Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF, omfatter Atlantic Union Bankshares Corp, Hancock Whitney Corp, Reliant Wealth Planning, Frisch Financial Group, Inc., Granite Harbor Advisors, Inc., Gryphon Financial Partners LLC, Lbmc Investment Advisors, Llc, Kestra Private Wealth Services, Llc, Precedent Wealth Partners, Llc, Rossmore Private Capital, Accretive Wealth Partners, LLC, Jupiter Wealth Management LLC, 10Elms LLP, Jones Financial Companies Lllp, Annis Gardner Whiting Capital Advisors, LLC, Princeton Global Asset Management LLC, Hm Payson & Co, Avion Wealth, og O'shaughnessy Asset Management, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17.747 | 6,81 | 460 | 8,25 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 173.201 | 233,03 | 4.487 | 237,62 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 412.568 | 2,92 | 10.688 | 4,31 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 174.661 | 11,68 | 4.464 | 13,73 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 74.904 | 3,82 | 1.940 | 5,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 190.609 | 7,36 | 4.938 | 8,82 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 12.301 | 319 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 12.862 | 8,43 | 333 | 9,90 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 37.488 | 44,01 | 971 | 46,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.253 | 32 | ||||||
| 2025-08-08 | 13F | Summitry Llc | 988.455 | 3,43 | 25.606 | 4,82 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 168.539 | 2,39 | 4.366 | 3,78 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 88.337 | 2,16 | 2.288 | 3,53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12.608 | 1,66 | 327 | 3,16 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 27.429 | 1,01 | 701 | 2,94 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 1.400 | 36 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19.580 | 36,61 | 507 | 38,52 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 83.872 | 0,94 | 2.173 | 2,31 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2.531.308 | 11,53 | 65.574 | 13,04 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14.877 | 57,60 | 385 | 59,75 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 188.406 | 9,52 | 4.881 | 10,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23.156 | 14,61 | 600 | 16,09 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 317 | 8 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 85.746 | 2,23 | 2.221 | 3,64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 155.955 | 5,85 | 4.040 | 7,28 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 4.600 | 120 | ||||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 98.105 | 6,29 | 2.541 | 7,72 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 34.770 | 2,57 | 901 | 3,93 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 11.428 | 296 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 42.027 | 28,33 | 1.088 | 30,14 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 425 | 11 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 11.387 | 295 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 182.942 | 4.739 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 243.451 | 4,28 | 6.307 | 5,68 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 140.036 | 9,78 | 3.628 | 11,26 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13.658 | 27,66 | 354 | 29,30 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 127.066 | 6,94 | 3.292 | 8,40 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15.044 | 9,79 | 390 | 11,14 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 91 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 70.973 | 6,80 | 1.839 | 8,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50.686 | 9,43 | 1.305 | 10,31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13.013 | 0,44 | 335 | 1,82 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 35.168 | 911 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 90.245 | 60,81 | 2.338 | 62,97 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 95.684 | 6,50 | 2.479 | 7,93 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8.074 | 1,25 | 209 | 2,96 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 42.928 | 335,82 | 1.112 | 343,03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 959.753 | 11,22 | 24.862 | 12,72 | ||||
| 2025-04-01 | NP | DRSK - Aptus Defined Risk ETF | 2.938.172 | 14,68 | 74.174 | 13,36 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 120.584 | 20,44 | 3.124 | 22,09 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 53.942 | 1,55 | 1.397 | 2,95 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5.047 | 106,67 | 131 | 109,68 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 36.992 | 2,14 | 958 | 3,57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 176.136 | 5,69 | 4.563 | 7,11 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 51.346 | 11,99 | 1.330 | 13,58 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 33.899 | 1 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 175.946 | 1.637,74 | 4.559 | 1.666,67 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 63.626 | 4,88 | 1.648 | 6,32 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 146.649 | 18.185,41 | 3.799 | 18.890,00 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 17.595 | 456 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22.243 | 1,13 | 576 | 2,49 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 43.419 | 0,07 | 1.125 | 1,35 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 47.882 | 1,63 | 1.240 | 2,99 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1.017.190 | 17,35 | 26.350 | 18,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 79.797 | 3,20 | 2.067 | 4,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 249.063 | 10,42 | 6.452 | 11,90 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 30.797 | 47,13 | 798 | 48,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 121.389 | 1,04 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 12.599 | 53,29 | 326 | 55,24 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.063 | 28 | ||||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 25.274 | 655 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 197.294 | 10,76 | 5.043 | 12,80 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 44.507 | 1.153 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10.033 | 5,69 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 203.241 | 5.265 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 677.596 | 4,14 | 17.553 | 5,54 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 781.335 | 14,26 | 20.240 | 15,80 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 474.707 | 1,73 | 12.297 | 3,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45.900 | 1.189 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 304.136 | 7,79 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12.384 | 321 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 15.310 | 397 | ||||||
| 2025-07-31 | 13F | United Community Bank | 1.535 | 95,54 | 40 | 95,00 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 367.159 | 3,14 | 9.374 | 3,50 |
