Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF, omfatter Summit Investment Advisory Services, LLC, Orion Portfolio Solutions, LLC, Penobscot Investment Management Company, Inc., Envestnet Asset Management Inc, TFR Capital, LLC., Mercer Global Advisors Inc /adv, Tempus Wealth Planning, LLC, Tableaux Llc, High Note Wealth, LLC, Mid-American Wealth Advisory Group, Inc., Steward Partners Investment Advisory, Llc, Tower Research Capital LLC (TRC), 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Wrapmanager Inc | 50.879 | 1,53 | 1.147 | 2,50 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 299.434 | 1,72 | 6.733 | 2,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 778.916 | 1,06 | 17.557 | 2,03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 24.690 | 1,53 | 557 | 2,58 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 90.923 | 14,38 | 2.049 | 15,50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 56.381 | 1,85 | 1.271 | 2,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12.242 | 29,72 | 276 | 30,95 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 39.150 | 882 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 23.347 | 29,52 | 526 | 30,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 491.462 | 0,44 | 11.078 | 1,41 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 429.332 | 15,53 | 9.677 | 16,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19.173 | 38,76 | 432 | 40,26 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 570 | 2,15 | 13 | 0,00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3.185 | 426 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17.050 | 9,52 | 384 | 10,66 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 45.317 | 1,36 | 1.021 | 2,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 219.592 | 1,05 | 4.950 | 2,02 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 97.610 | 8,05 | 2.185 | 8,87 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 370 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 51.253 | 1.144 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 35.007 | 5,92 | 789 | 7,06 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 78.384 | 0,20 | 1.763 | 0,97 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 27.990 | 261,58 | 631 | 266,28 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 35.697 | 14,29 | 796 | 13,25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 840 | 1,69 | 19 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 | 1 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 8.948 | 202 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 888 | 20 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54.572 | 6,48 | 1.230 | 7,52 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 24.753 | 69,66 | 558 | 71,38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 37.928 | 5,55 | 855 | 6,48 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 2.750 | 62 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 406.036 | 44,73 | 9.152 | 46,13 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 11.086 | 250 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 342.134 | 0,09 | 7.712 | 1,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 799.946 | 908,53 | 18.031 | 918,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50.503 | 5,92 | 1.138 | 6,95 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21.557 | 0,99 | 486 | 2,32 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 69.284 | 2,37 | 1.562 | 3,38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104.281 | 14,37 | 2.351 | 15,48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10.662 | 240 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1.165.621 | 35,99 | 26.273 | 37,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 62.926 | 6,56 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 65 | 1 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 9.038 | 12,72 | 204 | 13,41 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15.000 | 3,45 | 338 | 4,64 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1.120 | 25 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 11.000 | 48,65 | 248 | 49,70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13.016 | 293 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 87.051 | 9,05 | 1.962 | 10,10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 199.177 | 17,03 | 4.489 | 18,16 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21.796 | 8,65 | 491 | 9,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 239.382 | 56,17 | 5.396 | 57,66 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.794 | 40 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 93.176 | 2.100 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 187.694 | 4.231 |
