Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF, to m.in Chicago Partners Investment Group LLC, Citadel Advisors Llc, Cerity Partners LLC, First Western Trust Bank, Beese Fulmer Investment Management, Inc., Madden Advisory Services, Inc., Foundations Investment Advisors, LLC, Baird Financial Group, Inc., Walser Wealth Management Company, A Ltd Liability Co, Segment Wealth Management, LLC, Monticello Wealth Management, Llc, Sanctuary Advisors, LLC, OneAscent Financial Services LLC, Golden State Equity Partners, National Bank Of Canada /fi/, SageView Advisory Group, LLC, Napier Financial, LLC, Fmr Llc, Intentional Wealth Strategies, LLC, i Tower Research Capital LLC (TRC) .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 24 183 | 36,20 | 568 | 35,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 15 572 | 365 | ||||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 17 499 | 411 | ||||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 21 325 | 252,95 | 500 | 249,65 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 23 913 | 89,47 | 561 | 88,26 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 21 329 | 3,24 | 501 | 2,25 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 41 498 | 3,33 | 974 | 2,42 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 221 | -23,08 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 20 296 | 476 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1 642 | 34,04 | 39 | 31,03 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 30 711 | 14,50 | 721 | 13,56 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 835 | 0,97 | 20 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 19 619 | 108,45 | 460 | 107,21 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 24 367 | 572 | ||||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 868 688 | 5 753,30 | 20 388 | 2 484,03 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 333 037 | 7,01 | 7 816 | 6,08 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 9 980 | 234 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 9 711 | 228 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 11 250 | 264 | ||||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 10 161 | 0,24 | 238 | -0,42 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 210 424 | 45,41 | 4 939 | 44,18 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 10 887 | 16,13 | 256 | 15,38 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 887 329 | 1,50 | 20 826 | 0,62 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 20 561 | 22,87 | 483 | 21,72 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 247 148 | 33,31 | 5 801 | 32,15 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 1 741 128 | 1,64 | 40 864 | 0,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8 431 | 1,04 | 200 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 360 449 | 3,62 | 8 460 | 2,72 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 212 985 | 5 031 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 20 771 | 9,07 | 487 | 8,22 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4 937 | 609,34 | 115 | 618,75 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 105 558 | 18,01 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 71 760 | 236,90 | 1 684 | 234,13 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 13 211 | 44,16 | 310 | 43,52 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8 804 | 0,08 | 207 | -0,96 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 9 506 | 223 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 68 579 | 1 610 | ||||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1 250 806 | 4,09 | 29 356 | 3,19 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 167 594 | 1 232,76 | 3 933 | 1 224,24 | ||||
| 2026-05-05 | 13F | UBS Group AG | 59 356 | 1,16 | 1 393 | 0,29 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 360 859 | 6,49 | 8 469 | 5,57 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8 020 | 188 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 23 045 | 0,26 | 546 | -0,55 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 23 021 | 13,99 | 540 | 12,97 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 24 061 | 28,04 | 565 | 27,03 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 9 390 | 0 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 34 049 | 20,55 | 1 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 099 230 | 19,67 | 25 799 | 18,63 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2 202 | 52 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 912 | 21 | ||||||
| 2026-05-11 | 13F | Wrapmanager Inc | 34 901 | 0,00 | 819 | -0,85 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 67 441 | 33,33 | 1 583 | 32,16 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 21 543 | 11,03 | 506 | 10,02 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 731 | 17 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 209 554 | 1,99 | 4 918 | 1,11 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 8 611 | 202 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2 083 | 34,39 | 49 | 33,33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 532 | 60 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 258 005 | 3,64 | 6 055 | 2,75 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 70 450 | 25,77 | 1 653 | 24,66 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 106 936 | 108,28 | 2 510 | 106,50 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 128 120 | 6,42 | 3 007 | 5,47 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 760 | 1,06 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 100 | 2 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 17 907 | 15,66 | 420 | 14,75 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 199 548 | 1,40 | 4 724 | 118 000,00 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 17 294 | 1,59 | 408 | 0,99 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 151 669 | 0,13 | 3 560 | -0,73 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 11 162 | 262 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 30 015 | 704 | ||||||
| 2026-05-12 | 13F | First Western Trust Bank | 20 734 | 487 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 365 319 | 5,55 | 8 574 | 4,36 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 860 | 67 |
