Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF, omfatter Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF, Reliant Wealth Planning, PFG Advisors, International Assets Investment Management, Llc, Visionary Wealth Advisors, SOUTH STATE Corp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 343.894 | 8.326 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.912 | 2,03 | 47 | 2,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14.756 | 3,18 | 362 | 3,74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 608.556 | 80,80 | 14.916 | 81,62 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.992 | 140,71 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 80.355 | 11,34 | 1.970 | 11,88 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.310.104 | 1,61 | 32.111 | 2,07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24.473 | 2,42 | 1 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 54.066 | 24,95 | 1.325 | 25,59 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12.430 | 24,72 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23.419 | 33,68 | 574 | 34,43 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 34.320 | 116,94 | 841 | 117,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 408.174 | 10,39 | 10.004 | 10,90 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1.206 | 70,58 | 30 | 70,59 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 284.351 | 4,37 | 6.969 | 4,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 159.409 | 7,81 | 3.907 | 8,32 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 24.246 | 18,41 | 594 | 19,04 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48.786 | 1.196 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 59 | 391,67 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 103.368 | 7,17 | 2.534 | 7,65 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8.184 | 201 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 44.024 | 152,71 | 1.079 | 153,88 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11.076 | 1,05 | 271 | 1,50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 34.213 | 189,70 | 839 | 190,97 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 34 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6.962 | 78,88 | 171 | 80,85 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 19.060 | 5,72 | 467 | 6,38 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 14.883 | 365 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 101.378 | 32,13 | 2.485 | 32,69 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 878.976 | 2,80 | 21.544 | 3,26 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 19.336 | 501 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 44 | 1 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1.172 | 239,71 | 29 | 250,00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 47.167 | 1.156 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16.188 | 3,23 | 397 | 3,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13.496 | 46,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30.532 | 748 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 931.860 | 27,08 | 22.838 | 27,64 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 474.700 | 219,59 | 11.635 | 221,03 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 131.795 | 4,67 | 3.230 | 5,83 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 145.627 | 6,46 | 3.569 | 6,95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 351.146 | 1,83 | 8.607 | 2,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 26.053 | 13,08 | 639 | 13,52 | ||||
| 2025-08-07 | 13F | PFG Advisors | 38.536 | 945 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.272 | 41,18 | 31 | 47,62 |
