Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF includono CVS HEALTH Corp, Arch Global Advisors, LLC, Prudential Financial Inc, Apollon Wealth Management, LLC, Sage Advisors, Llc, City Center Advisors, LLC, Sanchez Gaunt Capital Management, LLC, XTX Topco Ltd, Severin Investments, LLC, Beacon Pointe Advisors, LLC, Diversify Wealth Management, Llc, Websterrogers Financial Advisors, Llc, Rsm Us Wealth Management Llc, Van Diest Capital, LLC, Annis Gardner Whiting Capital Advisors, LLC, Triumph Capital Management, Group One Trading, L.p., Western Wealth Management, LLC, e Vanguard Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 5.044 | 250 | ||||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 99.669 | 1,47 | 4.947 | -0,18 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.428 | 1.186,49 | 71 | 1.300,00 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 63.205.344 | 4.898,82 | 1.274 | -98,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 44.860 | 12,97 | 2.189 | 9,29 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 34.793 | 12,05 | 1.726 | 8,96 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 177.496 | 27,71 | 9 | 14,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 37.500 | 35,87 | 1.861 | 33,69 | |||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 13.385 | 12,99 | 663 | 11,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 5.700 | 283 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 5.865 | 291 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 113.962 | 4,11 | 5.656 | 2,41 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 66.207 | 141,19 | 3.296 | 137,39 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 29.134 | 24,94 | 1.446 | 22,87 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 252.840 | 12.548 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 43.751 | 2.171 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 63.990 | 5,30 | 3.176 | 3,59 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 54.378 | 2.699 | ||||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 21.462 | 0,05 | 1.065 | -1,57 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 32.413 | 35,67 | 1.609 | 33,44 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 972 | 0,93 | 48 | 0,00 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 4.255 | 211 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 290.830 | 5,54 | 14 | 7,69 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 749.542 | 3,99 | 37.192 | 2,24 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 722.529 | 39,55 | 35.534 | 36,04 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26.371 | 35,57 | 1.330 | 32,73 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 533 | 0,19 | 26 | 0,00 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7.937 | 394 | ||||||
| 2026-05-11 | 13F | Allstate Corp | 132.893 | 37,23 | 6.595 | 35,01 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 495.996 | 4,10 | 24.616 | 2,41 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6.785 | 337 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 111.884 | 3,63 | 5.553 | 1,95 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 56.083 | 13,83 | 2.783 | 11,99 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 100.000 | 4.963 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 9.946 | 494 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 709.435 | 10,48 | 35.209 | 8,69 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 5.139 | 255 | ||||||
| 2026-05-12 | 13F | Croban | 144.235 | 54,81 | 7.158 | 52,30 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 11.940 | 1,12 | 602 | -0,99 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 856.466 | 6,83 | 42.506 | 5,10 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 18.751 | 17,63 | 931 | 15,67 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 195.963 | 67,65 | 9.726 | 64,94 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43.435 | 25,79 | 2.156 | 23,71 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 0 | 0 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 26.336 | 1.307 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 13.843 | 41,37 | 692 | 40,08 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 14.686 | 3,79 | 730 | 2,24 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5.138 | 0,88 | 255 | -0,78 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 5.897 | 0,87 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 4.621 | 229 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 509 | 67,43 | 25 | 66,67 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.823 | 14,29 | 90 | 12,50 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 312.516 | 2,85 | 15.511 | 1,17 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 111.921 | 3,67 | 5.555 | 1,98 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 231.131 | 53,82 | 11.471 | 51,33 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 449.909 | 92,45 | 22.329 | 89,32 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 6.447 | 320 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 6.721 | 0,48 | 334 | -1,19 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 210.023 | 2,12 | 10.423 | 0,46 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 36.660 | 1.819 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 307.527 | 4,63 | 15.152 | 2,18 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 12.300 | 15.275,00 | 610 | 15.150,00 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.000 | 50 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 200 | 10 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 786 | 0 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 481 | 50,78 | 24 | 43,75 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 180.799 | 22,46 | 8.973 | 20,48 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 14.008 | 638,82 | 695 | 631,58 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 6.735 | 334 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 104.226 | 8,36 | 5.173 | 6,60 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.515.213 | 1,82 | 75.200 | 0,17 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 415.959 | 20,48 | 20.644 | 18,53 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 294 | 15 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.331 | 116 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 48 | 2 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 781 | 45,17 | 39 | 40,74 | ||||
| 2026-05-14 | 13F | Prudential Plc | 3.189.086 | 4,44 | 158.274 | 2,75 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 76.439 | 3.794 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 924.345 | 45.875 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 535.944 | 9,42 | 26.599 | 7,64 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 5.204 | 3,79 | 258 | 2,38 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 172.477 | 60,69 | 8.560 | 58,08 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.713 | 3,48 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 119.070 | 0,27 | 5.909 | -1,37 | ||||
| 2026-01-13 | 13F | Sage Advisors, Llc | 11.267 | 568 | ||||||
| 2026-05-07 | 13F | Nyl Investors Llc | 399.942 | 0,96 | 19.849 | -0,68 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 79.751 | 4,75 | 3.958 | 3,07 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21.962 | 7,00 | 1.090 | 5,22 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 233 | 145,26 | 12 | 175,00 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 25 | 1 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 18.362 | 132,34 | 911 | 128,89 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 68.721 | 3.435.900,00 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 7.830 | 15,35 | 389 | 13,45 | ||||
| 2026-04-29 | 13F | Invested Advisors | 5.156 | 1,74 | 256 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 297.596 | 2,84 | 14.770 | 1,17 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7.850 | 1,23 | 390 | -0,51 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 13.017 | 25,42 | 646 | 23,52 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.270 | 361 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 14.000 | 695 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.490.869 | 38,55 | 73.992 | 36,30 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 114.368 | 42,59 | 5.676 | 40,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 267.535 | 13.278 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4.509 | 224 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 105 | 5 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 4.164 | 207 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 199 | 332,61 | 10 | 350,00 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 11.385 | 96,36 | 565 | 93,49 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5.071 | 251 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4.486.417 | 23,22 | 222.661 | 21,21 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 100.217 | 32,69 | 4.974 | 28,67 |
