Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Yield Optimized Bond ETF eröffnet haben, gehören Horizon Wealth Management, LLC, Modern Wealth Management, LLC, PlanVest Financial, Inc, Hengehold Capital Management Llc, Private Trust Co Na, Keel Point, LLC, Gateway Wealth Partners, LLC, Align Financial, LLC, Horizon Bancorp Inc /in/, Crews Bank & Trust, und Hartland & Co., LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 1.008.996 | 6,93 | 22.733 | 5,78 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9.004 | 203 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 23.066 | 0,58 | 520 | -0,57 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9.085 | 1,74 | 205 | 0,49 | ||||
| 2026-05-05 | 13F | Altman Advisors, Inc. | 263.470 | 0,99 | 555 | 1,28 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 24.639 | 2,67 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 364 | 36.300,00 | 8 | |||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 2.300.623 | 51.833 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 87.941 | 17,79 | 1.971 | 15,88 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 60.922 | 1.373 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 24.530 | 553 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.619 | 36 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 59.874 | 0,56 | 1.349 | -0,59 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 531.124 | 1,09 | 12.096 | 0,46 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 272.348 | 37,51 | 6.136 | 36,03 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 116.175 | 2.623 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 56.501 | 1,88 | 1.273 | 0,71 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 21.592 | 278,28 | 486 | 276,74 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11.144 | 1,06 | 251 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 635 | 14 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 8 | 0 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 397.860 | 4,37 | 8.964 | 3,25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 364.641 | 57,72 | 8.215 | 56,03 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 44.055 | 993 | ||||||
| 2026-05-13 | 13F | Laffer Investments | 64.796 | 65,79 | 1.460 | 63,93 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 332 | 0 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 27.330 | 0,08 | 616 | -0,97 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1.127 | 25 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 47.786 | 44,27 | 1.077 | 42,71 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 19.931 | 3,06 | 449 | 2,05 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 81.866 | 1.844 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 9.644 | 217 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 27.620 | 2,16 | 1 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 62.520 | 2,08 | 1.409 | 1,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2.159 | 40,83 | 49 | 41,18 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 2.100 | 0,62 | 47 | 0,00 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 213 | 5 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 325.839 | 8,89 | 7.341 | 7,72 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 240.841 | 14,60 | 5.426 | 13,37 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 90.173 | 325,89 | 2.032 | 321,37 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.725 | 0,06 | 39 | -2,56 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 391 | 54,55 | 9 | 60,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 23.881 | 7,57 | 538 | 6,53 | ||||
| 2026-05-05 | 13F | UBS Group AG | 137 | 3 | ||||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 28.056 | 0,91 | 632 | -0,16 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 121.834 | 8,75 | 2.745 | 7,57 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 947.705 | 11,63 | 21.352 | 10,43 |
