Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF, omfatter Reliant Wealth Planning, Atlantic Union Bankshares Corp, VestGen Advisors, LLC, Financial Advisory Corp, Red Tortoise LLC, Smith, Moore & Co., Sax Wealth Advisors, Llc, Precision Wealth Strategies, LLC, Godshalk Welsh Capital Management, Inc., First National Trust Co, Accretive Wealth Partners, LLC, Newbridge Financial Services Group, Inc., og Jfs Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Stifel Financial Corp | 29.650 | 35,01 | 794 | 35,09 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32.659 | 5.083,97 | 874 | 5.362,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 201 | 5 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 48.291 | 18,35 | 1.292 | 18,42 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 312.295 | 12,62 | 8.358 | 12,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 50.371 | 8,28 | 1.348 | 8,36 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 480.900 | 12,05 | 12.871 | 12,11 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 53.617 | 4,98 | 1.435 | 4,98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 32.267 | 864 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13.106 | 3,57 | 351 | 3,55 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 55.804 | 1,33 | 1.494 | 1,36 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8.354 | 15,16 | 224 | 14,95 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 2.093 | 10,51 | 56 | 10,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 255.312 | 7,57 | 6.833 | 7,62 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 32.817 | 59,93 | 878 | 60,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27.236 | 729 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 46.692 | 17,62 | 1.250 | 17,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28.267 | 137,82 | 1 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 141 | 0,71 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 68 | 2 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 61.770 | 2,35 | 1.653 | 2,42 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7.757 | 208 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 13.588 | 0,08 | 364 | 0,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10.702 | 0,05 | 286 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55.022 | 381,26 | 1.472 | 383,88 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 15.037 | 402 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 161.350 | 8,54 | 4.318 | 8,60 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 163.749 | 11,79 | 4.383 | 11,84 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 103.195 | 34,13 | 2.761 | 34,22 | ||||
| 2025-07-16 | 13F | Novem Group | 19.538 | 0,55 | 523 | 0,58 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9.832 | 263 | ||||||
| 2025-07-21 | 13F | Atwater Malick LLC | 102.565 | 1,18 | 2.745 | 1,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 409.968 | 14,39 | 10.972 | 14,45 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.089 | 29 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91.055 | 9,55 | 2.437 | 9,58 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 297.321 | 0,53 | 7.957 | 0,58 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 32.341 | 228,54 | 866 | 228,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.523 | 0,40 | 41 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.953 | 70,87 | 52 | 73,33 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10.545 | 21,50 | 282 | 21,55 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 43.483 | 17,90 | 1.164 | 17,95 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 17.212 | 4,35 | 461 | 4,31 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 38.293 | 3,16 | 1.025 | 3,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 63.696 | 15,76 | 1.705 | 15,84 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 116.622 | 8,11 | 3.121 | 8,18 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 30.013 | 803 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14.026 | 0,31 | 375 | 0,27 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 27.240 | 0,15 | 729 | 0,28 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 67.947 | 9,01 | 1.818 | 9,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.699 | 2,35 | 72 | 2,86 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 22.268 | 6,71 | 596 | 6,63 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 115.771 | 6,55 | 3.098 | 6,61 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 16.483 | 441 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 32.428 | 1,35 | 868 | 1,40 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76.534 | 6,74 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 8.500 | 227 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 253.922 | 2,11 | 6.796 | 2,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8.079 | 7,02 | 216 | 7,46 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7.954 | 213 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 65.064 | 0,35 | 1.740 | 0,35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16.467 | 3,46 | 441 | 3,53 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 274.808 | 0,09 | 7.355 | 0,14 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 12.876 | 17,02 | 345 | 17,01 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18.478 | 22,83 | 495 | 22,89 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17.307 | 0,01 | 462 | 0,00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 76.769 | 2.055 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48.356 | 1,66 | 1.294 | 1,73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 0,00 | ||||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27.099 | 725 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 19.095 | 15,83 | 511 | 16,14 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 25.255 | 0,60 | 676 | 0,60 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 101.835 | 5,22 | 2.725 | 5,25 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14.027 | 375 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 33.360 | 156,60 | 893 | 157,06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 46.100 | 0,54 | 1.234 | 0,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 15.238 | 3,99 | 408 | 4,36 |
