Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF includono Cornerstone Planning, LLC, Carmel Capital Partners, LLC, Stratos Wealth Advisors, LLC, Merit Financial Group, LLC, Modern Wealth Management, LLC, Liberty Wealth Management Llc, Connecticut Wealth Management, LLC, Black Maple Capital Management LP, DecisionMap Wealth Management, LLC, Visionary Wealth Advisors, Avidian Wealth Solutions, LLC, Schmidt P J Investment Management Inc, Hamel Associates, Inc., Prime Capital Investment Advisors, LLC, Precision Wealth Strategies, LLC, Lbmc Investment Advisors, Llc, Moseley Investment Management Inc, Lokken Investment Group LLC, Money Concepts Capital Corp, e Brookstone Capital Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 43.434 | 24,16 | 977 | 24,49 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51.169 | 181,52 | 1 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9.290 | 209 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175.439 | 80,65 | 3.925 | 80,41 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 19.117 | 2.149,06 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.023.190 | 2,52 | 45.502 | 2,84 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 495.885 | 69,67 | 11.152 | 70,21 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 782.504 | 1,51 | 17.599 | 1,82 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 9.930 | 223 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 87.976 | 27,69 | 1.979 | 28,11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 38.982 | 38,45 | 877 | 38,83 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 61 | 1,67 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 121.750 | 12,61 | 2.738 | 13,00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 272.652 | 1,74 | 6.132 | 2,05 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 37.893 | 2,00 | 852 | 2,40 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9.439 | 212 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 20.631 | 0,16 | 464 | 0,65 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 306.158 | 4,12 | 6.885 | 4,44 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 225.012 | 28,73 | 5.061 | 29,11 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 5.459.782 | 10,73 | 122.408 | 11,84 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.820 | 1.900,00 | 63 | 2.000,00 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 27.636 | 27,58 | 622 | 28,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 177.282 | 8,39 | 3.987 | 8,73 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 185.876 | 5,99 | 4.180 | 6,33 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 52.487 | 0,11 | 1.180 | 0,43 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 128.718 | 2.857 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 96.333 | 3,02 | 2.160 | 3,25 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 114.338 | 17,93 | 2.571 | 18,32 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 570 | 13 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 103.274 | 0,19 | 2.323 | 0,48 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11.538 | 259 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 31.797 | 0,43 | 715 | 0,85 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150.338 | 51,58 | 3.381 | 52,09 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 92 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40.206 | 904 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19.000 | 21,79 | 427 | 22,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20.271 | 20,74 | 456 | 21,01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 61.134 | 436,73 | 1.375 | 438,82 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 9.064 | 204 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13.806 | 311 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10.176 | 229 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 84.305 | 20,92 | 1.896 | 21,31 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1.979.633 | 41,80 | 44.522 | 42,24 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48.772 | 115,40 | 1.097 | 116,17 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 94.912 | 12,63 | 2.135 | 12,97 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 36 | 1 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 118 | 3 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 20.956 | 15,69 | 471 | 16,01 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 392.313 | 11,71 | 8.796 | 11.322,08 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3.308 | 0,06 | 74 | 0,00 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10.469 | 235 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 150.645 | 161,38 | 3.388 | 162,23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.098.351 | 1,52 | 24.702 | 1,83 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 12.500 | 281 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 89.591 | 2,00 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 15.702 | 8,61 | 353 | 8,95 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12.845 | 289 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 161.425 | 4,73 | 3.630 | 5,07 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 144.309 | 353,16 | 657 | -7,85 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 748.226 | 2,25 | 16.828 | 2,57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 26.116 | 19,38 | 587 | 19,80 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 879 | 58,95 | 20 | 58,33 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24.976 | 35,19 | 562 | 35,51 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 489.138 | 138,74 | 11 | 150,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18.056 | 31,14 | 406 | 31,82 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 65.529 | 11,04 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 268.398 | 47,25 | 6.036 | 47,72 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5.638 | 10,53 | 127 | 10,53 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 133.060 | 56,40 | 2.993 | 56,90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 188.755 | 19,90 | 4.245 | 20,29 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 29.350 | 11,40 | 660 | 11,86 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 33.695 | 15,30 | 758 | 15,57 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17.915 | 5,03 | 402 | 4,97 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 324.827 | 5,17 | 7.305 | 5,50 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 93.867 | 10,76 | 2.111 | 11,11 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 485.458 | 0,27 | 10.918 | 0,57 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 57.500 | 0,46 | 1.293 | 0,78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27.596 | 7,40 | 621 | 7,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 153.422 | 39,93 | 3.450 | 40,19 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.778 | 106,26 | 40 | 105,26 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 782.545 | 0,73 | 17.599 | 1,04 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 59.077 | 10,87 | 1.329 | 11,22 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 47.388 | 34,16 | 1.066 | 34,64 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 58.481 | 64,09 | 1.315 | 64,58 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 145.937 | 2,20 | 3.282 | 2,53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.456.004 | 23,90 | 32.746 | 24,29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.223.237 | 428,19 | 27.511 | 429,85 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 446.695 | 19,67 | 10.046 | 20,05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13.095 | 1,29 | 294 | 2,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21.422 | 482 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 691 | 16 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 400 | 9 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10.531 | 237 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.114.208 | 13,49 | 25.059 | 13,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 644.028 | 32,31 | 14.484 | 32,73 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 333.908 | 0,15 | 7.510 | 0,45 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 114.149 | 7,03 | 2.567 | 7,36 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31.628 | 3,57 | 711 | 3,95 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.007.320 | 10,70 | 22.655 | 11,04 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22.776 | 6,10 | 512 | 6,44 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 364.074 | 7,14 | 8.188 | 7,48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 104.496 | 3,38 | 2.350 | 3,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 564.728 | 0,83 | 12.705 | 1,14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3.555 | 99,94 | 80 | 102,56 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2.075 | 1,02 | 47 | 0,00 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 175.421 | 200,00 | 3.959 | 204,07 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 11.136 | 3,68 | 250 | 4,17 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 20.718 | 4,96 | 466 | 5,20 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 42.259 | 5,00 | 950 | 5,32 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 237.998 | 5,93 | 5.353 | 6,25 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 14.353 | 8,78 | 323 | 9,15 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 694.099 | 7,54 | 15.610 | 7,87 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 221.879 | 14,24 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17.689 | 12,78 | 398 | 13,11 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 405 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 460.867 | 0,96 | 10.365 | 1,27 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 12.610 | 19,53 | 284 | 19,92 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 81.500 | 1.833 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 171.673 | 141,32 | 3.861 | 142,16 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17.960 | 6,75 | 404 | 6,90 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 140.820 | 21,91 | 3.167 | 22,33 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 132.541 | 50,01 | 2.981 | 50,51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 53.683 | 5,27 | 1.207 | 5,60 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10.311 | 232 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62.973 | 0,97 | 1.416 | 1,29 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 743.351 | 8,61 | 16.718 | 8,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.467.375 | 29,01 | 77.981 | 29,41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 144.978 | 6,93 | 3.261 | 7,27 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 133.060 | 2.993 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 560.719 | 3,34 | 12.560 | 3,16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9.220 | 207 | ||||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 19.101 | 8,19 | 430 | 8,61 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 31.929 | 6,94 | 718 | 7,32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.196.483 | 55,61 | 26.909 | 56,10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10.970 | 247 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44.256 | 1,35 | 995 | 1,74 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 11.563 | 260 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 604.366 | 2,51 | 13.592 | 2,84 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 9.335 | 210 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15.264 | 343 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 22.789 | 513 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 117.662 | 17,41 | 2.646 | 17,81 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 468.057 | 44,51 | 10.527 | 44,97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 153.300 | 25,19 | 3.448 | 25,57 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 178.831 | 50,54 | 4.022 | 51,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 88.270 | 5,64 | 1.985 | 5,98 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 361.985 | 15,22 | 8.141 | 14,82 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 38.040 | 0,86 | 856 | 1,18 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23.218 | 0,90 | 522 | 1,16 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 93.285 | 3,49 | 2.098 | 3,81 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 13.472 | 4,14 | 303 | 4,14 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50.104 | 4,16 | 1.123 | 5,25 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 39.326 | 10,37 | 884 | 10,78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 289.147 | 22,90 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 456 | 10 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42.547 | 8,34 | 957 | 8,64 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 54.445 | 16,45 | 1.224 | 16,79 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 96.821 | 4,16 | 2.178 | 4,46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 105.012 | 5,10 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17.007 | 6,54 | 382 | 7,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 15.514 | 349 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 88.052 | 23,48 | 1.980 | 23,90 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 631 | 14 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 55 | 1 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12.538 | 15,71 | 282 | 16,12 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 336.748 | 4,72 | 7.573 | 5,05 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 45.344 | 0,20 | 1.020 | 0,49 |
