Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF inkluderer Wealth Advisory Team LLC, Two Sigma Securities, Llc, Higgins & Schmidt Wealth Strategies LLC, Equita Financial Network, Inc., Atlantic Trust, LLC, Twin Peaks Wealth Advisors, LLC, og Scarborough 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 4 288 | 4,51 | 108 | 4,90 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 68 743 | 2 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 23 898 | 81,96 | 602 | 83,23 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22 959 | 37,80 | 578 | 38,70 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 7 026 | 7,93 | 177 | 8,64 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8 970 | 175,75 | 226 | 177,78 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14 446 | 0,89 | 364 | 1,68 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3 980 | 1,09 | 100 | 2,04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 382 178 | 0,20 | 9 619 | 0,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 081 | 16,62 | 480 | 17,65 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 172 | 0,58 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 700 | 387,59 | 1 553 | 391,14 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 457 113 | 91,30 | 11 421 | 91,27 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 81 593 | 2,59 | 2 054 | 3,32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41 358 | 0,07 | 1 041 | 0,78 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 42 163 | 0,73 | 1 061 | 1,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 33 961 | 0,43 | 1 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 445 745 | 3,82 | 11 219 | 4,58 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 204 568 | 4,00 | 5 149 | 4,74 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 54 241 | 1,09 | 1 365 | 1,87 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20 193 | 18,01 | 508 | 18,97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 308 | 2 100,00 | 8 | |||||
| 2025-08-01 | 13F | Motco | 4 408 | 31,50 | 111 | 32,53 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 18 194 | 1,11 | 458 | 1,78 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 27 650 | 8,86 | 696 | 9,62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 430 701 | 2,24 | 10 841 | 3,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 177 521 | 2,08 | 4 468 | 2,83 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 12 520 | 0,14 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 226 945 | 4,48 | 5 712 | 5,23 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 565 | 8,20 | 241 | 9,09 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 26 000 | 13,02 | 654 | 0,77 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 341 472 | 2,28 | 8 595 | 3,02 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 392 712 | 2,41 | 9 885 | 3,15 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 1 758 | 3,78 | 44 | 4,76 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 88 | 1 000,00 | 2 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18 812 | 6,19 | 474 | 7,01 | ||||
| 2025-07-09 | 13F | Exchange Bank | 21 166 | 1,58 | 533 | 2,31 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 38 563 | 8,27 | 971 | 8,99 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 28 382 | 0,83 | 714 | 1,56 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 64 261 | 5,85 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 0 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 356 898 | 8,63 | 8 983 | 9,42 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 167 | 4 | ||||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 8 659 | 218 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 56 096 | 12,05 | 1 412 | 12,79 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 10 861 | 0,11 | 273 | 2,25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19 321 | 1,63 | 486 | 2,32 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12 691 | 14,58 | 319 | 15,58 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4 916 | 0,63 | 124 | 2,50 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 479 307 | 1,93 | 12 064 | 2,66 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 42 298 | 41,69 | 1 065 | 42,63 | ||||
| 2025-08-14 | 13F | Fmr Llc | 90 | 23,29 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13 233 | 0,08 | 333 | 0,91 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 361 197 | 4,39 | 9 091 | 5,15 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 78 959 | 2,66 | 1 987 | 3,38 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 227 | 11,82 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45 667 | 65,88 | 1 149 | 67,25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 513 122 | 1,95 | 12 915 | 2,69 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 139 | 84,30 | 29 | 86,67 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 300 236 | 11,04 | 7 557 | 11,84 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 203 488 | 7,32 | 5 | 25,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 8 558 | 215 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 10 028 | 1,69 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 70 000 | 40,00 | 1 762 | 40,99 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5 501 | 7,32 | 138 | 7,81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 116 674 | 8,09 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 910 | 11,11 | 23 | 10,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 41 985 | 5,63 | 1 057 | 6,34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 34 041 | 1,09 | 857 | 1,78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 115 992 | 0,99 | 2 904 | 1,18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 943 705 | 1,61 | 23 752 | 2,34 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 23 055 | 11,38 | 580 | 12,19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 501 | 17,88 | 13 | 20,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 117 111 | 51,21 | 2 948 | 52,30 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 38 488 | 21,43 | 969 | 22,22 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 100 727 | 1,95 | 2 535 | 2,67 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15 576 | 24,53 | 392 | 25,64 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 233 048 | 81,65 | 5 866 | 82,94 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81 727 | 3,61 | 2 057 | 4,36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22 121 | 79,00 | 557 | 80,52 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 72 898 | 0,58 | 1 835 | 1,27 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 11 154 | 0,80 | 281 | 1,45 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 78 002 | 3,48 | 1 963 | 4,25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 438 | 0,46 | 263 | 1,16 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 16 182 | 34,28 | 407 | 35,22 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 87 615 | 7,41 | 2 205 | 8,19 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 628 | 39,62 | 268 | 40,53 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 416 825 | 0,12 | 10 491 | 0,84 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 538 | 366 | ||||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 266 074 | 6 652 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 21 977 | 0,53 | 553 | 1,28 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 9 074 | 0,61 | 228 | 1,33 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 9 667 | 15,98 | 243 | 16,83 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27 470 | 0,52 | 691 | 1,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 469 430 | 25,97 | 11 816 | 26,88 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5 577 | 13,52 | 140 | 14,75 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 8 957 | 0,06 | 225 | 0,90 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 8 224 | 1,09 | 207 | 1,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 779 912 | 3,82 | 20 292 | 8,07 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 684 | 12,44 | 495 | 13,27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 448 | 1,12 | 36 | 2,86 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 48 563 | 6,50 | 1 222 | 7,29 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 3 918 | 9,78 | 99 | 10,11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23 337 | 0,21 | 587 | 1,03 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 429 | 388 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11 546 | 11,79 | 289 | 12,94 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 120 767 | 5,99 | 3 040 | 6,44 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 69 075 | 2,49 | 1 739 | 3,21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 164 | 1,08 | 357 | 1,71 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 10 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 24 484 | 3,44 | 616 | 4,23 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 12 439 | 8,94 | 311 | 9,89 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15 982 | 0,01 | 402 | 0,75 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 12 302 | 1,05 | 310 | 1,64 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 3 144 | 79 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13 927 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42 752 | 5,05 | 1 076 | 5,80 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 142 972 | 1,48 | 3 599 | 2,22 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 15 601 | 0,09 | 393 | 0,77 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 162 491 | 11,85 | 4 090 | 12,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265 393 | 1,58 | 6 680 | 2,31 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 226 647 | 3,12 | 5 671 | 3,98 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 17 828 | 0,12 | 449 | 0,90 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 39 453 | 57 078,26 | 993 | 99 200,00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 73 618 | 35,21 | 1 853 | 36,18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 775 | 1,17 | 20 | 0,00 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 156 788 | 4,76 | 3 931 | 4,83 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 133 360 | 2,85 | 3 357 | 3,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 341 | 13,97 | 59 | 13,73 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 260 | 32,26 | 132 | 33,33 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 20 673 | 0,74 | 520 | 1,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 117 604 | 3,03 | 28 130 | 3,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16 872 | 13,68 | 425 | 14,59 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9 994 | 0,39 | 252 | 1,21 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 35 322 | 6,90 | 889 | 7,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85 993 | 7,89 | 2 164 | 8,69 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 22 151 | 558 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 372 356 | 13,33 | 9 372 | 14,15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 46 641 | 7,04 | 1 174 | 7,81 |
