MX:IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF - Institutionelt ejerskab - Sælgere

iShares Trust - iShares 3-7 Year Treasury Bond ETF
MX ˙ BMV ˙ US4642886612
Institutionelt og fondsejerskab - Sælgere

Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet 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
(%)
2026-05-01 13F Midwest Trust Co 4.718 -3,83 560 -4,44
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 180.904 -33,19 18.192 -43,79
2026-05-11 13F OpenArc Corporate Advisory, LLC 475.868 -15,41 56.438 -15,94
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 42.345 -23,34 5.022 -23,83
2026-02-17 13F Millennium Management Llc Put 0 -100,00 0 -100,00
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F Rehmann Capital Advisory Group 48.087 -0,42 5.703 -1,04
2026-04-27 13F Strathmore Capital Advisors, Inc. 8.303 -0,30 985 -0,81
2026-04-24 13F Cannon Advisors, Inc. 9.623 -1,58 1.141 -2,31
2026-05-04 13F Element Wealth, LLC 3.767 -3,31 447 -4,09
2026-01-14 13F Mechanics Bank Trust Department 0 -100,00 0
2026-05-13 13F D L Carlson Investment Group Inc 3.060 -0,13 363 -0,82
2026-05-06 13F Cornerstone Planning Group LLC 765 -1,67 90 -2,17
2026-04-03 13F Investors Research Corp 1.566 -12,42 186 -13,15
2026-05-15 13F Warren Averett Asset Management, LLC 455.053 -2,38 53.969 -3,00
2026-05-14 13F Prudential Plc 0 -100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 17.475 -5,03 2.073 -5,65
2026-02-17 13F Millennium Management Llc Call 0 -100,00 0 -100,00
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 3.710 -25,23 440 -25,68
2026-04-30 13F Fortune Financial Advisors, LLC 26.320 -0,42 3.122 -1,05
2026-05-14 13F Morse Asset Management, Inc 0 -100,00 0
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 0 -100,00 0
2026-05-01 13F Harwood Advisory Group, LLC 1.610 -96,55 191 -96,57
2026-05-14 13F Cedar Wealth Management, LLC 0 -100,00 0
2026-04-01 13F Bangor Savings Bank 5.866 -24,17 696 -24,70
2026-05-12 13F Moneta Group Investment Advisors Llc 0 -100,00 0
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 33.712 -3,84 3.998 -4,45
2026-05-07 13F Key Capital Management, INC 0 -100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 4.320 -4,09 512 -4,66
2026-01-21 13F Ledyard National Bank 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 9.243 -30,68 1.096 -31,11
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 0 -100,00 0
2026-04-13 13F Invariant Investment Management 0 -100,00 0
2026-04-30 13F Opus Capital Group, LLC 33.755 -4,00 4 0,00
2026-04-14 13F Austin Wealth Management, LLC 96.737 -26,46 11.422 -27,26
2026-04-15 13F Bright Futures Wealth Management, LLC. 1.923 -91,96 228 -92,01
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-23 13F SevenBridge Financial Group, LLC 15.102 -1,35 1.792 -1,81
2026-04-10 13F Rede Wealth, LLC 3.746 -29,49 444 -29,97
2026-05-14 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 31.979 -25,13 3.793 -25,60
2026-04-13 13F Creative Financial Designs Inc /adv 1.253 -25,46 149 -26,00
2026-04-29 13F Cary Street Partners Financial Llc 17.267 -3,56 2.048 -4,17
2026-05-04 13F Wsfs Capital Management, Llc 11.638 -5,84 1.380 -6,44
2026-05-13 13F Truvestments Capital Llc 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 117.929 -21,08 13.986 -21,58
2026-01-29 13F Comerica Bank 55.545 -1,07 6.629 -1,19
2026-04-07 13F Eastern Bank 870 -17,30 103 -17,60
2026-04-28 13F Whittier Trust Co 7.938 -22,50 937 -23,45
2026-02-10 13F Ellevest, Inc. 0 -100,00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 42.887 -12,27 5.086 -12,82
2026-05-22 13F WNY Asset Management, LLC 12.008 -22,36 1.424 -22,94
2026-04-16 13F Evolve Private Wealth, Llc 0 -100,00 0
2026-02-13 13F Wells Fargo & Company/mn Call 0 -100,00 0 -100,00
2026-05-07 13F Northwestern Mutual Wealth Management Co 675.348 -4,64 80.096 -5,24
2026-05-13 13F BlackRock, Inc. 1.344.980 -16,88 159.515 -17,40
2026-05-13 13F Forefront Analytics, LLC 0 -100,00 0
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-24 13F Bell Investment Advisors, Inc 0 -100,00 0
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-05-08 13F Burke & Herbert Bank & Trust Co 13.367 -2,30 1.585 -2,88
2026-05-11 13F Kestra Investment Management, LLC 0 -100,00 0
2026-05-04 13F 1 North Wealth Services Llc 43.618 -1,56 5.173 -2,17
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 54.315 -10,17 6.434 -10,84
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-05-14 13F Dana Investment Advisors, Inc. 3.694 -10,71 438 -11,16
2026-04-30 13F Sequoia Financial Advisors, LLC 4.100 -0,24 486 -0,82
2026-05-08 13F Pnc Financial Services Group, Inc. 643.404 -0,12 76.308 -0,75
2026-04-17 13F Krilogy Financial LLC 8.620 -9,58 1.022 -10,04
2026-04-22 13F Traphagen Investment Advisors Llc 17.998 -10,31 2.135 -10,86
2026-04-29 13F Axxcess Wealth Management, Llc 37.520 -60,67 4.450 -60,92
2026-05-14 13F Hrt Financial Lp 2.712 -70,98 0 -100,00
2026-05-08 13F Idaho Trust Bank 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 1.669 -94,09 198 -94,15
2026-02-17 13F Snowden Capital Advisors LLC 6.109 -39,23 729 -39,30
2026-05-15 13F Markin Asset Management, LP 24.677 -11,21 2.927 -11,76
2026-04-15 13F Redhawk Wealth Advisors, Inc. 4.274 -91,93 507 -92,00
2026-04-21 13F International Private Wealth Advisors LLC 42.308 -21,93 5.018 -22,42
2026-05-14 13F Regal Investment Advisors LLC 2.322 -65,58 275 -65,84
2026-04-29 13F Koa Wealth Management, LLC 8.056 -5,11 955 -5,73
2026-05-04 13F Savant Capital, LLC 3.811 -33,49 452 -33,97
2026-04-02 13F Marex Group plc 4.346 -4,25 513 -2,10
2026-05-05 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-05-07 13F Ridgepath Capital Management LLC 59.589 -24,77 7.067 -25,34
2026-04-16 13F Spartan Planning & Wealth Management 74.906 -44,95 8.884 -45,29
2026-05-05 13F Atria Investments Llc 45.426 -3,30 5.388 -3,91
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-12 13F Ameritas Advisory Services, LLC 8.763 -2,35 1.039 -2,99
2026-04-30 13F Summa Corp. 8.285 -3,93 983 -4,57
2026-04-28 13F Integrated Advisors Network LLC 0 -100,00 0
2026-05-29 13F Keel Point, LLC 82.863 -2,01 9.828 -2,63
2026-04-24 13F James Investment Research Inc 61.160 -0,67 7.254 -1,31
2026-04-16 13F Quotient Wealth Partners, LLC 0 -100,00 0
2026-04-17 13F Summit Wealth Partners, LLC 8.256 -0,18 979 -0,81
2026-04-08 13F Stonebridge Financial Group, LLC 0 -100,00 0
2026-05-05 13F Napier Financial, LLC 169.333 -0,53 20.083 -1,15
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-15 13F Paragon Capital Management Ltd 15.084 -6,82 1.789 -7,45
2026-05-12 13F Sfmg, Llc 5.543 -7,52 657 -8,11
2026-05-04 13F Cogent Strategic Wealth Llc 11.959 -0,30 1.418 -0,70
2026-01-14 13F Global View Capital Management LLC 0 -100,00 0
2026-05-01 13F Mutual Advisors, LLC 0 -100,00 0
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-05-12 13F Channel Wealth Llc 0 -100,00 0
2026-05-08 13F Core Wealth Partners LLC 9.208 -5,27 1.092 -5,86
2026-04-30 13F Verdence Capital Advisors LLC 16.674 -11,14 1.977 -11,70
2026-04-20 13F Apella Capital, LLC 7.020 -2,86 836 -3,13
2026-04-13 13F Bank of New Hampshire 0 -100,00 0
2026-05-04 13F Checchi Capital Advisers, LLC 61.077 -0,56 7.244 -1,19
2026-05-14 13F Retirement Capital Strategies 0 -100,00 0
2026-05-05 13F Crestwood Advisors Group LLC 7.392 -9,81 877 -10,43
2026-04-21 13F Laurel Oak Wealth Management, Llc 24.567 -8,35 2.914 -8,94
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 1.829 -2,45 217 -3,14
2026-04-09 13F Park Place Capital Corp 125 -80,97 15 -82,05
2026-04-16 13F CogentBlue Wealth Advisors, LLC 4.391 -11,86 521 -12,46
2026-04-17 13F Legacy Wealth Partners, LLC 0 -100,00 0
2026-05-13 13F Prosperity Financial Group, Inc. 4.147 -27,42 492 -27,90
2026-04-24 13F Smithbridge Asset Management Inc/de 3.391 -55,07 402 -55,33
2026-04-29 13F Strategic Blueprint, LLC 49.719 -0,40 5.897 -1,02
2026-04-16 13F Klaas Financial Asset Advisors, LLC 21.298 -91,59 2.526 -91,65
2026-05-13 13F Adviser Investments LLC 128.350 -5,18 15.222 -5,78
2026-05-19 13F/A Eley Financial Management, Inc 102.356 -0,15 12.139 -0,78
2026-04-21 13F Trilogy Capital Inc. 48.530 -3,88 5.756 -4,48
2026-05-06 13F Hartland & Co., LLC 41.240 -6,88 4.891 -7,46
2026-02-03 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-15 13F Transamerica Financial Advisors, Inc. 587 -59,55 70 -60,12
2026-01-23 13F Fifth Third Securities, Inc. 0 -100,00 0
2026-04-23 13F Capital Investment Counsel, LLC 6.683 -22,36 793 -22,88
2026-04-30 13F Stronghold Wealth Management L.L.C. 13.014 -0,05 1.543 -0,71
2026-04-22 13F Spire Wealth Management 15.165 -1,15 1.799 -1,80
2026-05-14 13F Modern Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Rockefeller Capital Management L.P. 128.375 -0,01 15.225 -0,64
2026-05-15 13F Smartleaf Asset Management LLC 816 -30,61 97 -31,43
2026-04-24 13F RKL Wealth Management LLC 16.001 -6,41 1.898 -7,01
2026-05-06 13F Proffitt & Goodson Inc 10.936 -82,05 1.297 -82,16
2026-02-13 13F Motiv8 Investments LLC 0 -100,00 0
2026-04-17 13F RFG Advisory, LLC 6.881 -2,45 816 -2,97
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-05-13 13F Verger Capital Management LLC 12.997 -10,55 1.542 -11,13
2026-05-12 13F WCG Wealth Advisors LLC 108.266 -70,01 12.840 -70,20
2026-04-16 13F Capstone Wealth Management, LLC 2.468 -36,54 293 -37,07
2026-02-10 13F Beaumont Capital Management, LLC 0 -100,00 0
2026-04-20 13F Edge Wealth Management LLC 7.800 -80,90 925 -81,03
2026-04-07 13F CoreCap Advisors, LLC 5.826 -0,09 691 -0,72
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-15 13F Belleair Asset Management, LLC 16.295 -2,16 1.933 -2,77
2026-05-13 13F Ankerstar Wealth, LLC 0 -100,00 0
2026-02-09 13F Premier Financial Group 0 -100,00 0
2026-05-07 13F Zevin Asset Management Llc 3.846 -0,03 456 -0,65
2026-05-08 13F Fortis Group Advisors, LLC 3.409 -24,65 403 -25,23
2026-02-11 13F Eldridge Investment Advisors, Inc. 0 -100,00 0
2026-01-05 13F City Center Advisors, LLC 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 1.516 -5,31 180 -6,28
2026-05-15 13F/A Independent Financial Group, Llc 11.014 -52,92 1.306 -53,22
2026-05-01 13F Richardson Financial Services Inc. 118 -41,00 14 0,00
2026-02-05 13F Park Square Financial Group, LLC 0 -100,00 0
2026-05-13 13F Principal Securities, Inc. 6.036 -5,03 716 -5,67
2026-04-28 13F Bfsg, Llc 2.466 -16,07 292 -16,57
2026-04-21 13F Unique Wealth, Llc 33.965 -6,73 4.028 -7,30
2026-04-30 13F Hsbc Holdings Plc 3.367 -82,03 399 -82,16
2026-05-12 13F Rathbone Brothers plc 2.161 -1,59 256 -2,29
2026-04-08 13F Bond & Devick Financial Network, Inc. 109.940 -0,77 13.039 -1,39
2026-05-08 13F Coldstream Capital Management Inc 117.171 -28,85 13.897 -29,29
2026-05-14 13F Northern Trust Corp 86.822 -63,99 10.297 -64,22
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11.009 -5,68 1.306 -6,32
2026-05-15 13F Susquehanna International Group, Llp Call 8.700 -88,89 1.032 -88,97
2026-04-16 13F Financial Management Network Inc 47.485 -4,97 5.627 -5,62
2026-04-15 13F Monument Capital Management 39.048 -4,54 4.631 -5,12
2026-02-17 13F Adams Wealth Management 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 8.997 -17,66 1 0,00
2026-05-13 13F Petra Financial Advisors Inc 2.760 -6,82 327 -7,37
2026-02-13 13F Barclays Plc 0 -100,00 0 -100,00
2026-02-13 13F Barclays Plc Put 0 -100,00 0 -100,00
2026-04-24 13F Goldstone Financial Group, LLC 3.333 -10,50 395 -11,04
2026-05-05 13F SFI Advisors, LLC 0 -100,00 0
2026-04-27 13F Capital Investment Services of America, Inc. 143.566 -2,55 17.027 -3,17
2026-05-06 13F MorganRosel Wealth Management, LLC 5.351 -35,12 635 -35,57
2026-05-15 13F Blueprint Investment Partners LLC 349.025 -18,99 41.394 -19,50
2026-05-21 13F JDM Financial Group LLC 5.856 -50,50 695 -50,85
2026-04-01 13F Confluence Investment Management Llc 125.466 -0,14 14.880 -0,77
2026-01-28 13F Badgley Phelps Wealth Managers, LLC 0 -100,00 0 -100,00
2026-05-11 13F Pathstone Holdings, LLC 2.227 -73,87 264 -74,04
2026-05-13 13F Freestone Capital Holdings, LLC 12.173 -41,31 1.444 -41,70
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-02-03 13F Bokf, Na 0 -100,00 0
2026-04-30 13F Elevated Capital Advisors, LLC 798 -89,32 95 -89,45
2026-04-20 13F Sowell Financial Services LLC 15.101 -0,96 1.791 -1,59
2026-05-05 13F Capital Investment Advisory Services, LLC 20.341 -3,21 2.412 -3,83
2026-05-08 13F Westview Management dba Westview Investment Advisors 100.612 -4,04 11.933 -4,64
2026-05-13 13F Schoolcraft Capital LLC 2.950 -4,78 350 -5,42
2026-05-14 13F Blalock Williams, Llc 3.028 -3,47 359 -4,01
2026-04-28 13F Argus Investors' Counsel, Inc. 5.246 -14,08 622 -14,56
2026-05-14 13F Dynasty Wealth Management, Llc 1.085.040 -7,30 128.686 -7,88
2026-05-14 13F Redwood Investment Management, Llc 3.888 -33,20 0
2026-06-02 13F Blue Edge Capital, LLC 2.924 -40,58 347 -41,06
2026-04-22 13F Pictet Asset Management Holding SA 81.000 -22,86 9.607 -23,34
2026-05-14 13F Allworth Financial LP 14.391 -7,42 1.707 -8,03
2026-04-20 13F Courier Capital Llc 125.352 -12,38 14.867 -12,93
2026-05-04 13F Retirement Income Solutions, Inc 5.071 -6,44 601 -6,97
2026-05-11 13F GenWealth Group, Inc. 7.971 -0,26 945 -1,05
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 115.800 -19,66 13.783 -19,88
2026-04-10 13F Charles Schwab Trust Co 2.731 -47,93 324 -48,32
2026-02-18 13F CacheTech Inc. 0 -100,00 0
2026-05-06 13F IMA Wealth, Inc. 4.882 -32,51 579 -32,91
2026-05-14 13F Frederick Financial Consultants, LLC 2.286 -0,74 271 -1,09
2026-04-13 13F Foster Group, Inc. 0 -100,00 0
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-07 13F Argyle Capital Partners, LLC 5.340 -5,13 633 -5,66
2026-05-14 13F CIBC World Markets Inc. 3.892 -2,55 462 -3,15
2026-05-06 13F Vista Capital Partners, Inc. 2.718 -8,91 322 -9,55
2026-02-04 13F Meridian Wealth Management, LLC 0 -100,00 0
2026-05-07 13F AlTi Global, Inc. 8.788 -34,46 1.042 -34,87
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 1.844.787 -2,18 219 -3,11
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 70.122 -4,14 8.316 -4,74
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-04-16 13F Everstar Asset Management, LLC 78.171 -3,18 9.271 -3,78
2026-04-06 13F CX Institutional 0 -100,00 0
2026-01-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-05-14 13F Cwm, Llc 64.619 -30,01 7.664 69.563,64
2026-04-30 13F Kestra Advisory Services, LLC 42.774 -11,03 5.073 -11,59
2026-05-11 13F CFO4Life Group, LLC 48.680 -3,96 5.773 -4,56
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-05-13 13F Prestige Wealth Management Group LLC 625 -37,50 74 -37,82
2026-05-13 13F Alesco Advisors Llc 0 -100,00 0
2026-05-12 13F Rsm Us Wealth Management Llc 6.238 -1,70 740 -2,51
2026-05-04 13F Westside Investment Management, Inc. 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 0 -100,00 0
2026-04-15 13F Iams Wealth Management, Llc 7.202 -5,75 854 -6,36
2026-05-04 13F King Wealth 2.006 -1,67 0
2026-04-10 13F Perigon Wealth Management, LLC 21.894 -3,05 2.597 -3,67
2026-04-14 13F Centerline Wealth Advisors, LLC 50.215 -11,28 5.955 -11,84
2026-04-20 13F SILVER OAK SECURITIES, Inc 3.274 -12,83 388 -13,59
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-05-15 13F Integrated Wealth Concepts LLC 24.896 -61,63 2.953 -61,88
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-04-20 13F Longview Financial Advisors LLC 31.379 -0,14 3.722 -0,77
2026-04-20 13F Dock Street Asset Management Inc 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 3.226 -1,32 385 -1,28
2026-05-19 13F Silicon Valley Capital Partners 315.584 -3,68 37.428 -4,29
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 92.800 -21,43 11.006 -21,92
2026-05-12 13F Kingsview Wealth Management, LLC 11.896 -16,21 1.411 -16,77
2026-05-15 13F/A EverSource Wealth Advisors, LLC 6.097 -8,36 723 -8,94
2026-04-15 13F Eaton Financial Holdings Company, LLC 26.199 -0,18 3.107 -0,80
2026-05-15 13F Fiduciary Trust Co 4.205 -61,92 499 -62,19
2026-05-04 13F Envestnet Asset Management Inc 3.835.777 -0,99 454.923 -1,61
2026-03-31 13F/A Barclays Plc Call 0 -100,00 0 -100,00
2026-04-09 13F Kelly Financial Group Llc 3.914 -1,86 464 -2,32
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-04-21 13F Columbus Macro, LLC 6.407 -42,28 760 -42,67
2026-04-10 13F Magnus Financial Group LLC 22.923 -25,59 2.719 -26,06
2026-04-27 13F Financial Services Advisory Inc 0 -100,00 0
2026-05-12 13F M&t Bank Corp 88.670 -25,06 10.516 -25,52
2026-05-01 13F MY Wealth Management Inc. 0 -100,00 0
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 2.318.980 -13,46 275.031 -14,01
2026-05-12 13F Blue Line Capital, LLC / IL 0 -100,00 0
2026-05-14 13F Gambit Capital Management, LLC 2.509 -75,34 298 -75,54
2026-04-15 13F DAVENPORT & Co LLC 61.758 -2,09 7.324 -2,71
2026-04-13 13F Enclave Advisors LLC 11.268 -88,63 1.336 -88,70
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 22.422 -18,51 2.659 -19,03
2026-05-15 13F Tower Research Capital LLC (TRC) 117 -91,67 14 -92,22
2026-01-23 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2026-05-12 13F Creative Planning 1.176.837 -5,59 139.573 -6,19
2026-05-05 13F HighTower Advisors, LLC 144.242 -4,19 17.107 -4,79
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 3.094 -0,16 367 -0,81
2026-04-10 13F Novem Group 0 -100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 127.196 -78,60 15.085 -78,73
2026-05-13 13F Oak Grove Capital LLC 22.300 -6,30 2.645 -6,90
2026-05-06 13F Frontier Asset Management, LLC 62.074 -3,06 7.362 -3,68
2026-05-05 13F Robinson Value Management, Ltd. 21.420 -3,25 2.540 -3,86
2026-04-20 13F ABLE Financial Group, LLC 7.632 -4,38 905 -4,94
2026-04-22 13F Pasadena Private Wealth, LLC 2.125 -45,93 252 -46,27
2026-04-24 13F Stock Yards Bank & Trust Co 1.810 -37,26 215 -37,79
2026-05-13 13F West Chester Capital Advisors, Inc 120.458 -7,13 14.286 -7,72
2026-01-21 13F Capital Advisors Wealth Management, LLC 0 -100,00 0
2026-04-07 13F Boltwood Capital Management 98.073 -0,21 11.631 -0,84
2026-04-16 13F Waystone Advisors Llc 9.892 -1,51 1.173 -2,09
2026-04-16 13F Heck Capital Advisors, LLC 70.318 -4,19 8.340 -4,80
2026-04-29 13F Sather Financial Group Inc 1.898 -13,25 225 -13,79
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 10.766 -10,48 1.277 -11,08
2026-04-28 13F Stratos Wealth Partners, LTD. 13.824 -2,54 1.640 -3,13
2026-05-05 13F Vectors Research Management, LLC 140.465 -12,32 16.659 -12,88
2026-05-14 13F Ieq Capital, Llc 4.071 -29,52 483 -30,04
2026-05-05 13F SOUTH STATE Corp 2.197 -3,89 261 -4,41
2026-04-27 13F Td Private Client Wealth Llc 410.840 -0,73 48.726 -1,35
2026-05-04 13F Y.D. More Investments Ltd 1.410 -22,70 167 -23,04
2026-05-14 13F Pinnacle Financial Partners, Inc. 100.256 -4,62 11.890 -5,21
2026-02-11 13F Parallel Advisors, LLC 204 -50,49 24 -51,02
2026-05-05 13F Fisher Asset Management, LLC 11.414 -16,43 1.354 -16,99
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-04-15 13F Steinberganna Wealth Management 2.536 -60,88 301 -61,19
2026-04-20 13F Park Edge Advisors, LLC 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 11.650 -1,90 1.382 -2,54
2026-02-13 13F Southeast Asset Advisors Inc. 0 -100,00 0
2026-05-14 13F Camarda Financial Advisors, LLC 7.336 -0,39 870 -1,14
2026-05-14 13F Evergreen Capital Management Llc 747.310 -0,21 88.631 -0,84
2026-05-04 13F Bedel Financial Consulting, Inc. 4.941 -45,53 586 -45,84
2026-05-14 13F Integrity Financial Corp /WA 8 -38,46 1 -100,00
2026-04-07 13F Legacy Private Trust Co. 10.950 -25,44 1.299 -25,91
2026-04-29 13F Advance Capital Management, Inc. 1.748 -29,63 207 -30,07
2026-05-14 13F Empower Advisory Group, LLC 0 -100,00 0
2026-04-13 13F St Germain D J Co Inc 1.374 -21,58 163 -22,49
2026-04-22 13F Wealth Advisory Solutions, LLC 2.333 -82,86 277 -83,00
2026-05-12 13F Omega Financial Group, LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 110.420 -29,36 13.096 -29,81
2026-04-15 13F Exchange Traded Concepts, Llc 38.376 -13,68 4.551 -14,21
2026-05-05 13F LFA - Lugano Financial Advisors SA 0 -100,00 0
2026-04-28 13F Berkshire Bank 22.697 -43,13 2.692 -43,50
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 120.560 -3,40 14.298 -3,99
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-04-16 13F Rockland Trust Co 6.862 -0,58 814 -1,22
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-04-28 13F Westfuller Advisors, LLC 0 -100,00 0
2026-04-29 13F Penobscot Investment Management Company, Inc. 12.102 -8,47 1.435 -9,06
2026-04-02 13F Silverleafe Capital Partners, LLC 0 -100,00 0
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-05-12 13F Waterloo Capital, L.P. 7.346 -24,27 871 -24,72
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-21 13F HCR Wealth Advisors 11.145 -4,98 1.322 -5,58
2026-04-13 13F Hm Payson & Co 0 -100,00 0
2026-01-20 13F Sovran Advisors, LLC 0 -100,00 0
2026-05-01 13F Clarity Financial LLC 920.520 -32,23 109.174 -32,65
2026-05-07 13F one8zero8, LLC 0 -100,00 0
2026-04-21 13F Parker Financial LLC 7.647 -5,64 907 -6,31
2026-05-13 13F Jaffetilchin Investment Partners, LLC 7.751 -1,36 919 -1,92
2026-04-22 13F Tru Independence Asset Management 2, Llc 46.197 -0,14 5.479 -0,78
2026-04-15 13F Alhambra Investment Partners LLC 3.145 -3,08 373 -3,88
2026-04-08 13F JGP Wealth Management, LLC 3.788 -18,50 449 -18,95
2026-01-22 13F Financial Consulate, Inc 0 -100,00 0
2026-01-21 13F Modera Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Peoples Bank /oh 2.175 -74,13 258 -74,38
2026-04-15 13F Signature Estate & Investment Advisors Llc 19.992 -3,14 2.371 -3,74
2026-04-22 13F Cornerstone Wealth Group, LLC 3.556 -12,67 421 -13,20
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 10.034 -41,91 1.190 -42,26
2026-04-14 13F Northwest Wealth Management, Llc 3.922 -0,18 465 -0,64
2026-04-28 13F HBE Wealth Management, LLC 9.753 -0,86 1.157 -1,53
2026-02-02 13F CENTRAL TRUST Co 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 35.556 -3,60 4.217 -4,20
2026-04-15 13F Atwood & Palmer Inc 13.900 -15,34 1.649 -15,88
2026-05-15 13F Citadel Advisors Llc Put 1.800 -89,83 213 -89,91
2026-05-11 13F Newport Capital Group, LLC 32.477 -3,15 3.852 -3,75
2026-04-21 13F Maltin Wealth Management, Inc. 22.621 -13,12 2.683 -13,68
2026-05-07 13F Dakota Wealth Management 1.716 -58,20 204 -58,49
2026-05-05 13F Regions Financial Corp 17.648 -5,45 2.093 -6,02
2026-05-15 13F Van Eck Associates Corp 0 -100,00 0
2026-05-08 13F Walleye Trading LLC 1.277 -69,12 151 -69,37
2026-04-08 13F NorthCrest Asset Manangement, LLC 27.115 -10,67 3.207 -11,58
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 37.415 -0,79 4.437 -1,40
2026-04-24 13F Root Financial Partners, LLC 2.108 -1,03 250 -1,57
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-04-28 13F Shelton Wealth Management, Llc 34.898 -1,70 4.139 -2,34
2026-05-18 13F Arkadios Wealth Advisors 3.880 -7,09 460 -7,63
2026-05-06 13F Sentinus, LLC 2.315 -79,28 275 -79,44
2026-05-14 13F Financial Engines Advisors L.L.C. 4.231.532 -1,31 501.860 -1,94
2026-05-15 13F Qube Research & Technologies Ltd 1.913 -73,64 227 -73,90
2026-05-13 13F Headlands Technologies LLC 0 -100,00 0
2026-04-29 13F Latko Wealth Management, Ltd. 44.079 -19,80 5.228 -20,31
2026-04-24 13F Royal Harbor Partners, LLC 0 -100,00 0
2026-05-12 13F Leavell Investment Management, Inc. 105.454 -9,55 12.507 -10,12
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 0 -100,00 0
2026-04-28 13F Umpqua Bank 80.024 -41,16 9.491 -41,54
2026-05-14 13F Hilton Capital Management, LLC 97.210 -58,96 11.529 -59,22
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 779 -19,02 92 -19,30
2026-05-15 13F National Bank Of Canada /fi/ 28.205 -65,11 3.344 -65,33
2026-04-13 13F Arwa Llc 0 -100,00 0
2026-05-08 13F Generation Capital Management LLC 13.386 -1,85 1.588 -2,46
2026-04-24 13F Key FInancial Inc 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 2.263 -6,83 268 -7,27
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-05-12 13F Riggs Asset Managment Co. Inc. 2.972 -3,00 352 -3,56
2026-02-17 13F Bank Of America Corp /de/ Call 0 -100,00 0 -100,00
2026-05-11 13F REAP Financial Group, LLC 0 -100,00 0
2026-05-01 13F Cdkv Holdings Llc 27.697 -8,99 3.285 -9,58
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