MX:IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF – Własność instytucjonalna – Sprzedawcy

iShares Trust - iShares 3-7 Year Treasury Bond ETF
MX ˙ BMV ˙ US4642886612
Własność instytucjonalna i funduszowa – Sprzedający

Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij 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 Midwest Trust Co 4 718 -3,83 560 -4,44
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 180 904 -33,19 18 192 -43,79
2026-05-11 13F OpenArc Corporate Advisory, LLC 475 868 -15,41 56 438 -15,94
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 42 345 -23,34 5 022 -23,83
2026-02-17 13F Millennium Management Llc Put 0 -100,00 0 -100,00
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F Rehmann Capital Advisory Group 48 087 -0,42 5 703 -1,04
2026-04-27 13F Strathmore Capital Advisors, Inc. 8 303 -0,30 985 -0,81
2026-04-24 13F Cannon Advisors, Inc. 9 623 -1,58 1 141 -2,31
2026-05-04 13F Element Wealth, LLC 3 767 -3,31 447 -4,09
2026-01-14 13F Mechanics Bank Trust Department 0 -100,00 0
2026-05-13 13F D L Carlson Investment Group Inc 3 060 -0,13 363 -0,82
2026-05-06 13F Cornerstone Planning Group LLC 765 -1,67 90 -2,17
2026-04-03 13F Investors Research Corp 1 566 -12,42 186 -13,15
2026-05-15 13F Warren Averett Asset Management, LLC 455 053 -2,38 53 969 -3,00
2026-05-14 13F Prudential Plc 0 -100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 17 475 -5,03 2 073 -5,65
2026-02-17 13F Millennium Management Llc Call 0 -100,00 0 -100,00
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 3 710 -25,23 440 -25,68
2026-04-30 13F Fortune Financial Advisors, LLC 26 320 -0,42 3 122 -1,05
2026-05-14 13F Morse Asset Management, Inc 0 -100,00 0
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 0 -100,00 0
2026-05-01 13F Harwood Advisory Group, LLC 1 610 -96,55 191 -96,57
2026-05-14 13F Cedar Wealth Management, LLC 0 -100,00 0
2026-04-01 13F Bangor Savings Bank 5 866 -24,17 696 -24,70
2026-05-12 13F Moneta Group Investment Advisors Llc 0 -100,00 0
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 33 712 -3,84 3 998 -4,45
2026-05-07 13F Key Capital Management, INC 0 -100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 4 320 -4,09 512 -4,66
2026-01-21 13F Ledyard National Bank 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 9 243 -30,68 1 096 -31,11
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 0 -100,00 0
2026-04-13 13F Invariant Investment Management 0 -100,00 0
2026-04-30 13F Opus Capital Group, LLC 33 755 -4,00 4 0,00
2026-04-14 13F Austin Wealth Management, LLC 96 737 -26,46 11 422 -27,26
2026-04-15 13F Bright Futures Wealth Management, LLC. 1 923 -91,96 228 -92,01
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-23 13F SevenBridge Financial Group, LLC 15 102 -1,35 1 792 -1,81
2026-04-10 13F Rede Wealth, LLC 3 746 -29,49 444 -29,97
2026-05-14 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 31 979 -25,13 3 793 -25,60
2026-04-13 13F Creative Financial Designs Inc /adv 1 253 -25,46 149 -26,00
2026-04-29 13F Cary Street Partners Financial Llc 17 267 -3,56 2 048 -4,17
2026-05-04 13F Wsfs Capital Management, Llc 11 638 -5,84 1 380 -6,44
2026-05-13 13F Truvestments Capital Llc 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 117 929 -21,08 13 986 -21,58
2026-01-29 13F Comerica Bank 55 545 -1,07 6 629 -1,19
2026-04-07 13F Eastern Bank 870 -17,30 103 -17,60
2026-04-28 13F Whittier Trust Co 7 938 -22,50 937 -23,45
2026-02-10 13F Ellevest, Inc. 0 -100,00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 42 887 -12,27 5 086 -12,82
2026-05-22 13F WNY Asset Management, LLC 12 008 -22,36 1 424 -22,94
2026-04-16 13F Evolve Private Wealth, Llc 0 -100,00 0
2026-02-13 13F Wells Fargo & Company/mn Call 0 -100,00 0 -100,00
2026-05-07 13F Northwestern Mutual Wealth Management Co 675 348 -4,64 80 096 -5,24
2026-05-13 13F BlackRock, Inc. 1 344 980 -16,88 159 515 -17,40
2026-05-13 13F Forefront Analytics, LLC 0 -100,00 0
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-24 13F Bell Investment Advisors, Inc 0 -100,00 0
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-05-08 13F Burke & Herbert Bank & Trust Co 13 367 -2,30 1 585 -2,88
2026-05-11 13F Kestra Investment Management, LLC 0 -100,00 0
2026-05-04 13F 1 North Wealth Services Llc 43 618 -1,56 5 173 -2,17
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 54 315 -10,17 6 434 -10,84
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-05-14 13F Dana Investment Advisors, Inc. 3 694 -10,71 438 -11,16
2026-04-30 13F Sequoia Financial Advisors, LLC 4 100 -0,24 486 -0,82
2026-05-08 13F Pnc Financial Services Group, Inc. 643 404 -0,12 76 308 -0,75
2026-04-17 13F Krilogy Financial LLC 8 620 -9,58 1 022 -10,04
2026-04-22 13F Traphagen Investment Advisors Llc 17 998 -10,31 2 135 -10,86
2026-04-29 13F Axxcess Wealth Management, Llc 37 520 -60,67 4 450 -60,92
2026-05-14 13F Hrt Financial Lp 2 712 -70,98 0 -100,00
2026-05-08 13F Idaho Trust Bank 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 1 669 -94,09 198 -94,15
2026-02-17 13F Snowden Capital Advisors LLC 6 109 -39,23 729 -39,30
2026-05-15 13F Markin Asset Management, LP 24 677 -11,21 2 927 -11,76
2026-04-15 13F Redhawk Wealth Advisors, Inc. 4 274 -91,93 507 -92,00
2026-04-21 13F International Private Wealth Advisors LLC 42 308 -21,93 5 018 -22,42
2026-05-14 13F Regal Investment Advisors LLC 2 322 -65,58 275 -65,84
2026-04-29 13F Koa Wealth Management, LLC 8 056 -5,11 955 -5,73
2026-05-04 13F Savant Capital, LLC 3 811 -33,49 452 -33,97
2026-04-02 13F Marex Group plc 4 346 -4,25 513 -2,10
2026-05-05 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-05-07 13F Ridgepath Capital Management LLC 59 589 -24,77 7 067 -25,34
2026-04-16 13F Spartan Planning & Wealth Management 74 906 -44,95 8 884 -45,29
2026-05-05 13F Atria Investments Llc 45 426 -3,30 5 388 -3,91
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-12 13F Ameritas Advisory Services, LLC 8 763 -2,35 1 039 -2,99
2026-04-30 13F Summa Corp. 8 285 -3,93 983 -4,57
2026-04-28 13F Integrated Advisors Network LLC 0 -100,00 0
2026-05-29 13F Keel Point, LLC 82 863 -2,01 9 828 -2,63
2026-04-24 13F James Investment Research Inc 61 160 -0,67 7 254 -1,31
2026-04-16 13F Quotient Wealth Partners, LLC 0 -100,00 0
2026-04-17 13F Summit Wealth Partners, LLC 8 256 -0,18 979 -0,81
2026-04-08 13F Stonebridge Financial Group, LLC 0 -100,00 0
2026-05-05 13F Napier Financial, LLC 169 333 -0,53 20 083 -1,15
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-15 13F Paragon Capital Management Ltd 15 084 -6,82 1 789 -7,45
2026-05-12 13F Sfmg, Llc 5 543 -7,52 657 -8,11
2026-05-04 13F Cogent Strategic Wealth Llc 11 959 -0,30 1 418 -0,70
2026-01-14 13F Global View Capital Management LLC 0 -100,00 0
2026-05-01 13F Mutual Advisors, LLC 0 -100,00 0
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-05-12 13F Channel Wealth Llc 0 -100,00 0
2026-05-08 13F Core Wealth Partners LLC 9 208 -5,27 1 092 -5,86
2026-04-30 13F Verdence Capital Advisors LLC 16 674 -11,14 1 977 -11,70
2026-04-20 13F Apella Capital, LLC 7 020 -2,86 836 -3,13
2026-04-13 13F Bank of New Hampshire 0 -100,00 0
2026-05-04 13F Checchi Capital Advisers, LLC 61 077 -0,56 7 244 -1,19
2026-05-14 13F Retirement Capital Strategies 0 -100,00 0
2026-05-05 13F Crestwood Advisors Group LLC 7 392 -9,81 877 -10,43
2026-04-21 13F Laurel Oak Wealth Management, Llc 24 567 -8,35 2 914 -8,94
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 1 829 -2,45 217 -3,14
2026-04-09 13F Park Place Capital Corp 125 -80,97 15 -82,05
2026-04-16 13F CogentBlue Wealth Advisors, LLC 4 391 -11,86 521 -12,46
2026-04-17 13F Legacy Wealth Partners, LLC 0 -100,00 0
2026-05-13 13F Prosperity Financial Group, Inc. 4 147 -27,42 492 -27,90
2026-04-24 13F Smithbridge Asset Management Inc/de 3 391 -55,07 402 -55,33
2026-04-29 13F Strategic Blueprint, LLC 49 719 -0,40 5 897 -1,02
2026-04-16 13F Klaas Financial Asset Advisors, LLC 21 298 -91,59 2 526 -91,65
2026-05-13 13F Adviser Investments LLC 128 350 -5,18 15 222 -5,78
2026-05-19 13F/A Eley Financial Management, Inc 102 356 -0,15 12 139 -0,78
2026-04-21 13F Trilogy Capital Inc. 48 530 -3,88 5 756 -4,48
2026-05-06 13F Hartland & Co., LLC 41 240 -6,88 4 891 -7,46
2026-02-03 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-15 13F Transamerica Financial Advisors, Inc. 587 -59,55 70 -60,12
2026-01-23 13F Fifth Third Securities, Inc. 0 -100,00 0
2026-04-23 13F Capital Investment Counsel, LLC 6 683 -22,36 793 -22,88
2026-04-30 13F Stronghold Wealth Management L.L.C. 13 014 -0,05 1 543 -0,71
2026-04-22 13F Spire Wealth Management 15 165 -1,15 1 799 -1,80
2026-05-14 13F Modern Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Rockefeller Capital Management L.P. 128 375 -0,01 15 225 -0,64
2026-05-15 13F Smartleaf Asset Management LLC 816 -30,61 97 -31,43
2026-04-24 13F RKL Wealth Management LLC 16 001 -6,41 1 898 -7,01
2026-05-06 13F Proffitt & Goodson Inc 10 936 -82,05 1 297 -82,16
2026-02-13 13F Motiv8 Investments LLC 0 -100,00 0
2026-04-17 13F RFG Advisory, LLC 6 881 -2,45 816 -2,97
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-05-13 13F Verger Capital Management LLC 12 997 -10,55 1 542 -11,13
2026-05-12 13F WCG Wealth Advisors LLC 108 266 -70,01 12 840 -70,20
2026-04-16 13F Capstone Wealth Management, LLC 2 468 -36,54 293 -37,07
2026-02-10 13F Beaumont Capital Management, LLC 0 -100,00 0
2026-04-20 13F Edge Wealth Management LLC 7 800 -80,90 925 -81,03
2026-04-07 13F CoreCap Advisors, LLC 5 826 -0,09 691 -0,72
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-15 13F Belleair Asset Management, LLC 16 295 -2,16 1 933 -2,77
2026-05-13 13F Ankerstar Wealth, LLC 0 -100,00 0
2026-02-09 13F Premier Financial Group 0 -100,00 0
2026-05-07 13F Zevin Asset Management Llc 3 846 -0,03 456 -0,65
2026-05-08 13F Fortis Group Advisors, LLC 3 409 -24,65 403 -25,23
2026-02-11 13F Eldridge Investment Advisors, Inc. 0 -100,00 0
2026-01-05 13F City Center Advisors, LLC 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 1 516 -5,31 180 -6,28
2026-05-15 13F/A Independent Financial Group, Llc 11 014 -52,92 1 306 -53,22
2026-05-01 13F Richardson Financial Services Inc. 118 -41,00 14 0,00
2026-02-05 13F Park Square Financial Group, LLC 0 -100,00 0
2026-05-13 13F Principal Securities, Inc. 6 036 -5,03 716 -5,67
2026-04-28 13F Bfsg, Llc 2 466 -16,07 292 -16,57
2026-04-21 13F Unique Wealth, Llc 33 965 -6,73 4 028 -7,30
2026-04-30 13F Hsbc Holdings Plc 3 367 -82,03 399 -82,16
2026-05-12 13F Rathbone Brothers plc 2 161 -1,59 256 -2,29
2026-04-08 13F Bond & Devick Financial Network, Inc. 109 940 -0,77 13 039 -1,39
2026-05-08 13F Coldstream Capital Management Inc 117 171 -28,85 13 897 -29,29
2026-05-14 13F Northern Trust Corp 86 822 -63,99 10 297 -64,22
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11 009 -5,68 1 306 -6,32
2026-05-15 13F Susquehanna International Group, Llp Call 8 700 -88,89 1 032 -88,97
2026-04-16 13F Financial Management Network Inc 47 485 -4,97 5 627 -5,62
2026-04-15 13F Monument Capital Management 39 048 -4,54 4 631 -5,12
2026-02-17 13F Adams Wealth Management 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 8 997 -17,66 1 0,00
2026-05-13 13F Petra Financial Advisors Inc 2 760 -6,82 327 -7,37
2026-02-13 13F Barclays Plc 0 -100,00 0 -100,00
2026-02-13 13F Barclays Plc Put 0 -100,00 0 -100,00
2026-04-24 13F Goldstone Financial Group, LLC 3 333 -10,50 395 -11,04
2026-05-05 13F SFI Advisors, LLC 0 -100,00 0
2026-04-27 13F Capital Investment Services of America, Inc. 143 566 -2,55 17 027 -3,17
2026-05-06 13F MorganRosel Wealth Management, LLC 5 351 -35,12 635 -35,57
2026-05-15 13F Blueprint Investment Partners LLC 349 025 -18,99 41 394 -19,50
2026-05-21 13F JDM Financial Group LLC 5 856 -50,50 695 -50,85
2026-04-01 13F Confluence Investment Management Llc 125 466 -0,14 14 880 -0,77
2026-01-28 13F Badgley Phelps Wealth Managers, LLC 0 -100,00 0 -100,00
2026-05-11 13F Pathstone Holdings, LLC 2 227 -73,87 264 -74,04
2026-05-13 13F Freestone Capital Holdings, LLC 12 173 -41,31 1 444 -41,70
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-02-03 13F Bokf, Na 0 -100,00 0
2026-04-30 13F Elevated Capital Advisors, LLC 798 -89,32 95 -89,45
2026-04-20 13F Sowell Financial Services LLC 15 101 -0,96 1 791 -1,59
2026-05-05 13F Capital Investment Advisory Services, LLC 20 341 -3,21 2 412 -3,83
2026-05-08 13F Westview Management dba Westview Investment Advisors 100 612 -4,04 11 933 -4,64
2026-05-13 13F Schoolcraft Capital LLC 2 950 -4,78 350 -5,42
2026-05-14 13F Blalock Williams, Llc 3 028 -3,47 359 -4,01
2026-04-28 13F Argus Investors' Counsel, Inc. 5 246 -14,08 622 -14,56
2026-05-14 13F Dynasty Wealth Management, Llc 1 085 040 -7,30 128 686 -7,88
2026-05-14 13F Redwood Investment Management, Llc 3 888 -33,20 0
2026-06-02 13F Blue Edge Capital, LLC 2 924 -40,58 347 -41,06
2026-04-22 13F Pictet Asset Management Holding SA 81 000 -22,86 9 607 -23,34
2026-05-14 13F Allworth Financial LP 14 391 -7,42 1 707 -8,03
2026-04-20 13F Courier Capital Llc 125 352 -12,38 14 867 -12,93
2026-05-04 13F Retirement Income Solutions, Inc 5 071 -6,44 601 -6,97
2026-05-11 13F GenWealth Group, Inc. 7 971 -0,26 945 -1,05
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 115 800 -19,66 13 783 -19,88
2026-04-10 13F Charles Schwab Trust Co 2 731 -47,93 324 -48,32
2026-02-18 13F CacheTech Inc. 0 -100,00 0
2026-05-06 13F IMA Wealth, Inc. 4 882 -32,51 579 -32,91
2026-05-14 13F Frederick Financial Consultants, LLC 2 286 -0,74 271 -1,09
2026-04-13 13F Foster Group, Inc. 0 -100,00 0
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-07 13F Argyle Capital Partners, LLC 5 340 -5,13 633 -5,66
2026-05-14 13F CIBC World Markets Inc. 3 892 -2,55 462 -3,15
2026-05-06 13F Vista Capital Partners, Inc. 2 718 -8,91 322 -9,55
2026-02-12 13F Commonwealth Equity Services, Llc 277 801 -6,77 33 156 94 628,57
2026-02-04 13F Meridian Wealth Management, LLC 0 -100,00 0
2026-05-07 13F AlTi Global, Inc. 8 788 -34,46 1 042 -34,87
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 1 844 787 -2,18 219 -3,11
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 70 122 -4,14 8 316 -4,74
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-04-16 13F Everstar Asset Management, LLC 78 171 -3,18 9 271 -3,78
2026-04-06 13F CX Institutional 0 -100,00 0
2026-01-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-05-14 13F Cwm, Llc 64 619 -30,01 7 664 69 563,64
2026-04-30 13F Kestra Advisory Services, LLC 42 774 -11,03 5 073 -11,59
2026-05-11 13F CFO4Life Group, LLC 48 680 -3,96 5 773 -4,56
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-05-13 13F Prestige Wealth Management Group LLC 625 -37,50 74 -37,82
2026-05-13 13F Alesco Advisors Llc 0 -100,00 0
2026-05-12 13F Rsm Us Wealth Management Llc 6 238 -1,70 740 -2,51
2026-05-04 13F Westside Investment Management, Inc. 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 0 -100,00 0
2026-04-15 13F Iams Wealth Management, Llc 7 202 -5,75 854 -6,36
2026-05-04 13F King Wealth 2 006 -1,67 0
2026-04-10 13F Perigon Wealth Management, LLC 21 894 -3,05 2 597 -3,67
2026-04-14 13F Centerline Wealth Advisors, LLC 50 215 -11,28 5 955 -11,84
2026-04-20 13F SILVER OAK SECURITIES, Inc 3 274 -12,83 388 -13,59
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-05-15 13F Integrated Wealth Concepts LLC 24 896 -61,63 2 953 -61,88
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-04-20 13F Longview Financial Advisors LLC 31 379 -0,14 3 722 -0,77
2026-04-20 13F Dock Street Asset Management Inc 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 3 226 -1,32 385 -1,28
2026-05-19 13F Silicon Valley Capital Partners 315 584 -3,68 37 428 -4,29
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 92 800 -21,43 11 006 -21,92
2026-05-12 13F Kingsview Wealth Management, LLC 11 896 -16,21 1 411 -16,77
2026-05-15 13F/A EverSource Wealth Advisors, LLC 6 097 -8,36 723 -8,94
2026-04-15 13F Eaton Financial Holdings Company, LLC 26 199 -0,18 3 107 -0,80
2026-05-15 13F Fiduciary Trust Co 4 205 -61,92 499 -62,19
2026-05-04 13F Envestnet Asset Management Inc 3 835 777 -0,99 454 923 -1,61
2026-03-31 13F/A Barclays Plc Call 0 -100,00 0 -100,00
2026-04-09 13F Kelly Financial Group Llc 3 914 -1,86 464 -2,32
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-04-21 13F Columbus Macro, LLC 6 407 -42,28 760 -42,67
2026-04-10 13F Magnus Financial Group LLC 22 923 -25,59 2 719 -26,06
2026-04-27 13F Financial Services Advisory Inc 0 -100,00 0
2026-05-12 13F M&t Bank Corp 88 670 -25,06 10 516 -25,52
2026-05-01 13F MY Wealth Management Inc. 0 -100,00 0
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 2 318 980 -13,46 275 031 -14,01
2026-05-12 13F Blue Line Capital, LLC / IL 0 -100,00 0
2026-05-14 13F Gambit Capital Management, LLC 2 509 -75,34 298 -75,54
2026-04-15 13F DAVENPORT & Co LLC 61 758 -2,09 7 324 -2,71
2026-04-13 13F Enclave Advisors LLC 11 268 -88,63 1 336 -88,70
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 22 422 -18,51 2 659 -19,03
2026-05-15 13F Tower Research Capital LLC (TRC) 117 -91,67 14 -92,22
2026-01-23 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2026-05-12 13F Creative Planning 1 176 837 -5,59 139 573 -6,19
2026-05-05 13F HighTower Advisors, LLC 144 242 -4,19 17 107 -4,79
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 3 094 -0,16 367 -0,81
2026-04-10 13F Novem Group 0 -100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 127 196 -78,60 15 085 -78,73
2026-05-13 13F Oak Grove Capital LLC 22 300 -6,30 2 645 -6,90
2026-05-06 13F Frontier Asset Management, LLC 62 074 -3,06 7 362 -3,68
2026-05-05 13F Robinson Value Management, Ltd. 21 420 -3,25 2 540 -3,86
2026-04-20 13F ABLE Financial Group, LLC 7 632 -4,38 905 -4,94
2026-04-22 13F Pasadena Private Wealth, LLC 2 125 -45,93 252 -46,27
2026-04-24 13F Stock Yards Bank & Trust Co 1 810 -37,26 215 -37,79
2026-05-13 13F West Chester Capital Advisors, Inc 120 458 -7,13 14 286 -7,72
2026-01-21 13F Capital Advisors Wealth Management, LLC 0 -100,00 0
2026-04-07 13F Boltwood Capital Management 98 073 -0,21 11 631 -0,84
2026-04-16 13F Waystone Advisors Llc 9 892 -1,51 1 173 -2,09
2026-04-16 13F Heck Capital Advisors, LLC 70 318 -4,19 8 340 -4,80
2026-04-29 13F Sather Financial Group Inc 1 898 -13,25 225 -13,79
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 10 766 -10,48 1 277 -11,08
2026-04-28 13F Stratos Wealth Partners, LTD. 13 824 -2,54 1 640 -3,13
2026-05-05 13F Vectors Research Management, LLC 140 465 -12,32 16 659 -12,88
2026-05-14 13F Ieq Capital, Llc 4 071 -29,52 483 -30,04
2026-05-05 13F SOUTH STATE Corp 2 197 -3,89 261 -4,41
2026-04-27 13F Td Private Client Wealth Llc 410 840 -0,73 48 726 -1,35
2026-05-04 13F Y.D. More Investments Ltd 1 410 -22,70 167 -23,04
2026-05-14 13F Pinnacle Financial Partners, Inc. 100 256 -4,62 11 890 -5,21
2026-02-11 13F Parallel Advisors, LLC 204 -50,49 24 -51,02
2026-05-05 13F Fisher Asset Management, LLC 11 414 -16,43 1 354 -16,99
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-04-15 13F Steinberganna Wealth Management 2 536 -60,88 301 -61,19
2026-04-20 13F Park Edge Advisors, LLC 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 11 650 -1,90 1 382 -2,54
2026-02-13 13F Southeast Asset Advisors Inc. 0 -100,00 0
2026-05-14 13F Camarda Financial Advisors, LLC 7 336 -0,39 870 -1,14
2026-05-14 13F Evergreen Capital Management Llc 747 310 -0,21 88 631 -0,84
2026-05-04 13F Bedel Financial Consulting, Inc. 4 941 -45,53 586 -45,84
2026-05-14 13F Integrity Financial Corp /WA 8 -38,46 1 -100,00
2026-04-07 13F Legacy Private Trust Co. 10 950 -25,44 1 299 -25,91
2026-04-29 13F Advance Capital Management, Inc. 1 748 -29,63 207 -30,07
2026-05-14 13F Empower Advisory Group, LLC 0 -100,00 0
2026-04-13 13F St Germain D J Co Inc 1 374 -21,58 163 -22,49
2026-04-22 13F Wealth Advisory Solutions, LLC 2 333 -82,86 277 -83,00
2026-05-12 13F Omega Financial Group, LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 110 420 -29,36 13 096 -29,81
2026-04-15 13F Exchange Traded Concepts, Llc 38 376 -13,68 4 551 -14,21
2026-05-05 13F LFA - Lugano Financial Advisors SA 0 -100,00 0
2026-04-28 13F Berkshire Bank 22 697 -43,13 2 692 -43,50
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 120 560 -3,40 14 298 -3,99
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-04-16 13F Rockland Trust Co 6 862 -0,58 814 -1,22
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-04-28 13F Westfuller Advisors, LLC 0 -100,00 0
2026-04-29 13F Penobscot Investment Management Company, Inc. 12 102 -8,47 1 435 -9,06
2026-04-02 13F Silverleafe Capital Partners, LLC 0 -100,00 0
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-05-12 13F Waterloo Capital, L.P. 7 346 -24,27 871 -24,72
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-21 13F HCR Wealth Advisors 11 145 -4,98 1 322 -5,58
2026-04-13 13F Hm Payson & Co 0 -100,00 0
2026-01-20 13F Sovran Advisors, LLC 0 -100,00 0
2026-05-01 13F Clarity Financial LLC 920 520 -32,23 109 174 -32,65
2026-05-07 13F one8zero8, LLC 0 -100,00 0
2026-04-21 13F Parker Financial LLC 7 647 -5,64 907 -6,31
2026-05-13 13F Jaffetilchin Investment Partners, LLC 7 751 -1,36 919 -1,92
2026-04-22 13F Tru Independence Asset Management 2, Llc 46 197 -0,14 5 479 -0,78
2026-04-15 13F Alhambra Investment Partners LLC 3 145 -3,08 373 -3,88
2026-04-08 13F JGP Wealth Management, LLC 3 788 -18,50 449 -18,95
2026-01-22 13F Financial Consulate, Inc 0 -100,00 0
2026-01-21 13F Modera Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Peoples Bank /oh 2 175 -74,13 258 -74,38
2026-04-15 13F Signature Estate & Investment Advisors Llc 19 992 -3,14 2 371 -3,74
2026-04-22 13F Cornerstone Wealth Group, LLC 3 556 -12,67 421 -13,20
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 10 034 -41,91 1 190 -42,26
2026-04-14 13F Northwest Wealth Management, Llc 3 922 -0,18 465 -0,64
2026-04-28 13F HBE Wealth Management, LLC 9 753 -0,86 1 157 -1,53
2026-02-02 13F CENTRAL TRUST Co 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 35 556 -3,60 4 217 -4,20
2026-04-15 13F Atwood & Palmer Inc 13 900 -15,34 1 649 -15,88
2026-05-15 13F Citadel Advisors Llc Put 1 800 -89,83 213 -89,91
2026-05-11 13F Newport Capital Group, LLC 32 477 -3,15 3 852 -3,75
2026-04-21 13F Maltin Wealth Management, Inc. 22 621 -13,12 2 683 -13,68
2026-05-07 13F Dakota Wealth Management 1 716 -58,20 204 -58,49
2026-05-05 13F Regions Financial Corp 17 648 -5,45 2 093 -6,02
2026-05-15 13F Van Eck Associates Corp 0 -100,00 0
2026-05-08 13F Walleye Trading LLC 1 277 -69,12 151 -69,37
2026-04-08 13F NorthCrest Asset Manangement, LLC 27 115 -10,67 3 207 -11,58
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 37 415 -0,79 4 437 -1,40
2026-04-24 13F Root Financial Partners, LLC 2 108 -1,03 250 -1,57
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-04-28 13F Shelton Wealth Management, Llc 34 898 -1,70 4 139 -2,34
2026-05-18 13F Arkadios Wealth Advisors 3 880 -7,09 460 -7,63
2026-05-06 13F Sentinus, LLC 2 315 -79,28 275 -79,44
2026-05-14 13F Financial Engines Advisors L.L.C. 4 231 532 -1,31 501 860 -1,94
2026-05-15 13F Qube Research & Technologies Ltd 1 913 -73,64 227 -73,90
2026-05-13 13F Headlands Technologies LLC 0 -100,00 0
2026-04-29 13F Latko Wealth Management, Ltd. 44 079 -19,80 5 228 -20,31
2026-04-24 13F Royal Harbor Partners, LLC 0 -100,00 0
2026-05-12 13F Leavell Investment Management, Inc. 105 454 -9,55 12 507 -10,12
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 0 -100,00 0
2026-04-28 13F Umpqua Bank 80 024 -41,16 9 491 -41,54
2026-05-14 13F Hilton Capital Management, LLC 97 210 -58,96 11 529 -59,22
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 779 -19,02 92 -19,30
2026-05-15 13F National Bank Of Canada /fi/ 28 205 -65,11 3 344 -65,33
2026-04-13 13F Arwa Llc 0 -100,00 0
2026-05-08 13F Generation Capital Management LLC 13 386 -1,85 1 588 -2,46
2026-04-24 13F Key FInancial Inc 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 2 263 -6,83 268 -7,27
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-05-12 13F Riggs Asset Managment Co. Inc. 2 972 -3,00 352 -3,56
2026-02-17 13F Bank Of America Corp /de/ Call 0 -100,00 0 -100,00
2026-05-11 13F REAP Financial Group, LLC 0 -100,00 0
2026-05-01 13F Cdkv Holdings Llc 27 697 -8,99 3 285 -9,58
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