Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF termasuk Atlantic Union Bankshares Corp, Hancock Whitney Corp, Mercer Global Advisors Inc /adv, MCF Advisors LLC, Reliant Wealth Planning, Sigma Investment Counselors Inc, Fulton Breakefield Broenniman Llc, Lbmc Investment Advisors, Llc, Kestra Private Wealth Services, Llc, Ameriprise Financial Inc, Mml Investors Services, Llc, United Capital Financial Advisers, Llc, dan Wells Fargo & Company/mn .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 7,819 | 204 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 32,857 | 859 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 169,241 | 30.28 | 4,422 | 32.04 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 107,280 | 24.05 | 2,766 | 25.73 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 433,326 | 3.13 | 11,323 | 4.50 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 240,155 | 61.83 | 6,275 | 64.01 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 145,151 | 50.00 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9,041 | 0 | ||||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 165,429 | 1.86 | 4,323 | 3.22 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 49,875 | 45.76 | 1,303 | 47.73 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 15,027 | 16.26 | 390 | 17.82 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1,220,656 | 3.64 | 31,896 | 5.02 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 10,099 | 22.49 | 264 | 24.06 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,326 | 565.20 | 87 | 616.67 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 83,449 | 2.32 | 2,181 | 3.66 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12,885 | 1.27 | 337 | 2.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 130,641 | 10.76 | 3,414 | 12.23 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 186,383 | 17.60 | 4,870 | 19.19 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 17,716 | 8.04 | 457 | 9.35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 161,318 | 14.99 | 4,215 | 16.53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 145,985 | 47.62 | 3,815 | 49.57 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 10,445 | 29.35 | 273 | 30.77 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,724,476 | 218.24 | 45,061 | 222.50 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 129,408 | 3,381 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 141,238 | 9.36 | 3,691 | 10.81 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15,457 | 3.27 | 404 | 4.68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 611,693 | 1.78 | 15,983 | 3.14 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 212,891 | 8.03 | 5,563 | 9.47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 31,743 | 29.52 | 829 | 31.38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 692,459 | 0.18 | 18,094 | 1.52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 52 | 1 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 15,159 | 32.19 | 396 | 34.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 41,057 | 1,073 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,402 | 39.34 | 272 | 41.15 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 9,666 | 5.11 | 253 | 6.33 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 53,402 | 0.10 | 1,395 | 1.45 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 65,925 | 1.37 | 1,723 | 2.68 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44,819 | 1,171 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 18,085 | 11.46 | 473 | 12.92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,478 | 27.71 | 352 | 29.41 | ||||
| 2025-08-14 | 13F | Comerica Bank | 0 | 0 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3,458 | 65.93 | 90 | 69.81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 74,175 | 41.58 | 1,938 | 43.56 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,792 | 282 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Little House Capital Llc | 40,342 | 0.09 | 1,054 | 1.44 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 18,844 | 492 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,770 | 39.48 | 72 | 41.18 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 496,549 | 1.67 | 12,975 | 3.03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 143,445 | 8.93 | 3,748 | 10.40 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 173,662 | 9.26 | 4,538 | 10.71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9,867 | 258 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 170,822 | 4,464 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 170,318 | 20.45 | 4,392 | 22.04 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 7,390 | 206.00 | 193 | 211.29 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 26,603 | 695 | ||||||
| 2025-07-31 | 13F | United Community Bank | 1,515 | 95.48 | 40 | 105.26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 96,885 | 2,532 | ||||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 16,153 | 422 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 14,600 | 381 |
