Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF inkluderar BHILX - BHILL Fund Managed Account Completion Shares, Alpha Financial Partners, LLC, Vestmark Advisory Solutions, Inc., L.m. Kohn & Company, Semitam Bonam Llc, Newbridge Financial Services Group, Inc., EP Wealth Advisors, Inc., Hallmark Capital Management Inc, Traub Capital Management LLC, Addison Advisors LLC, Harbor Asset Planning, Inc., och CVA Family Office, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 228 698 | 0,96 | 11 570 | 1,58 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 22 694 | 1 148 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6 013 | 7,34 | 304 | 8,19 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 31 237 | 10,05 | 1 580 | 10,72 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 954 338 | 2,96 | 48 280 | 3,60 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 0 | |||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 11 259 | 0,18 | 570 | 0,71 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 045 208 | 4 902,59 | 40 | −98,05 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 222 | 11 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4 903 | 6,06 | 248 | 6,90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 946 574 | 8,81 | 47 887 | 9,48 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5 715 | 289 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 163 667 | 30,24 | 8 280 | 31,04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 673 | 10,39 | 742 | 11,08 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 8 931 | 20,74 | 452 | 21,56 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 151 198 | 5,04 | 7 649 | 5,69 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 224 388 | 4,24 | 11 352 | 4,88 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 500 | 25 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 29 725 | 2,75 | 1 504 | 3,37 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 466 | 378 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 160 747 | 271,09 | 8 132 | 273,37 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 11 824 | 0,90 | 1 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 531 | 6,20 | 27 | 8,33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 543 | 0,18 | 331 | 0,61 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 283 086 | 157,22 | 14 321 | 158,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 140 238 | 253,90 | 7 095 | 256,12 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 19 612 | 0,55 | 992 | 1,22 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 55 773 | 2 822 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 656 | 1,03 | 134 | 1,52 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 16 648 | 4,10 | 842 | 4,73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 95 618 | 19,81 | 4 837 | 21,87 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 46 084 | 133,50 | 2 332 | 135,08 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 12 802 | 5,53 | 648 | 6,24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 226 | 14,28 | 264 | 14,85 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 61 988 | 0,03 | 3 136 | 0,64 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 949 | 0,12 | 301 | 0,67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 125 289 | 920,93 | 6 338 | 927,23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 844 | 13,29 | 2 167 | 14,05 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 88 | 4 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 602 006 | 10,06 | 30 455 | 10,74 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48 600 | 173,08 | 2 459 | 174,94 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 29 511 | 52,88 | 1 493 | 53,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 229 013 | 186,96 | 11 586 | 188,76 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 8 916 | 25,93 | 451 | 27,04 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 163 903 | 3,01 | 8 292 | 3,64 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 51 755 | 31,43 | 2 607 | 31,95 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 341 102 | 44,12 | 17 256 | 45,02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 362 | 46,99 | 1 991 | 47,92 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 739 636 | 10,14 | 37 418 | 10,82 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 270 227 | 5,40 | 13 671 | 6,04 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 76 519 | 2,92 | 3 871 | 3,56 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 142 078 | 6,54 | 7 | 16,67 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 413 | 21 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 741 | 0,59 | 440 | 0,92 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 33 373 | 5,24 | 1 688 | 5,90 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 62 | 1,64 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 139 537 | 5,65 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5 729 | 290 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 879 957 | 3,03 | 44 517 | 3,67 | ||||
| 2025-08-28 | NP | GPICX - GuidePath(R) Conservative Income Fund | 109 367 | 3 270,32 | 5 533 | 3 293,87 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17 596 | 10,48 | 890 | 11,25 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 080 | 27,03 | 257 | 27,86 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14 897 | 23,55 | 754 | 24,26 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 835 | 194 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 074 | 257 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 344 | 112,35 | 17 | 112,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 65 546 | 28,03 | 3 301 | 28,25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 887 637 | 3,67 | 44 894 | 4,10 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | |||||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 49 526 | 7,72 | 2 506 | 8,39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 191 210 | 1,36 | 9 673 | 1,99 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 651 171 | 2,23 | 32 943 | 2,86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 244 298 | 37,09 | 12 359 | 37,94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 579 | 3,27 | 80 | 3,95 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 782 | 19,27 | 292 | 20,16 | ||||
| 2025-08-12 | 13F | Barings Llc | 27 476 | 248,50 | 1 390 | 251,01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 205 327 | 117,67 | 10 387 | 119,04 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 402 027 | 3,14 | 20 339 | 3,78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7 168 | 8,34 | 363 | 9,04 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 5 573 | 282 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 635 | 69,47 | 234 | 70,80 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 763 | 297,28 | 2 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 787 | 100,16 | 445 | 101,82 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 627 827 | 5,46 | 31 762 | 6,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 227 737 | 7,44 | 62 111 | 8,11 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 6 459 | 14,38 | 327 | 15,19 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 771 | 39 | ||||||
| 2025-08-12 | 13F | Camden National Bank | 305 682 | 2,64 | 15 464 | 3,27 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 145 753 | 4,11 | 7 374 | 4,74 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 22 192 | 33,65 | 1 123 | 34,53 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 17 431 | 0,58 | 882 | 1,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 12 153 | 615 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 1 120 845 | 1,49 | 56 704 | 2,12 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 40 | 2 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 14 337 | 2,57 | 725 | 3,28 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 124 | 11,59 | 1 322 | 12,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 104 138 | 2,04 | 55 858 | 2,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 019 | 148,59 | 254 | 150,50 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 17 596 | 10,48 | 890 | 11,25 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25 536 | 79,93 | 1 292 | 81,07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 79 283 | 50,44 | 4 006 | 51,28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 861 | 145 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 690 | 36,93 | 237 | 37,79 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10 507 | 532 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19 809 | 20,37 | 1 000 | 20,80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 442 768 | 4,58 | 22 400 | 5,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 687 | 37,22 | 187 | 39,85 |
