Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares USD Green Bond ETF inkluderer SRS Capital Advisors, Inc., Colony Group, LLC, Financial Connections Group, Inc., Providence Capital Advisors, LLC, Twin Peaks Wealth Advisors, LLC, og Plante Moran Financial Advisors, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14 272 | 680 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 126 | 6 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 299 337 | 16,11 | 14 269 | 16,87 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 14 051 | 3,94 | 670 | 4,53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 30 718 | 78,71 | 1 464 | 79,85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 67 385 | 2,40 | 3 212 | 3,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 554 | 17,83 | 216 | 18,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 34 825 | 17 758,97 | 1 660 | 18 344,44 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 199 | 1,21 | 629 | 1,94 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5 386 | 2,73 | 257 | 3,23 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 18 083 | 0,04 | 862 | 0,58 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9 469 | 4,05 | 451 | 4,88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 84 609 | 1,89 | 4 033 | 2,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 137 | 4,97 | 531 | 5,58 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 5 604 | 3,09 | 267 | 3,89 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 36 187 | 1 725 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 73 | 114,71 | 3 | 200,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 346 | 112 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 3 527 | 2,17 | 168 | 3,07 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 65 | 3 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 101 | 1,00 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1 062 274 | 1,13 | 50 639 | 1,79 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 141 492 | 18,25 | 6 745 | 19,03 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 18 062 | 1,99 | 861 | 2,74 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1 080 | 1,12 | 51 | 2,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 551 | 20,89 | 645 | 21,47 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16 959 | 3,86 | 808 | 4,53 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 15 399 | 32,50 | 734 | 33,45 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 910 | 4,12 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 42 700 | 37,10 | 2 036 | 22,08 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 902 | 0,19 | 329 | 0,92 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 12 614 | 7,60 | 601 | 8,29 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 425 | 20 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 68 389 | 107,12 | 3 260 | 108,57 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 24 602 | 26,35 | 1 173 | 27,11 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 22 758 | 12,07 | 1 078 | 13,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 719 | 28,00 | 273 | 28,91 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 355 | 0,85 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 718 | 4,56 | 82 | 5,19 | ||||
| 2025-08-08 | 13F | Creative Planning | 141 099 | 11,51 | 6 726 | 12,25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4 238 | 202 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 21 188 | 3,74 | 1 010 | 4,45 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 76 | 72,73 | 4 | 50,00 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 16 112 | 2,30 | 768 | 3,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 025 | 30,76 | 383 | 31,72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 448 | 1,76 | 69 | 2,99 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 8 101 | 0,19 | 386 | 1,05 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1 034 | 0 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 572 | 7,30 | 123 | 7,96 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 489 | 0,13 | 71 | 1,43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 495 | 0,20 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8 668 | 25,44 | 413 | 28,26 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 423 | 21,84 | 259 | 22,86 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 14 915 | 3,15 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 659 577 | 3,58 | 31 442 | 4,26 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 63 416 | 6,94 | 3 023 | 7,66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 045 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 5 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 747 624 | 14,42 | 35 639 | 15,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 224 446 | 3,27 | 10 699 | 3,94 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 12 408 | 46,48 | 591 | 47,38 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 5 529 | 0,36 | 264 | 1,94 | ||||
| 2025-08-14 | 13F | Fmr Llc | 43 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 373 | 0,56 | 447 | 1,13 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 35 426 | 12,39 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 12 154 | 37,50 | 579 | 38,52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18 354 | 1,07 | 875 | 1,63 |
