Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF comprennent Mercer Global Advisors Inc /adv, Atlantic Union Bankshares Corp, Elequin Capital Lp, Newman Dignan & Sheerar, Inc., Jpmorgan Chase & Co, Colony Group, LLC, Leavell Investment Management, Inc., Vishria Bird Financial Group, LLC, Susquehanna International Group, Llp, Massmutual Trust Co Fsb/adv, Stifel Financial Corp, Droms Strauss Advisors Inc /mo/ /adv, Roof Eidam & Maycock/adv, Private Advisor Group, LLC, Rossmore Private Capital, Cornell Pochily Investment Advisors, Inc., UMA Financial Services, Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 20 105 | 516 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 075 | 77,69 | 28 | 80,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17 797 | 32,39 | 0 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 13 998 | 43,33 | 359 | 44,76 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 281 | 79,39 | 366 | 81,19 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 784 | 46 | ||||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 121 228 | 21,87 | 3 111 | 23,12 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9 270 | 238 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 10 555 | 31,04 | 271 | 32,35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 500 | 51,84 | 90 | 53,45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21 848 | 561 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 178 281 | 53,93 | 4 575 | 55,53 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 85 536 | 19,07 | 2 195 | 20,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 467 | 320 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 50 960 | 40,92 | 1 308 | 42,37 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 14 115 | 362 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 39 691 | 1 018 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6 500 | 167 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 113 099 | 138,54 | 2 902 | 141,03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 31 359 | 46,79 | 805 | 48,34 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 12 860 | 50,23 | 330 | 51,61 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15 879 | 407 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 5 520 | 33,98 | 142 | 35,58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 23 900 | 10,74 | 613 | 11,86 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 113 309 | 16,13 | 2 908 | 17,31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22 319 | 573 | ||||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 10 199 | 262 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 64 | 1,59 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 743 | 404 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 378 | 6,00 | 35 | 6,06 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8 000 | 205 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 74 232 | 0,27 | 1 905 | 1,28 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30 771 | 22,49 | 790 | 23,67 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 31 016 | 796 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 48 968 | 10,74 | 1 257 | 11,84 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 8 436 | 216 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 103 020 | 0,19 | 2 643 | 1,23 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 10 000 | 257 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 634 029 | 16 269 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 592 501 | 4 774,14 | 15 204 | 4 836,04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9 427 | 0,12 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 50 469 | 1 295 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 60 174 | 222,13 | 1 544 | 225,74 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 51 760 | 20,29 | 1 315 | 20,44 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 13 772 | 4,99 | 353 | 6,01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32 104 | 120,18 | 824 | 122,43 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 30 244 | 11,15 | 776 | 12,30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 93 691 | 15,87 | 2 404 | 17,10 |
