Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Investment Grade Systematic Bond ETF includono Vestmark Advisory Solutions, Inc., GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares, Miracle Mile Advisors, LLC, Ausdal Financial Partners, Inc., Colony Group, LLC, West Wealth Group, LLC, Riverbend Wealth Management, LLC, Precision Wealth Strategies, LLC, Sequoia Financial Advisors, LLC, LGT Financial Advisors LLC, Strategic Wealth Partners, Ltd., Key FInancial Inc, Park Square Financial Group, LLC, e Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Breakwater Capital Group | 94.737 | 8,87 | 4.305 | 9,91 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 5.494 | 249 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 102 | 0,99 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 44.117 | 13,38 | 2.005 | 14,45 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4.967 | 226 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14.651 | 11,26 | 666 | 12,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 66.480 | 1.035,83 | 3.021 | 1.048,29 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 22.899 | 13,92 | 1.036 | 18,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 59.620 | 2,32 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 556.092 | 47,41 | 25.269 | 48,81 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 9.806 | 446 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 7.255 | 25,71 | 327 | 27,34 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 596.006 | 3,66 | 27.083 | 4,64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.016.169 | 42,51 | 91.615 | 43,87 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 25.164 | 13,31 | 1.143 | 14,41 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 46.813 | 2,26 | 2.127 | 3,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 243.872 | 60,09 | 11.082 | 61,62 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 72.939 | 5,73 | 3.314 | 6,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 331.206 | 8,31 | 15.050 | 9,34 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 594 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 98.181 | 1,75 | 4.461 | 2,74 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4.447 | 202 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 15.812 | 9,40 | 718 | 10,46 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 148.338 | 87,24 | 7 | 100,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 75 | 3 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 16.771 | 63,14 | 762 | 64,94 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 32.960 | 1.498 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.042 | 9,45 | 47 | 11,90 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 27.461 | 24,32 | 1.248 | 25,45 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 5.063 | 230 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 59.519 | 6,90 | 2.704 | 7,90 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 129.973 | 8,80 | 5.906 | 9,84 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 59.595 | 2.708 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 37.151 | 7,74 | 1.688 | 8,83 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.676 | 26,22 | 303 | 27,31 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 14.740 | 5,66 | 670 | 6,70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9.250 | 3.004,03 | 420 | 3.130,77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 127.589 | 353,41 | 5.798 | 357,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 746.919 | 31,61 | 34 | 32,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10.383 | 472 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 6.587 | 299 | ||||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 495.159 | 1,34 | 22.500 | 2,31 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 60.195 | 10,13 | 2.735 | 11,18 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1.759 | 80 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 67.138 | 4,52 | 3.051 | 5,50 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 571 | 26 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 8.660 | 94,39 | 394 | 96,50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 165.106 | 245,89 | 7.502 | 249,26 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 11.709 | 10,32 | 532 | 11,53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5.562 | 38,91 | 253 | 40,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 236.912 | 11 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 60.272 | 19,37 | 2.739 | 20,51 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 54.119 | 53,47 | 2.450 | 54,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 86.348 | 44,21 | 3.924 | 45,55 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 510 | 23 | ||||||
| 2025-07-24 | 13F | MA Private Wealth | 26.874 | 26,60 | 1.221 | 27,85 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 24.631 | 2,06 | 1.119 | 3,04 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 272.605 | 3,93 | 12.387 | 4,93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 109.511 | 71,18 | 4.976 | 72,84 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 5.570 | 0,69 | 252 | 1,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 336.739 | 15,54 | 15.301 | 16,65 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.898 | 27,19 | 677 | 28,27 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 25.337 | 0,02 | 1.151 | 0,96 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 915.748 | 3,26 | 41.612 | 4,24 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 11.762 | 10,82 | 534 | 11,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 490.925 | 4,11 | 22.307 | 5,11 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12.401 | 5,09 | 564 | 6,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 442.957 | 6,86 | 20 | 11,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 253.227 | 51,42 | 11.507 | 52,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 86.656 | 1.105,40 | 3.938 | 1.118,89 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 15.870 | 0,76 | 721 | 1,84 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9.856 | 38,19 | 448 | 39,25 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 7.310 | 333 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14.748 | 6,73 | 670 | 7,89 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 75.261 | 2,59 | 3.420 | 3,57 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17.609 | 1,74 | 800 | 2,83 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 8.153 | 112,54 | 370 | 115,12 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 46 | 2 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 5.710 | 50,86 | 259 | 52,35 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 231.061 | 13,15 | 10.499 | 13,47 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 167.173 | 24,61 | 7.596 | 25,80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23.603 | 1.072 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19.547 | 28,99 | 888 | 30,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.860 | 358,13 | 85 | 366,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 996.346 | 15,25 | 45.267 | 16,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7.560 | 344 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 868 | 19,23 | 39 | 21,88 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 30.362 | 1.380 | ||||||
| 2025-08-12 | 13F | FreeGulliver LLC | 53.387 | 1,99 | 2.426 | 2,97 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10.839 | 493 | ||||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 548.401 | 5,15 | 24.919 | 6,15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 23.322 | 1.060 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5.967 | 16,82 | 271 | 18,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.123 | 51 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 | 0 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 48.626 | 3,56 | 2.210 | 4,54 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3.285 | 1,26 | 149 | 1,37 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 641 | 29 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.132.007 | 88,20 | 51.438 | 90,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 184.007 | 14,58 | 8.361 | 15,68 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 6.674 | 1,64 | 303 | 2,71 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 561.855 | 220,78 | 25.115 | 221,56 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 87.926 | 3.995 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 248.811 | 29,49 | 11.306 | 30,72 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 157.095 | 7.138 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 29.726 | 52,90 | 1.336 | 55,17 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 37.499 | 136,02 | 1.704 | 138,18 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11.288 | 513 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 38 | 2 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 13.601 | 3,26 | 618 | 4,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3.138.485 | 68,50 | 142.613 | 70,11 | ||||
| 2025-08-12 | 13F | Ade, Llc | 11.294 | 21,30 | 513 | 22,43 | ||||
| 2025-08-14 | 13F | Betterment LLC | 687.332 | 8,26 | 31 | 10,71 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 234.158 | 3,58 | 10.640 | 4,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 145.237 | 7,61 | 6.600 | 8,64 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 126 | 1,61 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 42.563 | 2,27 | 1.924 | 3,39 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 317.402 | 47,00 | 14.423 | 48,41 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5.906 | 268 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 731.608 | 17,14 | 33.244 | 18,26 |
