Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF inkluderar Advisory Resource Group, Goldman Sachs Group Inc, Gradient Capital Advisors, LLC, Penney Financial, LLC, Moneywise, Inc., Strategic Equity Management, McAdam, LLC, Joseph Group Capital Management, Capital Analysts, Inc., Rye Brook Capital LLC, Capital Asset Advisory Services LLC, Axxcess Wealth Management, Llc, Objective Capital Management, LLC, Perigon Wealth Management, LLC, Weitzel Financial Services, Inc., Advisory Services Network, LLC, Kovack Advisors, Inc., Mascagni Wealth Management, Inc., Comerica Bank, och Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 127 828 | 15,84 | 2 852 | 13,99 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 10 014 | 0,71 | 222 | 1,83 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 965 | 1,15 | 22 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 74 364 | 1 659 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 006 | 45 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 17 519 | 0 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 136 | 3 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 13 391 | 10,96 | 299 | 9,16 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 20 947 | 467 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 50 406 | 1,18 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 259 886 | 0,46 | 5 798 | −1,13 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 16 838 | 0,60 | 376 | −1,06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 0 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 112 742 | 1,37 | 2 515 | −0,24 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 11 261 | 1,20 | 250 | −0,79 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 138 701 | 3 094 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 17 703 | 7,56 | 395 | 5,63 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 763 396 | 7,69 | 17 031 | 5,98 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 15 972 | 12,72 | 356 | 10,90 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 848 | 220 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 20 562 | 459 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27 556 | 36,33 | 615 | 34,06 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 484 | 590,41 | 167 | 591,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 71 866 | 11,99 | 1 603 | 10,25 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 902 | 3,56 | 243 | 2,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 735 685 | 44,05 | 16 413 | 41,76 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-07-23 | 13F | Rye Brook Capital LLC | 15 750 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 445 | 9,34 | 169 | 9,09 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 20 947 | 467 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 9 470 | 209 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 11 055 | 246 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 101 353 | 61,30 | 2 261 | 58,78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 184 | 103,16 | 49 | 100,00 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 27 300 | 609 | ||||||
| 2025-07-09 | 13F | Veracity Capital LLC | 19 801 | 0,01 | 442 | −1,56 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 9 025 | 201 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67 879 | 67,67 | 2 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 346 | 156,38 | 30 | 172,73 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 34 789 | 52,00 | 776 | 49,81 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 529 | 12 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 298 897 | 4,87 | 29 | 0,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 76 652 | 179,24 | 1 710 | 174,92 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 782 | 218 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2 705 | 99,63 | 59 | 96,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 427 | 567 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 208 596 | 141,69 | 4 654 | 137,88 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 95 515 | 0,02 | 2 131 | −1,57 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 405 | −1,70 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 250 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 175 | 26 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 461 | 209 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 300 | 7 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23 872 | 6,85 | 533 | 5,14 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 34 635 | 773 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 10 113 | 226 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 18 511 | 413 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 4 493 | 103,67 | 100 | 100,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 14 809 | 11,73 | 330 | 10,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 32 662 | 583,16 | 729 | 586,79 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 317 137 | 2,64 | 7 075 | 1,01 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11 055 | 247 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17 741 | 14,82 | 396 | 13,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 180 788 | 19,62 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10 285 | 229 | ||||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 4 192 | 95 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 81 320 | 259,16 | 1 814 | 253,61 |
