Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares ESG Advanced Total USD Bond Market ETF includono Hsbc Holdings Plc, Haverford Trust Co, Miracle Mile Advisors, LLC, Valmark Advisers, Inc., Coldstream Capital Management Inc, Mariner, LLC, Fsb Premier Wealth Management, Inc., Taylor, Cottrill, Erickson & Associates, Inc., Schmidt P J Investment Management Inc, EP Wealth Advisors, Inc., Twin Peaks Wealth Advisors, LLC, Evolution Wealth Management Inc., e Kilter Group LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Retirement Capital Strategies | 60.612 | 19,73 | 2.640 | 20,34 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5.531 | 0,97 | 241 | 1,27 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 16.397 | 93,98 | 714 | 95,08 | ||||
| 2025-08-07 | 13F | Guardian Capital Lp | 11.700 | 2,63 | 510 | 3,25 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13.259 | 577 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 19.537 | 9,04 | 851 | 9,54 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 566.243 | 4,22 | 24.581 | 4,56 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 42.080 | 10,77 | 1.833 | 11,37 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 158.759 | 1,82 | 6.877 | 1,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9.523 | 2,01 | 415 | 2,48 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 6.925 | 302 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 587 | 19,55 | 26 | 19,05 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 15.292 | 103,27 | 666 | 104,62 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 25.365 | 24,55 | 1.105 | 25,17 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 550 | 12,47 | 24 | 9,52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.111 | 48 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39.958 | 6,11 | 1.740 | 6,68 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34.728 | 1.512 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.804 | 2,65 | 209 | 3,47 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.717 | 0,62 | 162 | 3,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 35.098 | 12,59 | 1.529 | 13,19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 225.155 | 2,51 | 9.805 | 3,60 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22.483 | 1 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2.788 | 0,32 | 121 | 0,83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 180 | 8 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 8.835 | 4,68 | 385 | 5,21 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 13.278 | 2,19 | 578 | 2,85 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8.089 | 16,56 | 352 | 17,33 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 6.684 | 291 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 20.508 | 0,49 | 878 | -0,68 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 7.361 | 12,02 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.596.618 | 24,28 | 69.533 | 24,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 463 | 20 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 676 | 191,38 | 29 | 222,22 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8.671 | 378 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 41.079 | 22,38 | 1.789 | 22,97 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8.469 | 30,92 | 369 | 31,43 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6.309 | 275 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 468 | 20 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 20 | 1 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 98.692 | 39,01 | 4 | 33,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5.832 | 12,76 | 254 | 12,95 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.901 | 25,40 | 83 | 26,15 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7.787 | 52,54 | 339 | 53,39 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 36.100 | 1.572 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 104.719 | 9,67 | 4.561 | 10,25 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5.219.893 | 5,41 | 227.326 | 5,97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.443 | 27,25 | 63 | 26,53 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 12.482 | 12,08 | 544 | 12,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9.598 | 20,62 | 418 | 21,22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7.550 | 25,52 | 329 | 26,15 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 38.621 | 61,78 | 1.682 | 62,57 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.634 | 115 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46.548 | 9,52 | 2.027 | 10,10 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5.150 | 224 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7.301 | 15,16 | 318 | 15,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 151 | 5,59 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2.680 | 31,63 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 46.163 | 2.010 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 257.195 | 16,07 | 11.165 | 16,45 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 15.702 | 20,81 | 684 | 21,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 65.827 | 17,35 | 2.866 | 17,94 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 128 | 6 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1.984 | 26,94 | 86 | 28,36 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 26.277 | 21,23 | 1.144 | 21,96 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 15.671 | 8,26 | 679 | 8,13 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 478.924 | 3,63 | 20.857 | 4,19 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8.928 | 27,45 | 389 | 28,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 35.427 | 17,51 | 1.543 | 18,07 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5.105 | 221 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 4.813 | 210 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7.403 | 33,94 | 322 | 34,73 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 38.233 | 0,06 | 1.665 | 0,60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15.978 | 2,75 | 696 | 3,27 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 672 | 12,00 | 29 | 11,54 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 26.362 | 3,77 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 45.690 | 8,98 | 1.990 | 9,53 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9.521 | 1,31 | 415 | 1,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 39.606 | 6,39 | 1.725 | 6,95 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4.105 | 193,21 | 179 | 196,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 88.685 | 25,23 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9.755 | 41,64 | 425 | 42,28 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2.395 | 0,97 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 29.935 | 0,17 | 1.304 | 0,70 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 28.793 | 6,52 | 1.254 | 7,09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 395.713 | 2,20 | 17.233 | 2,75 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 22.401 | 10,48 | 976 | 11,05 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 261 | 27,32 | 11 | 37,50 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 68.912 | 47.425,52 | 3.001 | 49.916,67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7.363 | 25,09 | 321 | 25,98 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 12.975 | 1,00 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 365.377 | 7,69 | 15.912 | 8,27 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 6.942 | 29,85 | 302 | 30,74 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 257.558 | 1,32 | 11.217 | 1,86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 16.244 | 17,96 | 707 | 18,62 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 6.857 | 43,99 | 299 | 44,66 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 38.982 | 17,16 | 1.698 | 17,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10.954 | 17,91 | 477 | 18,66 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 34.312 | 115,62 | 1 | |||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 11.547 | 1,34 | 503 | 1,83 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1.159 | 50 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 39.375 | 18,56 | 1.715 | 19,19 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 4.992 | 217 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20.843 | 908 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8.828 | 46,91 | 384 | 47,69 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 521 | 30,25 | 23 | 29,41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147.271 | 31,59 | 6.414 | 32,28 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 6.248 | 272 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 617.316 | 29,60 | 26.884 | 30,30 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 36.664 | 33,57 | 1.597 | 34,23 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43.763 | 32,39 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4.431 | 0,52 | 193 | 1,05 |
