Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF comprennent Atlantic Union Bankshares Corp, Financial Advisory Corp, Godshalk Welsh Capital Management, Inc., Sax Wealth Advisors, Llc, EP Wealth Advisors, Inc., Precision Wealth Strategies, LLC, Avidian Wealth Solutions, LLC, Strategic Blueprint, LLC, Beaumont Asset Management, L.L.C., et Accretive Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12 479 | 0,16 | 320 | 0,31 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 59 217 | 19,55 | 1 517 | 19,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 936 | 426,09 | 50 | 444,44 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 963 364 | 4,07 | 50 307 | 4,33 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 23 794 | 1,71 | 610 | 2,01 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 47 700 | 5,80 | 1 222 | 6,08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 739 | 28,58 | 250 | 29,02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 131 227 | 4,87 | 3 362 | 5,13 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 60 724 | 10,88 | 1 556 | 11,15 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 336 583 | 3,47 | 8 624 | 3,73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 719 | 454 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 615 172 | 8,01 | 15 763 | 8,27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 319 096 | 13,02 | 8 176 | 13,30 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 947 342 | 10,28 | 24 274 | 10,55 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 55 323 | 4,77 | 1 418 | 5,04 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 882 174 | 3,13 | 22 604 | 3,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 287 385 | 6,92 | 7 364 | 7,18 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 147 | 0,68 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16 384 | 3,65 | 420 | 3,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 65 243 | 8,80 | 1 672 | 9,07 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 45 042 | 18,37 | 1 154 | 18,72 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 878 008 | 0,52 | 22 497 | 0,77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33 963 | 119,31 | 1 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8 196 | 210 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 39 977 | 0,10 | 1 024 | 0,39 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 69 052 | 60,12 | 1 769 | 60,53 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 8 320 | 213 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 47 256 | 1 211 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 44 564 | 438,80 | 1 139 | 442,38 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13 848 | 71,45 | 355 | 71,84 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 225 | 262 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 108 197 | 0,08 | 2 772 | 0,33 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 7 935 | 203 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 503 073 | 2,03 | 12 890 | 2,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 403 | 0,29 | 267 | 0,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 388 657 | 0,19 | 9 959 | 0,43 | ||||
| 2025-07-16 | 13F | Novem Group | 21 753 | 1,13 | 557 | 1,46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 63 738 | 11,05 | 1 633 | 11,39 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 22 406 | 3,64 | 573 | 3,81 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 97 835 | 3,30 | 2 507 | 3,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45 411 | 13,88 | 1 164 | 14,13 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 205 621 | 30,66 | 5 269 | 30,98 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 383 212 | 17,75 | 9 819 | 18,05 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 181 579 | 25,75 | 4 653 | 26,07 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 156 480 | 2,79 | 4 009 | 3,03 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 15 433 | 5,27 | 395 | 5,61 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 688 174 | 0,09 | 17 633 | 0,34 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 11 714 | 3,52 | 300 | 3,81 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 734 542 | 6,75 | 18 821 | 7,02 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11 068 | 22,22 | 284 | 22,51 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 11 127 | 2,52 | 285 | 2,89 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 270 987 | 1,83 | 6 944 | 2,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11 490 | 294 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54 917 | 23,23 | 1 407 | 23,53 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 237 175 | 0,12 | 6 077 | 0,36 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 40 469 | 2,63 | 1 037 | 2,88 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 188 806 | 3,92 | 4 838 | 4,18 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 021 | 385 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 113 042 | 7,43 | 2 896 | 7,70 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 11 490 | 9,33 | 294 | 9,74 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 895 | 23 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28 310 | 151,44 | 725 | 152,61 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 38 416 | 3,64 | 984 | 3,91 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8 381 | 215 | ||||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 306 590 | 1,76 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 172 675 | 6,59 | 4 424 | 6,86 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 6 686 | 6,26 | 171 | 6,88 | ||||
| 2025-08-01 | 13F | First National Trust Co | 9 949 | 12,63 | 255 | 12,89 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 59 477 | 1,34 | 1 524 | 1,53 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 19 444 | 4,22 | 497 | 4,64 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 44 232 | 35,65 | 1 133 | 36,01 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 73 288 | 0,05 | 1 878 | 0,27 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 43 869 | 1,11 | 1 121 | 1,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 411 927 | 12,40 | 10 555 | 12,67 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 554 | 219 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 29 703 | 0,16 | 761 | 0,53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34 578 | 12,47 | 886 | 12,74 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 22 690 | 15,90 | 581 | 16,20 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 26 910 | 690 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8 140 | 0,78 | 209 | 0,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 55 193 | 12,65 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82 820 | 159,18 | 2 122 | 160,05 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 43 830 | 1 123 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 63 358 | 8,77 | 1 623 | 9,07 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42 008 | 0,58 | 1 076 | 0,84 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 24 000 | 615 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 20 375 | 17,23 | 522 | 17,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 36 944 | 330,08 | 947 | 331,96 |
