Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares ESG Advanced Universal USD Bond ETF, to m.in Action Point Financial Planning, Llc, Sequoia Financial Advisors, LLC, Apella Capital, LLC, Rsm Us Wealth Management Llc, Cerity Partners LLC, Two West Capital Advisors LLC, i CIBC Private Wealth Group, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 237 767 | 10 343 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 268 | 1,52 | 12 | 0,00 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1 846 | 0,16 | 80 | 0,00 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 17 849 | 15,93 | 1 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 301 287 | 0,80 | 13 085 | -0,30 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 8 850 | 4,34 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 9 809 | 427 | ||||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 30 267 | 2,11 | 1 317 | 1,15 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3 242 | 141 | ||||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 8 507 | 0,72 | 370 | 0,00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 2 626 | 4,50 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 15 026 | 55,40 | 654 | 54,01 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 6 018 | 16,20 | 262 | 14,98 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 15 629 | 4,12 | 680 | 3,03 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 603 213 | 3,13 | 26 240 | 2,16 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 510 207 | 5,50 | 22 194 | 4,52 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 13 553 | 1,93 | 590 | 1,03 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 85 460 | 5,80 | 3 718 | 4,82 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 6 087 | 18,52 | 265 | 17,33 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 16 883 | 0,02 | 734 | -0,94 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6 858 | 51,99 | 298 | 50,51 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 13 862 | 91,54 | 603 | 89,91 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6 211 | 0,98 | 270 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 168 950 | 8,79 | 7 349 | 7,77 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 21 227 | 923 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 68 439 | 2 977 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 9 080 | 398 | ||||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 50 500 | 1,23 | 2 197 | 0,27 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 620 700 | 3,07 | 27 000 | 2,11 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 14 080 | 4,02 | 612 | 3,03 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 13 586 | 102,75 | 590 | 100,34 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 858 | 38 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 40 402 | 1,83 | 1 757 | 0,86 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 83 250 | 16,26 | 3 621 | 15,17 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 9 512 | 414 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 256 560 | 7,08 | 11 160 | 6,08 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 468 | 20 | ||||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 71 395 | 2,69 | 3 106 | 1,74 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 8 552 | 10,26 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 30 | 1 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 9 869 | 1,26 | 429 | 0,47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5 696 | 1,19 | 248 | 0,00 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 5 266 | 6,99 | 229 | 6,02 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 4 699 | 204 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 368 784 | 15,99 | 15 943 | 14,20 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 47 | 6,82 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 52 266 | 24,53 | 2 274 | 23,40 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 42 389 | 1,48 | 1 844 | 0,49 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 17 704 | 137,13 | 769 | 134,86 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 13 243 | 2,56 | 576 | 1,77 | ||||
| 2026-05-15 | 13F | Guardian Capital Lp | 13 600 | 0,74 | 592 | 0,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 6 050 | 263 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 15 415 | 9,45 | 1 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 63 734 | 2 772 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 31 050 | 12,50 | 1 351 | 11,48 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 2 051 | 4,06 | 89 | 3,49 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 2 902 | 118,20 | 126 | 117,24 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 32 684 | 9,16 | 1 422 | 8,14 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 415 | 7,24 | 18 | 5,88 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7 117 | 6,78 | 310 | 5,82 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 48 472 | 37,26 | 2 109 | 36,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 34 843 | 8,41 | 1 516 | 7,37 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 44 581 | 11,42 | 1 939 | 10,42 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 38 144 | 10,72 | 1 659 | 9,72 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 128 997 | 68,41 | 5 611 | 66,85 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 1 112 | 0,63 | 48 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 7 782 | 12,64 | 339 | 11,55 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 13 253 | 3,04 | 577 | 2,13 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 9 360 | 2,89 | 407 | 2,01 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 55 992 | 40,91 | 56 | -96,85 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 31 995 | 1,95 | 1 393 | 1,02 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 155 | 0,65 | 7 | 0,00 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 27 786 | 27,39 | 1 209 | 26,23 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 3 200 | 1,59 | 139 | 0,72 | ||||
| 2026-05-15 | 13F | Fmr Llc | 21 | 5,00 | 1 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 15 594 | 10,14 | 678 | 9,18 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 370 504 | 3,01 | 16 209 | 2,64 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 78 641 | 37,04 | 3 421 | 35,77 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 14 863 | 18,88 | 647 | 17,88 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 17 873 | 3,97 | 777 | 3,05 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 17 462 | 760 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 28 312 | 4,63 | 1 232 | 3,62 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 45 690 | 86,79 | 1 988 | 85,01 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 48 333 | 8,71 | 2 102 | 7,68 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 19 912 | 3,71 | 866 | 2,73 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 40 887 | 1,75 | 1 779 | 0,79 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 75 725 | 679,87 | 3 294 | 673,24 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 12 894 | 12,17 | 560 | 10,91 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 21 068 | 51,12 | 916 | 50,16 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 24 | 1 | ||||||
| 2026-05-05 | 13F | Theory Financial Llc | 11 834 | 3,10 | 515 | 1,78 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 9 742 | 0,25 | 424 | -0,70 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 143 639 | 11,43 | 6 248 | 10,39 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 41 015 | 0,69 | 1 784 | -0,22 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5 825 | 253 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 8 207 | 0,93 | 357 | 0,00 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 13 638 | 4,39 | 593 | 3,49 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8 454 | 46,36 | 368 | 45,06 |
