Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF, to m.in Bank of New York Mellon Corp, BIP Wealth, LLC, Cerity Partners LLC, Bedel Financial Consulting, Inc., Csenge Advisory Group, Spartan Wealth Advisory Services LLC, Monticello Wealth Management, Llc, High Falls Advisors, Inc, Intentional Wealth Strategies, LLC, KPP Advisory Services LLC, Arkadios Wealth Advisors, Beacon Financial Planning, Inc, Activest Wealth Management, Fifth Third Bancorp, Golden State Equity Partners, Golden State Wealth Management, LLC, i Napier Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 26 269 | 3,83 | 581 | 3,01 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 41 617 | 3,68 | 921 | 2,79 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 54 452 | 132,06 | 1 205 | 130,40 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 45 390 | 15,43 | 1 004 | 14,48 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9 191 | 0,07 | 203 | -0,98 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 34 489 | 7,15 | 763 | 6,27 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2 750 | 61 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 9 384 | 208 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 341 | -7,10 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 25 230 | 0,65 | 563 | 0,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 23 871 | 52,11 | 528 | 50,86 | ||||
| 2026-04-06 | 13F | CX Institutional | 929 | 0,98 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 31 797 | 704 | ||||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 35 631 | 6,57 | 789 | 5,63 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 222 613 | 4,69 | 4 926 | 3,79 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 217 172 | 12,94 | 4 806 | 12,00 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 25 335 | 17,65 | 561 | 16,67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 12 442 | 275 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 10 359 | 229 | ||||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 962 629 | 7 072,56 | 21 303 | 2 374,10 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25 093 | 59,28 | 555 | 58,12 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 54 131 | 6,08 | 1 198 | 5,18 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 31 076 | 0,59 | 688 | -0,29 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 29 827 | 660 | ||||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 9 168 | 203 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 397 414 | 3,29 | 8 795 | 2,41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 325 363 | 17,61 | 7 200 | 16,62 | ||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 116 882 | 16,88 | 2 586 | 15,66 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 74 575 | 11,65 | 2 | 0,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9 250 | 205 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 035 | 1 612,59 | 111 | 1 733,33 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 34 139 | 755 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 32 666 | 723 | ||||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 119 847 | 37,70 | 2 652 | 36,56 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 030 | 1 291,89 | 23 | 2 100,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 13 553 | 3,43 | 300 | 2,40 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 13 278 | 46,04 | 294 | 45,05 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 89 425 | 7,22 | 1 979 | 6,29 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 26 316 | 145,65 | 582 | 143,51 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 11 050 | 1,38 | 245 | 0,41 | ||||
| 2026-05-05 | 13F | UBS Group AG | 334 890 | 59,09 | 7 411 | 57,75 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11 007 | 0,70 | 244 | 0,00 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 388 086 | 7,01 | 8 588 | 6,10 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 32 175 | 39,59 | 718 | 38,61 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6 057 | 134 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 25 854 | 13,04 | 572 | 12,16 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 44 931 | 30,52 | 994 | 29,43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15 037 | 260,08 | 333 | 256,99 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 143 106 | 25,10 | 25 297 | 24,03 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 37 305 | 25,47 | 1 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 879 | 0,92 | 19 | 0,00 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 37 158 | 0,51 | 822 | -0,36 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1 546 | 34 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 70 995 | 33,33 | 1 571 | 32,24 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 39 195 | 122,07 | 867 | 120,61 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 26 802 | 31,05 | 593 | 30,04 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 11 738 | 260 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 73 137 | 1,43 | 1 619 | 0,56 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 135 973 | 12,55 | 3 009 | 11,61 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 20 412 | 0 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 30 403 | 0,42 | 679 | -0,29 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 6 738 | 51,59 | 148 | 49,49 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 801 | 0,75 | 0 | |||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 30 000 | 200,00 | 664 | 197,31 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 10 248 | 229 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 23 809 | 527 | ||||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 127 576 | 9,27 | 2 823 | 8,37 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 39 772 | 3,01 | 880 | 2,21 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 23 631 | 523 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 6 057 | 42,28 | 135 | 42,11 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 707 | 38 | ||||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 19 600 | 1,50 | 435 | 1,64 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 49 838 | 168,60 | 1 103 | 166,18 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 24 321 | 121,30 | 538 | 119,59 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 400 710 | 8 868 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 263 300 | 1,06 | 5 827 | 0,21 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 1 616 618 | 2,67 | 35 776 | 1,79 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 6 740 | 149 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 165 529 | 7,11 | 3 663 | 6,11 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 9 835 | 9,57 | 218 | 8,50 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 18 627 | 11,36 | 412 | 10,46 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 18 908 | 14,80 | 418 | 13,90 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9 340 | 207 |
