Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF, to m.in Cetera Investment Advisers, Catalytic Wealth RIA, LLC, Curbstone Financial Management Corp, LPL Financial LLC, Cyndeo Wealth Partners, LLC, Hrt Financial Lp, Beacon Pointe Advisors, LLC, Paradigm, Strategies in Wealth Management, LLC, Schmidt P J Investment Management Inc, Cornell Pochily Investment Advisors, Inc., MidFirst Bank, i Jpmorgan Chase & Co .
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 | Cwm, Llc | 28 505 | 36,71 | 732 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 21 396 | 14,73 | 549 | 13,66 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 17 000 | 70,00 | 436 | 68,34 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6 312 | 6,10 | 162 | 5,19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 534 | 65 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 111 801 | 106,56 | 2 870 | 104,34 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 49 152 | 1 262 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 400 | 234,98 | 87 | 234,62 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 24 395 | 2,56 | 626 | 1,46 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 126 036 | 28,25 | 3 235 | 26,82 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29 745 | 61,25 | 763 | 59,62 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13 276 | 0 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 9 800 | 8,89 | 252 | 7,73 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 85 168 | 14,37 | 2 186 | 13,10 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23 680 | 0,29 | 608 | -0,82 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 140 726 | 231,02 | 3 612 | 227,47 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 14 803 | 380 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 16 666 | 3,41 | 428 | 2,15 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1 000 | 26 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14 888 | 27,49 | 382 | 26,07 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 314 | 8 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 42 402 | 30,80 | 1 088 | 29,37 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 13 272 | 341 | ||||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 14 630 | 48,68 | 376 | 47,06 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 10 840 | 278 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 71 275 | 3,49 | 1 829 | 2,35 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 10 252 | 125,96 | 263 | 124,79 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 9 150 | 235 | ||||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 1 262 | 3,44 | 32 | 3,23 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 14 008 | 360 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 35 234 | 12,78 | 904 | 11,60 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 81 893 | 35,84 | 2 102 | 34,34 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 277 974 | 627,68 | 7 135 | 619,88 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 34 403 | 165,68 | 883 | 162,80 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 13 264 | 340 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 130 036 | 172,96 | 3 353 | 171,28 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 26 963 | 98,87 | 692 | 97,15 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 29 431 | 7,19 | 755 | 6,04 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 180 097 | 203,18 | 4 623 | 199,94 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 30 812 | 791 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 23 000 | 590 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 18 982 | 25,31 | 487 | 23,92 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 16 546 | 20,35 | 425 | 19,10 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 44 883 | 80,83 | 1 152 | 78,88 |
