IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF - Proprietà istituzionale - Venditori

iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
US ˙ BATS

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2025-07-24 13F Cyndeo Wealth Partners, LLC 117.402 -8,35 2.976 -8,09
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 266.454 -31,52 6.755 -31,33
2025-08-15 13F CI Private Wealth, LLC 24.647 -57,33 625 -57,26
2025-07-16 13F Kathmere Capital Management, LLC 401.761 -27,60 10.185 -27,40
2025-07-18 13F Foundry Financial Group, Inc. 28.777 -1,09 729 -0,82
2025-07-29 13F Stratos Wealth Partners, LTD. 38.232 -20,61 969 -20,38
2025-08-11 13F United Capital Financial Advisers, Llc 109.726 -0,24 2.782 0,04
2025-08-13 13F Green Harvest Asset Management LLC 14.881 -1,44 377 -1,05
2025-08-11 13F PFG Private Wealth Management, LLC 11.643 -3,07 295 -2,64
2025-07-25 13F Commonwealth Financial Services, LLC 10.251 -4,12 260 -4,07
2025-08-15 13F Kestra Advisory Services, LLC 0 -100,00 0
2025-08-14 13F Envision Financial Planning, LLC 64.334 -9,89 1.631 -9,65
2025-08-04 13F Spire Wealth Management 94.355 -27,72 2.392 -27,55
2025-07-07 13F Trust Co 13.788 -0,01 350 0,29
2025-07-15 13F Fifth Third Bancorp 5.000 -28,57 127 -28,41
2025-07-23 13F Prime Capital Investment Advisors, LLC 13.576 -8,19 344 -7,77
2025-04-16 13F Wealth Enhancement Advisory Services, Llc 0 -100,00 0
2025-07-16 13F Evergreen Private Wealth LLC 44.722 -1,85 1.134 -1,56
2025-07-22 13F Blue Square Asset Management, Llc 45.097 -1,96 1.143 -1,64
2025-08-15 13F Captrust Financial Advisors 19.181 -7,96 486 -7,60
2025-07-30 13F Klingman & Associates, LLC 17.490 -11,82 443 -11,58
2025-07-01 13F Confluence Investment Management Llc 39.817 -1,81 1.009 -1,56
2025-08-11 13F HighTower Advisors, LLC 950.210 -6,15 24.088 -5,89
2025-08-14 13F Ameriprise Financial Inc 92.193 -37,62 2.337 -37,38
2025-07-02 13F Crumly & Associates Inc. 0 -100,00 0
2025-08-14 13F Comerica Bank 18.331 -0,87 465 -0,64
2025-08-12 13F Steward Partners Investment Advisory, Llc 42.647 -5,59 1.081 -5,34
2025-07-18 13F Newman Dignan & Sheerar, Inc. 68.999 -2,81 1.749 -2,51
2025-08-14 13F Royal Bank Of Canada 103.126 -0,27 2.614 0,00
2025-05-07 13F Mb, Levis & Associates, Llc 0 -100,00 0 -100,00
2025-08-11 13F Avantax Planning Partners, Inc. 13.043 -0,78 331 -0,60
2025-08-14 13F UBS Group AG 393.517 -4,28 9.976 -4,01
2025-08-11 13F Principal Securities, Inc. 2.357 -4,11 60 -3,28
2025-08-14 13F Fmr Llc 649 -92,13 16 -92,31
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-05-09 13F Ogorek Anthony Joseph /ny/ /adv 0 -100,00 0
2025-08-14 13F Benjamin Edwards Inc 42.051 -3,35 1.066 -3,09
2025-07-17 13F Catalytic Wealth RIA, LLC 31.354 -2,04 795 -1,85
2025-07-30 13F Granite Harbor Advisors, Inc. 45.187 -8,67 1.145 -8,40
2025-07-21 13F Exchange Capital Management, Inc. 13.951 -6,91 354 -6,61
2025-07-01 13F Harbor Investment Advisory, Llc 1.115 -55,82 28 -55,56
2025-08-14 13F Garden State Investment Advisory Services LLC 0 -100,00 0
2025-07-09 13F Praetorian Wealth Management, Inc. 244.449 -0,90 6.197 -0,63
2025-04-24 13F Aspect Partners, LLC 0 -100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 13.926 -13,80 0
2025-08-13 13F Beacon Pointe Advisors, LLC 30.410 -10,39 771 -10,15
2025-08-11 13F CFS Investment Advisory Services, LLC 24.393 -0,62 1
2025-08-04 13F ArborFi Advisors, LLC 0 -100,00 0
2025-08-08 13F Wrapmanager Inc 14.004 -4,33 355 -4,05
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