 064 | 5,24 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 449 | 274,17 | 21 | 320,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 97 | 5 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 5 285 | 32,42 | 253 | 33,33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6 721 | 38,98 | 322 | 40,17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 122 | 0,83 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 412 430 | 36,65 | 19 726 | 37,21 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4 453 | 213 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 81 381 | 26,58 | 3 893 | 27,43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 855 | 81,01 | 1 039 | 84,04 |
