Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF, omfatter Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF, Foronjy Financial Llc, Leo Wealth, LLC, Visionary Wealth Advisors, Reliant Wealth Planning, Leavell Investment Management, Inc., Rebalance, Llc, DecisionMap Wealth Management, LLC, Barrett & Company, Inc., og National Bank Of Canada /fi/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29.041 | 1,86 | 1 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 11.562 | 1,00 | 237 | 2,16 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 56.332 | 7,84 | 1.155 | 8,77 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 88.896 | 23,99 | 1.822 | 25,05 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 761 | 1,33 | 16 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 125.891 | 0,46 | 2.581 | 1,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 160.052 | 76,33 | 3.281 | 77,83 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 41.610 | 43,91 | 853 | 45,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13.089 | 52,29 | 268 | 54,02 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 204.491 | 20,12 | 4.192 | 21,16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 102.054 | 7,80 | 2.092 | 8,73 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 26.436 | 0,25 | 542 | 0,93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 408.369 | 1,65 | 8.372 | 2,50 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 136.608 | 108,20 | 2.800 | 110,05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 134.996 | 11,86 | 2.767 | 12,80 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 37.561 | 183,74 | 770 | 186,25 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4.435 | 92 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16.046 | 329 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 10.919 | 224 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 32.484 | 155,06 | 666 | 157,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 874.112 | 10,61 | 17.919 | 11,53 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 79.462 | 0,15 | 1.629 | 0,99 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 178.712 | 12,16 | 3.664 | 13,09 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 89.627 | 4,54 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 13.287 | 0,55 | 272 | 1,49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 331.946 | 19,00 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 30.787 | 54,20 | 631 | 55,80 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 94.104 | 22,60 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 12.665 | 260 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.044 | 65,19 | 21 | 75,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8.407 | 31,22 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1.908.678 | 14,61 | 39.128 | 15,57 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 10.327 | 0,26 | 212 | 0,96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 41.744 | 9,21 | 856 | 10,04 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 375.510 | 0,14 | 7.698 | 0,97 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 259.886 | 5.328 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 267.559 | 6,95 | 5.485 | 7,83 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 9.822 | 201 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 47 | 1 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 28.877 | 17,96 | 592 | 18,91 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 343.097 | 4,89 | 7.034 | 5,78 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 355.015 | 24,77 | 7.278 | 25,81 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 160.202 | 6,06 | 3.284 | 7,08 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.780.959 | 1,28 | 36.510 | 2,13 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 411.990 | 8.355 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13.064 | 1,01 | 268 | 1,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33.626 | 5,18 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 180.000 | 0,70 | 3.690 | 1,57 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3.918 | 17,91 | 80 | 19,40 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 14.470 | 297 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 15.926 | 326 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 251.692 | 6,17 | 5.160 | 7,06 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 23.813 | 488 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 102.976 | 68,79 | 2.111 | 70,24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | |||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11.478 | 235 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17.787 | 2,18 | 365 | 3,12 |
