Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF comprennent Sovran Advisors, LLC, Skyline Advisors, Inc., Horizon Wealth Management, LLC, Meeder Advisory Services, Inc., Buckingham Strategic Partners, Vise Technologies, Inc., Syntegra Private Wealth Group, LLC, Forum Financial Management, LP, Argent Trust Co, Charter Capital Management, LLC\DE, Kestra Private Wealth Services, Llc, BRYN MAWR TRUST Co, DORVAL Corp, Avidian Wealth Solutions, LLC, SILVER OAK SECURITIES, Inc, Harbor Asset Planning, Inc., Newbridge Financial Services Group, Inc., et Briaud Financial Planning, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 464 | 0,65 | 23 | 0,00 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 95 084 | 29,80 | 4 780 | 29,86 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 71 223 | 36,29 | 3 581 | 37,10 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9 134 | 34,56 | 459 | 34,60 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 951 | 48 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 811 | 24,56 | 594 | 25,32 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12 267 | 77,73 | 617 | 78,03 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 6 155 | 309 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 340 | 17 | ||||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 39 612 | 1,15 | 1 991 | 1,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 390 | 120 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 66 610 | 18,93 | 3 348 | 19,02 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 76 605 | 1,16 | 3 851 | 1,21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 022 | 0,63 | 1 811 | 0,67 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 76 775 | 3 856 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 83 507 | 67,82 | 4 198 | 67,95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 214 903 | 2,13 | 10 803 | 2,19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25 446 | 99,44 | 1 279 | 99,53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32 927 | 13,48 | 1 655 | 13,59 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 015 | 0,90 | 101 | 0,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5 783 | 21,67 | 291 | 21,85 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 59 516 | 2 992 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 783 | 90 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 582 | 582 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 8 347 | 0,74 | 420 | 0,72 | ||||
| 2025-08-14 | 13F | Betterment LLC | 158 452 | 42,04 | 8 | 40,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 30 624 | 77,79 | 1 539 | 77,92 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 86 465 | 36,26 | 4 347 | 36,37 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 13 497 | 8,00 | 678 | 8,13 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 593 | 3,49 | 30 | 3,57 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 204 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 93 829 | 9,43 | 4 717 | 9,50 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 16 670 | 25,38 | 838 | 25,64 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 634 | 239,81 | 283 | 240,96 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 921 | 370,37 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 149 777 | 21,40 | 57 799 | 21,47 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1 233 046 | 0,06 | 61 985 | 0,12 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 18 950 | 953 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 10 500 | 528 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 718 | 38,23 | 1 594 | 38,37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24 015 | 76,53 | 1 207 | 76,72 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 85 303 | 9,77 | 4 288 | 9,84 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 66 993 | 0,61 | 3 368 | 0,66 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 30 020 | 362,20 | 1 509 | 362,88 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 7 889 | 5,31 | 397 | 5,32 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 5 697 | 286 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 875 | 570,32 | 446 | 575,76 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59 781 | 20,06 | 3 002 | 19,99 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 177 362 | 14,14 | 8 916 | 14,21 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 34 236 | 568,67 | 1 721 | 569,65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 997 | 251 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 128 780 | 7,28 | 6 474 | 7,35 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 41 704 | 2 096 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 43 305 | 7,65 | 2 177 | 7,67 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 7 405 | 8,43 | 372 | 8,45 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 558 | 20,10 | 782 | 20,31 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 798 | 995 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 32 569 | 7,88 | 1 637 | 7,98 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 584 589 | 105,80 | 29 387 | 105,94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 55 609 | 141,68 | 2 795 | 141,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 138 292 | 39,37 | 6 952 | 39,44 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 36 650 | 2,81 | 1 842 | 2,85 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 7 046 | 24,18 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 507 620 | 31,73 | 25 518 | 31,81 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 928 | 0,14 | 248 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 336 | 93,49 | 1 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 14 436 | 726 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 131 042 | 468,54 | 6 587 | 469,32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66 316 | 126,28 | 3 334 | 126,43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 149 743 | 1,24 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 92 567 | 0,58 | 4 653 | 0,65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 104 655 | 60,70 | 156 071 | 60,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 152 532 | 51,91 | 7 668 | 52,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6 740 | 42,22 | 338 | 43,22 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 192 141 | 5,37 | 9 659 | 5,43 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 4 749 | 239 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 118 | 207 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29 787 | 18,77 | 1 497 | 18,90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 577 | 29 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17 093 | 13 359,06 | 859 | 14 216,67 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 302 | 0,00 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 184 | 210 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 35 154 | 0,23 | 1 767 | 0,28 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11 392 | 573 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 43 986 | 143,69 | 2 211 | 143,93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 217 177 | 91,55 | 10 918 | 91,68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 126 261 | 17,96 | 6 347 | 18,02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 245 | 213 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5 037 | 253 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1 908 282 | 6,62 | 95 929 | 6,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 330 | 268 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 432 145 | 18,11 | 21 724 | 18,18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20 564 | 39,79 | 1 034 | 39,78 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 65 036 | 3 269 | ||||||
| 2025-08-08 | 13F | Client First Capital LLC | 15 313 | 10,62 | 770 | 10,65 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19 189 | 14,52 | 965 | 14,63 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 146 | 17,82 | 410 | 18,16 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 66 303 | 1,79 | 3 333 | 2,11 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4 389 | 4,97 | 221 | 5,26 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 22 249 | 82,88 | 1 118 | 82,98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 914 | 48,53 | 1 856 | 48,64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 13 018 | 148,10 | 654 | 148,67 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 35 991 | 66,20 | 1 809 | 66,42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11 433 | 11,61 | 575 | 12,11 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 25 186 | 13,60 | 1 266 | 13,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27 297 | 239,68 | 1 |
