IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF - Institutionellt ägande - Säljare

iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
US ˙ ARCA ˙ US46436E7269

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-04-15 13F First United Bank Trust/ 0 −100,00 0
2025-07-22 13F 4Thought Financial Group Inc. 221 195 −6,96 4 862 −5,87
2025-08-14 13F Raymond James Financial Inc 2 136 930 −18,50 46 970 −17,53
2025-07-31 13F Keeler THomas Management LLC 201 059 −7,49 4 419 −6,38
2025-08-14 13F Mml Investors Services, Llc 19 900 −21,56 0
2025-07-17 13F Archford Capital Strategies, LLC 54 710 −4,74 1 203 −3,61
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 71 809 −3,84 1 578 −2,65
2025-08-11 13F Arrow Financial Corp 658 115 −0,92 14 465 0,27
2025-04-15 13F Members Wealth Llc 182 963 −0,92 3 974 0,94
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-05-05 13F Creekmur Asset Management LLC 0 −100,00 0
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-05-07 13F Spectrum Wealth Counsel, LLC 24 214 −8,33 526 −6,91
2025-08-14 13F Stifel Financial Corp 838 955 −55,04 18 440 −54,50
2025-07-29 13F Stratos Wealth Partners, LTD. 17 606 −57,00 387 −56,58
2025-08-14 13F/A Rockefeller Capital Management L.P. 588 294 −2,73 12 931 −1,56
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-13 13F Lido Advisors, LLC 267 756 −2,09 5 885 −0,91
2025-08-15 13F Provenance Wealth Advisors, LLC 21 227 −7,14 467 −6,05
2025-05-02 13F Whittier Trust Co 0 −100,00 0
2025-05-09 13F TD Waterhouse Canada Inc. 0 −100,00 0
2025-07-30 13F Drive Wealth Management, Llc 77 120 −2,05 1 695 −0,88
2025-07-23 13F Sax Wealth Advisors, Llc 14 833 −3,59 326 −2,40
2025-08-12 13F Fortis Capital Management LLC 18 916 −34,88 416 −34,13
2025-08-15 13F Captrust Financial Advisors 35 735 −19,51 785 −18,57
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 688 608 −7,86 15 136 −6,76
2025-08-14 13F Wilkins Miller Wealth Management, LLC 245 277 −4,46 5 391 −3,30
2025-08-05 13F Bank Of Montreal /can/ 0 −100,00 0
2025-07-17 13F HB Wealth Management, LLC 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 0 −100,00 0
2025-07-17 13F Oak Family Advisors, Llc 11 405 −43,62 251 −43,05
2025-07-23 13F Arcadia Investment Advisors Llc 8 587 −2,38 189 −1,57
2025-08-04 13F Atria Investments Llc 9 436 −94,19 207 −94,13
2025-08-13 13F MONECO Advisors, LLC 34 992 −0,53 769 0,65
2025-08-13 13F Scotia Capital Inc. 9 500 −15,93 209 −15,10
2025-07-28 13F Ritholtz Wealth Management 15 815 −5,58 348 −4,41
2025-08-14 13F Snowden Capital Advisors LLC 353 408 −0,17 7 768 1,01
2025-07-21 13F Segment Wealth Management, LLC 82 170 −0,08 1 806 1,12
2025-08-08 13F Creative Planning 13 613 −43,53 299 −42,83
2025-07-16 13F NovaPoint Capital, LLC 48 267 −1,27 1 061 −0,09
2025-08-25 13F/A Neuberger Berman Group LLC 13 541 −82,37 298 −82,19
2025-05-09 13F Wells Financial Advisors INC 0 −100,00 0
2025-05-12 13F Invesco Ltd. 0 −100,00 0 −100,00
2025-07-25 13F Commonwealth Financial Services, LLC 409 012 −1,05 8 990 0,14
2025-08-14 13F Comerica Bank 22 571 −1,21 496 0,00
2025-08-12 13F Jpmorgan Chase & Co 116 011 −51,67 2 550 −51,10
2025-07-23 13F Meitav Dash Investments Ltd 62 746 −2,06 1 378 −0,94
2025-08-14 13F Benjamin Edwards Inc 304 611 −76,37 6 695 −76,09
2025-07-15 13F BCS Wealth Management 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 1 110 775 −44,29 24 376 −43,72
2025-05-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-15 13F Garrett Investment Advisors LLC 59 317 −62,72 1 304 −62,29
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 49 942 −9,67 1 098 −8,58
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-18 13F Newman Dignan & Sheerar, Inc. 23 757 −4,80 522 −3,69
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 75 583 −2,76 1 661 −1,60
2025-07-16 13F Minichmacgregor Wealth Management, Llc 394 318 −0,30 8 667 0,90
2025-07-24 13F Wealthstar Advisors, Llc 90 915 −14,89 1 998 −13,88
2025-09-04 13F/A Advisor Group Holdings, Inc. 50 613 −35,19 1 113 −34,43
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-08 13F Thoroughbred Financial Services, Llc 26 422 −3,43 1
2025-07-09 13F Byrne Asset Management LLC 0 −100,00 0
2025-07-08 13F Little House Capital Llc 52 430 −0,02 1 152 1,14
2025-08-14 13F Evergreen Wealth Solutions, LLC 87 937 −5,72 1 933 −4,59
2025-07-01 13F Confluence Investment Management Llc 0 −100,00 0
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