Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF inkluderer Integrated Advisors Network LLC, High Note Wealth, LLC, Wiley Bros.-aintree Capital, Llc, Captrust Financial Advisors, Hrt Financial Lp, Pure Financial Advisors, Inc., Tableaux Llc, Heritage Wealth Management, Inc./Texas, UMA Financial Services, Inc., Us Bancorp \de\, Bnp Paribas Arbitrage, Sa, Strategic Wealth Designers, og Boreal Capital Management 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11 207 | 261 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 227 463 | 5,34 | 5 290 | 5,40 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 48 913 | 2,04 | 1 137 | 2,16 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 86 837 | 12,46 | 2 019 | 12,54 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 526 | 198 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 25 929 | 603 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 000 | 23 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 510 110 | 0,93 | 11 863 | 0,99 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 965 | 46 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 19 425 | 31,92 | 451 | 31,58 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 13 755 | 1,12 | 320 | 0,95 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 10 529 | 0,14 | 245 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 162 506 | 1,03 | 3 779 | 1,10 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 30 886 | 32,01 | 718 | 32,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 85 771 | 1,30 | 1 995 | 1,37 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 8 603 | 200 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 23 255 | 2 225,50 | 1 | −95,65 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 13 209 | 139,42 | 307 | 139,84 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16 245 | 10,56 | 377 | 10,56 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 29 766 | 41,22 | 692 | 41,51 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 33 790 | 14,29 | 786 | 14,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8 889 | 207 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 14 089 | 26,91 | 328 | 26,74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 232 281 | 11,01 | 5 | 25,00 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 348 988 | 19,76 | 8 116 | 19,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62 995 | 181,72 | 1 465 | 182,08 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10 000 | 10 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 929 | 4,58 | 254 | 4,96 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 218 019 | 1,10 | 5 070 | 1,18 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 87 991 | 8,75 | 2 046 | 8,83 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 54 449 | 0,57 | 1 299 | 3,59 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 342 | 1,28 | 31 | 3,33 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 9 858 | 0,42 | 229 | 0,44 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 25 109 | 13,75 | 584 | 13,65 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 11 099 | 0,41 | 258 | 0,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 522 | 268 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 56 440 | 52,22 | 1 313 | 52,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 991 | 0,41 | 23 | 4,55 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 43 384 | 0,96 | 1 009 | 1,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 13 393 | 0,22 | 311 | 0,32 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 274 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 9 910 | 1,32 | 230 | 1,32 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 17 145 | 23,38 | 399 | 23,60 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 266 508 | 3,24 | 6 198 | 3,30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 367 | 6,25 | 195 | 6,59 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 400 | 9 | ||||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 970 073 | 7,39 | 23 | 10,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 803 | 0,36 | 65 | 1,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 360 074 | 1,23 | 31 629 | 1,29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 212 | 284 | ||||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 17 220 | 13,84 | 400 | 13,96 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 114 852 | 8,00 | 2 670 | 8,01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 110 632 | 18,80 | 2 572 | 18,85 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16 977 | 57,95 | 395 | 58,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63 260 | 62,00 | 1 471 | 62,18 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 45 | 1 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9 976 | 18,35 | 232 | 18,46 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 67 305 | 5,37 | 1 565 | 5,46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 209 321 | 18,78 | 4 868 | 18,85 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 382 714 | 1,33 | 8 900 | 1,40 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 252 539 | 1,95 | 5 873 | 2,02 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 662 | 0,16 | 481 | 0,21 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 995 | 2,15 | 209 | 2,45 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 443 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30 645 | 29,60 | 713 | 29,69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 581 | 0,06 | 153 | 0,66 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 871 874 | 4,65 | 20 275 | 4,72 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 20 350 | 3,73 | 473 | 3,96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 25 382 | 590 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 54 385 | 1 265 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 34 906 | 1,13 | 811 | 1,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 750 | 413 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 149 308 | 113,87 | 3 472 | 114,06 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 27 064 | 11,97 | 627 | 11,76 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 74 809 | 1,02 | 1 740 | 1,05 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 19 026 | 59,31 | 442 | 59,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 789 | 0,56 | 204 | 0,49 |
