Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF comprennent Reliant Wealth Planning, Atlantic Union Bankshares Corp, VestGen Advisors, LLC, Financial Advisory Corp, Red Tortoise LLC, Smith, Moore & Co., Sax Wealth Advisors, Llc, Precision Wealth Strategies, LLC, Godshalk Welsh Capital Management, Inc., First National Trust Co, Accretive Wealth Partners, LLC, Newbridge Financial Services Group, Inc., et Jfs Wealth 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 | Stifel Financial Corp | 29 650 | 35,01 | 794 | 35,09 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 659 | 5 083,97 | 874 | 5 362,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 201 | 5 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 48 291 | 18,35 | 1 292 | 18,42 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 312 295 | 12,62 | 8 358 | 12,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 50 371 | 8,28 | 1 348 | 8,36 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 480 900 | 12,05 | 12 871 | 12,11 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 53 617 | 4,98 | 1 435 | 4,98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 32 267 | 864 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13 106 | 3,57 | 351 | 3,55 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 55 804 | 1,33 | 1 494 | 1,36 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 354 | 15,16 | 224 | 14,95 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 2 093 | 10,51 | 56 | 10,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 255 312 | 7,57 | 6 833 | 7,62 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 32 817 | 59,93 | 878 | 60,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 236 | 729 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 46 692 | 17,62 | 1 250 | 17,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 267 | 137,82 | 1 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 141 | 0,71 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 68 | 2 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 61 770 | 2,35 | 1 653 | 2,42 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7 757 | 208 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 13 588 | 0,08 | 364 | 0,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10 702 | 0,05 | 286 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55 022 | 381,26 | 1 472 | 383,88 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 15 037 | 402 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 161 350 | 8,54 | 4 318 | 8,60 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 163 749 | 11,79 | 4 383 | 11,84 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 103 195 | 34,13 | 2 761 | 34,22 | ||||
| 2025-07-16 | 13F | Novem Group | 19 538 | 0,55 | 523 | 0,58 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9 832 | 263 | ||||||
| 2025-07-21 | 13F | Atwater Malick LLC | 102 565 | 1,18 | 2 745 | 1,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 409 968 | 14,39 | 10 972 | 14,45 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 089 | 29 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91 055 | 9,55 | 2 437 | 9,58 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 297 321 | 0,53 | 7 957 | 0,58 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 32 341 | 228,54 | 866 | 228,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 523 | 0,40 | 41 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 953 | 70,87 | 52 | 73,33 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 545 | 21,50 | 282 | 21,55 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 43 483 | 17,90 | 1 164 | 17,95 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 17 212 | 4,35 | 461 | 4,31 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 38 293 | 3,16 | 1 025 | 3,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 63 696 | 15,76 | 1 705 | 15,84 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 116 622 | 8,11 | 3 121 | 8,18 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 30 013 | 803 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 026 | 0,31 | 375 | 0,27 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 27 240 | 0,15 | 729 | 0,28 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 67 947 | 9,01 | 1 818 | 9,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 699 | 2,35 | 72 | 2,86 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 22 268 | 6,71 | 596 | 6,63 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 115 771 | 6,55 | 3 098 | 6,61 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 16 483 | 441 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 32 428 | 1,35 | 868 | 1,40 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76 534 | 6,74 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 8 500 | 227 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 253 922 | 2,11 | 6 796 | 2,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 079 | 7,02 | 216 | 7,46 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7 954 | 213 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 65 064 | 0,35 | 1 740 | 0,35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16 467 | 3,46 | 441 | 3,53 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 274 808 | 0,09 | 7 355 | 0,14 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 12 876 | 17,02 | 345 | 17,01 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 478 | 22,83 | 495 | 22,89 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17 307 | 0,01 | 462 | 0,00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 76 769 | 2 055 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48 356 | 1,66 | 1 294 | 1,73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 0,00 | ||||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27 099 | 725 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 19 095 | 15,83 | 511 | 16,14 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 25 255 | 0,60 | 676 | 0,60 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 101 835 | 5,22 | 2 725 | 5,25 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14 027 | 375 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 33 360 | 156,60 | 893 | 157,06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 46 100 | 0,54 | 1 234 | 0,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 15 238 | 3,99 | 408 | 4,36 |
