Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Fifth Third Bancorp, Seeds Investor Llc, We Are One Seven, LLC, U.S. Capital Wealth Advisors, LLC, Pure Portfolios Holdings Llc, Ubs Asset Management Americas Inc, PlanVest Financial, Inc, Western Wealth Management, LLC, Smartleaf Asset Management LLC, MTM Investment Management, LLC, i TIAA Wealth Investment Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 264 985 | 2,47 | 13 379 | 2,05 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 24 941 | 1 259 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 11 580 | 7,04 | 585 | 6,57 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 77 099 | 19,76 | 3 893 | 19,28 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6 909 | 11,76 | 349 | 11,18 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 68 662 | 810,15 | 3 467 | 807,33 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 607 | 1 417,50 | 31 | 1 400,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 80 | 700,00 | 4 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6 853 | 10,39 | 346 | 10,19 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 32 257 | 57,01 | 1 629 | 56,39 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 313 171 | 6,94 | 15 812 | 6,50 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 10 820 | 12,67 | 546 | 12,35 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 113 347 | 3 310,98 | 5 723 | 3 305,95 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1 032 454 | 3,82 | 52 129 | 3,39 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 34 893 | 7,50 | 1 762 | 7,05 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 473 | 456,47 | 24 | 475,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 31 185 | 25,29 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 107 506 | 1,26 | 5 428 | 0,84 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 103 890 | 0,74 | 5 245 | 0,06 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 96 206 | 2,84 | 4 857 | 2,43 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 64 | 1,59 | 3 | 0,00 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 60 142 | 28,09 | 3 037 | 27,61 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 30 308 | 3,04 | 1 530 | 2,62 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 4 549 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 52 933 | 2 673 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 727 957 | 7,29 | 36 755 | 6,85 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 4 152 | 210 | ||||||
| 2026-04-24 | 13F | Ndwm Llc | 128 722 | 258,57 | 6 499 | 257,09 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 154 093 | 7,27 | 7 813 | 111 500,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4 164 | 210 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 241 981 | 16,87 | 12 218 | 16,39 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 100 826 | 6,68 | 5 091 | 6,24 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 158 628 | 2,67 | 58 499 | 2,24 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 106 701 | 3,22 | 5 387 | 2,79 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 17 | 1 | ||||||
| 2026-05-13 | 13F | Crews Bank & Trust | 759 580 | 3,15 | 38 351 | 2,72 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 22 652 | 0,59 | 1 144 | 0,18 | ||||
| 2026-02-17 | 13F | Bank Hapoalim Bm | 0 | |||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 13 423 | 0,66 | 678 | 0,15 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 37 678 | 48,87 | 1 895 | 47,70 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 119 580 | 6,15 | 6 038 | 5,71 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 491 388 | 6,14 | 24 810 | 5,70 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 102 652 | 2,77 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 49 834 | 10,34 | 2 516 | 9,92 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 103 791 | 18,91 | 5 240 | 18,42 | ||||
| 2026-05-05 | 13F | PFG Advisors | 164 186 | 8 290 | ||||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 3 170 | 50,95 | 160 | 50,94 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 787 808 | 14,57 | 39 776 | 14,10 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 828 129 | 2,15 | 41 827 | 1,75 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 60 692 | 8,24 | 3 064 | 7,81 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 083 687 | 5,14 | 54 715 | 4,70 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 345 | 0,58 | 17 | 0,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 145 | 2 145,10 | 58 | -1,72 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 255 | -0,39 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 23 103 | 5,68 | 1 166 | 5,23 | ||||
| 2026-04-28 | 13F | Topor & Co. Korea | 42 557 | 1,01 | 2 149 | 0,56 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 394 | 0,25 | 20 | 0,00 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 159 906 | 1,97 | 8 074 | 115 228,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 296 574 | 1,15 | 14 974 | 0,73 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 108 916 | 685,60 | 5 499 | 683,33 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 101 181 | 0,87 | 5 109 | 0,45 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6 186 | 8,85 | 312 | 8,33 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 49 850 | 5,40 | 2 517 | 4,96 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 3 951 | 200 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 192 545 | 7,35 | 9 722 | 6,91 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 20 958 | 6,92 | 1 058 | 6,55 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 229 | 0,88 | 12 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 6 175 | 3,73 | 312 | 3,32 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 580 | 29 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 17 009 | 51,15 | 859 | 50,53 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 2 340 | 118 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 661 | 22,93 | 185 | 22,67 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 71 494 | 5,58 | 3 610 | 5,13 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 143 565 | 3,24 | 7 234 | 2,60 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 255 739 | 12,05 | 12 912 | 11,59 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 8 027 | 20,38 | 405 | 19,82 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 801 | 141 | ||||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 38 713 | 20,76 | 1 955 | 20,25 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 200 898 | 16,08 | 10 143 | 15,60 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 16 597 | 839 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 970 988 | 0,28 | 49 025 | -0,14 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6 076 | 11,30 | 307 | 10,87 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1 367 626 | 4,53 | 69 051 | 4,10 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 216 147 | 14,17 | 10 913 | 13,70 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 179 777 | 9 077 | ||||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 229 389 | 9,13 | 11 582 | 8,67 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5 931 | 5,89 | 299 | 5,65 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 575 340 | 8 268 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 279 | 14 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4 290 | 217 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 100 297 | 6,80 | 5 064 | 6,34 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 234 880 | 3,35 | 11 859 | 2,92 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 40 902 | 1,06 | 2 065 | 0,63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 7 792 | 18,78 | 393 | 18,37 | ||||
| 2026-05-04 | 13F | Camden National Bank | 379 909 | 7,51 | 19 182 | 7,07 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 58 404 | 7,28 | 2 925 | 5,94 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 377 262 | 1,02 | 120 028 | 0,60 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 396 979 | 4,88 | 20 043 | 4,45 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 8 790 | 3,53 | 444 | 3,02 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 0 | 0 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 10 676 | 7,02 | 539 | 6,73 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 59 654 | 8,25 | 3 012 | 7,81 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3 601 | 2 082,42 | 182 | 2 162,50 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4 661 | 0,39 | 235 | 0,00 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 20 169 | 1 018 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 595 893 | 1,13 | 30 087 | 0,71 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 358 | 69 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 22 236 | 19,74 | 1 123 | 19,23 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 54 680 | 16,57 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 29 454 | 21,75 | 1 493 | 21,78 |
