Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF comprennent Advisors Capital Management, LLC, Atlantic Union Bankshares Corp, Hancock Whitney Corp, Wrapmanager Inc, Frisch Financial Group, Inc., Reliant Wealth Planning, Lbmc Investment Advisors, Llc, Rossmore Private Capital, Granite Harbor Advisors, Inc., Gryphon Financial Partners LLC, Colony Group, LLC, Belpointe Asset Management LLC, Kestra Private Wealth Services, Llc, Sonata Capital Group Inc, Nwam Llc, Accretive Wealth Partners, LLC, Brown Brothers Harriman & Co, Jupiter Wealth Management LLC, Hm Payson & Co, et Annis Gardner Whiting Capital Advisors, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 675 128 | 3,42 | 67 641 | 4,64 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 32 548 | 0,02 | 823 | 1,11 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 126 582 | 11,17 | 3 201 | 12,48 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1 053 450 | 23,39 | 26 636 | 24,84 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 160 433 | 2,59 | 4 057 | 3,79 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 56 010 | 4,97 | 1 416 | 6,15 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 657 139 | 20,96 | 16 616 | 22,39 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 41 744 | 1,75 | 1 055 | 2,93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 55 983 | 9,91 | 1 416 | 11,24 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 15 544 | 1 072,25 | 388 | 1 112,50 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 26 567 | 672 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 28 265 | 1,00 | 706 | 2,77 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 45 000 | 0,69 | 1 138 | 1,88 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 218 176 | 8,66 | 5 517 | 9,95 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 278 413 | 0,82 | 7 040 | 2,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 177 | 29 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 224 932 | 16,49 | 5 687 | 17,87 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 261 556 | 6,42 | 107 753 | 7,68 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 4 090 943 | 9,52 | 102 192 | 10,81 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 16 612 | 420 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 88 004 | 2,77 | 2 225 | 3,97 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 5 100 | 130 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 40 939 | 10,50 | 1 035 | 11,89 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 32 890 | 52,96 | 832 | 54,75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 68 529 | 20,73 | 1 733 | 22,14 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 130 682 | 7,13 | 3 304 | 8,40 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14 320 | 6,61 | 361 | 7,76 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 28 800 | 203,16 | 728 | 207,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 262 135 | 10,20 | 6 628 | 11,51 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 132 456 | 3 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 103 231 | 2,87 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9 767 | 11,28 | 247 | 12,33 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 41 836 | 0,89 | 1 058 | 2,03 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 10 247 | 44,06 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 36 322 | 11,26 | 917 | 12,52 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 12 273 | 40,55 | 310 | 42,20 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 70 106 | 6,93 | 1 773 | 8,18 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 312 775 | 86,34 | 7 899 | 88,32 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 28 010 | 1,53 | 708 | 2,76 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 7 315 | 8,53 | 185 | 9,52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 808 343 | 26,93 | 20 243 | 27,20 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 66 646 | 4,87 | 1 685 | 6,11 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 434 | 7,07 | 466 | 8,37 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 247 692 | 8,35 | 6 263 | 9,63 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 219 947 | 5 561 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 630 | 319 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 13 560 | 3,09 | 343 | 4,27 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 083 | 27 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 515 | 266 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 216 387 | 6,60 | 5 408 | 8,38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 596 453 | 8,94 | 40 366 | 10,22 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 44 557 | 1 127 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 274 | 7 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 73 185 | 89,33 | 1 850 | 91,71 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 137 444 | 3 475 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 31 865 | 3,45 | 806 | 4,68 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 196 089 | 11,36 | 4 900 | 13,22 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 7 030 | 603,00 | 178 | 637,50 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 446 942 | 2,96 | 11 301 | 4,18 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 35 950 | 49,97 | 909 | 51,59 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 154 504 | 2,15 | 3 907 | 3,36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24 329 | 40,92 | 615 | 42,69 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 20 534 | 69,23 | 519 | 71,29 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 192 006 | 13,33 | 4 855 | 14,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 710 | 307,86 | 144 | 323,53 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26 958 | 28,54 | 682 | 29,96 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12 889 | 1,08 | 326 | 2,20 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 528 | 240 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 32 288 | 17,00 | 816 | 18,43 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19 564 | 495 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 252 296 | 0,89 | 56 949 | 2,08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 503 035 | 2,42 | 12 719 | 3,63 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 6 850 | 705,88 | 173 | 723,81 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 103 927 | 3,13 | 2 628 | 4,33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 18 297 | 463 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 12 000 | 3,45 | 303 | 4,84 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 62 965 | 89,60 | 2 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 39 199 | 3,83 | 986 | 4,45 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 205 163 | 2,08 | 5 188 | 3,29 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7 984 | 202 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 41 618 | 1 052 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 203 710 | 5 151 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 55 257 | 15,10 | 1 397 | 16,43 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 745 | 13,14 | 297 | 14,29 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7 599 | 192 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 192 598 | 2,04 | 4 870 | 3,24 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 126 635 | 0,48 | 3 202 | 1,65 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 496 | 13 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 514 089 | 30,66 | 12 999 | 32,20 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 7 288 | 594,10 | 184 | 607,69 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 61 099 | 264,29 | 1 545 | 268,50 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 73 685 | 16,10 | 1 863 | 17,54 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 218 025 | 1,47 | 5 513 | 2,66 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 57 210 | 4,09 | 1 447 | 5,32 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 12 000 | 0 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 142 263 | 8,60 | 3 597 | 9,90 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 445 324 | 4,72 | 11 260 | 5,96 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 752 018 | 10,64 | 69 585 | 11,94 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 040 | 203 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 58 851 | 1,44 | 1 488 | 2,69 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19 541 | 0,36 | 493 | 1,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 79 248 | 6,58 | 2 004 | 7,80 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 316 078 | 3,23 | 33 277 | 4,45 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 16 668 | 72,49 | 421 | 74,69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 9 203 | 233 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 30 280 | 19,43 | 766 | 20,85 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 36 041 | 911 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 758 407 | 16,65 | 19 176 | 18,03 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 297 883 | 7 532 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 20 903 | 24,93 | 529 | 26,32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 317 816 | 6,33 | 8 | 14,29 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 155 922 | 2,75 | 3 942 | 3,96 | ||||
| 2025-07-31 | 13F | United Community Bank | 1 570 | 96,25 | 40 | 105,26 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 18 233 | 6,79 | 461 | 8,22 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 43 495 | 1 100 |
