Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF, omfatter E Six Thirteen, Llc, Matthew Goff Investment Advisor, LLC, Summitpoint Capital Management, Avail Investment Partners, LLC, Investment Research Partners LLC, Wolfstich Capital, LLC, IHT Wealth Management, LLC, O'Domhnaill Enterprises, Inc., Johnson Investment Counsel Inc, Strid Group, LLC, Sovereign Financial Group, Inc., Fifth Third Bancorp, VisionPoint Advisory Group, LLC, Hm Payson & Co, MidFirst Bank, og Root Financial 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 44.965 | 1 | ||||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 13.863 | 0,41 | 354 | 0,00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 128.560 | 3,73 | 3.282 | 3,57 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 260.258 | 29,73 | 6.644 | 29,51 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 10.013 | 0,33 | 256 | 0,00 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 47.000 | 33,14 | 1.200 | 32,93 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 141.678 | 12,51 | 3.617 | 12,33 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 17.374 | 76,35 | 444 | 76,49 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 18.317 | 1,33 | 468 | 1,08 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 303.912 | 13,68 | 7.759 | 13,47 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 43.977 | 30,00 | 1.123 | 29,71 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 122.804 | 6,76 | 3.135 | 6,60 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 99.101 | 6,17 | 2.530 | 5,99 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 88.356 | 138,29 | 2.256 | 137,87 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6.980 | 3,64 | 179 | 3,49 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 104.648 | 1.059,92 | 3 | |||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 15.750 | 23,53 | 402 | 23,31 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 51.435 | 4,58 | 1.313 | 4,46 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 397.905 | 1,69 | 10.159 | 1,51 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 34.485 | 38,27 | 880 | 38,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13.533 | 345 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 298.680 | 2,00 | 7.625 | 1,83 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 45.080 | 0,02 | 1.151 | -0,17 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 186.966 | 20,29 | 4.773 | 20,08 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 52.167 | 0,41 | 1.332 | 0,23 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.399.611 | 5,51 | 61.262 | 5,32 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 17.138 | 35,23 | 438 | 34,88 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 160.329 | 25,38 | 4.093 | 25,17 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 559.021 | 153,34 | 14.272 | 152,32 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 805.553 | 5,04 | 20.566 | 4,85 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 28.120 | 55,68 | 718 | 55,53 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 21.085 | 14,70 | 538 | 14,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 18.094 | 46,27 | 461 | 45,89 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 386.630 | 4,12 | 10 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 22.979 | 53,10 | 587 | 53,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 23.172 | 10,98 | 592 | 10,67 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 550.889 | 112,08 | 14.064 | 111,71 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 73.026 | 1,95 | 1.864 | 1,80 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 10.112 | 18,10 | 258 | 18,35 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 151.478 | 14,26 | 3.867 | 14,07 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 12.764 | 5,53 | 326 | 5,18 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 28.333 | 20,13 | 723 | 19,90 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 160.924 | 10,24 | 4.108 | 10,05 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 134.643 | 3.410 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 14.097 | 4,40 | 360 | 4,06 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 38.886 | 80,12 | 993 | 79,71 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 425.657 | 44,55 | 10.867 | 44,30 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10.608 | 34,41 | 271 | 34,33 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 44.965 | 1.148 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 43.220 | 4,52 | 1.103 | 4,35 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 272.183 | 15,46 | 6.949 | 15,24 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 74.860 | 14,29 | 1.911 | 14,09 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 26.027 | 664 | ||||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 16.103 | 23,06 | 411 | 22,69 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 8.214 | 0,42 | 210 | 0,00 | ||||
| 2026-05-04 | 13F | E Six Thirteen, Llc | 395.462 | 10.096 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 985.931 | 2,49 | 25.171 | 2,30 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.261 | 58,52 | 109 | 58,82 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 131 | 3 | ||||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 73.666 | 143,31 | 1.881 | 142,89 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 21.570 | 0,91 | 551 | 0,73 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 99.016 | 3,39 | 2.528 | 3,18 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 103.460 | 4,13 | 2.641 | 3,94 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 33.664 | 65,64 | 859 | 65,51 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 29.485 | 4,90 | 753 | 4,74 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 97.740 | 6,44 | 2.494 | 6,22 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.512 | 0,07 | 39 | 0,00 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 13.089 | 0,12 | 334 | 0,00 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 56.139 | 1,67 | 1.433 | 1,49 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 45.618 | 6,70 | 1.165 | 6,50 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 12.843 | 328 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 78.206 | 11,50 | 1.997 | 11,32 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 33.234 | 80,87 | 847 | 80,60 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 9.210 | 4,42 | 235 | 4,44 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.313 | 0,31 | 34 | 0,00 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 14.740 | 2,40 | 376 | 2,17 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 35.207 | 0,47 | 899 | 0,22 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 170.016 | 28,25 | 4.337 | 27,91 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 72.128 | 3,51 | 1.841 | 3,31 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 27.140 | 693 | ||||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 8.282 | 4,01 | 211 | 3,94 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 126.765 | 0,26 | 3.236 | 0,09 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 31.321 | 14,15 | 800 | 13,98 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.949 | 50 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 38.031 | 15,76 | 971 | 15,48 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 4.708 | 0,06 | 120 | 0,00 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 559.681 | 7,96 | 14.289 | 7,77 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 38.429 | 8,52 | 981 | 8,40 | ||||
| 2026-05-12 | 13F | Creative Planning | 30.814 | 74,73 | 787 | 74,28 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 26.383 | 0,14 | 674 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 396.434 | 12,09 | 10.121 | 11,89 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 21.500 | 549 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 23.877 | 189,87 | 610 | 190,00 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1.000 | 26 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 44.854 | 4,41 | 1.145 | 4,28 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 27.409 | 29,40 | 700 | 29,21 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 15.470 | 94,10 | 396 | 93,63 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 413.440 | 0,88 | 10.555 | 0,71 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 47.164 | 9,05 | 1.204 | 8,86 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 44.793 | 1,96 | 1.144 | 1,78 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 224.326 | 4,99 | 5.727 | 4,81 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 31.924 | 0,10 | 815 | 0,00 | ||||
| 2026-05-06 | 13F | Postrock Partners Llc | 17.231 | 2,32 | 440 | 2,09 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 102.412 | 4,87 | 2.615 | 4,69 | ||||
| 2026-04-28 | 13F | O'Domhnaill Enterprises, Inc. | 26.156 | 668 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 163.013 | 34,15 | 4.162 | 33,92 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 64.805 | 3,12 | 1.657 | 2,86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 91.872 | 2.344 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 21.475 | 11,68 | 548 | 11,61 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 36.753 | 929 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 19.561 | 499 | ||||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 45.927 | 1.175 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 94.374 | 48,57 | 2.409 | 48,34 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 21.060 | 3,44 | 538 | 3,27 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 99.848 | 4,91 | 2.549 | 4,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 181.487 | 4.633 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 104.780 | 52,67 | 2.680 | 267.800,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 23.095 | 14,34 | 591 | 14,12 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 78.180 | 7,20 | 1.996 | 6,97 |
