Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF comprennent D.a. Davidson & Co., Reliant Wealth Planning, Benjamin Edwards Inc, Bank Of America Corp /de/, Mml Investors Services, Llc, Financial Engines Advisors L.L.C., et Wells Fargo & Company/mn .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34 834 | 4,95 | 895 | 5,05 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 41 975 | 152,36 | 1 079 | 153,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 379 | 10 | ||||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 16 313 | 23,12 | 419 | 23,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146 146 | 2,55 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 156 | 0 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 176 118 | 126,63 | 4 527 | 127,03 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 18 800 | 35,50 | 483 | 35,67 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 64 266 | 34,61 | 1 652 | 34,78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 551 | 5,86 | 220 | 5,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 102 | 1 005 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 070 | 16,47 | 182 | 16,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 118 | 434,85 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 826 | 227 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 94 761 | 11,48 | 2 436 | 11,65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20 451 | 48,85 | 526 | 49,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17 721 | 34,48 | 456 | 34,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 106 | 246,71 | 28 | 250,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7 961 | 205 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 789 078 | 8,73 | 20 283 | 8,88 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 54 310 | 1 396 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23 098 | 594 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 90 776 | 59,43 | 2 333 | 59,69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 320 632 | 8 242 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 96 911 | 235,07 | 2 491 | 235,71 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 121 396 | 4,84 | 3 121 | 5,91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19 016 | 489 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 255 792 | 6,73 | 6 575 | 6,88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 196 400 | 8,98 | 5 049 | 9,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 418 558 | 56,17 | 10 759 | 56,40 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9 923 | 0,53 | 255 | 0,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 45 986 | 175,48 | 1 182 | 176,17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 517 | 111,02 | 13 | 116,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 710 | 77,33 | 172 | 77,32 |
