Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF comprennent Cornerstone Planning, LLC, Congress Wealth Management LLC / DE /, High Note Wealth, LLC, Wolf Group Capital Advisors, Merit Financial Group, LLC, Sovereign Financial Group, Inc., Pure Financial Advisors, Inc., Cascade Investment Group, Inc., Tower Research Capital LLC (TRC), Rossmore Private Capital, Essex Savings Bank, Jupiter Wealth Management LLC, Mairs & Power Inc, Liberty Wealth Management Llc, Modern Wealth Management, LLC, Hamel Associates, Inc., Woodley Farra Manion Portfolio Management Inc, Prime Capital Investment Advisors, LLC, Precision Wealth Strategies, LLC, et Sowell Financial Services 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Balentine LLC | 42 259 | 26,69 | 987 | 26,70 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14 697 | 343 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 651 802 | 72,95 | 15 226 | 72,89 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 250 289 | 2 235,87 | 11 | -96,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 783 | 0,35 | 229 | 0,44 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10 917 | 1,64 | 255 | 1,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 148 | 1,89 | 471 | 1,95 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 57 | 1,79 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 9 049 | 211 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10 848 | 1,06 | 253 | 1,20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 229 726 | 0,92 | 5 366 | 0,86 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 49 564 | 23,50 | 1 155 | 23,53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 49 635 | 1 159 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 395 444 | 0,28 | 9 | 0,00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 4 517 615 | 9,17 | 105 577 | 9,41 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 751 | 79,81 | 251 | 80,58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 650 | 15 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 10 461 | 0,09 | 244 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 190 | 1,06 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8 580 | 200 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 29 888 | 1,07 | 698 | 1,01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11 791 | 275 | ||||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 12 684 | 2,01 | 296 | 2,07 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 201 887 | 2,11 | 4 716 | 2,08 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 112 620 | 5,50 | 2 631 | 5,45 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 14 300 | 334 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 99 248 | 0,20 | 2 318 | 0,17 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 740 480 | 17 268 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 643 | 1,10 | 15 | 7,14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 91 | 1,11 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 89 | 2 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 533 | 2,43 | 223 | 2,30 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 83 088 | 225,39 | 1 941 | 225,50 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 11 297 | 264 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 57 810 | 7,89 | 1 351 | 8,17 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8 575 | 200 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62 356 | 1,03 | 1 457 | 0,97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 147 036 | 7,31 | 3 435 | 7,25 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 9 998 | 234 | ||||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 394 006 | 11,86 | 9 208 | 11 128,05 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 8 594 | 0,30 | 201 | 0,00 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 40 387 | 0,77 | 943 | 0,75 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13 891 | 14,83 | 324 | 14,89 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9 712 | 227 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 24 645 | 1,55 | 576 | 1,41 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 454 653 | 200,98 | 10 621 | 200,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 960 | 0 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 9 887 | 231 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 734 | 0,13 | 391 | 0,00 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 79 081 | 2,05 | 1 847 | 1,99 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 16 | 0 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 46 901 | 12,13 | 1 096 | 12,08 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25 024 | 20,14 | 585 | 20,16 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1 180 466 | 17,82 | 27 576 | 17,77 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 480 174 | 115,47 | 11 | 120,00 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 237 937 | 8,38 | 5 558 | 8,34 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 27 820 | 7,93 | 650 | 7,81 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 061 348 | 0,96 | 24 793 | 0,92 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 35 536 | 1,57 | 830 | 1,59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 355 | 1,11 | 125 | 1,63 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 867 | 20 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 106 694 | 40,78 | 2 492 | 40,71 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 16 841 | 393 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 62 576 | 1,00 | 1 462 | 0,97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8 680 | 203 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 54 815 | 1 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 23 546 | 550 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 35 871 | 0,08 | 838 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9 200 | 215 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 22 346 | 1,07 | 522 | 1,16 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 16 905 | 0,05 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 203 031 | 27,65 | 4 743 | 27,58 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 21 858 | 1,09 | 511 | 0,99 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 218 700 | 330,76 | 5 109 | 330,69 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 613 590 | 3,63 | 14 333 | 3,55 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 75 979 | 6,96 | 1 775 | 6,87 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 166 | 4 | ||||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 105 636 | 6,31 | 2 468 | 6,24 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 90 402 | 2 113 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 699 134 | 2,78 | 16 332 | 2,74 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 92 785 | 2 167 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11 058 | 258 | ||||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 166 764 | 200,00 | 3 897 | 200,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 26 462 | 618 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 53 788 | 15,43 | 1 256 | 15,34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 430 547 | 3,46 | 10 058 | 3,41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8 | 0 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 108 947 | 0,22 | 2 545 | 0,20 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 185 425 | 1,91 | 4 332 | 1,86 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 23 257 | 1,44 | 543 | 1,50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 376 043 | 5,71 | 8 784 | 5,67 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4 856 | 145,01 | 113 | 145,65 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 46 916 | 163,19 | 1 095 | 163,61 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 33 605 | 0,65 | 785 | 0,64 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9 823 | 229 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 146 641 | 55,71 | 3 426 | 55,68 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 117 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11 375 | 0,59 | 266 | 0,38 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 112 208 | 18,46 | 2 621 | 18,44 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 219 659 | 51,29 | 5 131 | 51,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 672 692 | 1,14 | 15 714 | 1,10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 042 892 | 0,45 | 94 442 | 0,41 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 27 884 | 651 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 335 | 1,07 | 218 | 1,40 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 328 697 | 32,92 | 7 678 | 32,86 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 221 | 426 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 158 534 | 6,06 | 3 703 | 6,29 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 219 651 | 2,42 | 5 131 | 2,37 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 580 493 | 5,08 | 13 561 | 5,03 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 109 392 | 3,18 | 2 555 | 3,15 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 875 124 | 24,42 | 20 443 | 24,37 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 161 584 | 136,66 | 3 775 | 136,61 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 321 | 0,13 | 54 | 0,00 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 554 | 13 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 76 008 | 2,06 | 1 776 | 2,01 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 219 979 | 7,03 | 5 139 | 6,97 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 533 920 | 2,78 | 12 435 | 2,65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 208 051 | 1,73 | 4 860 | 1,69 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 279 | 4,89 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 274 | 1,11 | 6 | 0,00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 127 277 | 39,57 | 2 973 | 39,51 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 119 815 | 8,53 | 2 799 | 8,49 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 60 003 | 7,15 | 1 402 | 7,11 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 33 750 | 82,43 | 788 | 82,41 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 271 617 | 27,16 | 6 345 | 27,08 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 8 899 | 208 | ||||||
| 2025-07-16 | 13F | Novem Group | 49 811 | 4,69 | 1 164 | 4,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 659 594 | 0,35 | 15 369 | 0,05 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27 594 | 3,45 | 645 | 3,37 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 156 192 | 4,05 | 3 649 | 3,99 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 16 924 | 29,67 | 395 | 29,51 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 517 095 | 1,78 | 12 079 | 1,74 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10 178 | 13,06 | 238 | 12,86 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 51 743 | 13,74 | 1 209 | 14,06 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 797 361 | 2,32 | 18 626 | 2,28 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 43 141 | 23,17 | 1 008 | 23,11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 231 181 | 16,92 | 5 400 | 16,88 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23 917 | 1,67 | 559 | 1,45 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 158 521 | 3 703 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 342 885 | 13,49 | 8 | 14,29 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16 841 | 393 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 169 088 | 1,72 | 3 950 | 1,67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 64 380 | 286,43 | 1 504 | 286,38 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 45 063 | 8,38 | 1 053 | 8,34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 440 | 10 | ||||||
| 2025-08-14 | 13F | Mairs & Power Inc | 13 886 | 324 | ||||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 11 720 | 2,41 | 274 | 2,25 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 91 812 | 4,20 | 2 145 | 4,13 | ||||
| 2025-08-04 | 13F | Templeton & Phillips Capital Management, LLC | 77 443 | 12,43 | 1 809 | 12,43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 577 | 1,77 |
