Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF includono PFG Advisors, Old Port Advisors, Strategic Blueprint, LLC, Liberty Wealth Management Llc, Leavell Investment Management, Inc., Hamel Associates, Inc., Hilltop Holdings Inc., Rebalance, Llc, National Bank Of Canada /fi/, Logan Capital Management Inc, e AE Wealth Management LLC .
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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Reliant Wealth Planning | 17.629 | 44,98 | 350 | 46,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 82.109 | 2 | ||||||
| 2025-07-16 | 13F | Old Port Advisors | 40.959 | 813 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 114.256 | 123,27 | 2.267 | 125,25 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 81.087 | 4,12 | 1.609 | 4,82 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 40.302 | 3,20 | 800 | 4,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 57.294 | 5.341,03 | 1.137 | 5.580,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.152.213 | 83,76 | 22.860 | 85,44 | ||||
| 2025-08-07 | 13F | PFG Advisors | 47.524 | 943 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 583.163 | 79,32 | 11.571 | 80,97 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 20.845 | 0,11 | 409 | 0,49 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 848 | 0,95 | 17 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 133.536 | 1,01 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 639.493 | 886,29 | 12.688 | 895,84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 62.996 | 0,24 | 1.250 | 1,13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 86.295 | 200,15 | 1.712 | 203,01 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 141.633 | 98,76 | 2.810 | 100,64 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 14.720 | 25,03 | 292 | 26,41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60.955 | 56,90 | 1.209 | 58,45 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 79.894 | 28,12 | 1.585 | 29,39 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12.940 | 564,61 | 257 | 573,68 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 524 | 0,96 | 10 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 139.395 | 12,02 | 2.766 | 13,04 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 1.029.829 | 139,22 | 20.432 | 141,42 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4.163 | 125,03 | 83 | 127,78 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 330 | 7 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 208.753 | 6,86 | 4.142 | 7,84 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 125.243 | 0,44 | 2.485 | 1,35 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 11.274 | 224 | ||||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 71.419 | 58,71 | 1.404 | 59,43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.379.043 | 15,69 | 27.360 | 16,75 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 30.499 | 20,11 | 605 | 21,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 185.263 | 5,95 | 3.640 | 5,91 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 22.266 | 0,69 | 442 | 1,61 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 95.395 | 18,30 | 1.893 | 19,37 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39.152 | 97,76 | 777 | 99,49 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2.220 | 1,00 | 44 | 2,33 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 99.546 | 24,46 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74.067 | 17,82 | 1.469 | 18,95 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3.384 | 13,63 | 67 | 15,52 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 15.391 | 5,79 | 305 | 6,64 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 543.723 | 0,18 | 10.787 | 1,10 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 58.608 | 0,44 | 1.163 | 1,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.689.736 | 2,50 | 53.364 | 3,44 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13.725 | 272 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14.017 | 278 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.470 | 55,72 | 29 | 61,11 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 45.454 | 5,53 | 902 | 6,50 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 165.083 | 186,62 | 3.275 | 189,31 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 50.546 | 15,98 | 1.003 | 17,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 308 | 5,14 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11.706 | 232 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 280.525 | 0,19 | 5.566 | 1,11 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 51.049 | 15,80 | 1.013 | 16,86 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 514.453 | 0,49 | 10.207 | 1,40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253.494 | 4,51 | 5.029 | 5,47 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 163.473 | 4,81 | 3.243 | 5,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 116.555 | 4,46 | 2.312 | 5,43 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 745.879 | 146,59 | 14.798 | 148,87 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 12.044 | 239 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 38.443 | 763 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 43.300 | 13,42 | 859 | 14,53 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 435.300 | 4,57 | 8.636 | 5,54 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 82.180 | 111,74 | 1.630 | 113,63 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13.369 | 0,98 | 265 | 1,92 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 134.320 | 0,54 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17.570 | 28,84 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 94.500 | 5,29 | 1.875 | 6,24 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19.878 | 1,04 | 394 | 2,07 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 25.096 | 1,76 | 498 | 2,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 145.363 | 1,79 | 2.884 | 2,74 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 39.619 | 106,01 | 786 | 107,94 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 16.239 | 2,26 | 322 | 3,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3.360 | 61,54 | 67 | 65,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 214.153 | 4.249 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 255.197 | 8,93 | 5.063 | 9,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 32.307 | 10,15 | 641 | 11,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 24.934 | 137,15 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19.219 | 6,30 | 381 | 7,32 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 385.684 | 4,88 | 7.652 | 5,84 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4.963 | 14,12 | 98 | 15,29 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 106.985 | 10,92 | 2.123 | 11,92 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 17.228 | 21,38 | 342 | 22,22 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 735 | 15 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 13.602 | 0,56 | 270 | 1,51 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 83.733 | 11,59 | 1.661 | 12,61 |
