Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF, to m.in CVS HEALTH Corp, Arch Global Advisors, LLC, Prudential Financial Inc, Apollon Wealth Management, LLC, Sage Advisors, Llc, City Center Advisors, LLC, Sanchez Gaunt Capital Management, LLC, XTX Topco Ltd, Severin Investments, LLC, Beacon Pointe Advisors, LLC, Diversify Wealth Management, Llc, Websterrogers Financial Advisors, Llc, Rsm Us Wealth Management Llc, Van Diest Capital, LLC, Annis Gardner Whiting Capital Advisors, LLC, Triumph Capital Management, Group One Trading, L.p., Western Wealth Management, LLC, i Vanguard Advisers Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 5 044 | 250 | ||||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 99 669 | 1,47 | 4 947 | -0,18 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 428 | 1 186,49 | 71 | 1 300,00 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 63 205 344 | 4 898,82 | 1 274 | -98,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 44 860 | 12,97 | 2 189 | 9,29 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 34 793 | 12,05 | 1 726 | 8,96 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 177 496 | 27,71 | 9 | 14,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 37 500 | 35,87 | 1 861 | 33,69 | |||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 13 385 | 12,99 | 663 | 11,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 5 700 | 283 | |||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 5 865 | 291 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 113 962 | 4,11 | 5 656 | 2,41 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 66 207 | 141,19 | 3 296 | 137,39 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 29 134 | 24,94 | 1 446 | 22,87 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 252 840 | 12 548 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 43 751 | 2 171 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 63 990 | 5,30 | 3 176 | 3,59 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 54 378 | 2 699 | ||||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 21 462 | 0,05 | 1 065 | -1,57 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 32 413 | 35,67 | 1 609 | 33,44 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 972 | 0,93 | 48 | 0,00 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 4 255 | 211 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 290 830 | 5,54 | 14 | 7,69 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 749 542 | 3,99 | 37 192 | 2,24 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 722 529 | 39,55 | 35 534 | 36,04 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26 371 | 35,57 | 1 330 | 32,73 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 533 | 0,19 | 26 | 0,00 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7 937 | 394 | ||||||
| 2026-05-11 | 13F | Allstate Corp | 132 893 | 37,23 | 6 595 | 35,01 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 495 996 | 4,10 | 24 616 | 2,41 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6 785 | 337 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 111 884 | 3,63 | 5 553 | 1,95 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 56 083 | 13,83 | 2 783 | 11,99 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 100 000 | 4 963 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 9 946 | 494 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 709 435 | 10,48 | 35 209 | 8,69 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 5 139 | 255 | ||||||
| 2026-05-12 | 13F | Croban | 144 235 | 54,81 | 7 158 | 52,30 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 11 940 | 1,12 | 602 | -0,99 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 856 466 | 6,83 | 42 506 | 5,10 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 18 751 | 17,63 | 931 | 15,67 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 195 963 | 67,65 | 9 726 | 64,94 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43 435 | 25,79 | 2 156 | 23,71 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 0 | 0 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 26 336 | 1 307 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 13 843 | 41,37 | 692 | 40,08 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 14 686 | 3,79 | 730 | 2,24 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5 138 | 0,88 | 255 | -0,78 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 5 897 | 0,87 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 4 621 | 229 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 509 | 67,43 | 25 | 66,67 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1 823 | 14,29 | 90 | 12,50 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 312 516 | 2,85 | 15 511 | 1,17 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 111 921 | 3,67 | 5 555 | 1,98 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 231 131 | 53,82 | 11 471 | 51,33 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 449 909 | 92,45 | 22 329 | 89,32 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 6 447 | 320 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 6 721 | 0,48 | 334 | -1,19 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 210 023 | 2,12 | 10 423 | 0,46 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 36 660 | 1 819 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 307 527 | 4,63 | 15 152 | 2,18 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 12 300 | 15 275,00 | 610 | 15 150,00 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 000 | 50 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 200 | 10 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 786 | 0 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 481 | 50,78 | 24 | 43,75 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 180 799 | 22,46 | 8 973 | 20,48 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 14 008 | 638,82 | 695 | 631,58 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 6 735 | 334 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 104 226 | 8,36 | 5 173 | 6,60 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 515 213 | 1,82 | 75 200 | 0,17 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 415 959 | 20,48 | 20 644 | 18,53 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 294 | 15 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 331 | 116 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 48 | 2 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 781 | 45,17 | 39 | 40,74 | ||||
| 2026-05-14 | 13F | Prudential Plc | 3 189 086 | 4,44 | 158 274 | 2,75 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 76 439 | 3 794 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 924 345 | 45 875 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 535 944 | 9,42 | 26 599 | 7,64 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 5 204 | 3,79 | 258 | 2,38 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 172 477 | 60,69 | 8 560 | 58,08 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5 713 | 3,48 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 119 070 | 0,27 | 5 909 | -1,37 | ||||
| 2026-01-13 | 13F | Sage Advisors, Llc | 11 267 | 568 | ||||||
| 2026-05-07 | 13F | Nyl Investors Llc | 399 942 | 0,96 | 19 849 | -0,68 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 79 751 | 4,75 | 3 958 | 3,07 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21 962 | 7,00 | 1 090 | 5,22 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 233 | 145,26 | 12 | 175,00 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 25 | 1 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 18 362 | 132,34 | 911 | 128,89 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 68 721 | 3 435 900,00 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 7 830 | 15,35 | 389 | 13,45 | ||||
| 2026-04-29 | 13F | Invested Advisors | 5 156 | 1,74 | 256 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 297 596 | 2,84 | 14 770 | 1,17 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7 850 | 1,23 | 390 | -0,51 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 13 017 | 25,42 | 646 | 23,52 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7 270 | 361 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 14 000 | 695 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 490 869 | 38,55 | 73 992 | 36,30 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 114 368 | 42,59 | 5 676 | 40,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 267 535 | 13 278 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4 509 | 224 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 105 | 5 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 4 164 | 207 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 199 | 332,61 | 10 | 350,00 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 11 385 | 96,36 | 565 | 93,49 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5 071 | 251 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 486 417 | 23,22 | 222 661 | 21,21 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 100 217 | 32,69 | 4 974 | 28,67 |
