Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF termasuk Atlantic Union Bankshares Corp, Financial Advisory Corp, Godshalk Welsh Capital Management, Inc., Sax Wealth Advisors, Llc, EP Wealth Advisors, Inc., Precision Wealth Strategies, LLC, Avidian Wealth Solutions, LLC, Strategic Blueprint, LLC, Beaumont Asset Management, L.L.C., dan Accretive Wealth Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12,479 | 0.16 | 320 | 0.31 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 59,217 | 19.55 | 1,517 | 19.83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,936 | 426.09 | 50 | 444.44 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,963,364 | 4.07 | 50,307 | 4.33 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 23,794 | 1.71 | 610 | 2.01 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 47,700 | 5.80 | 1,222 | 6.08 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,739 | 28.58 | 250 | 29.02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 131,227 | 4.87 | 3,362 | 5.13 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 60,724 | 10.88 | 1,556 | 11.15 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 336,583 | 3.47 | 8,624 | 3.73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17,719 | 454 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 615,172 | 8.01 | 15,763 | 8.27 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 319,096 | 13.02 | 8,176 | 13.30 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 947,342 | 10.28 | 24,274 | 10.55 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 55,323 | 4.77 | 1,418 | 5.04 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 882,174 | 3.13 | 22,604 | 3.38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 287,385 | 6.92 | 7,364 | 7.18 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 147 | 0.68 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16,384 | 3.65 | 420 | 3.71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 65,243 | 8.80 | 1,672 | 9.07 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 45,042 | 18.37 | 1,154 | 18.72 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 878,008 | 0.52 | 22,497 | 0.77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33,963 | 119.31 | 1 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8,196 | 210 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 39,977 | 0.10 | 1,024 | 0.39 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 69,052 | 60.12 | 1,769 | 60.53 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 8,320 | 213 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 47,256 | 1,211 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 44,564 | 438.80 | 1,139 | 442.38 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13,848 | 71.45 | 355 | 71.84 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,225 | 262 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 108,197 | 0.08 | 2,772 | 0.33 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 7,935 | 203 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 503,073 | 2.03 | 12,890 | 2.29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10,403 | 0.29 | 267 | 0.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 388,657 | 0.19 | 9,959 | 0.43 | ||||
| 2025-07-16 | 13F | Novem Group | 21,753 | 1.13 | 557 | 1.46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 63,738 | 11.05 | 1,633 | 11.39 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 22,406 | 3.64 | 573 | 3.81 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 97,835 | 3.30 | 2,507 | 3.55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45,411 | 13.88 | 1,164 | 14.13 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 205,621 | 30.66 | 5,269 | 30.98 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 383,212 | 17.75 | 9,819 | 18.05 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 181,579 | 25.75 | 4,653 | 26.07 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 156,480 | 2.79 | 4,009 | 3.03 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 15,433 | 5.27 | 395 | 5.61 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 688,174 | 0.09 | 17,633 | 0.34 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 11,714 | 3.52 | 300 | 3.81 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 734,542 | 6.75 | 18,821 | 7.02 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11,068 | 22.22 | 284 | 22.51 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 11,127 | 2.52 | 285 | 2.89 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 270,987 | 1.83 | 6,944 | 2.09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11,490 | 294 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54,917 | 23.23 | 1,407 | 23.53 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 237,175 | 0.12 | 6,077 | 0.36 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 40,469 | 2.63 | 1,037 | 2.88 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 188,806 | 3.92 | 4,838 | 4.18 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15,021 | 385 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 113,042 | 7.43 | 2,896 | 7.70 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 11,490 | 9.33 | 294 | 9.74 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 895 | 23 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28,310 | 151.44 | 725 | 152.61 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 38,416 | 3.64 | 984 | 3.91 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8,381 | 215 | ||||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 306,590 | 1.76 | 8 | 0.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 172,675 | 6.59 | 4,424 | 6.86 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 6,686 | 6.26 | 171 | 6.88 | ||||
| 2025-08-01 | 13F | First National Trust Co | 9,949 | 12.63 | 255 | 12.89 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 59,477 | 1.34 | 1,524 | 1.53 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 19,444 | 4.22 | 497 | 4.64 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 44,232 | 35.65 | 1,133 | 36.01 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 73,288 | 0.05 | 1,878 | 0.27 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 43,869 | 1.11 | 1,121 | 1.54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 411,927 | 12.40 | 10,555 | 12.67 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8,554 | 219 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 29,703 | 0.16 | 761 | 0.53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34,578 | 12.47 | 886 | 12.74 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 22,690 | 15.90 | 581 | 16.20 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 26,910 | 690 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,140 | 0.78 | 209 | 0.97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 55,193 | 12.65 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82,820 | 159.18 | 2,122 | 160.05 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 43,830 | 1,123 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 63,358 | 8.77 | 1,623 | 9.07 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42,008 | 0.58 | 1,076 | 0.84 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 24,000 | 615 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 20,375 | 17.23 | 522 | 17.57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 36,944 | 330.08 | 947 | 331.96 |
