Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF includono EP Wealth Advisors, Inc., Atlantic Union Bankshares Corp, Hancock Whitney Corp, Droms Strauss Advisors Inc /mo/ /adv, Windsor Capital Management, LLC, Cornerstone Planning, LLC, Woodmont Investment Counsel Llc, Gotham Asset Management, LLC, Merit Financial Group, LLC, Colony Group, LLC, Resonant Capital Advisors, LLC, Beese Fulmer Investment Management, Inc., Hartland & Co., LLC, Sowell Financial Services LLC, Gryphon Financial Partners LLC, FourThought Financial Partners, LLC, Simon Quick Advisors, Llc, Kestra Private Wealth Services, Llc, Sonata Capital Group Inc, e Leavell Investment Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 635.948 | 2,83 | 14 | 0,00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 15.739 | 46,02 | 346 | 47,44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.830 | 0,52 | 84 | 2,44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 94.718 | 1,65 | 2.082 | 2,87 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 4.989.474 | 9,52 | 108.870 | 11,26 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 140.083 | 11,44 | 3.079 | 12,78 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 76.596 | 9,08 | 1.684 | 10,36 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1.785.875 | 2.298,76 | 81 | -94,99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 165.551 | 69,58 | 3.639 | 71,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.548.211 | 6,11 | 56.010 | 7,38 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22.971 | 88,01 | 505 | 90,19 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1.331 | 0,23 | 29 | 3,57 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 319.710 | 0,17 | 7.027 | 1,37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 329.697 | 26,81 | 7.247 | 28,34 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 81.716 | 13,86 | 1.796 | 15,28 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 40.732 | 268,55 | 895 | 272,92 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40.966 | 0,79 | 890 | 2,42 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 265.684 | 10,03 | 5.840 | 11,35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5.197.575 | 6,42 | 114.243 | 7,70 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1.041.818 | 1,04 | 22.899 | 2,26 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 289.000 | 5,67 | 6 | 20,00 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 61.573 | 8,45 | 1.343 | 8,84 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 28.198 | 5,73 | 620 | 6,91 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 11.777 | 0,42 | 259 | 1,57 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 416.429 | 11,34 | 9.153 | 12,68 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 100.260 | 2,17 | 2.204 | 3,38 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 892.440 | 17,80 | 19.616 | 19,20 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.610.653 | 9,78 | 57.382 | 11,10 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 634.284 | 1,46 | 13.777 | 3,17 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 921 | 20 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 27.843 | 19,19 | 605 | 21,29 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 35.814 | 76,64 | 787 | 78,86 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 623.340 | 10,87 | 13.701 | 12,19 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 28.142 | 619 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 85.455 | 6,90 | 1.878 | 8,18 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4.482 | 31,98 | 99 | 34,25 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 62.800 | 5,55 | 1.380 | 6,81 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4.112 | 406,40 | 90 | 429,41 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 17.037 | 7,56 | 373 | 8,14 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1.316 | 29 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 130.858 | 12,12 | 2.876 | 13,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 471.593 | 9,99 | 10.366 | 11,31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.597.444 | 651,25 | 57.092 | 660,30 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 77.827 | 1.662 | ||||||
| 2025-07-07 | 13F | Trust Co | 7.630 | 31,82 | 168 | 33,60 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 83.535 | 26,37 | 1.836 | 27,94 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 18.785 | 15,64 | 413 | 17,05 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6.124 | 1,21 | 135 | 2,29 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 12.995 | 286 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 29.874 | 657 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3.439.530 | 9,19 | 75.601 | 10,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 86.130 | 38,75 | 1.893 | 40,43 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 211.259 | 4.643 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 419.257 | 0,20 | 9.215 | 1,41 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 34.303 | 48,61 | 754 | 50,30 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 26.738 | 54,51 | 587 | 56,53 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15.064 | 331 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 112.580 | 3,19 | 2.475 | 4,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 410 | 9 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 110.913 | 5,49 | 2.438 | 6,75 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11.209 | 0,94 | 246 | 2,07 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 43.778 | 0,12 | 962 | 1,37 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.220.356 | 1,04 | 26.823 | 2,25 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 255.389 | 4,30 | 5.547 | 6,06 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 51.865 | 13,17 | 1.140 | 14,47 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 71.008 | 44,23 | 1.561 | 45,93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6.309 | 15,53 | 139 | 16,95 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 908 | 1,23 | 20 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 82.646 | 142.393,10 | 1.817 | 181.500,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 203.939 | 39,73 | 4.483 | 41,39 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 943 | 21 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14.082 | 1,51 | 310 | 2,66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 68.663 | 9,62 | 1.509 | 10,96 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 45.303 | 12,33 | 996 | 13,71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12.141 | 180,39 | 267 | 186,02 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4.840 | 501,24 | 106 | 523,53 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10.333 | 227 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 247.334 | 5,92 | 5.436 | 7,20 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.172 | 26 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 160.778 | 1,02 | 3.534 | 2,23 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14.486 | 0 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 143.778 | 1,01 | 3.160 | 2,23 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 31.112 | 37,37 | 684 | 39,10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 260.863 | 5.734 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 68.050 | 3,46 | 1.496 | 4,69 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 271.492 | 15,04 | 5.967 | 16,43 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 115.737 | 9,22 | 2.544 | 10,52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.963.714 | 5,49 | 43.162 | 6,75 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 491.728 | 2,47 | 10.808 | 3,70 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 32.782 | 33,98 | 721 | 35,59 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22.876 | 541 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 90.600 | 6.450,98 | 1.991 | 6.765,52 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 53.757 | 1.182 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 44.240 | 11,56 | 972 | 12,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 232.043 | 23,55 | 5.100 | 25,03 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 13.036 | 22,73 | 287 | 24,35 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7.364 | 162 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 133.846 | 7,60 | 2.942 | 8,89 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 250.078 | 0,98 | 5.497 | 2,19 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 11.220 | 29,19 | 247 | 30,85 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 194.506 | 47,63 | 4.275 | 49,42 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 202.843 | 13,57 | 4.406 | 15,47 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19.712 | 433 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56.207 | 35,21 | 1.233 | 36,54 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 78.535 | 11,87 | 1.726 | 13,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 41.009 | 0,04 | 901 | 1,24 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 14.870 | 1,64 | 327 | 2,84 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 16.868 | 371 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 653.952 | 14.374 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 71.858 | 10,12 | 1.579 | 11,43 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2.086 | 46 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 30.519 | 671 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.423 | 21,62 | 31 | 24,00 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 53.684 | 9,22 | 1.180 | 10,50 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 136.941 | 5,11 | 3 | 50,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 166.255 | 2,42 | 3.654 | 3,66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20.199 | 444 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2.775.216 | 1.498,67 | 60.999 | 1.518,01 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 10.241 | 225 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2.813.280 | 5,14 | 61.836 | 6,40 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9.979 | 219 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 838 | 1,21 | 18 | 5,88 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 105.363 | 15,15 | 2.315 | 16,52 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156.676 | 94,76 | 3.423 | 95,94 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 212.918 | 4.680 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 829 | 1,10 | 18 | 5,88 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11.050 | 16,19 | 243 | 17,48 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 42.045 | 25,90 | 924 | 27,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6.667 | 128,01 | 147 | 131,75 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 202.896 | 2,24 | 4.460 | 3,46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4.681.615 | 3,08 | 102.902 | 4,32 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 20.051 | 26,90 | 441 | 28,28 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 38.987 | 857 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 9.204 | 202 | ||||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 139.239 | 113,65 | 3.060 | 116,25 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7.908 | 690,80 | 174 | 723,81 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 9.218 | 653,10 | 203 | 676,92 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 346 | 5,17 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31.793 | 699 | ||||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 112.975 | 9,88 | 2.483 | 11,20 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 56.969 | 17,72 | 1.252 | 19,12 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 744.116 | 1,43 | 16.356 | 2,64 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1.123.205 | 16,03 | 24.688 | 17,42 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 333.362 | 3,46 | 7.327 | 4,70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12.009 | 264 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 424.368 | 5,28 | 9.328 | 6,55 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 13.141 | 6,20 | 289 | 7,46 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 9.350 | 206 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 23.283 | 67,11 | 512 | 69,21 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1.338.959 | 1,99 | 29.430 | 3,22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 152.270 | 5,26 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.981.759 | 2,94 | 43.559 | 4,17 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 385.325 | 5,27 | 8 | 14,29 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 603.760 | 1,67 | 13.271 | 2,88 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.172.073 | 1,11 | 25.762 | 2,32 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 118.379 | 2.602 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1.565.293 | 2,65 | 34.405 | 3,88 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 364.839 | 5,10 | 8.005 | 6,17 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 12.095 | 0,39 | 266 | 1,53 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16.612 | 365 | ||||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 347.900 | 16,51 | 7.647 | 17,90 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 11.750 | 258 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 158.121 | 30,88 | 3.475 | 32,43 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1.025 | 23 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 107.721 | 2 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13.200 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 76.847 | 1.689 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 31.421 | 4,58 | 691 | 5,83 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 92.318 | 2,69 | 2.008 | 2,76 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20.990 | 0,38 | 460 | 1,10 | ||||
| 2025-07-31 | 13F | United Community Bank | 2.270 | 63,31 | 50 | 63,33 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 100.547 | 124,19 | 2.210 | 126,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 356.151 | 9,24 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 837.621 | 6,59 | 18.411 | 7,86 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 37.303 | 0,81 | 820 | 1,99 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 214.281 | 90,29 | 4.710 | 92,60 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24.974 | 36,20 | 549 | 37,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 57.259 | 57,41 | 1.259 | 59,24 |
