Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Blackrock ETF Trust II - Ishares High Yield Muni Active ETF, to m.in Willis Johnson & Associates, Inc., Prime Capital Investment Advisors, LLC, Axiom Financial Strategies, LLC, Joel Isaacson & Co., LLC, Independent Advisor Alliance, Scissortail Wealth Management, LLC, Fifth Third Bancorp, Ubs Asset Management Americas Inc, Rockport Wealth LLC, Silverlake Wealth Management Llc, Frisch Financial Group, Inc., Apollon Financial, LLC, Savvy Advisors, Inc., Smithbridge Asset Management Inc/de, Novem Group, Invst, LLC, Independent Financial Group, Llc, Warren Averett Asset Management, LLC, United Capital Financial Advisers, Llc, i Arwa 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Apollon Financial, LLC | 8 933 | 429 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 9 108 | 437 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 41 564 | 1 994 | ||||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 75 239 | 31,27 | 3 610 | 29,35 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 40 651 | 26,50 | 1 950 | 24,68 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5 570 | 6,56 | 267 | 5,12 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 111 | 3 959,62 | 101 | 4 950,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 264 193 | 26,20 | 12 676 | 24,37 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 168 646 | 105,87 | 8 210 | 103,75 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 16 804 | 2,10 | 811 | 0,87 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 20 345 | 57,27 | 976 | 55,17 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14 249 | 684 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 107 529 | 8,42 | 5 159 | 6,88 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 176 755 | 10,75 | 8 481 | 9,15 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 10 359 | 497 | ||||||
| 2026-04-23 | 13F | Next Level Private LLC | 5 157 | 247 | ||||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 4 965 | 0,49 | 241 | -0,41 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 623 367 | 14,24 | 30 346 | 116 611,54 | ||||
| 2026-04-13 | 13F | Arwa Llc | 6 719 | 326 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6 720 | 324 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 14 352 | 30,60 | 699 | 29,26 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 690 | 33 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18 340 | 880 | ||||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 6 504 | 0,85 | 312 | -0,64 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 64 575 | 7,11 | 3 098 | 5,59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 210 | 10 | ||||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 18 579 | 9,71 | 891 | 8,13 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 12 352 | 0,27 | 593 | -1,17 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 7 043 | 342 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 122 857 | 26,81 | 5 895 | 24,98 | ||||
| 2026-05-05 | 13F | PFG Advisors | 18 279 | 3,58 | 877 | 2,10 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 106 | 5 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 14 241 | 18,97 | 683 | 17,35 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 5 975 | 287 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 588 155 | 8,10 | 29 056 | 9,72 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 10 444 | 501 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 181 | 0,56 | 9 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 512 163 | 8,62 | 24 574 | 7,06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6 633 | 318 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 16 733 | 0,58 | 803 | -0,87 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 17 275 | 0,21 | 829 | -1,31 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10 629 | 510 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 159 574 | 195,59 | 7 656 | 191,44 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17 917 | 24,52 | 860 | 22,71 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 144 | 7 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 413 | 140,12 | 20 | 137,50 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9 280 | 1,70 | 445 | 0,23 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2 491 | 7,09 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9 159 | 27,39 | 439 | 25,43 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 128 862 | 8,92 | 6 183 | 7,35 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 529 | 0,76 | 25 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 13 358 | 21,61 | 641 | 19,85 | ||||
| 2026-05-13 | 13F | Invst, LLC | 7 328 | 352 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 165 764 | 7 953 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 9 116 | 88,74 | 437 | 85,96 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 311 | 15 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 883 945 | 39,37 | 89 802 | 36,47 | ||||
| 2026-04-10 | 13F | Novem Group | 8 034 | 385 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 309 | 8,42 | 15 | 0,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6 805 | 326 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 13 910 | 51,71 | 667 | 49,55 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 6 260 | 102,20 | 300 | 100,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 73 441 | 22,63 | 3 524 | 20,86 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 236 162 | 3,29 | 11 331 | 1,81 | ||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 113 680 | 5 454 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 104 | 5 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 14 647 | 57,27 | 703 | 54,97 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4 970 | 16,72 | 238 | 14,98 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4 850 | 233 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8 537 | 410 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 122 704 | 1 551,91 | 5 887 | 1 530,75 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 20 854 | 2,73 | 1 001 | 1,21 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 121 906 | 4,96 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 194 202 | 2,83 | 9 465 | 2,96 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 6 759 | 324 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 6 426 | 308 | ||||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 5 030 | 241 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 365 235 | 15,00 | 18 | 13,33 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 8 053 | 386 | ||||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 18 885 | 83,01 | 906 | 80,48 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6 063 | 6,05 | 295 | 4,98 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 13 243 | 14,46 | 635 | 12,79 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 106 | 0,95 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 4 207 | 202 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 7 052 | 24,81 | 338 | 22,91 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 8 985 | 5,25 | 431 | 3,86 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 6 289 | 302 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 15 048 | 40,74 | 722 | 38,85 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 4 991 | 239 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 42 989 | 14,46 | 2 063 | 12,80 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 387 | 239,47 | 19 | 260,00 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 45 717 | 150,57 | 2 194 | 143,67 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 3 840 | 32,23 | 184 | 30,50 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 594 674 | 8,47 | 28 949 | 7,34 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 49 979 | 296,38 | 2 | |||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 163 332 | 7 837 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 90 152 | 72,39 | 4 325 | 69,94 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 5 457 | 3,86 | 262 | 2,35 | ||||
| 2026-05-06 | 13F | Eq Llc | 15 145 | 27,68 | 727 | 25,82 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 9 436 | 453 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5 720 | 274 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 30 | 3,45 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 112 680 | 9,99 | 5 406 | 8,42 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 154 763 | 9,17 | 7 426 | 123 650,00 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 9 569 | 15,47 | 459 | 13,90 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 3 000 | 0 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 92 065 | 1 557,63 | 4 417 | 1 535,93 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 4 740 | 227 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 13 998 | 672 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 17 | 1 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 95 065 | 14,41 | 4 628 | 14,42 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 5 346 | 255 |
