Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF, omfatter Wealth Enhancement Advisory Services, Llc, Sollinda Capital Management LLC, Twelve Points Wealth Management LLC, Insigneo Advisory Services, Llc, First Trust Advisors Lp, Maridea Wealth Management LLC, Diversify Advisory Services, LLC, ERNZ - TrueShares Active Yield ETF, og Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Sigma Planning Corp | 3.334 | 1,62 | 308 | 1,99 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 6.989 | 18,88 | 646 | 19,00 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 3.834 | 8,18 | 354 | 9,97 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 2.959 | 32,22 | 273 | 32,52 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 2.814 | 2,93 | 260 | 3,17 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5.247 | 107,06 | 485 | 107,73 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 34 | 3 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2.518 | 233 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 161 | 1,90 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152.750 | 12,31 | 14 | 16,67 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 13.224 | 1.222 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3.594 | 332 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2.973 | 14,97 | 275 | 15,13 | ||||
| 2025-08-14 | 13F | UBS Group AG | 123.157 | 12,34 | 11.380 | 12,50 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 203 | 20.200,00 | 19 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 16.291 | 99,52 | 1.514 | 100,93 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2.187 | 203 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 288.521 | 5,85 | 26.659 | 6,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 542 | 11,52 | 50 | 11,11 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 24.253 | 18,32 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2.419 | 224 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.466 | 135 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7.897 | 56,04 | 730 | 56,44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19.412 | 84,31 | 1.794 | 84,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 66.969 | 42,61 | 6.186 | 42,74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 35.912 | 14,30 | 3.318 | 14,45 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 46.759 | 4.321 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 240.710 | 146,97 | 22.256 | 147,47 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2.962 | 32,35 | 274 | 32,52 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4.513 | 8,43 | 417 | 8,62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 54.886 | 724,24 | 5.071 | 725,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 16.305 | 95,53 | 2 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3.956 | 366 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3.380 | 312 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4.221 | 1.257,23 | 390 | 1.292,86 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 25.691 | 2.374 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10.112 | 24,03 | 934 | 24,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 395.512 | 84,66 | 36.545 | 84,93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 411 | 41.000,00 | 38 | |||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 1.865 | 172 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.364 | 38,90 | 126 | 38,89 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 1.304 | 3,82 | 120 | 4,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 53.708 | 0,63 | 4.963 | 0,77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33.902 | 288,96 | 3.133 | 289,55 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 297 | 1,37 | 27 | 3,85 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 13.841 | 18,15 | 1.279 | 18,33 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4.130 | 24,02 | 382 | 24,10 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 823.462 | 0,93 | 76.088 | 1,07 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.711 | 96,22 | 158 | 97,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 23.556 | 1,05 | 2.176 | 1,16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15.289 | 1.413 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 218 | 67,69 | 20 | 81,82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 305 | 28 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 32 | 3,23 | 3 | 0,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.368 | 0,72 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 36.163 | 37,49 | 3.341 | 37,72 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20.755 | 1.920 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4.563 | 96,26 | 425 | 102,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14.204 | 4.065,40 | 1.312 | 4.132,26 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 102.131 | 0,35 | 9.437 | 0,48 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 125.967 | 8,90 | 11.639 | 9,05 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 6.068 | 561 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29.241 | 45,57 | 2.702 | 45,76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.104 | 14,46 | 564 | 14,43 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 33.734 | 48,69 | 3.117 | 48,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43.505 | 4.020 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 62 | 6 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 306 | 72,88 | 28 | 75,00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 6.232 | 15,51 | 576 | 15,69 |
