Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF, omfatter Integrated Advisors Network LLC, High Note Wealth, LLC, Wiley Bros.-aintree Capital, Llc, Captrust Financial Advisors, Hrt Financial Lp, Pure Financial Advisors, Inc., Tableaux Llc, Heritage Wealth Management, Inc./Texas, UMA Financial Services, Inc., Us Bancorp \de\, Bnp Paribas Arbitrage, Sa, Strategic Wealth Designers, og Boreal Capital 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11.207 | 261 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 227.463 | 5,34 | 5.290 | 5,40 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 48.913 | 2,04 | 1.137 | 2,16 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 86.837 | 12,46 | 2.019 | 12,54 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8.526 | 198 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 25.929 | 603 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1.000 | 23 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 510.110 | 0,93 | 11.863 | 0,99 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.965 | 46 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 19.425 | 31,92 | 451 | 31,58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13.755 | 1,12 | 320 | 0,95 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 10.529 | 0,14 | 245 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 162.506 | 1,03 | 3.779 | 1,10 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 30.886 | 32,01 | 718 | 32,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 85.771 | 1,30 | 1.995 | 1,37 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 8.603 | 200 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 23.255 | 2.225,50 | 1 | -95,65 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 13.209 | 139,42 | 307 | 139,84 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16.245 | 10,56 | 377 | 10,56 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 29.766 | 41,22 | 692 | 41,51 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 33.790 | 14,29 | 786 | 14,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8.889 | 207 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 14.089 | 26,91 | 328 | 26,74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 232.281 | 11,01 | 5 | 25,00 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 348.988 | 19,76 | 8.116 | 19,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62.995 | 181,72 | 1.465 | 182,08 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10.000 | 10 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10.929 | 4,58 | 254 | 4,96 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 218.019 | 1,10 | 5.070 | 1,18 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 87.991 | 8,75 | 2.046 | 8,83 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 54.449 | 0,57 | 1.299 | 3,59 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1.342 | 1,28 | 31 | 3,33 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 9.858 | 0,42 | 229 | 0,44 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 25.109 | 13,75 | 584 | 13,65 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 11.099 | 0,41 | 258 | 0,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11.522 | 268 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 56.440 | 52,22 | 1.313 | 52,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 991 | 0,41 | 23 | 4,55 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 43.384 | 0,96 | 1.009 | 1,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 13.393 | 0,22 | 311 | 0,32 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 274 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 9.910 | 1,32 | 230 | 1,32 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 17.145 | 23,38 | 399 | 23,60 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 266.508 | 3,24 | 6.198 | 3,30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.367 | 6,25 | 195 | 6,59 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 400 | 9 | ||||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 970.073 | 7,39 | 23 | 10,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2.803 | 0,36 | 65 | 1,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.360.074 | 1,23 | 31.629 | 1,29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12.212 | 284 | ||||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 17.220 | 13,84 | 400 | 13,96 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 114.852 | 8,00 | 2.670 | 8,01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 110.632 | 18,80 | 2.572 | 18,85 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16.977 | 57,95 | 395 | 58,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63.260 | 62,00 | 1.471 | 62,18 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 45 | 1 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9.976 | 18,35 | 232 | 18,46 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 67.305 | 5,37 | 1.565 | 5,46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 209.321 | 18,78 | 4.868 | 18,85 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 382.714 | 1,33 | 8.900 | 1,40 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 252.539 | 1,95 | 5.873 | 2,02 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20.662 | 0,16 | 481 | 0,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8.995 | 2,15 | 209 | 2,45 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11.443 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30.645 | 29,60 | 713 | 29,69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.581 | 0,06 | 153 | 0,66 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 871.874 | 4,65 | 20.275 | 4,72 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 20.350 | 3,73 | 473 | 3,96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 25.382 | 590 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 54.385 | 1.265 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 34.906 | 1,13 | 811 | 1,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17.750 | 413 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 149.308 | 113,87 | 3.472 | 114,06 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 27.064 | 11,97 | 627 | 11,76 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 74.809 | 1,02 | 1.740 | 1,05 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 19.026 | 59,31 | 442 | 59,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8.789 | 0,56 | 204 | 0,49 |
