Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF eröffnet haben, gehören Wolfstich Capital, LLC, Summitpoint Capital Management, O'Domhnaill Enterprises, Inc., Avail Investment Partners, LLC, Investment Research Partners LLC, Miracle Mile Advisors, LLC, Mills Wealth Advisors LLC, Silverlake Wealth Management Llc, Sovereign Financial Group, Inc., Two Sigma Securities, Llc, Hrt Financial Lp, VisionPoint Advisory Group, LLC, Downshift Financial, LLC, Diversify Wealth Management, Llc, 3 Factor Indexing, Llc, und Root Financial Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisory Services Network, LLC | 725 | 19 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 332.002 | 16,18 | 8.509 | 16,16 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 30.257 | 1 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 14.911 | 2,60 | 382 | 2,69 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 167.291 | 27,24 | 4.293 | 27,36 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 29.854 | 0,11 | 765 | 0,13 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.971 | 0,41 | 51 | 0,00 | ||||
| 2026-05-04 | 13F | E Six Thirteen, Llc | 294.149 | 116,65 | 7.539 | 116,64 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 37.500 | 15,38 | 961 | 15,37 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 6.153 | 3,08 | 158 | 2,61 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 19.500 | 500 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 127.878 | 0,62 | 3.278 | 0,58 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 21.815 | 0,16 | 559 | 0,18 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 23.050 | 1,77 | 591 | 1,72 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 73.357 | 0,02 | 1.880 | 0,00 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 13.150 | 2,09 | 337 | 2,12 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 98.902 | 107,68 | 2.535 | 107,70 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 59.328 | 0,82 | 1.521 | 0,80 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 104.047 | 0,04 | 2.667 | 0,00 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13.661 | 0 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 24.087 | 617 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 87.020 | 9,83 | 2.230 | 111.400,00 | ||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 10.178 | 0,40 | 261 | 0,39 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 8.272 | 212 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 73.414 | 499,54 | 1.882 | 500,96 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 131 | 3 | ||||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 74.504 | 62,53 | 1.910 | 62,47 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 11.032 | 283 | ||||||
| 2026-05-12 | 13F | Creative Planning | 19.542 | 36,74 | 501 | 36,61 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 52.186 | 5,67 | 1.338 | 5,61 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 12.748 | 327 | ||||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 96.858 | 16,90 | 2.482 | 16,85 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 96.101 | 6,96 | 2.462 | 6,90 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 268.149 | 1,15 | 6.873 | 1,12 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 75.968 | 0,40 | 1.947 | 0,41 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 45.527 | 6,76 | 1.167 | 6,68 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 8.563 | 219 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 568.737 | 49,80 | 14.577 | 49,64 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.776 | 76,37 | 97 | 77,78 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 24.807 | 12,17 | 636 | 11,99 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 11.258 | 289 | ||||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 227.642 | 5,62 | 5.834 | 5,59 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 32.293 | 26,63 | 828 | 26,65 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 21.900 | 14,31 | 561 | 14,26 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 10.131 | 260 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 37.854 | 16,82 | 969 | 16,75 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 17.511 | 0,40 | 449 | 0,22 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 20.864 | 535 | ||||||
| 2026-05-06 | 13F | Postrock Partners Llc | 36.656 | 0,96 | 939 | 0,97 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 525.143 | 1,83 | 13.459 | 1,80 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 48.182 | 12,49 | 1.235 | 12,39 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3.900 | 100 | ||||||
| 2026-04-09 | 13F | Lantz Financial LLC | 52.844 | 24,04 | 1.354 | 23,99 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 14.814 | 380 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 58.315 | 0,34 | 1.495 | 0,34 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 231.642 | 18,41 | 5.937 | 18,36 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 13.601 | 28,75 | 349 | 28,89 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 10.426 | 2,44 | 267 | 2,69 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 76.019 | 8,23 | 1.948 | 8,22 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 41.520 | 27,22 | 1.064 | 27,27 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 36.177 | 100,11 | 927 | 100,22 | ||||
| 2026-04-28 | 13F | O'Domhnaill Enterprises, Inc. | 43.969 | 1.127 | ||||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 45.990 | 1.179 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 11.697 | 0,18 | 300 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 69.652 | 4,39 | 1.786 | 4,26 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 17.630 | 7,19 | 452 | 7,13 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 206.146 | 3,31 | 5.284 | 3,28 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 28.133 | 1 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 140.452 | 3,41 | 3.600 | 3,36 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 103.591 | 8,81 | 2.655 | 8,81 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 189.709 | 29,66 | 4.862 | 29,65 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 32.253 | 756,20 | 828 | 761,46 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 30.257 | 775 | ||||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 83.383 | 2.020 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 1.015 | 26 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10.384 | 266 | ||||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 19.828 | 7,93 | 508 | 7,86 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 53.426 | 5,32 | 1.369 | 5,31 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 182.173 | 4.669 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 24.594 | 1,03 | 630 | 0,96 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 172.866 | 10,49 | 4.432 | 110.675,00 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 21.029 | 539 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 81.353 | 9,38 | 2.085 | 9,39 |
