Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares New York Muni Bond ETF includono First Foundation Advisors, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Stratos Wealth Partners, LTD., BCS Private Wealth Management, Inc., Dentgroup LLC, Guggenheim Capital Llc, Quadrant Private Wealth Management, LLC, 21 West Wealth Management LLC, Dopkins Wealth Management, Llc, Buckingham Strategic Partners, Two Sigma Securities, Llc, e Centaurus Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | High Probability Advisors, LLC | 668.495 | 5,09 | 34.855 | 4,07 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 353.480 | 0,95 | 18.430 | -0,03 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3.930 | 0,74 | 205 | -0,49 | ||||
| 2025-08-08 | 13F | Creative Planning | 68.226 | 30,56 | 3.557 | 29,30 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 39.770 | 11,60 | 2.074 | 10,50 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 392.537 | 5,80 | 20.400 | 5,56 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15.430 | 165,12 | 805 | 162,75 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.223 | 0,05 | 116 | -1,71 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 13.987 | 26,85 | 729 | 25,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.186 | 293,77 | 270 | 289,86 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 26.700 | 42,63 | 1.391 | 41,12 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 4.987 | 260 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3.864 | 201 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 10.520 | 0,15 | 549 | -0,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.976 | 5.711,76 | 103 | 10.200,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26.274 | 439,62 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5.188 | 0,74 | 271 | -0,37 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7.420 | 0,05 | 387 | -1,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20.397 | 101,49 | 1 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17.069 | 27,06 | 890 | 25,74 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 4.761 | 248 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7.171 | 11,65 | 374 | 10,36 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 13.752 | 0,74 | 717 | -0,14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 347.152 | 296,77 | 18.101 | 292,97 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4.793 | 250 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12.983 | 0,71 | 677 | -0,29 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3.237 | 0 | ||||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 10.000 | 66,67 | 521 | 65,40 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10.204 | 20,25 | 532 | 19,28 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 8.926 | 0,73 | 465 | -0,21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9.940 | 26,37 | 518 | 25,12 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 4.477 | 233 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 723 | -0,96 | ||||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 5.031 | 23,58 | 0 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20.709 | 11,77 | 1.080 | 10,67 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 7.000 | 0 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9.581 | 500 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 406.868 | 21,47 | 21.214 | 20,29 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 23.441 | 1.222 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 85.566 | 46,22 | 4 | 33,33 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 46.725 | 0,09 | 2.433 | 1,63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13.015 | 679 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 22.007 | 26,59 | 1.147 | 25,36 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 50.936 | 3,35 | 2.656 | 2,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 125.921 | 4,00 | 6.566 | 3,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 19.692 | 7,35 | 1.027 | 6,32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 73.378 | 2,30 | 3.826 | 1,30 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 88.879 | 2,94 | 4.634 | 1,94 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9.451 | 493 | ||||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 24.438 | 22,43 | 1.274 | 21,33 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 49.768 | 82,18 | 2.595 | 80,39 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4.354 | 1,21 | 227 | -0,44 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 396 | 6,45 | 21 | 5,26 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 26.675 | 8,29 | 1.391 | 7,25 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 27.065 | 1.411 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 402 | 28,85 | 21 | 25,00 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 25.354 | 179,94 | 1.322 | 177,52 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 75.952 | 9,28 | 3.960 | 8,23 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 30.803 | 25,77 | 1.606 | 24,59 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 317.818 | 1,09 | 16.571 | 0,11 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5.076 | 265 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 15.033 | 8,62 | 784 | 7,55 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 17.510 | 8,37 | 913 | 7,29 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 54.628 | 5,25 | 2.848 | 4,25 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 33.128 | 35,99 | 1.727 | 34,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 205.163 | 4,83 | 10.697 | 3,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5.177 | 1,13 | 270 | 0,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 39.901 | 0,84 | 2.080 | -0,14 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 6.895 | 8,29 | 360 | 5,88 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.689 | 0,18 | 88 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 19.961 | 0,08 | 1.032 | -1,06 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 4.450 | 234 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 129.081 | 8,57 | 6.730 | 7,53 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 5.225 | 20,50 | 272 | 19,30 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 10.225 | 5,25 | 533 | 4,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 25.559 | 26,82 | 1.332 | 25,54 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4.477 | 233 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 6.215 | 0,94 | 324 | 0,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 16.085 | 2,69 | 839 | 1,70 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 11.544 | 1,99 | 602 | 1,01 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 111.430 | 16,53 | 5.810 | 15,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 134.102 | 4,99 | 6.992 | 3,99 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 5.634 | 294 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 55.381 | 2,98 | 2.888 | 1,98 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 28.716 | 15,78 | 1.497 | 14,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 46.482 | 0,57 | 2.424 | -0,41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 24.270 | 9,01 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6.265 | 327 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.868 | 462 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 42.451 | 607,63 | 2.213 | 602,54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 645.341 | 14,39 | 33.648 | 13,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5.171 | 29,76 | 270 | 28,71 |
