Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF, to m.in E Six Thirteen, Llc, Matthew Goff Investment Advisor, LLC, Summitpoint Capital Management, Avail Investment Partners, LLC, Investment Research Partners LLC, Wolfstich Capital, LLC, IHT Wealth Management, LLC, O'Domhnaill Enterprises, Inc., Johnson Investment Counsel Inc, Strid Group, LLC, Sovereign Financial Group, Inc., Fifth Third Bancorp, VisionPoint Advisory Group, LLC, Hm Payson & Co, MidFirst Bank, i Root Financial Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 44 965 | 1 | ||||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 13 863 | 0,41 | 354 | 0,00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 128 560 | 3,73 | 3 282 | 3,57 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 260 258 | 29,73 | 6 644 | 29,51 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 10 013 | 0,33 | 256 | 0,00 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 47 000 | 33,14 | 1 200 | 32,93 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 141 678 | 12,51 | 3 617 | 12,33 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 17 374 | 76,35 | 444 | 76,49 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 18 317 | 1,33 | 468 | 1,08 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 303 912 | 13,68 | 7 759 | 13,47 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 43 977 | 30,00 | 1 123 | 29,71 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 122 804 | 6,76 | 3 135 | 6,60 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 99 101 | 6,17 | 2 530 | 5,99 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 88 356 | 138,29 | 2 256 | 137,87 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6 980 | 3,64 | 179 | 3,49 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 104 648 | 1 059,92 | 3 | |||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 15 750 | 23,53 | 402 | 23,31 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 51 435 | 4,58 | 1 313 | 4,46 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 397 905 | 1,69 | 10 159 | 1,51 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 34 485 | 38,27 | 880 | 38,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13 533 | 345 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 298 680 | 2,00 | 7 625 | 1,83 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 45 080 | 0,02 | 1 151 | -0,17 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 186 966 | 20,29 | 4 773 | 20,08 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 52 167 | 0,41 | 1 332 | 0,23 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 399 611 | 5,51 | 61 262 | 5,32 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 17 138 | 35,23 | 438 | 34,88 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 160 329 | 25,38 | 4 093 | 25,17 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 559 021 | 153,34 | 14 272 | 152,32 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 805 553 | 5,04 | 20 566 | 4,85 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 28 120 | 55,68 | 718 | 55,53 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 21 085 | 14,70 | 538 | 14,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 18 094 | 46,27 | 461 | 45,89 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 386 630 | 4,12 | 10 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 22 979 | 53,10 | 587 | 53,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 23 172 | 10,98 | 592 | 10,67 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 550 889 | 112,08 | 14 064 | 111,71 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 73 026 | 1,95 | 1 864 | 1,80 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 10 112 | 18,10 | 258 | 18,35 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 151 478 | 14,26 | 3 867 | 14,07 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 12 764 | 5,53 | 326 | 5,18 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 28 333 | 20,13 | 723 | 19,90 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 160 924 | 10,24 | 4 108 | 10,05 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 134 643 | 3 410 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 14 097 | 4,40 | 360 | 4,06 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 38 886 | 80,12 | 993 | 79,71 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 425 657 | 44,55 | 10 867 | 44,30 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10 608 | 34,41 | 271 | 34,33 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 44 965 | 1 148 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 43 220 | 4,52 | 1 103 | 4,35 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 272 183 | 15,46 | 6 949 | 15,24 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 74 860 | 14,29 | 1 911 | 14,09 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 26 027 | 664 | ||||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 16 103 | 23,06 | 411 | 22,69 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 8 214 | 0,42 | 210 | 0,00 | ||||
| 2026-05-04 | 13F | E Six Thirteen, Llc | 395 462 | 10 096 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 985 931 | 2,49 | 25 171 | 2,30 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4 261 | 58,52 | 109 | 58,82 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 131 | 3 | ||||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 73 666 | 143,31 | 1 881 | 142,89 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 21 570 | 0,91 | 551 | 0,73 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 99 016 | 3,39 | 2 528 | 3,18 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 103 460 | 4,13 | 2 641 | 3,94 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 33 664 | 65,64 | 859 | 65,51 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 29 485 | 4,90 | 753 | 4,74 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 97 740 | 6,44 | 2 494 | 6,22 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 512 | 0,07 | 39 | 0,00 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 13 089 | 0,12 | 334 | 0,00 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 56 139 | 1,67 | 1 433 | 1,49 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 45 618 | 6,70 | 1 165 | 6,50 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 12 843 | 328 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 78 206 | 11,50 | 1 997 | 11,32 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 33 234 | 80,87 | 847 | 80,60 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 9 210 | 4,42 | 235 | 4,44 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 313 | 0,31 | 34 | 0,00 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 14 740 | 2,40 | 376 | 2,17 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 35 207 | 0,47 | 899 | 0,22 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 170 016 | 28,25 | 4 337 | 27,91 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 72 128 | 3,51 | 1 841 | 3,31 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 27 140 | 693 | ||||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 8 282 | 4,01 | 211 | 3,94 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 126 765 | 0,26 | 3 236 | 0,09 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 31 321 | 14,15 | 800 | 13,98 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1 949 | 50 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 38 031 | 15,76 | 971 | 15,48 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 4 708 | 0,06 | 120 | 0,00 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 559 681 | 7,96 | 14 289 | 7,77 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 38 429 | 8,52 | 981 | 8,40 | ||||
| 2026-05-12 | 13F | Creative Planning | 30 814 | 74,73 | 787 | 74,28 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 26 383 | 0,14 | 674 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 396 434 | 12,09 | 10 121 | 11,89 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 21 500 | 549 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 23 877 | 189,87 | 610 | 190,00 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1 000 | 26 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 44 854 | 4,41 | 1 145 | 4,28 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 27 409 | 29,40 | 700 | 29,21 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 15 470 | 94,10 | 396 | 93,63 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 413 440 | 0,88 | 10 555 | 0,71 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 47 164 | 9,05 | 1 204 | 8,86 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 44 793 | 1,96 | 1 144 | 1,78 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 224 326 | 4,99 | 5 727 | 4,81 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 31 924 | 0,10 | 815 | 0,00 | ||||
| 2026-05-06 | 13F | Postrock Partners Llc | 17 231 | 2,32 | 440 | 2,09 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 102 412 | 4,87 | 2 615 | 4,69 | ||||
| 2026-04-28 | 13F | O'Domhnaill Enterprises, Inc. | 26 156 | 668 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 163 013 | 34,15 | 4 162 | 33,92 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 64 805 | 3,12 | 1 657 | 2,86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 91 872 | 2 344 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 21 475 | 11,68 | 548 | 11,61 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 36 753 | 929 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 19 561 | 499 | ||||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 45 927 | 1 175 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 94 374 | 48,57 | 2 409 | 48,34 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 21 060 | 3,44 | 538 | 3,27 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 99 848 | 4,91 | 2 549 | 4,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 181 487 | 4 633 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 104 780 | 52,67 | 2 680 | 267 800,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 23 095 | 14,34 | 591 | 14,12 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 78 180 | 7,20 | 1 996 | 6,97 |
