Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF includono Atlantic Union Bankshares Corp, Benjamin Edwards Inc, Curbstone Financial Management Corp, Cambridge Investment Research Advisors, Inc., Flow Traders U.s. Llc, Spinnaker Trust, Vishria Bird Financial Group, LLC, Smith, Moore & Co., Massmutual Trust Co Fsb/adv, Precision Wealth Strategies, LLC, EP Wealth Advisors, Inc., Godshalk Welsh Capital Management, Inc., Private Advisor Group, LLC, Meridian Wealth Management, LLC, Rossmore Private Capital, Cornell Pochily Investment Advisors, Inc., Avantax Planning Partners, Inc., Barrett & Company, Inc., e Harbour Investments, 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 | 56.738 | 43,74 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 14.675 | 55,36 | 370 | 56,78 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.005 | 458,33 | 25 | 525,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6.615 | 1,21 | 167 | 1,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 782.044 | 2,55 | 19.731 | 3,32 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 30.996 | 1,30 | 782 | 2,76 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 27.970 | 706 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 151 | 2,03 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21.128 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 68.050 | 59,63 | 1.717 | 60,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 39.503 | 0,01 | 997 | 0,71 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 91.404 | 20,18 | 2.306 | 21,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33.693 | 4,12 | 850 | 4,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 98.702 | 1,74 | 2.490 | 2,51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 514.704 | 32,07 | 12.986 | 33,07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10.020 | 253 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 20.880 | 5,98 | 527 | 6,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.597 | 40 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9.124 | 230 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 122.180 | 344,48 | 3.083 | 347,97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21.037 | 20,27 | 531 | 21,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 31.792 | 45,51 | 802 | 46,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 882.394 | 3,49 | 22.263 | 4,28 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 44.380 | 642,02 | 1.120 | 651,01 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 125.777 | 50,06 | 3.173 | 51,24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11.341 | 22,92 | 286 | 23,81 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8.910 | 225 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 26.421 | 56,74 | 667 | 57,82 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 16.096 | 406 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14.291 | 361 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 19.700 | 1,81 | 497 | 2,69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 12.545 | 317 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 77.309 | 3,53 | 1.951 | 4,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 28.204 | 22,57 | 712 | 23,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 163.219 | 21,50 | 4.118 | 22,45 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24.977 | 13,51 | 630 | 14,55 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13.099 | 0,64 | 330 | 1,54 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.048 | 3.075,00 | 77 | 3.700,00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 79.369 | 544,12 | 2.002 | 550,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1.810 | 46 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 8.571 | 216 | ||||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 9.284 | 13,72 | 234 | 14,71 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 50.089 | 0,64 | 1.264 | 1,36 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 173.871 | 3,58 | 4.687 | 11,49 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 28.863 | 108,88 | 728 | 110,40 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 99.782 | 1,24 | 2.518 | 2,03 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 764.582 | 8,33 | 19.290 | 9,16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 74.735 | 17,66 | 1.886 | 18,55 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8.120 | 205 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16.833 | 0,54 | 425 | 1,19 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 52.850 | 1.333 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 77.636 | 4,62 | 1.959 | 5,38 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10.213 | 258 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16.414 | 9,42 | 414 | 10,70 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 57.229 | 18,47 | 1.433 | 18,82 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 31.576 | 6,85 | 797 | 7,71 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7.977 | 201 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 83.173 | 14,90 | 2.098 | 15,78 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 54.406 | 1,56 | 1.373 | 2,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26.870 | 1 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 224.821 | 100,00 | 5.672 | 101,56 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 43.419 | 24,17 | 1.095 | 25,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 207.646 | 13,97 | 5.239 | 14,82 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 16.450 | 415 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51.614 | 110,74 | 1.302 | 112,40 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 12.871 | 4,89 | 325 | 5,54 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 252.548 | 65,89 | 6.372 | 67,13 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 56.112 | 1.416 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 27.338 | 182,80 | 690 | 184,71 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 9.500 | 240 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 124.261 | 7,29 | 3.135 | 8,10 |
