Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Agency Bond ETF eröffnet haben, gehören TRB Wealth Management, LLC, Summit Financial, LLC, Mercer Global Advisors Inc /adv, Stablepoint Partners, LLC, Tiaa-cref Individual & Institutional Services, Llc, Advisortrust Partners, Llc, UMA Financial Services, Inc., Franklin Resources Inc, Golden State Equity Partners, Reicon Wealth Advisors, Llc, Capital Advisor Network LLC, und Vanguard Advisers Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 15.212 | 72,63 | 1.674 | 72,30 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.309 | 0,30 | 363 | 0,00 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 5.730 | 6,39 | 629 | 5,90 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 65.696 | 7,57 | 7.207 | 7,04 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 52.232 | 5.730 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 3.291 | 0,49 | 361 | 0,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 24.245 | 26,20 | 2.660 | 25,54 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 125 | 14 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 11.147 | 1.223 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 109 | 12 | ||||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 36 | 4 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 4.484 | 24,62 | 492 | 24,24 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19.192 | 61,71 | 2.106 | 60,93 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.045 | 224 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.085 | 0,55 | 340 | 0,59 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 13.718 | 2,05 | 1.505 | 1,62 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.874 | 6,41 | 315 | 6,06 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 284 | 116,79 | 31 | 121,43 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 119.830 | 15,67 | 13.147 | 15,10 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 9.686 | 22,34 | 1.063 | 21,79 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.430 | 42,80 | 376 | 42,42 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 97 | 11 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 76 | 8 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 4.981 | 898,20 | 546 | 892,73 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4.485 | 23,15 | 492 | 22,69 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 312.585 | 24,66 | 34.294 | 24,05 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 3.241 | 40,00 | 356 | 39,22 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.045 | 6,51 | 225 | 6,64 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 95.062 | 0,75 | 10.429 | 0,26 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2.394 | 263 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-04-10 | 13F | Novem Group | 5.508 | 9,79 | 604 | 9,22 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 295.899 | 1,50 | 32.463 | 1,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 12.380 | 2,92 | 1.358 | 2,41 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 113.101 | 0,24 | 12.408 | -0,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2.330 | 0,22 | 256 | -0,39 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 133.722 | 14.671 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 225 | 58,45 | 25 | 60,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 38.608 | 42,05 | 4.236 | 41,36 | ||||
| 2026-05-05 | 13F | UBS Group AG | 97.630 | 10,99 | 10.711 | 10,45 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.672 | 183 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.995 | 6,91 | 219 | 6,34 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 500.169 | 5,40 | 54.873 | 4,89 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2.434 | 267 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 61.900 | 67,94 | 6.791 | 67,10 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 5.112 | 8,93 | 1 | |||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 10.192 | 8,03 | 1.118 | 7,50 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 127.093 | 2,90 | 13.943 | 2,40 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 12.104 | 1,96 | 1.328 | 1,45 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 11.037 | 20,22 | 1.211 | 19,57 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 3.066 | 0,95 | 336 | 0,60 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 6.623 | 54,53 | 727 | 53,81 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 71.448 | 10,91 | 7.839 | 10,38 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 49.569 | 15,04 | 5.438 | 14,48 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 104 | 11 | ||||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 14.605 | 7,75 | 1.602 | 7,23 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 9.234 | 4,59 | 1.014 | 4,11 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2 | 0 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 35.690 | 9,80 | 3.916 | 9,27 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 5.836 | 2,76 | 641 | 2,24 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4.402 | 0,50 | 483 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 58 | 6 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 | 0 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 54.790 | 13,94 | 6.011 | 13,37 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 446.745 | 4,65 | 49.012 | 4,13 |
