Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF, omfatter Atlantic Union Bankshares Corp, Orion Portfolio Solutions, LLC, Financial Advisory Corp, Vishria Bird Financial Group, LLC, Sax Wealth Advisors, Llc, Rockefeller Capital Management L.P., Precision Wealth Strategies, LLC, Kestra Private Wealth Services, Llc, Avidian Wealth Solutions, LLC, Strategic Blueprint, LLC, First National Trust Co, Accretive Wealth Partners, LLC, Penobscot Investment Management Company, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 77.590 | 8,80 | 1.967 | 9,10 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13.221 | 335 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56.799 | 20,90 | 1.440 | 21,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.102.054 | 7,57 | 53.287 | 7,87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 414.771 | 9,32 | 10.514 | 9,62 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 52.178 | 7,85 | 1.323 | 8,09 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 13.392 | 19,57 | 339 | 19,79 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201.049 | 4,58 | 5.097 | 4,88 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 58.700 | 4,73 | 1.488 | 5,08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9.031 | 229 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 131.364 | 2,34 | 3.330 | 2,62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30.076 | 4,00 | 762 | 4,24 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 103 | 3 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 21.344 | 0,95 | 541 | 1,31 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 69.859 | 60,26 | 1.771 | 60,76 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 253.695 | 16,20 | 6.431 | 16,52 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 62.168 | 3,30 | 1.576 | 3,55 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 150 | 0,67 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 154.864 | 27,07 | 3.926 | 27,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28.066 | 200,20 | 1 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 12.042 | 5,12 | 305 | 5,54 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8.252 | 209 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 52.833 | 36,05 | 1.339 | 36,49 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 8.838 | 224 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6.549 | 0,05 | 166 | 0,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 973.274 | 28,92 | 24.672 | 29,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 866.358 | 0,82 | 21.962 | 1,10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 898.400 | 3,14 | 22.774 | 3,42 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8.000 | 203 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14.011 | 71,91 | 355 | 72,33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32.288 | 816 | ||||||
| 2025-07-16 | 13F | Novem Group | 9.997 | 0,60 | 253 | 0,80 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 62.074 | 12,67 | 1.574 | 13,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 49.050 | 148,10 | 1.243 | 149,10 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15.904 | 403 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 53.314 | 366,48 | 1.352 | 369,10 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8.633 | 219 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 911.065 | 9,25 | 23.095 | 9,56 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15.994 | 0,60 | 405 | 1,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 425.371 | 4,28 | 10.783 | 4,57 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9.849 | 250 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 14.143 | 5,82 | 359 | 6,23 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 316.178 | 13,39 | 8.015 | 13,72 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 80.088 | 4,11 | 2.030 | 4,42 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 19.539 | 495 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 202.026 | 27,26 | 5.121 | 27,61 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 753.839 | 0,05 | 19.110 | 0,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 31.161 | 21,27 | 790 | 21,57 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 399.047 | 17,67 | 10.116 | 18,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 396.612 | 3,19 | 10.054 | 3,48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 120.610 | 8,92 | 3.057 | 9,22 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10.631 | 270 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 7.550 | 5,73 | 192 | 6,11 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 96.609 | 4,01 | 2.449 | 4,30 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 58.098 | 0,73 | 1.473 | 0,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18.909 | 106,50 | 479 | 107,36 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 142.423 | 3,32 | 3.610 | 3,62 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 752.155 | 7,56 | 19.067 | 7,86 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 31.236 | 31,89 | 792 | 32,22 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 51.223 | 3,13 | 1.299 | 3,43 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 178.143 | 2,01 | 4.516 | 2,29 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 14.266 | 7,21 | 362 | 7,44 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 40.560 | 25,62 | 1.028 | 25,98 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 30.769 | 0,39 | 780 | 0,78 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10.417 | 264 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 910 | 23 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 185.945 | 5,29 | 4.714 | 5,58 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8.040 | 204 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26.392 | 31,91 | 669 | 32,48 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15.089 | 383 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 648.327 | 33,27 | 16.435 | 33,65 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 40.883 | 20,76 | 1.036 | 21,17 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 10.086 | 0,61 | 256 | 0,79 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 16.862 | 4,22 | 426 | 4,93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 46.828 | 19,59 | 1 | |||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 329.115 | 1,37 | 8 | 0,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 8.319 | 211 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 45.616 | 2,54 | 1.153 | 3,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 424.215 | 13,99 | 10.754 | 14,31 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 32.174 | 0,15 | 816 | 0,37 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 155.497 | 1,19 | 3.942 | 1,47 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8.656 | 219 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34.890 | 12,49 | 884 | 12,76 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 50.995 | 1.293 | ||||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27.254 | 691 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 156.883 | 10,35 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 221.147 | 375,30 | 5.606 | 376,70 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 6.923 | 0 | ||||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 27.750 | 109,43 | 703 | 110,48 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 20.740 | 15,45 | 526 | 15,64 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64.563 | 8,46 | 1.637 | 8,78 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 51.912 | 0,79 | 1.316 | 1,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20.965 | 120,43 | 531 | 121,25 |
