ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Core 1-5 Year USD Bond ETF
US ˙ NasdaqGM ˙ US46432F8591

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
(%)
2025-08-11 13F Summit Wealth Partners, LLC 73 974 −2,87 3 599 −2,28
2025-07-10 13F Trust Point Inc. 1 688 601 −7,10 82 151 −6,52
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 30 133 −36,25 1 466 −35,89
2025-04-29 13F Element Wealth, LLC 0 −100,00 0
2025-08-11 13F Greykasell Wealth Strategies, Inc. 12 065 −8,94 587 −8,44
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-07-31 13F Darden Wealth Group Inc 27 443 −0,17 1 335 0,45
2025-08-13 13F Colonial Trust Co / SC 9 890 −11,38 481 −10,76
2025-07-16 13F Arkansas Financial Group, Inc. 137 067 −4,75 6 624 −4,04
2025-08-07 13F Brio Consultants, LLC 129 174 −1,48 6 284 −0,87
2025-08-01 13F Envestnet Asset Management Inc 571 138 −0,63 27 786 −0,01
2025-04-04 13F Capital Market Strategies LLC 0 −100,00 0
2025-04-28 13F First Horizon Advisors, Inc. 0 −100,00 0 −100,00
2025-08-07 13F McClarren Financial Advisors, Inc. 61 790 −1,63 3 006 100 100,00
2025-07-14 13F Park Avenue Securities Llc 12 918 −0,28 1
2025-07-31 13F Buckingham Strategic Partners 66 437 −7,34 3 232 −6,75
2025-08-06 13F Golden State Wealth Management, LLC 669 −1,47 33 0,00
2025-07-08 13F Corepath Wealth Partners Llc 115 079 −5,22 5 568 −4,89
2025-07-10 13F Security National Bank 4 064 −3,95 198 −3,43
2025-08-04 13F Spinnaker Trust 1 338 348 −2,90 65 111 −2,30
2025-08-13 13F Cerity Partners LLC 9 896 −47,54 481 −47,26
2025-05-15 13F Icon Wealth Advisors, LLC 0 −100,00 0
2025-07-17 13F HB Wealth Management, LLC 0 −100,00 0
2025-04-28 13F Private Trust Co Na 0 −100,00 0
2025-08-08 13F Ironwood Investment Counsel, LLC 20 709 −8,56 1 008 −8,04
2025-04-18 13F Global Trust Asset Management, LLC 0 −100,00 0
2025-07-30 13F Studio Investment Management Llc 7 730 −24,62 376 −24,04
2025-08-14 13F Mercer Global Advisors Inc /adv 51 387 −1,01 2 500 −0,40
2025-07-11 13F First PREMIER Bank 27 736 −2,42 1 0,00
2025-07-08 13F Legacy Private Trust Co. 0 −100,00 0
2025-08-11 13F Anderson Financial Strategies, LLC 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 1 995 387 −0,07 97 076 0,55
2025-05-06 13F Greenwood Gearhart Inc 0 −100,00 0
2025-05-21 13F Schmidt P J Investment Management Inc 0 −100,00 0
2025-07-23 13F Valmark Advisers, Inc. 46 901 −0,95 2 282 −0,35
2025-05-08 13F Certified Advisory Corp 0 −100,00 0
2025-04-30 13F Mjp Associates Inc /adv 0 −100,00 0
2025-07-15 13F Eaton Financial Holdings Company, LLC 15 865 −64,15 772 −63,96
2025-08-06 13F Vantage Financial Partners, LLC 27 765 −2,49 1 351 −1,89
2025-08-12 13F Charles Schwab Investment Management Inc 2 400 472 −19,58 116 783 −19,08
2025-08-11 13F HHM Wealth Advisors, LLC 24 216 −1,70 1 178 −1,09
2025-07-29 13F Values First Advisors, Inc. 127 765 −1,27 6 216 −0,66
2025-08-06 13F Longview Financial Advisors LLC 619 −86,99 30 −86,96
2025-05-05 13F Peterson Wealth Services 0 −100,00 0
2025-05-09 13F Frazier Financial Advisors, LLC 0 −100,00 0
2025-08-11 13F Diversified Portfolios, Inc. 14 414 −4,86 701 −4,23
2025-07-17 13F Sound Income Strategies, LLC 8 −92,79 0 −100,00
2025-08-13 13F Fiduciary Group LLC 78 377 −4,72 3 813 −4,12
2025-07-15 13F Mather Group, Llc. 83 246 −12,31 4 050 −11,77
2025-07-29 13F Level Wealth Management LLC 8 591 −57,41 418 −57,23
2025-08-11 13F Rockbridge Investment Management, LCC 39 695 −2,33 1 931 −1,73
2025-07-14 13F AdvisorNet Financial, Inc 146 −62,47 7 −61,11
2025-08-05 13F Dunhill Financial, LLC 0 −100,00 0
2025-07-24 13F Strengthening Families & Communities, LLC 0 −100,00 0
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-07 13F Global Wealth Strategies & Associates 4 −99,06 0 −100,00
2025-07-24 13F Ronald Blue Trust, Inc. 8 207 −31,27 399 −30,85
2025-08-06 13F AE Wealth Management LLC 943 −44,56 46 −45,12
2025-08-12 13F Rather & Kittrell, Inc. 24 315 −6,02 1 183 −5,44
2025-07-16 13F Cahaba Wealth Management, Inc. 951 285 −1,50 46 280 −0,89
2025-08-11 13F Private Advisor Group, LLC 54 038 −3,26 2 629 −2,67
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 56 325 −8,81 2 740 −8,24
2025-07-09 13F Affinity Capital Advisors, LLC 5 214 −21,40 254 −20,19
2025-07-25 13F Commonwealth Financial Services, LLC 19 057 −2,30 927 −1,70
2025-05-19 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 14 274 −41,22 694 −40,17
2025-08-06 13F Hoxton Planning & Management, LLC 149 663 −0,01 7 281 0,62
2025-08-12 13F Park Square Financial Group, LLC 0 −100,00 0
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-08-11 13F Western Wealth Management, LLC 19 681 −0,48 957 0,10
2025-04-30 13F Abound Financial, Llc 0 −100,00 0
2025-08-01 13F Oarsman Capital, Inc. 21 261 −9,40 1 034 −8,82
2025-08-01 13F Rossby Financial, LCC 643 −53,47 31 −53,03
2025-07-25 13F Wealth Architects, LLC 4 546 −36,04 221 −35,57
2025-08-06 13F Legacy Investment Solutions, LLC 0 −100,00 0
2025-05-14 13F Rockefeller Capital Management L.P. 0 −100,00 0
2025-05-15 13F Williams & Novak, LLC 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 60 607 −4,85 2 932 −4,77
2025-07-30 13F Wbh Advisory Inc 4 131 −4,88 201 −4,31
2025-05-01 13F Secured Retirement Advisors, Llc 0 −100,00 0
2025-07-02 13F Dentgroup LLC 103 473 −3,10 5 034 −2,50
2025-08-14 13F TrueWealth Financial Partners 15 806 −56,44 769 −56,21
2025-08-06 13F Rialto Wealth Management, LLC 31 870 −0,42 1 550 0,19
2025-08-11 13F Cornerstone Planning Group LLC 0 −100,00 0
2025-07-15 13F Cranbrook Wealth Management, LLC 154 557 −4,71 7 519 −4,12
2025-08-19 13F Hohimer Wealth Management, Llc 5 520 −7,85 269 −7,27
2025-07-28 13F Copia Wealth Management 0 −100,00 0
2025-07-29 13F Spirit Of America Management Corp/ny 7 006 −2,68 340 −2,59
2025-08-15 13F Captrust Financial Advisors 13 238 −11,25 644 −10,68
2025-07-25 13F Courage Miller Partners, LLC 509 792 −2,00 24 801 −1,39
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-24 13F JNBA Financial Advisors 0 −100,00 0
2025-08-11 13F Avantax Planning Partners, Inc. 4 767 −8,66 232 −8,33
2025-07-31 13F Oppenheimer & Co Inc 58 273 −4,37 2 835 −3,80
2025-08-05 13F Flynn Zito Capital Management, Llc 4 552 −17,89 221 −17,54
2025-08-14 13F Comerica Bank 9 482 −0,02 461 0,66
2025-08-05 13F Aviance Capital Partners, LLC 8 198 −3,26 399 −2,69
2025-08-07 13F Resources Investment Advisors, LLC. 58 007 −6,35 2 822 −5,74
2025-08-14 13F Royal Bank Of Canada 522 230 −38,71 25 405 −38,33
2025-08-08 13F Cetera Investment Advisers 135 754 −1,55 6 604 −0,94
2025-04-24 13F Boyd Wealth Management, LLC 0 −100,00 0
2025-07-29 13F Regions Financial Corp 0 −100,00 0
2025-08-08 13F Horizon Family Wealth, Inc. 37 499 −1,35 1 824 −0,71
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 18 245 −0,92 882
2025-05-15 13F/A Orion Portfolio Solutions, LLC 206 145 −0,17 9 967 1,04
2025-04-17 13F Grimes & Company, Inc. 0 −100,00 0
2025-05-13 13F Northern Trust Corp 0 −100,00 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II 258 528 −0,15 12 577 0,47
2025-07-21 13F Abundance Wealth Counselors 218 284 −5,24 11 −9,09
2025-04-22 13F PFG Investments, LLC 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 28 718 −4,73 1 397 −4,12
2025-05-06 13F Advisor OS, LLC 0 −100,00 0
2025-08-06 13F Eukles Asset Management 29 376 −2,11 1 429 −1,52
2025-08-08 13F TD Capital Management LLC 78 207 −3,51 3 805 −2,91
2025-08-27 13F/A Brinker Capital Investments, LLC 194 672 −5,57 9 471 −4,99
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-07-11 13F Luts & Greenleigh Group, Inc 25 837 −0,22 1 257 0,40
2025-08-08 13F Creative Planning 214 769 −8,45 10 449 −7,89
2025-08-05 13F Bank Of Montreal /can/ 99 409 −51,90 4 836 −51,60
2025-07-11 13F Quad-Cities Investment Group, LLC 20 088 −1,33 977 −0,71
2025-07-29 13F Lutz Financial Services LLC 90 552 −0,51 4 405 0,11
2025-07-15 13F Patriot Investment Management Inc. 4 488 −8,74 218 −8,02
2025-08-14 13F Two Sigma Securities, Llc 9 460 −32,36 460 −31,95
2025-08-05 13F Magnolia Capital Advisors Llc 7 122 −11,91 346 −11,28
2025-07-17 13F Capital Insight Partners, Llc 298 413 −6,96 14 518 −6,38
2025-08-14 13F Federation des caisses Desjardins du Quebec 1 113 −35,06 54 −34,15
2025-08-05 13F Hunter Associates Investment Management Llc 362 911 −0,52 18 0,00
2025-05-08 13F Modera Wealth Management, LLC 0 −100,00 0
2025-07-16 13F MKT Advisors LLC 37 719 −3,42 1 827 −2,82
2025-08-07 13F/A Joseph Group Capital Management 43 232 −12,44 2 103 −11,90
2025-08-13 13F GM Advisory Group, Inc. 0 −100,00 0
2025-08-13 13F Level Four Advisory Services, Llc 7 849 −2,83 382 −2,31
2025-08-11 13F HighTower Advisors, LLC 108 287 −11,73 5 268 −11,18
2025-08-26 13F/A Thrivent Financial For Lutherans 0 −100,00 0 −100,00
2025-07-30 13F Phillips Financial Management, Llc 189 072 −3,39 9 198 −2,79
2025-07-22 13F MBL Wealth, LLC 710 403 −0,78 34 561 −0,16
2025-08-12 13F Richard W. Paul & Associates, LLC 41 452 −1,45 2 017 −0,84
2025-07-08 13F Goldstone Financial Group, LLC 43 545 −28,96 2 107 −28,92
2025-07-28 13F Rik Saylor Financial, Inc. 30 055 −6,02 1 462 −5,43
2025-08-13 13F Acorns Advisers, LLC 10 198 998 −6,63 496 −6,06
2025-07-31 13F BIP Wealth, LLC 0 −100,00 0
2025-07-14 13F Infinity Wealth Counsel, LLC 5 560 −3,47 270 −2,88
2025-07-22 NP DLDFX - Destinations Low Duration Fixed Income Fund Class I 765 515 −25,11 37 051 −25,00
2025-07-28 13F Morris Financial Concepts, Inc. 167 204 −2,17 8 134 −1,56
2025-07-23 13F Godsey & Gibb Associates 0 −100,00 0
2025-08-14 13F Planwiser Financial, Llc 0 −100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 32 406 −2,89 1 577 −2,11
2025-07-18 13F Truist Financial Corp 11 620 −14,24 565 −13,74
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-08-06 13F Strategic Financial Partners, Ltd. 0 −100,00 0
2025-07-28 13F Harbour Investments, Inc. 22 955 −10,29 1 117 −9,78
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-13 13F Summit Financial, LLC 10 658 −0,75 519 −0,19
2025-08-07 13F Sound View Wealth Advisors Group, LLC 50 322 −0,82 2 448 −0,20
2025-08-12 13F AlphaCore Capital LLC 14 037 −6,89 683 −6,32
2025-05-09 13F Delta Financial Group, Inc. 16 685 −17,93 1
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-07-15 13F LVZ Advisors, Inc. 6 598 −32,79 321 −32,49
2025-08-01 13F Zhang Financial LLC 0 −100,00 0
2025-07-15 13F Garrett Investment Advisors LLC 165 636 −16,64 8 058 −16,12
2025-07-22 13F Hill Island Financial Llc 24 020 −9,95 1 169 −9,39
2025-07-28 13F Mutual Advisors, LLC 22 707 −0,01 1 101 0,18
2025-04-22 13F/A NorthRock Partners, LLC 0 −100,00 0 −100,00
2025-08-14 13F Fortress Financial Group, Llc 0 −100,00 0
2025-07-24 13F Blair William & Co/il 12 685 −10,20 617 −9,53
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 4 176 −38,22 203 −37,73
2025-08-13 13F Colonial Trust Advisors 10 008 −12,53 487 −12,12
2025-07-23 13F Columbus Macro, LLC 30 692 −20,25 1 493 −19,73
2025-07-25 13F Cwm, Llc 12 297 −7,47 1
2025-07-25 13F Stephens Consulting, LLC 7 160 −13,91 348 −13,43
2025-07-29 13F International Assets Investment Management, Llc 6 577 −38,90 320 −38,65
2025-08-06 13F Commonwealth Equity Services, Llc 193 801 −1,45 9 0,00
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 13 582 −1,29 661 −0,75
2025-08-01 13F Ashton Thomas Private Wealth, LLC 9 821 −3,53 478 −3,05
2025-04-15 13F EdgeRock Capital LLC 0 −100,00 0
2025-07-31 13F LJI Wealth Management, LLC 22 343 −48,84 1 087 −48,51
2025-07-18 13F Bartlett & Co. Wealth Management Llc 0 −100,00 0
2025-07-23 13F Bluestem Financial Advisors, Llc 105 976 −3,84 5 156 −3,25
2025-08-13 13F Renaissance Technologies Llc 406 500 −23,07 19 776 −22,59
2025-08-07 13F Argent Advisors, Inc. 296 781 −0,93 14 438 −0,32
2025-06-26 NP BYLD - iShares Yield Optimized Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 243 226 −15,59 11 816 −14,63
2025-08-12 13F O'shaughnessy Asset Management, Llc 32 −41,82 2 −50,00
2025-08-04 13F Rede Wealth, LLC 5 409 −7,27 263 −6,74
2025-08-01 13F Koss-Olinger Consulting, LLC 468 079 −4,93 22 772 −4,34
2025-08-14 13F UBS Group AG 868 838 −2,77 42 269 −2,17
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
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