IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF - Participation institutionnelle - Vendeurs

iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
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Participation institutionnelle et des fonds - Vendeurs

Cette page montre les institutions, les fonds et les principaux actionnaires qui ont réduit leurs avoirs ou fermé leurs positions lors de leur dernière période de déclaration. Les lignes rouges indiquent les positions fermées. 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
(%)
2025-08-11 13F CFS Investment Advisory Services, LLC 24 308 -0,32 1
2025-07-30 13F Klingman & Associates, LLC 18 088 -11,47 460 -11,05
2025-08-14 13F Garden State Investment Advisory Services LLC 0 -100,00 0
2025-07-24 13F Cyndeo Wealth Partners, LLC 97 284 -9,73 2 472 -9,32
2025-08-11 13F HighTower Advisors, LLC 653 576 -6,72 16 607 -6,28
2025-08-14 13F STAR Financial Bank 0 -100,00 0
2025-07-29 13F Private Trust Co Na 8 883 -3,31 226 -3,02
2025-05-14 13F Stonebridge Capital Advisors LLC 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 28 281 -17,44 719 -17,09
2025-08-01 13F James Investment Research Inc 13 800 -6,76 351 -6,42
2025-07-16 13F Kathmere Capital Management, LLC 301 088 -45,68 7 651 -45,43
2025-08-14 13F Royal Bank Of Canada 92 733 -1,27 2 356 -0,80
2025-05-07 13F Mb, Levis & Associates, Llc 0 -100,00 0 -100,00
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 22 906 -16,44 582 -16,02
2025-07-28 13F Nestegg Advisors, Inc. 13 225 -39,34 336 -39,02
2025-08-11 13F Avantax Planning Partners, Inc. 12 459 -0,01 317 0,32
2025-05-14 13F Evergreen Wealth Solutions, LLC 0 -100,00 0
2025-08-12 13F OneAscent Financial Services LLC 9 066 -7,38 0
2025-08-14 13F UBS Group AG 335 095 -8,03 8 515 -7,60
2025-08-14 13F Goldman Sachs Group Inc 8 456 -26,21 215 -25,95
2025-08-15 13F Captrust Financial Advisors 19 844 -2,53 504 -1,95
2025-07-17 13F Catalytic Wealth RIA, LLC 31 217 -2,05 793 -1,49
2025-08-15 13F CI Private Wealth, LLC 11 656 -65,87 296 -65,70
2025-07-30 13F Granite Harbor Advisors, Inc. 41 059 -9,39 1 043 -8,91
2025-08-11 13F Principal Securities, Inc. 20 -86,49 1 -100,00
2025-07-02 13F Crumly & Associates Inc. 0 -100,00 0
2025-08-14 13F Envision Financial Planning, LLC 84 482 -6,02 2 147 -5,59
2025-07-25 13F Commonwealth Financial Services, LLC 10 367 -2,44 263 -1,87
2025-08-14 13F Fmr Llc 2 043 -75,05 52 -75,36
2025-08-14 13F Raymond James Financial Inc 239 730 -35,92 6 092 -35,62
2025-07-21 13F Exchange Capital Management, Inc. 14 484 -6,67 368 -6,12
2025-08-04 13F ArborFi Advisors, LLC 0 -100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 14 809 -7,68 0
2025-08-12 13F YANKCOM Partnership 0 -100,00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-07-22 13F Blue Square Asset Management, Llc 29 176 -2,99 741 -2,50
2025-05-05 13F Creekmur Asset Management LLC 0 -100,00 0
2025-08-08 13F Wrapmanager Inc 13 905 -4,43 353 -3,81
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