Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares High Yield Systematic Bond ETF, omfatter Sofi Wealth, Llc, Cerity Partners LLC, Rockefeller Capital Management L.P., Arista Wealth Management, LLC, Apollon Financial, LLC, Onyx Bridge Wealth Group LLC, Wiley Bros.-aintree Capital, Llc, Rsm Us Wealth Management Llc, Regatta Capital Group, Llc, Wealthcare Advisory Partners LLC, SOA Wealth Advisors, LLC., EP Wealth Advisors, Inc., Mount Yale Investment Advisors, LLC, St Germain D J Co Inc, Rossby Financial, LCC, og Twin Peaks Wealth Advisors, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15.761 | 12,88 | 748 | 13,85 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2.940 | 140 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 339.170 | 6,64 | 16.016 | 9,68 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 28.840 | 113,38 | 1.369 | 115,25 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 79.087 | 32,64 | 3.755 | 33,74 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 9.629 | 457 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 53.407 | 6,49 | 2.536 | 7,37 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 9.918 | 471 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 196 | 9 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4.879 | 5,54 | 231 | 11,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10.555 | 16,44 | 501 | 17,61 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14.597 | 0,81 | 693 | 1,62 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2.978 | 53,03 | 141 | 57,30 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10.920 | 55,76 | 518 | 56,97 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 190 | 9 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 13.651 | 14,90 | 648 | 15,92 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 116.806 | 10,51 | 5.545 | 11,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4.335 | 206 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 84 | 4 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5.383 | 10,74 | 253 | 10,96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.155 | 1,85 | 0 | |||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 67.167 | 18,34 | 3.189 | 19,31 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 48.822 | 3,60 | 2.299 | 3,37 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6.459 | 307 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 74.203 | 3.523 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 227.285 | 22,83 | 10.790 | 23,84 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 230.328 | 5.089,91 | 10.935 | 5.156,73 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 461.563 | 99,88 | 21.786 | 100,36 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 27.370 | 3,53 | 1.299 | 4,42 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 208.301 | 8,49 | 9.889 | 9,38 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 29.852 | 1,58 | 1.417 | 2,46 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 29.345 | 1.393 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.879 | 76,76 | 88 | 76,00 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 7.694 | 6,80 | 365 | 7,67 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 292.055 | 1,46 | 13.865 | 2,29 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 6.141 | 4,49 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 9.747 | 28,49 | 463 | 29,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 57.445 | 1,91 | 2.727 | 2,75 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 74.098 | 8,68 | 3.518 | 9,56 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 56.218 | 0,33 | 2.669 | 1,14 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2.655 | 126 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 23.600 | 0,34 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 231.698 | 11.000 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 11.975 | 0,06 | 569 | 0,89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 50.217 | 82,26 | 2.384 | 83,73 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 137.856 | 1.340,35 | 6.545 | 1.354,22 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 5.091 | 1,72 | 242 | 2,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 277.421 | 22,14 | 13.156 | 22,99 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 427.800 | 77,81 | 20.310 | 79,27 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.091 | 1,30 | 52 | 2,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 789 | 6,62 | 37 | 8,82 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3.964 | 188 | ||||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 496.220 | 8,65 | 23.558 | 9,54 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 6.385 | 7,09 | 303 | 8,21 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 48 | 2 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 24.346 | 71,01 | 1.147 | 76,04 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9.253 | 66,87 | 439 | 68,85 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 16.902 | 1,52 | 802 | 2,30 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5.830 | 17,87 | 275 | 18,10 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 10.425 | 495 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 45.373 | 5,27 | 2.154 | 6,16 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 8.065 | 1,90 | 380 | 3,84 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1.423 | 68 | ||||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 1.169 | 4,19 | 55 | 5,77 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 10.787 | 36,20 | 512 | 37,63 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.795 | 66,36 | 85 | 68,00 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 100.852 | 134,14 | 4.788 | 136,05 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5.989 | 284 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 9.045 | 5,24 | 429 | 6,19 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 269.294 | 2,40 | 12.785 | 3,24 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 20.672 | 11,85 | 1 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.434 | 36,70 | 68 | 38,78 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 57.148 | 4,35 | 2.713 | 5,24 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11.150 | 9,09 | 529 | 9,98 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 16.116 | 59,38 | 765 | 60,71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6.410 | 37,64 | 304 | 39,45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.430 | 115 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 853.852 | 12,77 | 40.537 | 13,68 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 91 | 4 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 24.275 | 19,39 | 1.152 | 20,38 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12.594 | 3,87 | 598 | 4,74 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 298.821 | 9,78 | 14.071 | 9,97 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 7.243 | 33,00 | 344 | 33,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16.142 | 766 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 29.291 | 7,96 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 95.560 | 1,58 | 4.537 | 2,42 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 320.003 | 9,91 | 15.192 | 10,81 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1.263.546 | 1,57 | 59.987 | 2,40 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 159.550 | 1,61 | 7.575 | 2,45 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15.058 | 715 | ||||||
| 2025-07-08 | 13F | TL Private Wealth | 200.616 | 1,40 | 9.463 | 7,16 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 316.362 | 868,03 | 15.019 | 876,53 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8.402 | 399 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 90.080 | 41,88 | 4.277 | 43,06 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 20.781 | 5,73 | 987 | 6,59 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6.225 | 296 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 247.289 | 11,31 | 12 | 10,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 121.426 | 14,57 | 5.765 | 15,51 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.904 | 138 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 8.018 | 381 | ||||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 8.260 | 5,83 | 392 | 6,81 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28.902 | 1.372 |
