Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF, omfatter Atlantic Union Bankshares Corp, Financial Advisory Corp, Gryphon Financial Partners LLC, Orion Portfolio Solutions, LLC, Vishria Bird Financial Group, LLC, Smith, Moore & Co., Rossmore Private Capital, Sax Wealth Advisors, Llc, Meridian Wealth Management, LLC, Precision Wealth Strategies, LLC, Private Advisor Group, LLC, Schmidt P J Investment Management Inc, Accretive Wealth Partners, LLC, Kestra Private Wealth Services, Llc, og Barrett & Company, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 95.929 | 17,12 | 2.438 | 17,67 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 21.309 | 3,66 | 541 | 4,84 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 48.020 | 106,27 | 1.220 | 107,48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 841.032 | 4,56 | 21.371 | 5,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.726 | 222 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9.776 | 22,31 | 248 | 23,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 39.362 | 18,93 | 1 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13.241 | 336 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8.031 | 204 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 115.028 | 3,23 | 2.923 | 3,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 434.996 | 2,27 | 11.053 | 2,75 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 49.569 | 9,03 | 1.260 | 9,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 193.861 | 80,61 | 4.926 | 81,50 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 54.020 | 13,48 | 1.373 | 14,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.070.507 | 7,45 | 52.612 | 7,96 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 891.719 | 3,39 | 22.659 | 3,88 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 24.940 | 634 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16.279 | 7,67 | 414 | 8,12 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 185.252 | 12,72 | 4.707 | 13,26 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 150 | 0,67 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30.265 | 275,64 | 1 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 18.062 | 0,03 | 459 | 0,44 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1.794 | 46 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 39.200 | 996 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 13.887 | 353 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 13.065 | 4,74 | 332 | 5,08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 454.319 | 4,82 | 11.544 | 5,32 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9.668 | 0 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15.929 | 405 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21.107 | 534 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 192.905 | 5,83 | 4.902 | 6,34 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 386.615 | 3,24 | 9.824 | 3,73 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 107.202 | 0,06 | 2.724 | 0,55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14.163 | 360 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 11.385 | 289 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3.943 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10.392 | 264 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 34.100 | 42,15 | 866 | 42,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 62.843 | 3,26 | 1.597 | 3,70 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 13.612 | 0,61 | 346 | 0,88 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8.274 | 210 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12.954 | 329 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 252.883 | 0,05 | 6.426 | 0,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 265.242 | 2,44 | 6.740 | 2,92 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 10.921 | 278 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36.609 | 16,11 | 930 | 16,69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 19.660 | 14.462,96 | 500 | 16.533,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 97.842 | 137,99 | 2.486 | 139,27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 856.888 | 13,85 | 21.774 | 14,39 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 43.810 | 1,33 | 1.113 | 1,83 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 181.110 | 4,87 | 4.602 | 5,38 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 382.180 | 15,54 | 9.711 | 16,09 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12.732 | 5,64 | 324 | 6,25 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58.555 | 13,15 | 1.488 | 13,69 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 16.841 | 26,71 | 428 | 27,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11.292 | 21,94 | 287 | 22,22 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18.154 | 8,56 | 461 | 9,24 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 87.204 | 5,12 | 2.216 | 5,58 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 51.221 | 0,61 | 1.302 | 1,09 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 734.646 | 7,39 | 18.667 | 7,90 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 98.908 | 200,29 | 2.513 | 202,04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27.000 | 27,92 | 686 | 28,71 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 27.089 | 24,18 | 688 | 24,86 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 15.443 | 10,77 | 392 | 11,36 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 50.439 | 93,17 | 1.282 | 94,09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 113.132 | 3,51 | 2.875 | 4,02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11.666 | 33,51 | 296 | 34,55 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 995 | 947,37 | 25 | 1.150,00 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 338.675 | 1,73 | 8.606 | 2,21 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8.045 | 204 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 83.958 | 2,41 | 2.133 | 2,89 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 308.365 | 9,30 | 8 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20.448 | 110,20 | 520 | 110,98 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 112.390 | 26,63 | 2.856 | 27,23 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 61.833 | 15,14 | 1.564 | 15,61 | ||||
| 2025-08-01 | 13F | First National Trust Co | 14.433 | 4,28 | 367 | 4,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 81.923 | 2.082 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19.081 | 45,82 | 485 | 46,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30.559 | 14,36 | 776 | 14,96 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 31.789 | 0,14 | 808 | 0,62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 151.130 | 0,76 | 3.840 | 1,24 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 375.752 | 17,16 | 9.548 | 17,72 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 81.830 | 150,56 | 2.079 | 152,00 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 242.261 | 1,30 | 6.156 | 1,79 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 8.562 | 218 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23.464 | 0,32 | 596 | 0,85 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 47.520 | 1,96 | 1.207 | 2,46 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27.255 | 693 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62.636 | 3,26 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 117.601 | 91,66 | 2.988 | 92,65 | ||||
| 2025-04-15 | 13F | Collier Financial | 402 | 0,50 | 10 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 59.642 | 11,45 | 1.516 | 11,97 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 63.186 | 1.606 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 185.542 | 10,01 | 4.715 | 10,53 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 25.750 | 128,89 | 654 | 130,28 |
