Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2035 Term Corp ETF, omfatter Ameriprise Financial Inc, Little House Capital Llc, Associated Banc-corp, Segment Wealth Management, LLC, Valmark Advisers, Inc., Creative Planning, Captrust Financial Advisors, Beacon Pointe Advisors, LLC, Cliftonlarsonallen Wealth Advisors, Llc, United Capital Financial Advisers, Llc, Arkadios Wealth Advisors, CVA Family Office, LLC, Mutual Advisors, LLC, Quantum Financial Advisors, LLC, First National Trust Co, Ballast Advisors Llc, Comerica Bank, Fifth Third Bancorp, og Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Cetera Investment Advisers | 11.361 | 12,93 | 291 | 11,92 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 12.558 | 322 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 9.500 | 244 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13.999 | 359 | ||||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 459.201 | 1.168,93 | 11.774 | 1.155,12 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 76.290 | 8,08 | 1.956 | 6,89 | ||||
| 2026-05-12 | 13F | Creative Planning | 15.475 | 397 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 66.681 | 8,88 | 1.710 | 7,61 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 28.210 | 723 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.206 | 49,76 | 57 | 47,37 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 36.809 | 9,05 | 944 | 7,77 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 586.917 | 3,23 | 15.049 | 2,03 | ||||
| 2026-01-29 | 13F | Comerica Bank | 800 | 21 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 31.421 | 806 | ||||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 26.000 | 18,18 | 667 | 16,84 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 89.043 | 47,75 | 2.283 | 46,07 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 10.836 | 277 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 65.775 | 1.686 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 16.812 | 2,00 | 431 | 0,94 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 83.018 | 22,06 | 2.129 | 20,63 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.285.650 | 33,22 | 58.604 | 31,68 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 205.952 | 27,51 | 5.305 | 26,40 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3.224 | 0,75 | 83 | -1,20 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 383.442 | 9.829 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 80.844 | 5,72 | 2.073 | 4,49 | ||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 1.437 | 64,60 | 37 | 63,64 | ||||
| 2026-05-07 | 13F | First National Trust Co | 8.539 | 219 | ||||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 20.705 | 70,30 | 527 | 70,23 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 535.802 | 1,14 | 13.738 | -0,04 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 347.452 | 886,16 | 8.909 | 875,68 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 44.505 | 286,83 | 1.141 | 282,89 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 186.006 | 29,82 | 4.769 | 28,34 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 9.184 | 235 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 104.886 | 239,72 | 2.689 | 236,13 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 445.985 | 98,81 | 11.435 | 96,55 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 74.852 | 327,77 | 1.919 | 322,47 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 806.465 | 8,35 | 20.678 | 7,10 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 9.356 | 4.003,51 | 240 | 4.680,00 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 28.314 | 16,07 | 726 | 14,72 | ||||
| 2026-05-05 | 13F | UBS Group AG | 192.994 | 21,68 | 4.948 | 20,27 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 749 | 19 | ||||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 30.042 | 35,19 | 770 | 33,68 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 800 | 21 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10.000 | 256 | ||||||
| 2026-05-07 | 13F | Little House Capital Llc | 31.551 | 809 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 251.421 | 38,37 | 6.446 | 36,77 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 265.651 | 38,45 | 6.811 | 36,85 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12.536 | 321 | ||||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 91.397 | 0,74 | 2.343 | -1,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 56.601 | 70,66 | 1.451 | 68,72 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 263.698 | 18,97 | 6.761 | 17,60 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 92.163 | 5,58 | 2.363 | 4,37 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 18.950 | 29,35 | 483 | 26,84 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 182.981 | 9,16 | 4.691 | 7,91 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 140.220 | 64,86 | 3.595 | 62,96 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 81.726 | 28,74 | 2.095 | 27,28 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 82.036 | 168,05 | 2.103 | 165,07 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.153 | 100,52 | 30 | 107,14 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 18.238 | 20.392,13 | 473 | 23.550,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 767 | 0,13 | 20 | 0,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9.206 | 236 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 31.540 | 69,65 | 818 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 15.793 | 405 | ||||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 148.383 | 92,11 | 3.805 | 89,92 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 38.270 | 100,52 | 981 | 98,18 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1.181 | 0 |
