Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Blackrock ETF Trust II - Ishares High Yield Muni Active ETF eröffnet haben, gehören Willis Johnson & Associates, Inc., Prime Capital Investment Advisors, LLC, Axiom Financial Strategies, LLC, Joel Isaacson & Co., LLC, Independent Advisor Alliance, Scissortail Wealth Management, LLC, Fifth Third Bancorp, Ubs Asset Management Americas Inc, Rockport Wealth LLC, Silverlake Wealth Management Llc, Frisch Financial Group, Inc., Apollon Financial, LLC, Savvy Advisors, Inc., Smithbridge Asset Management Inc/de, Novem Group, Invst, LLC, Independent Financial Group, Llc, Warren Averett Asset Management, LLC, United Capital Financial Advisers, Llc, und Arwa 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Apollon Financial, LLC | 8.933 | 429 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 9.108 | 437 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 41.564 | 1.994 | ||||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 75.239 | 31,27 | 3.610 | 29,35 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 40.651 | 26,50 | 1.950 | 24,68 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5.570 | 6,56 | 267 | 5,12 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.111 | 3.959,62 | 101 | 4.950,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 264.193 | 26,20 | 12.676 | 24,37 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 168.646 | 105,87 | 8.210 | 103,75 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 16.804 | 2,10 | 811 | 0,87 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 20.345 | 57,27 | 976 | 55,17 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.249 | 684 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 107.529 | 8,42 | 5.159 | 6,88 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 176.755 | 10,75 | 8.481 | 9,15 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 10.359 | 497 | ||||||
| 2026-04-23 | 13F | Next Level Private LLC | 5.157 | 247 | ||||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 4.965 | 0,49 | 241 | -0,41 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 623.367 | 14,24 | 30.346 | 116.611,54 | ||||
| 2026-04-13 | 13F | Arwa Llc | 6.719 | 326 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6.720 | 324 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 14.352 | 30,60 | 699 | 29,26 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 690 | 33 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18.340 | 880 | ||||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 6.504 | 0,85 | 312 | -0,64 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 64.575 | 7,11 | 3.098 | 5,59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 210 | 10 | ||||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 18.579 | 9,71 | 891 | 8,13 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 12.352 | 0,27 | 593 | -1,17 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 7.043 | 342 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 122.857 | 26,81 | 5.895 | 24,98 | ||||
| 2026-05-05 | 13F | PFG Advisors | 18.279 | 3,58 | 877 | 2,10 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 106 | 5 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 14.241 | 18,97 | 683 | 17,35 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 5.975 | 287 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 588.155 | 8,10 | 29.056 | 9,72 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 10.444 | 501 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 181 | 0,56 | 9 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 512.163 | 8,62 | 24.574 | 7,06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6.633 | 318 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 16.733 | 0,58 | 803 | -0,87 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 17.275 | 0,21 | 829 | -1,31 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10.629 | 510 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 159.574 | 195,59 | 7.656 | 191,44 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17.917 | 24,52 | 860 | 22,71 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 144 | 7 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 413 | 140,12 | 20 | 137,50 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9.280 | 1,70 | 445 | 0,23 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2.491 | 7,09 | 0 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9.159 | 27,39 | 439 | 25,43 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 128.862 | 8,92 | 6.183 | 7,35 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 529 | 0,76 | 25 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 13.358 | 21,61 | 641 | 19,85 | ||||
| 2026-05-13 | 13F | Invst, LLC | 7.328 | 352 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 165.764 | 7.953 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 9.116 | 88,74 | 437 | 85,96 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 311 | 15 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.883.945 | 39,37 | 89.802 | 36,47 | ||||
| 2026-04-10 | 13F | Novem Group | 8.034 | 385 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 309 | 8,42 | 15 | 0,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6.805 | 326 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 13.910 | 51,71 | 667 | 49,55 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 6.260 | 102,20 | 300 | 100,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 73.441 | 22,63 | 3.524 | 20,86 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 236.162 | 3,29 | 11.331 | 1,81 | ||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 113.680 | 5.454 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 104 | 5 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 14.647 | 57,27 | 703 | 54,97 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4.970 | 16,72 | 238 | 14,98 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4.850 | 233 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8.537 | 410 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 122.704 | 1.551,91 | 5.887 | 1.530,75 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 20.854 | 2,73 | 1.001 | 1,21 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 121.906 | 4,96 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 194.202 | 2,83 | 9.465 | 2,96 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 6.759 | 324 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 6.426 | 308 | ||||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 5.030 | 241 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 365.235 | 15,00 | 18 | 13,33 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 8.053 | 386 | ||||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 18.885 | 83,01 | 906 | 80,48 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6.063 | 6,05 | 295 | 4,98 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 13.243 | 14,46 | 635 | 12,79 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 106 | 0,95 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 4.207 | 202 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 7.052 | 24,81 | 338 | 22,91 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 8.985 | 5,25 | 431 | 3,86 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 6.289 | 302 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 15.048 | 40,74 | 722 | 38,85 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 4.991 | 239 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 42.989 | 14,46 | 2.063 | 12,80 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 387 | 239,47 | 19 | 260,00 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 45.717 | 150,57 | 2.194 | 143,67 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 3.840 | 32,23 | 184 | 30,50 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 594.674 | 8,47 | 28.949 | 7,34 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 49.979 | 296,38 | 2 | |||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 163.332 | 7.837 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 90.152 | 72,39 | 4.325 | 69,94 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 5.457 | 3,86 | 262 | 2,35 | ||||
| 2026-05-06 | 13F | Eq Llc | 15.145 | 27,68 | 727 | 25,82 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 9.436 | 453 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5.720 | 274 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 30 | 3,45 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 112.680 | 9,99 | 5.406 | 8,42 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 154.763 | 9,17 | 7.426 | 123.650,00 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 9.569 | 15,47 | 459 | 13,90 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 3.000 | 0 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 92.065 | 1.557,63 | 4.417 | 1.535,93 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 4.740 | 227 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 13.998 | 672 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 17 | 1 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 95.065 | 14,41 | 4.628 | 14,42 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 5.346 | 255 |
