Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF, to m.in Beacon Financial Planning, Inc, Magnus Financial Group LLC, Cerity Partners LLC, AssuredPartners Investment Advisors, LLC, Ellis Investment Partners, LLC, Summit Asset Management, LLC, Warren Averett Asset Management, LLC, Two Sigma Securities, Llc, Spartan Wealth Advisory Services LLC, OneAscent Financial Services LLC, Bank of New York Mellon Corp, Intentional Wealth Strategies, LLC, Fifth Third Bancorp, Napier Financial, LLC, 3 Factor Indexing, Llc, Lloyd Advisory Services, LLC., i Western Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 8 684 | 2,73 | 199 | 2,05 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 243 961 | 4,13 | 5 599 | 3,53 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 102 226 | 214,19 | 2 346 | 212,80 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 18 953 | 6,21 | 435 | 5,60 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9 853 | 0,15 | 226 | -0,44 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 664 369 | 1,00 | 38 197 | 0,43 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 1 349 454 | 10,98 | 30 970 | 10,35 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 28 472 | 133,59 | 653 | 132,38 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 30 223 | 0,86 | 694 | 0,29 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10 377 | 18,57 | 238 | 18,41 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 39 438 | 8,37 | 905 | 7,87 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 132 908 | 6,07 | 3 050 | 5,46 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 15 027 | 0,43 | 345 | -0,29 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 34 659 | 15,77 | 795 | 15,22 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 23 252 | 534 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 9 918 | 1,00 | 228 | 0,44 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 366 | 1,10 | 8 | 0,00 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 23 644 | 543 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 418 | 0,72 | 10 | 0,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 76 544 | 44,70 | 1 757 | 43,93 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 20 641 | 25,97 | 474 | 25,13 | ||||
| 2026-05-12 | 13F | Straightline Group Llc | 911 742 | 11,42 | 20 924 | 10,67 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 186 431 | 3,06 | 4 279 | 2,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 27 640 | 0,09 | 634 | -0,47 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11 231 | 3,51 | 257 | 2,40 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 25 135 | 45,00 | 577 | 44,00 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 38 272 | 878 | ||||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 77 234 | 0,31 | 1 773 | -0,28 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 12 139 | 32,91 | 279 | 31,75 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 28 927 | 6,34 | 664 | 5,73 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 80 538 | 24,60 | 1 848 | 23,94 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3 639 | 3,00 | 84 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 767 | 109 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 34 455 | 30,66 | 791 | 29,93 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 126 633 | 133,10 | 2 906 | 131,92 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 045 407 | 8,96 | 46 942 | 8,35 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 52 707 | 8,89 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1 474 | 34 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 68 881 | 33,33 | 1 581 | 32,55 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 1 109 389 | 14,15 | 25 460 | 17,04 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 223 377 | 2,99 | 5 127 | 2,40 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 18 070 | 413 | ||||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 84 447 | 40,73 | 1 938 | 40,03 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 284 878 | 5,03 | 6 538 | 4,42 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 87 | 2 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 8 981 | 206 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 327 | 8 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 28 250 | 8,80 | 648 | 8,18 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 85 436 | 30,56 | 1 961 | 29,80 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 398 864 | 7,96 | 9 154 | 7,34 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 175 | 1,16 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 10 849 | 249 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4 665 | 9,38 | 107 | 9,18 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 14 462 | 14,41 | 334 | 12,88 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 13 155 | 302 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 8 414 | 193 | ||||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 20 063 | 0,22 | 459 | -0,65 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 10 599 | 1,00 | 243 | 0,83 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 21 387 | 0,24 | 491 | -0,41 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 118 181 | 0,55 | 2 712 | 0,00 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 101 324 | 224,94 | 2 325 | 223,37 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 41 203 | 44,95 | 946 | 44,05 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 130 962 | 4,55 | 3 006 | 3,91 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 29 036 | 3,49 | 666 | 2,94 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 418 276 | 55,65 | 9 599 | 54,77 | ||||
| 2026-04-06 | 13F | CX Institutional | 929 | 0,98 | 0 | |||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 11 345 | 21,99 | 260 | 21,50 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 93 505 | 4,62 | 2 146 | 4,03 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 571 769 | 9,01 | 13 122 | 8,40 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4 049 | 93 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 914 | 21 | ||||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 40 983 | 0,88 | 941 | 0,32 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 17 425 | 400 | ||||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 283 464 | 118,19 | 6 506 | 116,98 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 15 714 | 56,97 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 77 130 | 50,05 | 1 770 | 49,24 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 14 529 | 1,03 | 335 | -0,30 | ||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 163 565 | 16,57 | 3 741 | 15,61 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 15 896 | 365 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 207 | -8,85 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20 293 | 37,05 | 463 | 35,78 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 528 264 | 0,76 | 12 124 | 0,19 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 54 502 | 0,08 | 1 251 | -0,48 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 51 600 | 21,48 | 1 191 | 19,84 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 1 123 830 | 1,59 | 25 792 | 1,02 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 10 930 | 0,33 | 251 | -0,40 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 241 | |||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 389 445 | 2,39 | 8 938 | 1,81 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 31 463 | 17,84 | 722 | 17,21 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 9 025 | 1,00 | 207 | 0,49 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 20 951 | 27,57 | 481 | 26,65 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 330 591 | 8,79 | 7 587 | 8,18 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 35 842 | 0,83 | 823 | 0,24 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 366 | 8 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 25 852 | 30,77 | 593 | 30,04 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 21 911 | 10,22 | 506 | 8,84 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 21 039 | 14,13 | 483 | 13,41 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 9 952 | 228 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 154 299 | 7,02 | 3 561 | 118 600,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 852 | 0,32 | 65 | 0,00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 192 313 | 92,48 | 4 414 | 91,45 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 8 717 | 200 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 172 807 | 16,59 | 3 966 | 15,94 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 398 | 9 | ||||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 45 416 | 392,21 | 1 042 | 391,51 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 8 748 | 0,78 | 201 | 0,00 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 30 946 | 180,94 | 710 | 179,53 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 9 374 | 0,14 | 215 | -0,46 |
