Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF, omfatter Atlantic Union Bankshares Corp, Financial Advisory Corp, Godshalk Welsh Capital Management, Inc., Sax Wealth Advisors, Llc, EP Wealth Advisors, Inc., Precision Wealth Strategies, LLC, Avidian Wealth Solutions, LLC, Strategic Blueprint, LLC, Beaumont Asset Management, L.L.C., og Accretive Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12.479 | 0,16 | 320 | 0,31 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 59.217 | 19,55 | 1.517 | 19,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.936 | 426,09 | 50 | 444,44 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.963.364 | 4,07 | 50.307 | 4,33 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 23.794 | 1,71 | 610 | 2,01 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 47.700 | 5,80 | 1.222 | 6,08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9.739 | 28,58 | 250 | 29,02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 131.227 | 4,87 | 3.362 | 5,13 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 60.724 | 10,88 | 1.556 | 11,15 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 336.583 | 3,47 | 8.624 | 3,73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17.719 | 454 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 615.172 | 8,01 | 15.763 | 8,27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 319.096 | 13,02 | 8.176 | 13,30 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 947.342 | 10,28 | 24.274 | 10,55 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 55.323 | 4,77 | 1.418 | 5,04 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 882.174 | 3,13 | 22.604 | 3,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 287.385 | 6,92 | 7.364 | 7,18 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 147 | 0,68 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16.384 | 3,65 | 420 | 3,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 65.243 | 8,80 | 1.672 | 9,07 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 45.042 | 18,37 | 1.154 | 18,72 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 878.008 | 0,52 | 22.497 | 0,77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33.963 | 119,31 | 1 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8.196 | 210 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 39.977 | 0,10 | 1.024 | 0,39 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 69.052 | 60,12 | 1.769 | 60,53 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 8.320 | 213 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 47.256 | 1.211 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 44.564 | 438,80 | 1.139 | 442,38 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13.848 | 71,45 | 355 | 71,84 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10.225 | 262 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 108.197 | 0,08 | 2.772 | 0,33 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 7.935 | 203 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 503.073 | 2,03 | 12.890 | 2,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10.403 | 0,29 | 267 | 0,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 388.657 | 0,19 | 9.959 | 0,43 | ||||
| 2025-07-16 | 13F | Novem Group | 21.753 | 1,13 | 557 | 1,46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 63.738 | 11,05 | 1.633 | 11,39 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 22.406 | 3,64 | 573 | 3,81 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 97.835 | 3,30 | 2.507 | 3,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45.411 | 13,88 | 1.164 | 14,13 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 205.621 | 30,66 | 5.269 | 30,98 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 383.212 | 17,75 | 9.819 | 18,05 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 181.579 | 25,75 | 4.653 | 26,07 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 156.480 | 2,79 | 4.009 | 3,03 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 15.433 | 5,27 | 395 | 5,61 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 688.174 | 0,09 | 17.633 | 0,34 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 11.714 | 3,52 | 300 | 3,81 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 734.542 | 6,75 | 18.821 | 7,02 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11.068 | 22,22 | 284 | 22,51 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 11.127 | 2,52 | 285 | 2,89 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 270.987 | 1,83 | 6.944 | 2,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11.490 | 294 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54.917 | 23,23 | 1.407 | 23,53 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 237.175 | 0,12 | 6.077 | 0,36 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 40.469 | 2,63 | 1.037 | 2,88 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 188.806 | 3,92 | 4.838 | 4,18 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15.021 | 385 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 113.042 | 7,43 | 2.896 | 7,70 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 11.490 | 9,33 | 294 | 9,74 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 895 | 23 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28.310 | 151,44 | 725 | 152,61 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 38.416 | 3,64 | 984 | 3,91 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8.381 | 215 | ||||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 306.590 | 1,76 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 172.675 | 6,59 | 4.424 | 6,86 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 6.686 | 6,26 | 171 | 6,88 | ||||
| 2025-08-01 | 13F | First National Trust Co | 9.949 | 12,63 | 255 | 12,89 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 59.477 | 1,34 | 1.524 | 1,53 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 19.444 | 4,22 | 497 | 4,64 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 44.232 | 35,65 | 1.133 | 36,01 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 73.288 | 0,05 | 1.878 | 0,27 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 43.869 | 1,11 | 1.121 | 1,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 411.927 | 12,40 | 10.555 | 12,67 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8.554 | 219 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 29.703 | 0,16 | 761 | 0,53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34.578 | 12,47 | 886 | 12,74 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 22.690 | 15,90 | 581 | 16,20 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 26.910 | 690 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8.140 | 0,78 | 209 | 0,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 55.193 | 12,65 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82.820 | 159,18 | 2.122 | 160,05 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 43.830 | 1.123 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 63.358 | 8,77 | 1.623 | 9,07 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42.008 | 0,58 | 1.076 | 0,84 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 24.000 | 615 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 20.375 | 17,23 | 522 | 17,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 36.944 | 330,08 | 947 | 331,96 |
