Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Aware USD Corporate Bond ETF inkluderar First Trust Advisors Lp, Concurrent Investment Advisors, LLC, Macroview Investment Management Llc, Two West Capital Advisors LLC, Capital Asset Advisory Services LLC, Twin Peaks Wealth Advisors, LLC, Evolution Wealth Management Inc., Scarborough Advisors, LLC, Kilter Group LLC, och Choate Investment Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 15 100 | 0,17 | 351 | 0,86 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 7 101 | 2,22 | 165 | 2,50 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 42 861 | 1,25 | 996 | 1,95 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14 967 | 11,14 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 24 948 | 39,48 | 580 | 40,53 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15 877 | 10,10 | 369 | 10,84 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 20 460 | 12,66 | 475 | 13,64 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 13 190 | 2,13 | 306 | 3,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32 344 | 751 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 12 873 | 0,03 | 298 | 0,34 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 31 998 | 9,85 | 743 | 10,73 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 18 806 | 20,54 | 437 | 21,45 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22 315 | 1,24 | 518 | 1,97 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 87 472 | 17,15 | 2 022 | 17,69 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 10 468 | 0,39 | 243 | 1,25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2 293 | 13,46 | 53 | 15,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 909 893 | 0,57 | 44 367 | 1,31 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 159 353 | 3,60 | 26 932 | 4,37 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 10 588 | 245 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 135 | 26 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 13 747 | 319 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 280 | 1,11 | 355 | 1,72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 638 278 | 18,67 | 15 | 16,67 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 861 | 2,26 | 20 | 5,26 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25 944 | 1,32 | 603 | 2,03 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 18 559 | 11,18 | 431 | 12,24 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6 153 | 15,18 | 143 | 15,45 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 613 | 1,16 | 14 | 7,69 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 142 194 | 16,76 | 3 303 | 17,63 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1 018 357 | 3,17 | 23 656 | 3,93 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 9 638 | 224 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 825 | 0,71 | 391 | 1,30 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 33 596 | 1,12 | 780 | 1,83 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 683 | 1,19 | 16 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 214 019 | 7,19 | 4 972 | 7,97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11 288 | 21,83 | 262 | 23,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 27 496 | 24,85 | 639 | 25,84 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 036 | 4,51 | 326 | 5,50 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 726 | 95,15 | 348 | 61,86 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 14 146 | 14,83 | 329 | 15,49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 532 | 4,09 | 105 | 5,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 460 | 0,70 | 80 | 1,27 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9 885 | 4,77 | 230 | 5,53 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 8 668 | 0,38 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 401 421 | 12,41 | 195 165 | 13,24 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9 264 | 215 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 740 268 | 25,32 | 17 196 | 26,25 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 22 835 | 0,18 | 530 | 0,95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 416 390 | 13,33 | 10 | 12,50 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 19 535 | 6,61 | 454 | 7,35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 178 | 97 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 25 618 | 75,98 | 595 | 77,61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 44 716 | 15,56 | 1 039 | 16,37 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 64 189 | 1,45 | 1 491 | 2,19 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 390 | 32 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 42 815 | 9,62 | 995 | 10,44 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 21 819 | 4,06 | 507 | 4,76 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 44 654 | 14,81 | 1 037 | 15,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 59 867 | 11,04 | 1 391 | 11,83 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 10 198 | 8,95 | 237 | 9,77 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 700 | 8,65 | 63 | 8,77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23 480 | 0,24 | 545 | 0,93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 59 829 | 52,17 | 1 390 | 53,31 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 3 110 | 72 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 584 | 223 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45 002 | 12,74 | 1 045 | 13,59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 027 | 24 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9 335 | 7,47 | 217 | 8,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 37 882 | 11,91 | 880 | 12,69 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 44 494 | 35,85 | 1 034 | 36,82 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 303 743 | 13,61 | 7 056 | 14,44 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 12 254 | 9,07 | 285 | 9,65 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 102 345 | 2,44 | 2 369 | 4,46 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 10 969 | 5,84 | 253 | 5,88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 260 161 | 10,44 | 6 044 | 11,25 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17 881 | 4,32 | 415 | 5,06 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 51 072 | 2,48 | 1 186 | 3,22 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 50 006 | 2,63 | 1 162 | 3,38 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 22 272 | 25,34 | 517 | 26,41 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 83 960 | 5,37 | 1 950 | 6,15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 131 958 | 32,07 | 3 062 | 32,86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 420 023 | 5,78 | 9 758 | 6,57 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 801 | 29,38 | 65 | 32,65 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 67 059 | 10,19 | 1 558 | 10,98 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 144 808 | 1,23 | 3 364 | 1,97 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15 118 | 26,27 | 351 | 27,17 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32 753 | 11,56 | 755 | 13,19 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 | 0 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 43 617 | 8,39 | 1 013 | 9,28 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 41 235 | 23,42 | 954 | 23,90 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 817 | 19 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 22 610 | 17,93 | 525 | 18,78 | ||||
| 2025-08-11 | 13F | Eq Llc | 16 599 | 13,27 | 386 | 14,24 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 163 438 | 10,83 | 3 797 | 11,65 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 465 893 | 3,93 | 10 823 | 4,69 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 22 866 | 1,92 | 531 | 2,71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 376 758 | 0,04 | 8 752 | 0,78 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 17 959 | 21,70 | 417 | 25,60 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 43 334 | 17,64 | 1 007 | 18,49 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 162 | 4 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 12 160 | 8,53 | 282 | 9,30 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 28 720 | 13,80 | 667 | 14,80 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 040 474 | 16,33 | 70 630 | 17,18 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 594 111 | 15,66 | 14 | 18,18 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 23 384 | 112,18 | 543 | 113,78 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 10 076 | 6,86 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228 573 | 4,30 | 5 | 0,00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 9 584 | 222 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 167 | 15,14 | 50 | 16,28 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 15 165 | 6,69 | 352 | 7,65 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 711 | 86 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 71 739 | 0,20 | 1 667 | 0,91 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 588 | 21,69 | 37 | 20,00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 193 177 | 0,36 | 4 488 | 1,10 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9 454 | 220 | ||||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 232 333 | 2,52 | 5 358 | 4,02 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 24 965 | 10,10 | 575 | 12,99 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 148 213 | 3,54 | 3 443 | 4,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 905 | 7,99 | 67 | 8,06 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 263 766 | 83,01 | 6 127 | 84,38 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 419 635 | 14,87 | 33 | 14,29 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 22 235 | 13,32 | 513 | 15,06 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 281 | 0,40 | 76 | 1,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 184 347 | 2,58 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 61 | 306,67 | 1 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 12 623 | 0,29 | 293 | 1,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 160 868 | 14,40 | 3 737 | 15,24 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 35 284 | 22,20 | 820 | 23,16 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 31 674 | 1 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 36 619 | 22,55 | 851 | 23,37 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 150 984 | 58,81 | 4 | 50,00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 156 401 | 1,16 | 3 633 | 1,91 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 54 432 | 13,98 | 1 264 | 14,80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 203 956 | 4,33 | 4 738 | 5,08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 360 944 | 2,05 | 8 385 | 2,81 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 799 | 1,14 | 19 | 0,00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 158 858 | 23,19 | 3 690 | 24,12 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 11 491 | 267 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 980 | 257,66 | 23 | 266,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 757 729 | 17,29 | 17 602 | 18,16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 23 228 | 14,48 | 537 | 14,99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 87 097 | 1,72 | 2 023 | 2,48 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 990 | 302 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 172 120 | 7,44 | 3 998 | 8,23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 24 906 | 8,37 | 579 | 9,26 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 38 687 | 2,35 | 899 | 3,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 396 363 | 25,65 | 55 668 | 26,58 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 40 130 | 36,63 | 932 | 37,67 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 14 765 | 28,30 | 343 | 29,06 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14 091 | 23,98 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 931 | 30,24 | 881 | 31,30 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 100 640 | 42,24 | 2 338 | 43,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 879 448 | 5,72 | 90 120 | 6,49 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 13 627 | 1,11 | 317 | 1,94 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 12 755 | 1,67 | 296 | 2,42 |
