Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Investment Grade Systematic Bond ETF, to m.in Independent Financial Group, Llc, Larch Capital Partners Llc, EFG International AG, Helium Advisors LLC, Madson Wealth Advisors Inc, Ubs Asset Management Americas Inc, Modern Wealth Management, LLC, Inspire Advisors, LLC, Fifth Third Bancorp, Gateway Wealth Partners, LLC, Everest Financial Group LLC, Reicon Wealth Advisors, Llc, Embree Financial Group, Western Wealth Management, LLC, Kingdom Financial Group LLC., Lloyd Advisory Services, LLC., SageView Advisory Group, LLC, i Colonial Trust Co / SC .
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 | Keystone Wealth Services, LLC | 86 604 | 0,39 | 3 902 | -0,94 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 30 066 | 15,59 | 1 355 | 14,07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6 660 | 7,30 | 304 | 6,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 074 882 | 36,66 | 48 434 | 34,86 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 10 095 | 7,37 | 455 | 5,83 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 189 465 | 12,58 | 53 597 | 11,10 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 791 337 | 0,15 | 35 658 | 98 947,22 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 218 | 27,99 | 101 | 27,85 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 6 898 | 0,80 | 311 | -0,64 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7 439 | 335 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 23 923 | 1,98 | 1 078 | 0,56 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 55 842 | 18,50 | 2 516 | 16,97 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 735 734 | 24,85 | 33 152 | 23,21 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 21 546 | 4,06 | 971 | 2,65 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2 230 | 100 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 131 012 | 5 903 | ||||||
| 2026-04-21 | 13F | Altus Wealth Management, LLC | 69 944 | 4,49 | 3 152 | 3,11 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1 263 | 57 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 44 455 | 2,13 | 2 003 | 0,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 125 548 | 1 788,79 | 5 651 | 1 758,55 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 13 | 1 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 11 725 | 9,98 | 528 | 8,64 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 10 462 | 10,23 | 471 | 8,78 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 36 469 | 72,37 | 1 643 | 70,08 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 525 643 | 13,13 | 23 685 | 11,64 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 5 584 | 2,35 | 252 | 0,80 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 4 810 | 217 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 63 | 1,61 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 120 938 | 263,00 | 5 449 | 258,25 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 115 578 | 9,93 | 5 208 | 8,48 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 77 873 | 16,53 | 3 509 | 14,98 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 89 157 | 16,96 | 4 017 | 15,43 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 10 551 | 14,27 | 475 | 12,83 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 24 240 | 8,78 | 1 092 | 7,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12 593 | 568 | ||||||
| 2026-05-15 | 13F | EFG International AG | 63 323 | 2 853 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 428 | 154 | ||||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 6 504 | 0,82 | 293 | -0,34 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15 070 | 8,26 | 679 | 6,93 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 131 | 0,77 | 6 | 0,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 51 431 | 8,26 | 2 326 | 7,24 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 63 720 | 2 871 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7 549 | 340 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24 493 | 51,92 | 1 104 | 49,86 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 17 426 | 12,01 | 785 | 10,56 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 12 533 | 7,15 | 565 | 5,62 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20 477 | 15,96 | 923 | 14,39 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 11 242 | 7,40 | 513 | 6,65 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 319 | 10 533,33 | 14 | |||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 8 078 | 364 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 1 529 358 | 6,50 | 69 | 4,62 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 34 553 | 4,27 | 1 555 | 2,78 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 31 575 | 1,06 | 1 423 | -0,28 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 30 332 | 8,75 | 1 367 | 7,31 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 25 700 | 6,22 | 1 158 | 4,89 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 27 045 | 2,48 | 1 219 | 1,16 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 6 567 | 296 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 15 109 | 4,58 | 681 | 3,19 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 612 366 | 5,77 | 27 593 | 4,38 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 57 584 | 16,40 | 2 595 | 14,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 32 956 | 2,21 | 1 485 | 0,82 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 243 999 | 7,93 | 10 995 | 6,51 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 19 | 1 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1 179 255 | 3,30 | 53 137 | 1,95 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7 438 | 335 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9 108 | 20,00 | 0 | |||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 14 658 | 660 | ||||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 5 370 | 242 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 90 342 | 4,02 | 4 079 | 2,88 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 510 | 23 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9 567 | 113,64 | 431 | 111,27 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 176 984 | 1,91 | 7 975 | 0,57 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 55 274 | 0,38 | 2 491 | -0,95 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 26 123 | 1 177 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 948 | 24,08 | 43 | 23,53 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4 442 | 200 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 415 | 25,67 | 64 | 23,53 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 961 | 9,70 | 43 | 10,26 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 172 660 | 4,17 | 7 884 | 112 514,29 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9 994 | 450 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 9 844 | 442 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 13 516 | 11,21 | 609 | 9,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 163 276 | 1,57 | 7 357 | 0,23 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 11 102 | 118,16 | 500 | 115,52 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 263 | 57 | ||||||
| 2026-04-22 | 13F | DORVAL Corp | 399 159 | 29,15 | 17 986 | 27,45 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 8 691 | 12,21 | 392 | 10,76 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 270 984 | 46,29 | 12 211 | 44,36 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 83 650 | 6,61 | 3 769 | 5,22 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 23 097 | 6,95 | 1 041 | 5,48 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 11 477 | 161,38 | 517 | 158,50 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 71 198 | 3 208 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 729 956 | 33 330 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 5 | 0 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 592 | 0,85 | 27 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 341 493 | 13,05 | 15 388 | 11,56 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 8 513 | 0,84 | 384 | -0,52 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 620 | 28 | ||||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 4 635 | 4,84 | 209 | 3,48 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 164 167 | 1,77 | 7 397 | 0,43 |
