Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF includono Cetera Investment Advisers, Catalytic Wealth RIA, LLC, Curbstone Financial Management Corp, LPL Financial LLC, Cyndeo Wealth Partners, LLC, Hrt Financial Lp, Beacon Pointe Advisors, LLC, Paradigm, Strategies in Wealth Management, LLC, Schmidt P J Investment Management Inc, Cornell Pochily Investment Advisors, Inc., MidFirst Bank, e Jpmorgan Chase & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 28.505 | 36,71 | 732 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 21.396 | 14,73 | 549 | 13,66 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 17.000 | 70,00 | 436 | 68,34 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6.312 | 6,10 | 162 | 5,19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.534 | 65 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 111.801 | 106,56 | 2.870 | 104,34 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 49.152 | 1.262 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.400 | 234,98 | 87 | 234,62 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 24.395 | 2,56 | 626 | 1,46 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 126.036 | 28,25 | 3.235 | 26,82 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29.745 | 61,25 | 763 | 59,62 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13.276 | 0 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 9.800 | 8,89 | 252 | 7,73 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 85.168 | 14,37 | 2.186 | 13,10 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23.680 | 0,29 | 608 | -0,82 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 140.726 | 231,02 | 3.612 | 227,47 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 14.803 | 380 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 16.666 | 3,41 | 428 | 2,15 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1.000 | 26 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14.888 | 27,49 | 382 | 26,07 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 314 | 8 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 42.402 | 30,80 | 1.088 | 29,37 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 13.272 | 341 | ||||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 14.630 | 48,68 | 376 | 47,06 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 10.840 | 278 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 71.275 | 3,49 | 1.829 | 2,35 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 10.252 | 125,96 | 263 | 124,79 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 9.150 | 235 | ||||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 1.262 | 3,44 | 32 | 3,23 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 14.008 | 360 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 35.234 | 12,78 | 904 | 11,60 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 81.893 | 35,84 | 2.102 | 34,34 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 277.974 | 627,68 | 7.135 | 619,88 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 34.403 | 165,68 | 883 | 162,80 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 13.264 | 340 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 130.036 | 172,96 | 3.353 | 171,28 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 26.963 | 98,87 | 692 | 97,15 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 29.431 | 7,19 | 755 | 6,04 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 180.097 | 203,18 | 4.623 | 199,94 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 30.812 | 791 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 23.000 | 590 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 18.982 | 25,31 | 487 | 23,92 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 16.546 | 20,35 | 425 | 19,10 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 44.883 | 80,83 | 1.152 | 78,88 |
