Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF comprennent Atlantic Union Bankshares Corp, Orion Portfolio Solutions, LLC, Financial Advisory Corp, Vishria Bird Financial Group, LLC, Sax Wealth Advisors, Llc, Rockefeller Capital Management L.P., Precision Wealth Strategies, LLC, Kestra Private Wealth Services, Llc, Avidian Wealth Solutions, LLC, Strategic Blueprint, LLC, First National Trust Co, Accretive Wealth Partners, LLC, Penobscot Investment Management Company, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 77 590 | 8,80 | 1 967 | 9,10 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13 221 | 335 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56 799 | 20,90 | 1 440 | 21,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 102 054 | 7,57 | 53 287 | 7,87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 414 771 | 9,32 | 10 514 | 9,62 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 52 178 | 7,85 | 1 323 | 8,09 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 13 392 | 19,57 | 339 | 19,79 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201 049 | 4,58 | 5 097 | 4,88 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 58 700 | 4,73 | 1 488 | 5,08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 031 | 229 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 131 364 | 2,34 | 3 330 | 2,62 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30 076 | 4,00 | 762 | 4,24 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 103 | 3 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 21 344 | 0,95 | 541 | 1,31 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 69 859 | 60,26 | 1 771 | 60,76 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 253 695 | 16,20 | 6 431 | 16,52 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 62 168 | 3,30 | 1 576 | 3,55 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 150 | 0,67 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 154 864 | 27,07 | 3 926 | 27,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 066 | 200,20 | 1 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 12 042 | 5,12 | 305 | 5,54 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8 252 | 209 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 52 833 | 36,05 | 1 339 | 36,49 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 8 838 | 224 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6 549 | 0,05 | 166 | 0,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 973 274 | 28,92 | 24 672 | 29,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 866 358 | 0,82 | 21 962 | 1,10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 898 400 | 3,14 | 22 774 | 3,42 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8 000 | 203 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14 011 | 71,91 | 355 | 72,33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32 288 | 816 | ||||||
| 2025-07-16 | 13F | Novem Group | 9 997 | 0,60 | 253 | 0,80 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 62 074 | 12,67 | 1 574 | 13,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 49 050 | 148,10 | 1 243 | 149,10 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15 904 | 403 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 53 314 | 366,48 | 1 352 | 369,10 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8 633 | 219 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 911 065 | 9,25 | 23 095 | 9,56 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15 994 | 0,60 | 405 | 1,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 425 371 | 4,28 | 10 783 | 4,57 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 849 | 250 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 14 143 | 5,82 | 359 | 6,23 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 316 178 | 13,39 | 8 015 | 13,72 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 80 088 | 4,11 | 2 030 | 4,42 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 19 539 | 495 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 202 026 | 27,26 | 5 121 | 27,61 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 753 839 | 0,05 | 19 110 | 0,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 31 161 | 21,27 | 790 | 21,57 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 399 047 | 17,67 | 10 116 | 18,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 396 612 | 3,19 | 10 054 | 3,48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 120 610 | 8,92 | 3 057 | 9,22 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 631 | 270 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 7 550 | 5,73 | 192 | 6,11 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 96 609 | 4,01 | 2 449 | 4,30 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 58 098 | 0,73 | 1 473 | 0,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18 909 | 106,50 | 479 | 107,36 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 142 423 | 3,32 | 3 610 | 3,62 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 752 155 | 7,56 | 19 067 | 7,86 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 31 236 | 31,89 | 792 | 32,22 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 51 223 | 3,13 | 1 299 | 3,43 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 178 143 | 2,01 | 4 516 | 2,29 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 14 266 | 7,21 | 362 | 7,44 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 40 560 | 25,62 | 1 028 | 25,98 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 30 769 | 0,39 | 780 | 0,78 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 417 | 264 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 910 | 23 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 185 945 | 5,29 | 4 714 | 5,58 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8 040 | 204 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26 392 | 31,91 | 669 | 32,48 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 089 | 383 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 648 327 | 33,27 | 16 435 | 33,65 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 40 883 | 20,76 | 1 036 | 21,17 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 10 086 | 0,61 | 256 | 0,79 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 16 862 | 4,22 | 426 | 4,93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 46 828 | 19,59 | 1 | |||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 329 115 | 1,37 | 8 | 0,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 8 319 | 211 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 45 616 | 2,54 | 1 153 | 3,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 424 215 | 13,99 | 10 754 | 14,31 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 32 174 | 0,15 | 816 | 0,37 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 155 497 | 1,19 | 3 942 | 1,47 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 656 | 219 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34 890 | 12,49 | 884 | 12,76 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 50 995 | 1 293 | ||||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27 254 | 691 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 156 883 | 10,35 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 221 147 | 375,30 | 5 606 | 376,70 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 6 923 | 0 | ||||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 27 750 | 109,43 | 703 | 110,48 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 20 740 | 15,45 | 526 | 15,64 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64 563 | 8,46 | 1 637 | 8,78 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 51 912 | 0,79 | 1 316 | 1,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20 965 | 120,43 | 531 | 121,25 |
