Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF inkluderar Wealth Advisory Team LLC, Two Sigma Securities, Llc, Higgins & Schmidt Wealth Strategies LLC, Equita Financial Network, Inc., Atlantic Trust, LLC, Twin Peaks Wealth Advisors, LLC, och Scarborough Advisors, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 4 288 | 4,51 | 108 | 4,90 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 68 743 | 2 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 23 898 | 81,96 | 602 | 83,23 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22 959 | 37,80 | 578 | 38,70 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 7 026 | 7,93 | 177 | 8,64 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8 970 | 175,75 | 226 | 177,78 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14 446 | 0,89 | 364 | 1,68 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3 980 | 1,09 | 100 | 2,04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 382 178 | 0,20 | 9 619 | 0,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 081 | 16,62 | 480 | 17,65 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 172 | 0,58 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 700 | 387,59 | 1 553 | 391,14 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 457 113 | 91,30 | 11 421 | 91,27 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 81 593 | 2,59 | 2 054 | 3,32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41 358 | 0,07 | 1 041 | 0,78 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 42 163 | 0,73 | 1 061 | 1,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 33 961 | 0,43 | 1 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 445 745 | 3,82 | 11 219 | 4,58 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 204 568 | 4,00 | 5 149 | 4,74 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 54 241 | 1,09 | 1 365 | 1,87 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20 193 | 18,01 | 508 | 18,97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 308 | 2 100,00 | 8 | |||||
| 2025-08-01 | 13F | Motco | 4 408 | 31,50 | 111 | 32,53 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 18 194 | 1,11 | 458 | 1,78 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 27 650 | 8,86 | 696 | 9,62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 430 701 | 2,24 | 10 841 | 3,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 177 521 | 2,08 | 4 468 | 2,83 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 12 520 | 0,14 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 226 945 | 4,48 | 5 712 | 5,23 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 565 | 8,20 | 241 | 9,09 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 26 000 | 13,02 | 654 | 0,77 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 341 472 | 2,28 | 8 595 | 3,02 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 392 712 | 2,41 | 9 885 | 3,15 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 1 758 | 3,78 | 44 | 4,76 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 88 | 1 000,00 | 2 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18 812 | 6,19 | 474 | 7,01 | ||||
| 2025-07-09 | 13F | Exchange Bank | 21 166 | 1,58 | 533 | 2,31 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 38 563 | 8,27 | 971 | 8,99 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 28 382 | 0,83 | 714 | 1,56 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 64 261 | 5,85 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 0 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 356 898 | 8,63 | 8 983 | 9,42 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 167 | 4 | ||||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 8 659 | 218 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 56 096 | 12,05 | 1 412 | 12,79 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 10 861 | 0,11 | 273 | 2,25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19 321 | 1,63 | 486 | 2,32 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12 691 | 14,58 | 319 | 15,58 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4 916 | 0,63 | 124 | 2,50 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 479 307 | 1,93 | 12 064 | 2,66 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 42 298 | 41,69 | 1 065 | 42,63 | ||||
| 2025-08-14 | 13F | Fmr Llc | 90 | 23,29 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13 233 | 0,08 | 333 | 0,91 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 361 197 | 4,39 | 9 091 | 5,15 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 78 959 | 2,66 | 1 987 | 3,38 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 227 | 11,82 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45 667 | 65,88 | 1 149 | 67,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 513 122 | 1,95 | 12 915 | 2,69 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 139 | 84,30 | 29 | 86,67 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 300 236 | 11,04 | 7 557 | 11,84 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 203 488 | 7,32 | 5 | 25,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 8 558 | 215 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 10 028 | 1,69 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 70 000 | 40,00 | 1 762 | 40,99 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5 501 | 7,32 | 138 | 7,81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 116 674 | 8,09 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 910 | 11,11 | 23 | 10,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 41 985 | 5,63 | 1 057 | 6,34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 34 041 | 1,09 | 857 | 1,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 115 992 | 0,99 | 2 904 | 1,18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 943 705 | 1,61 | 23 752 | 2,34 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 23 055 | 11,38 | 580 | 12,19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 501 | 17,88 | 13 | 20,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 117 111 | 51,21 | 2 948 | 52,30 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 38 488 | 21,43 | 969 | 22,22 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 100 727 | 1,95 | 2 535 | 2,67 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15 576 | 24,53 | 392 | 25,64 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 233 048 | 81,65 | 5 866 | 82,94 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81 727 | 3,61 | 2 057 | 4,36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22 121 | 79,00 | 557 | 80,52 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 72 898 | 0,58 | 1 835 | 1,27 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 11 154 | 0,80 | 281 | 1,45 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 78 002 | 3,48 | 1 963 | 4,25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 438 | 0,46 | 263 | 1,16 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 16 182 | 34,28 | 407 | 35,22 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 87 615 | 7,41 | 2 205 | 8,19 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 628 | 39,62 | 268 | 40,53 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 416 825 | 0,12 | 10 491 | 0,84 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 538 | 366 | ||||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 266 074 | 6 652 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 21 977 | 0,53 | 553 | 1,28 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 9 074 | 0,61 | 228 | 1,33 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 9 667 | 15,98 | 243 | 16,83 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27 470 | 0,52 | 691 | 1,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 469 430 | 25,97 | 11 816 | 26,88 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5 577 | 13,52 | 140 | 14,75 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 8 957 | 0,06 | 225 | 0,90 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 8 224 | 1,09 | 207 | 1,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 779 912 | 3,82 | 20 292 | 8,07 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 684 | 12,44 | 495 | 13,27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 448 | 1,12 | 36 | 2,86 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 48 563 | 6,50 | 1 222 | 7,29 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 3 918 | 9,78 | 99 | 10,11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23 337 | 0,21 | 587 | 1,03 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 429 | 388 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11 546 | 11,79 | 289 | 12,94 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 120 767 | 5,99 | 3 040 | 6,44 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 69 075 | 2,49 | 1 739 | 3,21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 164 | 1,08 | 357 | 1,71 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 10 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 24 484 | 3,44 | 616 | 4,23 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 12 439 | 8,94 | 311 | 9,89 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15 982 | 0,01 | 402 | 0,75 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 12 302 | 1,05 | 310 | 1,64 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 3 144 | 79 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13 927 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42 752 | 5,05 | 1 076 | 5,80 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 142 972 | 1,48 | 3 599 | 2,22 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 15 601 | 0,09 | 393 | 0,77 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 162 491 | 11,85 | 4 090 | 12,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265 393 | 1,58 | 6 680 | 2,31 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 226 647 | 3,12 | 5 671 | 3,98 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 17 828 | 0,12 | 449 | 0,90 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 39 453 | 57 078,26 | 993 | 99 200,00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 73 618 | 35,21 | 1 853 | 36,18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 775 | 1,17 | 20 | 0,00 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 156 788 | 4,76 | 3 931 | 4,83 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 133 360 | 2,85 | 3 357 | 3,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 341 | 13,97 | 59 | 13,73 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 260 | 32,26 | 132 | 33,33 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 20 673 | 0,74 | 520 | 1,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 117 604 | 3,03 | 28 130 | 3,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16 872 | 13,68 | 425 | 14,59 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9 994 | 0,39 | 252 | 1,21 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 35 322 | 6,90 | 889 | 7,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85 993 | 7,89 | 2 164 | 8,69 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 22 151 | 558 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 372 356 | 13,33 | 9 372 | 14,15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 46 641 | 7,04 | 1 174 | 7,81 |
