Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF, omfatter D.a. Davidson & Co., Reliant Wealth Planning, Benjamin Edwards Inc, Bank Of America Corp /de/, Mml Investors Services, Llc, Financial Engines Advisors L.L.C., og Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34.834 | 4,95 | 895 | 5,05 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 41.975 | 152,36 | 1.079 | 153,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 379 | 10 | ||||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 16.313 | 23,12 | 419 | 23,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146.146 | 2,55 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9.156 | 0 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 176.118 | 126,63 | 4.527 | 127,03 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 18.800 | 35,50 | 483 | 35,67 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 64.266 | 34,61 | 1.652 | 34,78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8.551 | 5,86 | 220 | 5,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39.102 | 1.005 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7.070 | 16,47 | 182 | 16,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.118 | 434,85 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 8.826 | 227 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 94.761 | 11,48 | 2.436 | 11,65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20.451 | 48,85 | 526 | 49,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17.721 | 34,48 | 456 | 34,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1.106 | 246,71 | 28 | 250,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7.961 | 205 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 789.078 | 8,73 | 20.283 | 8,88 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 54.310 | 1.396 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23.098 | 594 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 90.776 | 59,43 | 2.333 | 59,69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 320.632 | 8.242 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 96.911 | 235,07 | 2.491 | 235,71 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 121.396 | 4,84 | 3.121 | 5,91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19.016 | 489 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 255.792 | 6,73 | 6.575 | 6,88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 196.400 | 8,98 | 5.049 | 9,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 418.558 | 56,17 | 10.759 | 56,40 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9.923 | 0,53 | 255 | 0,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 45.986 | 175,48 | 1.182 | 176,17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 517 | 111,02 | 13 | 116,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6.710 | 77,33 | 172 | 77,32 |
