Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF comprennent Atlantic Union Bankshares Corp, Financial Advisory Corp, Gryphon Financial Partners LLC, Orion Portfolio Solutions, LLC, Vishria Bird Financial Group, LLC, Smith, Moore & Co., Rossmore Private Capital, Sax Wealth Advisors, Llc, Meridian Wealth Management, LLC, Precision Wealth Strategies, LLC, Private Advisor Group, LLC, Schmidt P J Investment Management Inc, Accretive Wealth Partners, LLC, Kestra Private Wealth Services, Llc, et Barrett & Company, Inc. .
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 | 95 929 | 17,12 | 2 438 | 17,67 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 21 309 | 3,66 | 541 | 4,84 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 48 020 | 106,27 | 1 220 | 107,48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 841 032 | 4,56 | 21 371 | 5,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 726 | 222 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 776 | 22,31 | 248 | 23,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 39 362 | 18,93 | 1 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13 241 | 336 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 031 | 204 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 115 028 | 3,23 | 2 923 | 3,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 434 996 | 2,27 | 11 053 | 2,75 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 49 569 | 9,03 | 1 260 | 9,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 193 861 | 80,61 | 4 926 | 81,50 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 54 020 | 13,48 | 1 373 | 14,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 070 507 | 7,45 | 52 612 | 7,96 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 891 719 | 3,39 | 22 659 | 3,88 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 24 940 | 634 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16 279 | 7,67 | 414 | 8,12 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 185 252 | 12,72 | 4 707 | 13,26 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 150 | 0,67 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30 265 | 275,64 | 1 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 18 062 | 0,03 | 459 | 0,44 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 794 | 46 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 39 200 | 996 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 13 887 | 353 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 13 065 | 4,74 | 332 | 5,08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 454 319 | 4,82 | 11 544 | 5,32 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9 668 | 0 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15 929 | 405 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 107 | 534 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 192 905 | 5,83 | 4 902 | 6,34 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 386 615 | 3,24 | 9 824 | 3,73 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 107 202 | 0,06 | 2 724 | 0,55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14 163 | 360 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 11 385 | 289 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 943 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 392 | 264 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 34 100 | 42,15 | 866 | 42,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 62 843 | 3,26 | 1 597 | 3,70 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 13 612 | 0,61 | 346 | 0,88 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8 274 | 210 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 954 | 329 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 252 883 | 0,05 | 6 426 | 0,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 265 242 | 2,44 | 6 740 | 2,92 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 10 921 | 278 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36 609 | 16,11 | 930 | 16,69 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 19 660 | 14 462,96 | 500 | 16 533,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 97 842 | 137,99 | 2 486 | 139,27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 856 888 | 13,85 | 21 774 | 14,39 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 43 810 | 1,33 | 1 113 | 1,83 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 181 110 | 4,87 | 4 602 | 5,38 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 382 180 | 15,54 | 9 711 | 16,09 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12 732 | 5,64 | 324 | 6,25 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58 555 | 13,15 | 1 488 | 13,69 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 16 841 | 26,71 | 428 | 27,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11 292 | 21,94 | 287 | 22,22 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 154 | 8,56 | 461 | 9,24 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 87 204 | 5,12 | 2 216 | 5,58 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 51 221 | 0,61 | 1 302 | 1,09 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 734 646 | 7,39 | 18 667 | 7,90 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 98 908 | 200,29 | 2 513 | 202,04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27 000 | 27,92 | 686 | 28,71 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 27 089 | 24,18 | 688 | 24,86 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 15 443 | 10,77 | 392 | 11,36 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 50 439 | 93,17 | 1 282 | 94,09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 113 132 | 3,51 | 2 875 | 4,02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 666 | 33,51 | 296 | 34,55 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 995 | 947,37 | 25 | 1 150,00 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 338 675 | 1,73 | 8 606 | 2,21 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8 045 | 204 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 83 958 | 2,41 | 2 133 | 2,89 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 308 365 | 9,30 | 8 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20 448 | 110,20 | 520 | 110,98 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 112 390 | 26,63 | 2 856 | 27,23 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 61 833 | 15,14 | 1 564 | 15,61 | ||||
| 2025-08-01 | 13F | First National Trust Co | 14 433 | 4,28 | 367 | 4,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 81 923 | 2 082 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 081 | 45,82 | 485 | 46,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30 559 | 14,36 | 776 | 14,96 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 31 789 | 0,14 | 808 | 0,62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 151 130 | 0,76 | 3 840 | 1,24 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 375 752 | 17,16 | 9 548 | 17,72 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 81 830 | 150,56 | 2 079 | 152,00 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 242 261 | 1,30 | 6 156 | 1,79 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 8 562 | 218 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23 464 | 0,32 | 596 | 0,85 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 47 520 | 1,96 | 1 207 | 2,46 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27 255 | 693 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62 636 | 3,26 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 117 601 | 91,66 | 2 988 | 92,65 | ||||
| 2025-04-15 | 13F | Collier Financial | 402 | 0,50 | 10 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 59 642 | 11,45 | 1 516 | 11,97 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 63 186 | 1 606 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 185 542 | 10,01 | 4 715 | 10,53 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 25 750 | 128,89 | 654 | 130,28 |
