Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF eröffnet haben, gehören Chicago Partners Investment Group LLC, Citadel Advisors Llc, Cerity Partners LLC, First Western Trust Bank, Beese Fulmer Investment Management, Inc., Madden Advisory Services, Inc., Foundations Investment Advisors, LLC, Baird Financial Group, Inc., Walser Wealth Management Company, A Ltd Liability Co, Segment Wealth Management, LLC, Monticello Wealth Management, Llc, Sanctuary Advisors, LLC, OneAscent Financial Services LLC, Golden State Equity Partners, National Bank Of Canada /fi/, SageView Advisory Group, LLC, Napier Financial, LLC, Fmr Llc, Intentional Wealth Strategies, LLC, und Tower Research Capital LLC (TRC) .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 24.183 | 36,20 | 568 | 35,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 15.572 | 365 | ||||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 17.499 | 411 | ||||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 21.325 | 252,95 | 500 | 249,65 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 23.913 | 89,47 | 561 | 88,26 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 21.329 | 3,24 | 501 | 2,25 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 41.498 | 3,33 | 974 | 2,42 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 221 | -23,08 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 20.296 | 476 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1.642 | 34,04 | 39 | 31,03 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 30.711 | 14,50 | 721 | 13,56 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 835 | 0,97 | 20 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 19.619 | 108,45 | 460 | 107,21 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 24.367 | 572 | ||||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 868.688 | 5.753,30 | 20.388 | 2.484,03 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 333.037 | 7,01 | 7.816 | 6,08 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 9.980 | 234 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 9.711 | 228 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 11.250 | 264 | ||||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 10.161 | 0,24 | 238 | -0,42 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 210.424 | 45,41 | 4.939 | 44,18 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 10.887 | 16,13 | 256 | 15,38 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 887.329 | 1,50 | 20.826 | 0,62 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 20.561 | 22,87 | 483 | 21,72 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 247.148 | 33,31 | 5.801 | 32,15 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 1.741.128 | 1,64 | 40.864 | 0,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.431 | 1,04 | 200 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 360.449 | 3,62 | 8.460 | 2,72 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 212.985 | 5.031 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 20.771 | 9,07 | 487 | 8,22 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.937 | 609,34 | 115 | 618,75 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 105.558 | 18,01 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 71.760 | 236,90 | 1.684 | 234,13 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 13.211 | 44,16 | 310 | 43,52 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8.804 | 0,08 | 207 | -0,96 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 9.506 | 223 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 68.579 | 1.610 | ||||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1.250.806 | 4,09 | 29.356 | 3,19 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 167.594 | 1.232,76 | 3.933 | 1.224,24 | ||||
| 2026-05-05 | 13F | UBS Group AG | 59.356 | 1,16 | 1.393 | 0,29 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 360.859 | 6,49 | 8.469 | 5,57 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8.020 | 188 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 23.045 | 0,26 | 546 | -0,55 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 23.021 | 13,99 | 540 | 12,97 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 24.061 | 28,04 | 565 | 27,03 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 9.390 | 0 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 34.049 | 20,55 | 1 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.099.230 | 19,67 | 25.799 | 18,63 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2.202 | 52 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 912 | 21 | ||||||
| 2026-05-11 | 13F | Wrapmanager Inc | 34.901 | 0,00 | 819 | -0,85 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 67.441 | 33,33 | 1.583 | 32,16 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 21.543 | 11,03 | 506 | 10,02 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 731 | 17 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 209.554 | 1,99 | 4.918 | 1,11 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 8.611 | 202 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.083 | 34,39 | 49 | 33,33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.532 | 60 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 258.005 | 3,64 | 6.055 | 2,75 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 70.450 | 25,77 | 1.653 | 24,66 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 106.936 | 108,28 | 2.510 | 106,50 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 128.120 | 6,42 | 3.007 | 5,47 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 760 | 1,06 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 100 | 2 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 17.907 | 15,66 | 420 | 14,75 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 199.548 | 1,40 | 4.724 | 118.000,00 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 17.294 | 1,59 | 408 | 0,99 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 151.669 | 0,13 | 3.560 | -0,73 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 11.162 | 262 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 30.015 | 704 | ||||||
| 2026-05-12 | 13F | First Western Trust Bank | 20.734 | 487 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 365.319 | 5,55 | 8.574 | 4,36 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.860 | 67 |
