Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF includono Mercer Global Advisors Inc /adv, Atlantic Union Bankshares Corp, Elequin Capital Lp, Newman Dignan & Sheerar, Inc., Jpmorgan Chase & Co, Colony Group, LLC, Leavell Investment Management, Inc., Vishria Bird Financial Group, LLC, Susquehanna International Group, Llp, Massmutual Trust Co Fsb/adv, Stifel Financial Corp, Droms Strauss Advisors Inc /mo/ /adv, Roof Eidam & Maycock/adv, Private Advisor Group, LLC, Rossmore Private Capital, Cornell Pochily Investment Advisors, Inc., UMA Financial Services, Inc., e Barrett & Company, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 20.105 | 516 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.075 | 77,69 | 28 | 80,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17.797 | 32,39 | 0 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 13.998 | 43,33 | 359 | 44,76 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14.281 | 79,39 | 366 | 81,19 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1.784 | 46 | ||||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 121.228 | 21,87 | 3.111 | 23,12 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9.270 | 238 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 10.555 | 31,04 | 271 | 32,35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3.500 | 51,84 | 90 | 53,45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21.848 | 561 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 178.281 | 53,93 | 4.575 | 55,53 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 85.536 | 19,07 | 2.195 | 20,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12.467 | 320 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 50.960 | 40,92 | 1.308 | 42,37 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 14.115 | 362 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 39.691 | 1.018 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6.500 | 167 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 113.099 | 138,54 | 2.902 | 141,03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 31.359 | 46,79 | 805 | 48,34 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 12.860 | 50,23 | 330 | 51,61 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15.879 | 407 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 5.520 | 33,98 | 142 | 35,58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 23.900 | 10,74 | 613 | 11,86 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 113.309 | 16,13 | 2.908 | 17,31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22.319 | 573 | ||||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 10.199 | 262 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 64 | 1,59 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.743 | 404 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.378 | 6,00 | 35 | 6,06 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8.000 | 205 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 74.232 | 0,27 | 1.905 | 1,28 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30.771 | 22,49 | 790 | 23,67 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 31.016 | 796 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 48.968 | 10,74 | 1.257 | 11,84 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 8.436 | 216 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 103.020 | 0,19 | 2.643 | 1,23 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 10.000 | 257 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 634.029 | 16.269 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 592.501 | 4.774,14 | 15.204 | 4.836,04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9.427 | 0,12 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 50.469 | 1.295 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 60.174 | 222,13 | 1.544 | 225,74 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 51.760 | 20,29 | 1.315 | 20,44 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 13.772 | 4,99 | 353 | 6,01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32.104 | 120,18 | 824 | 122,43 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 30.244 | 11,15 | 776 | 12,30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 93.691 | 15,87 | 2.404 | 17,10 |
