Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares International Treasury Bond ETF, omfatter Ballentine Partners, LLC, Johnson Investment Counsel Inc, Natixis, Vestmark Advisory Solutions, Inc., Headinvest, Llc, Savant Capital, LLC, Myecfo, Llc, Fiduciary Financial Group, Llc, Crusonia Wealth Advisors LLC, Viewpoint Investment Partners Corp, Angeles Wealth Management, Llc, Hillman Capital Management, Inc., Global Wealth Strategies & Associates, Merkkuri Wealth Advisors LLC, og Guardian Wealth Advisors, Llc / Nc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 7.605 | 4,97 | 312 | 3,65 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 13.469 | 5,26 | 1 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 48.916 | 5,29 | 2.009 | 3,77 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 234 | 19,39 | 10 | 12,50 | ||||
| 2026-01-29 | 13F | Comerica Bank | 7.630 | 0,30 | 318 | -2,16 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 276.328 | 50,94 | 11.346 | 48,78 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2.618 | 107 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 39.439 | 5,90 | 1.619 | 4,38 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 17.011 | 0,30 | 698 | -1,13 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 18.290 | 17,68 | 751 | 15,92 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 15.812 | 0,50 | 649 | -0,92 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 31.851 | 58,80 | 1.306 | 56,10 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 263 | 11 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 60.613 | 39,70 | 2.489 | 37,69 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 16.709 | 4,37 | 688 | 3,15 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 518 | 463,04 | 22 | 600,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 17.573 | 20,73 | 722 | 18,98 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 239 | 10 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 23.487 | 110,57 | 964 | 107,76 | ||||
| 2026-05-05 | 13F | PFG Advisors | 41.248 | 26,61 | 1.694 | 24,76 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 22.181 | 911 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 113.837 | 46,63 | 4.674 | 44,53 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 4.223 | 28,95 | 173 | 27,21 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6.611 | 271 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 267.680 | 136,00 | 10.991 | 132,59 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8.440 | 0,98 | 347 | -0,57 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 200.517 | 4,90 | 8.233 | 3,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 16.064 | 660 | ||||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 95.274 | 30,37 | 3.912 | 28,48 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 5.761 | 2,02 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 43.685 | 1.794 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 59.000 | 2.423 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 239.675 | 42,51 | 9.841 | 40,47 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 2.725.650 | 111.915 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 7.784 | 320 | ||||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 18.202 | 89,58 | 747 | 87,22 | ||||
| 2026-05-15 | 13F | Avos Capital Management, LLC | 203.402 | 11,24 | 8.352 | 9,64 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 16.649 | 5,11 | 684 | 3,64 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.600 | 33,33 | 66 | 32,65 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 379.118 | 15,23 | 15.567 | 13,56 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 237.032 | 26,12 | 9.614 | 22,80 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 18.626 | 2,71 | 765 | 1,19 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 13.691 | 562 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 114.765 | 17,58 | 4.712 | 15,89 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 30.427 | 1,97 | 1.268 | 126.600,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.560 | 1.119,05 | 105 | 1.212,50 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 4.250 | 175 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 110.096 | 1.036,89 | 4.521 | 1.021,59 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 76.478 | 6,95 | 3.140 | 5,44 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 160.648 | 32,67 | 6.513 | 29,10 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 85.469 | 10,70 | 3.509 | 9,11 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 15.440 | 634 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 24.798 | 0,88 | 1.018 | -0,59 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.239 | 51 | 233,33 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 37.433 | 2,37 | 1.537 | 0,85 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 11.749 | 482 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 7 | |||||||
| 2026-05-14 | 13F | Betterment LLC | 61.151 | 1,47 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 373 | 15 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 319.386 | 108,34 | 13.114 | 105,34 | ||||
| 2026-05-15 | 13F | Hillman Capital Management, Inc. | 5.608 | 230 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1.529.101 | 6,83 | 62.785 | 5,29 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 27.064 | 97,14 | 1.111 | 94,57 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 16 | 1 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 288.243 | 98,37 | 11.835 | 95,52 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 10.200 | 419 | ||||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 474.192 | 19.470 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 25.882 | 291,38 | 1.061 | 285,82 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 12.657 | 51,96 | 520 | 50,00 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 444.882 | 716,63 | 18.267 | 705,02 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 71.781 | 77,43 | 2.947 | 74,90 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.291 | 1,36 | 135 | 0,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 117 | 0 | ||||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 190.980 | 5,64 | 7.842 | 4,12 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 503.816 | 4,04 | 20.687 | 2,55 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 58.817 | 3,12 | 2.415 | 1,64 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 28.315 | 12,60 | 1.180 | 10,08 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 18.948 | 22,14 | 778 | 20,43 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 161.670 | 5,80 | 6.638 | 4,27 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 139.868 | 25,54 | 5.743 | 23,74 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 18.728 | 13,42 | 769 | 11,79 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 23.183 | 121,36 | 952 | 118,12 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 11.903 | 489 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 35.037 | 15,99 | 1.436 | 14,16 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 308.236 | 22,69 | 12.656 | 20,92 | ||||
| 2026-05-14 | 13F | Natixis | 30.846 | 1.261 | ||||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 81.165 | 1,22 | 3.333 | -0,24 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 12.350 | 507 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 382.769 | 61,07 | 15.717 | 58,75 |
