Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF, omfatter EP Wealth Advisors, Inc., Atlantic Union Bankshares Corp, Hancock Whitney Corp, Lbmc Investment Advisors, Llc, Baron Silver Stevens Financial Advisors, Llc, Leo Wealth, LLC, Colony Group, LLC, Merit Financial Group, LLC, Gryphon Financial Partners LLC, American Money Management, LLC, Simon Quick Advisors, Llc, Houlihan Financial Resource Group, Ltd., Kestra Private Wealth Services, Llc, Sonata Capital Group Inc, Journey Advisory Group, LLC, Reliant Wealth Planning, Leavell Investment Management, Inc., Nwam Llc, Truist Financial Corp, og Brown Brothers Harriman & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 148.060 | 11,33 | 3.115 | 12,90 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9.932 | 209 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 1.495.548 | 3,76 | 31.466 | 5,21 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 492.336 | 4.501,27 | 23 | -89,64 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 245.655 | 17,27 | 5.169 | 18,91 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 9.560 | 201 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 10.527 | 221 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 36.917 | 0,92 | 766 | 2,96 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 78.432 | 7,45 | 1.650 | 8,98 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 264.599 | 10,53 | 6 | 25,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 129.209 | 3,52 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 255.333 | 7,73 | 5.372 | 9,23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.949 | 1,10 | 125 | 2,46 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 63.192 | 2,10 | 1.330 | 3,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 373.120 | 2,62 | 7.850 | 4,06 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6.360.248 | 6,42 | 133.820 | 7,91 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 332.049 | 0,75 | 6.986 | 2,16 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 885.244 | 14,89 | 18.626 | 16,50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 37.684 | 1 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 105.834 | 2,54 | 2.227 | 3,97 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 16.550 | 0 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 45.472 | 52,68 | 957 | 54,94 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 673.998 | 1,85 | 13.985 | 3,85 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 26.184 | 13,57 | 543 | 15,78 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 303.344 | 25,40 | 6.382 | 27,16 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 54.421 | 22,99 | 1.145 | 24,73 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 65.000 | 21,95 | 1.368 | 23,71 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15.009 | 11,91 | 314 | 12,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 434.488 | 15,48 | 9.142 | 17,09 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 12.700 | 12,89 | 267 | 14,59 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 11.400 | 240 | ||||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 6.105.571 | 9,52 | 127.179 | 11,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 109.874 | 16,34 | 2.312 | 17,97 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 52.470 | 1,02 | 1.104 | 2,41 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 901.284 | 13,82 | 19 | 12,50 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 13.714 | 20,16 | 289 | 22,03 | ||||
| 2025-07-07 | 13F | Trust Co | 6.757 | 39,95 | 142 | 42,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 11.808 | 11,68 | 248 | 13,24 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 211.570 | 42,28 | 4.451 | 44,28 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 12.600 | 77,46 | 265 | 80,27 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10.860 | 228 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 217.558 | 6,05 | 4.577 | 7,54 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 10.300 | 217 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 135.128 | 52,83 | 2.839 | 54,74 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 9.633 | 203 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 32.287 | 0,76 | 679 | 2,26 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 96.774 | 4,31 | 2.036 | 5,77 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 40.378 | 0,77 | 850 | 2,17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 82.540 | 2,18 | 1.737 | 3,58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18.521 | 4,05 | 390 | 5,42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1.565.212 | 19,99 | 32.846 | 21,35 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 27.260 | 3,69 | 574 | 5,14 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 281.089 | 5.914 | ||||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 42.625 | 269,24 | 897 | 274,90 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 10.423 | 1,24 | 219 | 2,82 | ||||
| 2025-08-01 | 13F | First National Trust Co | 206.178 | 16,58 | 4.338 | 18,21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15.242 | 321 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 989 | 21 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 49.719 | 7,51 | 1.046 | 9,07 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 271.734 | 6,87 | 5.638 | 8,97 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 11.138 | 234 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.233 | 26 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 32.649 | 687 | ||||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 12.693 | 30,75 | 267 | 32,84 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 243.484 | 4,96 | 5.111 | 7,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 286.371 | 1.611,72 | 6.025 | 1.636,31 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 166.029 | 1,13 | 3.493 | 2,55 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 127.537 | 0,24 | 2.683 | 1,63 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 20.142 | 43,11 | 424 | 44,86 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 89.895 | 14,09 | 1.891 | 15,73 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 33.186 | 698 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.054 | 43,94 | 43 | 48,28 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 241.959 | 10,37 | 5.021 | 12,53 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 515.066 | 2,44 | 10.837 | 3,86 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 53.022 | 10.568,41 | 1.116 | 11.050,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 141.166 | 6,54 | 2.970 | 8,04 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3.132.531 | 10,71 | 65.908 | 12,26 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 46.490 | 16,99 | 978 | 18,69 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 16.430 | 40,43 | 346 | 42,56 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 17.387 | 366 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 199.136 | 19,15 | 4.190 | 20,79 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33.605 | 25,92 | 705 | 27,31 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 48.700 | 17,63 | 1.025 | 19,21 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 23.202 | 488 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 688.345 | 14.483 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17.453 | 367 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 184.764 | 310,76 | 3.887 | 316,61 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10.860 | 227 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48.677 | 26,97 | 1.024 | 28,81 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 15.567 | 1,64 | 328 | 3,15 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 60.626 | 5,95 | 1.276 | 7,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 32.581 | 686 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 148.706 | 2,80 | 3.129 | 4,23 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 21.001 | 442 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24.908 | 524 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 47.295 | 3,73 | 988 | 4,33 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 128.160 | 1,74 | 2.696 | 3,18 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 120.993 | 8,60 | 2.544 | 10,08 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 84 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 255.257 | 5.371 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.806.470 | 3,87 | 59.048 | 5,32 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12.287 | 15,33 | 259 | 16,74 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 723.823 | 3,70 | 15.229 | 5,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 229.915 | 1,95 | 4.837 | 3,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.065 | 542,77 | 107 | 562,50 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 86.845 | 7,04 | 1.827 | 8,56 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2.385.806 | 6,56 | 50.197 | 8,05 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.163.678 | 10,01 | 24.484 | 11,55 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 95.815 | 186,19 | 2.016 | 190,35 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 143.708 | 1,64 | 3.024 | 3,07 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 47.857 | 15,09 | 1.007 | 16,71 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 253.000 | 3,70 | 5.323 | 5,16 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 638.727 | 1,60 | 13.439 | 3,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.367 | 29 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 369.980 | 26,20 | 7.784 | 27,96 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 10.491 | 44,31 | 221 | 46,67 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 2.150.445 | 1,02 | 45.245 | 2,43 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 27.761 | 54,46 | 584 | 56,99 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 14.085 | 20,37 | 296 | 22,31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 143.481 | 47,63 | 3.019 | 49,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 841.259 | 27,96 | 17.700 | 29,75 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1.311.440 | 2,27 | 27.593 | 3,70 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 76.603 | 1,30 | 1.612 | 2,68 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 44.384 | 3,70 | 934 | 5,07 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1.619.642 | 2,89 | 34.077 | 4,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33.923 | 42,83 | 1 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 386.395 | 5,41 | 8 | 14,29 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20.881 | 0,66 | 437 | 1,86 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 354.958 | 0,19 | 7.468 | 1,59 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 84.093 | 639,80 | 1.769 | 652,77 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 908.500 | 16,25 | 19.115 | 17,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.947.392 | 10,87 | 62.013 | 12,42 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13.600 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 809.165 | 15,59 | 17.025 | 17,20 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 265.480 | 14,39 | 5.586 | 15,99 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 209.991 | 1,75 | 4.418 | 3,18 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1.454.740 | 9,49 | 30.608 | 11,02 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 49.989 | 1.052 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30.566 | 6,72 | 643 | 8,25 | ||||
| 2025-07-31 | 13F | United Community Bank | 1.885 | 95,34 | 40 | 95,00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 81.724 | 1.719 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 23.770 | 42,90 | 500 | 44,93 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 54.654 | 0,28 | 1.150 | 1,68 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 25.443 | 10,98 | 535 | 12,63 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 15.400 | 61,76 | 324 | 64,47 |
