Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF termasuk Mercer Global Advisors Inc /adv, Atlantic Union Bankshares Corp, Elequin Capital Lp, Newman Dignan & Sheerar, Inc., Jpmorgan Chase & Co, Colony Group, LLC, Leavell Investment Management, Inc., Vishria Bird Financial Group, LLC, Susquehanna International Group, Llp, Massmutual Trust Co Fsb/adv, Stifel Financial Corp, Droms Strauss Advisors Inc /mo/ /adv, Roof Eidam & Maycock/adv, Private Advisor Group, LLC, Rossmore Private Capital, Cornell Pochily Investment Advisors, Inc., UMA Financial Services, Inc., dan Barrett & Company, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 20,105 | 516 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,075 | 77.69 | 28 | 80.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17,797 | 32.39 | 0 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 13,998 | 43.33 | 359 | 44.76 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,281 | 79.39 | 366 | 81.19 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,784 | 46 | ||||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 121,228 | 21.87 | 3,111 | 23.12 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9,270 | 238 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 10,555 | 31.04 | 271 | 32.35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,500 | 51.84 | 90 | 53.45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21,848 | 561 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 178,281 | 53.93 | 4,575 | 55.53 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 85,536 | 19.07 | 2,195 | 20.29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12,467 | 320 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 50,960 | 40.92 | 1,308 | 42.37 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 14,115 | 362 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 39,691 | 1,018 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6,500 | 167 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 113,099 | 138.54 | 2,902 | 141.03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 31,359 | 46.79 | 805 | 48.34 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 12,860 | 50.23 | 330 | 51.61 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15,879 | 407 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 5,520 | 33.98 | 142 | 35.58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 23,900 | 10.74 | 613 | 11.86 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 113,309 | 16.13 | 2,908 | 17.31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22,319 | 573 | ||||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 10,199 | 262 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 64 | 1.59 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,743 | 404 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,378 | 6.00 | 35 | 6.06 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8,000 | 205 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 74,232 | 0.27 | 1,905 | 1.28 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30,771 | 22.49 | 790 | 23.67 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 31,016 | 796 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 48,968 | 10.74 | 1,257 | 11.84 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 8,436 | 216 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 103,020 | 0.19 | 2,643 | 1.23 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 10,000 | 257 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 634,029 | 16,269 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 592,501 | 4,774.14 | 15,204 | 4,836.04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9,427 | 0.12 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 50,469 | 1,295 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 60,174 | 222.13 | 1,544 | 225.74 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 51,760 | 20.29 | 1,315 | 20.44 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 13,772 | 4.99 | 353 | 6.01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32,104 | 120.18 | 824 | 122.43 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 30,244 | 11.15 | 776 | 12.30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 93,691 | 15.87 | 2,404 | 17.10 |
