Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF, to m.in ARS Wealth Advisors Group, LLC, Goldstone Financial Group, LLC, Mather Group, Llc., Evergreen Wealth Solutions, LLC, HighTower Advisors, LLC, Diversify Wealth Management, Llc, Acute Investment Advisory, Llc, SHP Wealth Management, OxenFree Capital LLC, Legacy Wealth Managment, LLC/ID, Brown, Lisle/cummings, Inc., i RWM Asset Management, 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 146 471 | 12,03 | 12 539 | 11,26 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6 537 | 16,94 | 560 | 16,22 | ||||
| 2026-05-05 | 13F | UBS Group AG | 102 534 | 69,58 | 8 778 | 68,43 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 15 768 | 9,38 | 1 350 | 8,62 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 31 720 | 31,87 | 2 716 | 30,97 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 3 366 | 288 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 298 571 | 11,10 | 25 561 | 10,34 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 609 | 1 027,78 | 0 | |||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 27 344 | 7,74 | 2 341 | 7,00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 37 625 | 3 221 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 313 | 0,97 | 27 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5 229 | 57,50 | 448 | 56,29 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 2 749 | 0,84 | 235 | 0,00 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 4 189 | 33,79 | 362 | 34,57 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 34 | 3 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 3 578 | 40,15 | 306 | 39,09 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 28 105 | 35,03 | 2 406 | 34,11 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 25 771 | 3,39 | 2 206 | 2,70 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11 815 | 11,00 | 1 018 | 11,01 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 4 891 | 45,39 | 419 | 44,64 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 300 | 26 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 18 914 | 6,30 | 1 619 | 5,61 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 2 447 | 0,91 | 210 | 0,00 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 121 923 | 9,45 | 10 438 | 8,70 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 11 420 | 19,78 | 978 | 19,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 4 | 0 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 12 275 | 3,35 | 1 051 | 2,64 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 180 | 15 | ||||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 174 313 | 14 923 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 88 462 | 47,17 | 7 573 | 46,17 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 97 272 | 0,08 | 8 408 | 0,13 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 251 | 195,29 | 21 | 200,00 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 2 346 | 202 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3 417 | 293 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 531 | 11,28 | 304 | 10,55 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 28 390 | 8,77 | 2 448 | 8,80 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13 014 | 407,17 | 1 114 | 404,07 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3 015 | 258 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 5 100 | 437 | |||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 5 428 | 123,37 | 465 | 122,01 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 27 | 2 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 6 236 | 534 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 403 | 35 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 42 632 | 7,21 | 3 650 | 6,48 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 12 | 9,09 | 1 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 11 | 1 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 77 514 | 1,87 | 6 636 | 1,17 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 28 387 | 55,15 | 2 430 | 54,09 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 11 901 | 1,05 | 1 019 | 0,30 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 6 806 | 583 | ||||||
| 2026-05-11 | 13F | Elequin Capital Lp | 21 199 | 1 801 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 376 | 291 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 10 974 | 1 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 32 695 | 6,75 | 2 799 | 6,02 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 53 194 | 33,59 | 4 554 | 32,66 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 2 054 | 4,21 | 176 | 3,55 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 22 079 | 214,78 | 1 890 | 212,91 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 47 453 | 5,07 | 4 074 | 4,62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 057 | 1,25 | 91 | 1,11 |
