Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF eröffnet haben, gehören Matthew Goff Investment Advisor, LLC, Wolfstich Capital, LLC, Avail Investment Partners, LLC, Investment Research Partners LLC, Summitpoint Capital Management, O'Domhnaill Enterprises, Inc., Silverlake Wealth Management Llc, Sovereign Financial Group, Inc., VisionPoint Advisory Group, LLC, Quantinno Capital Management LP, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 16.297 | 0,43 | 415 | 0,49 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 15.049 | 2,67 | 383 | 2,69 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 98.046 | 5,05 | 2.494 | 5,28 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 60.423 | 2 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 32.328 | 0,11 | 822 | 0,37 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 42.500 | 17,08 | 1.081 | 17,37 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 6.245 | 3,10 | 159 | 3,27 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 289.168 | 11,16 | 7.348 | 11,25 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 108.914 | 4,83 | 2.771 | 5,04 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 32.206 | 1,39 | 819 | 1,61 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 85.886 | 150,34 | 2.185 | 150,75 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 15.545 | 0,03 | 395 | 0,25 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 82.751 | 16,31 | 2.105 | 210.400,00 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 10.000 | 25,00 | 254 | 25,12 | ||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 10.187 | 0,42 | 259 | 0,78 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 443.458 | 1,57 | 11.282 | 1,77 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14.265 | 363 | ||||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 53.044 | 6,92 | 1.349 | 7,15 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 18.095 | 71,37 | 460 | 71,64 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 114.098 | 6,62 | 2.903 | 6,85 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 15.724 | 11,03 | 400 | 11,42 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.356.723 | 3,35 | 59.955 | 3,55 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 985.403 | 1,78 | 25.069 | 1,98 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 560.542 | 52,34 | 14.260 | 52,17 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5.228 | 91,57 | 133 | 91,30 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 10.585 | 269 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 59.357 | 0,59 | 1.510 | 0,80 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 370.490 | 0,95 | 9 | 0,00 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 21.737 | 14,57 | 553 | 14,76 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 197.983 | 8,16 | 5.037 | 8,37 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 55.909 | 2,58 | 1.422 | 2,82 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 8.800 | 224 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 12.270 | 10,84 | 312 | 11,03 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 310.824 | 7.534 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 207.105 | 1,58 | 5.269 | 1,78 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 131 | 3 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 11.134 | 0,42 | 283 | 0,71 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 492.697 | 2,43 | 12.534 | 2,64 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 42.537 | 82,63 | 1.082 | 83,08 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 60.423 | 1.537 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 16.291 | 7,46 | 414 | 7,81 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10.264 | 261 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 9.210 | 234 | ||||||
| 2026-04-23 | 13F | Spinnaker Trust | 74.784 | 9,81 | 1.903 | 10,01 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 277.875 | 32,79 | 7.069 | 33,05 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 21.227 | 0,03 | 540 | 0,37 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 170.486 | 28,20 | 4.328 | 28,20 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 42.652 | 0,00 | 1.085 | 0,28 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 19.542 | 6,87 | 497 | 6,88 | ||||
| 2026-05-04 | 13F | E Six Thirteen, Llc | 248.470 | 54,90 | 6.321 | 55,23 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 976.335 | 2,06 | 24.838 | 2,26 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 98.511 | 6,81 | 2.501 | 6,83 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 57.194 | 2,48 | 1.455 | 2,75 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 21.940 | 0,14 | 558 | 0,36 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 58.477 | 65,09 | 1.488 | 65,41 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 45.916 | 12,86 | 1.168 | 13,18 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 30.182 | 4,14 | 768 | 4,35 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 124.430 | 16,93 | 3.165 | 17,18 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 20.226 | 2,52 | 515 | 2,80 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 74.854 | 61,99 | 1.904 | 62,32 | ||||
| 2026-05-12 | 13F | Creative Planning | 32.069 | 63,24 | 816 | 63,65 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 12.879 | 328 | ||||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 9.230 | 4,59 | 235 | 4,46 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 14.540 | 0,10 | 370 | 0,27 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 44.971 | 0,47 | 1.144 | 0,70 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 21.067 | 536 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 19.685 | 501 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 45.887 | 6,73 | 1.167 | 6,97 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 8.320 | 4,08 | 212 | 4,46 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36.469 | 12,35 | 928 | 12,50 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 90.149 | 9,49 | 2.293 | 9,71 | ||||
| 2026-05-05 | 13F | UBS Group AG | 375.781 | 6,50 | 9.560 | 6,70 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 33.509 | 19,49 | 851 | 19,52 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 48.587 | 12,45 | 1.236 | 12,67 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.963 | 50 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 83.023 | 2,60 | 2.112 | 2,82 | ||||
| 2026-05-06 | 13F | Postrock Partners Llc | 96.626 | 0,02 | 2.458 | 0,24 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 242.805 | 1,03 | 6.177 | 1,21 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 40.272 | 12,59 | 1.025 | 12,78 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 136.941 | 8,26 | 3.484 | 8,47 | ||||
| 2026-04-28 | 13F | O'Domhnaill Enterprises, Inc. | 44.261 | 1.126 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 132.836 | 5,47 | 3.379 | 5,69 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 89.513 | 26,16 | 2.277 | 26,43 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 73.005 | 17,43 | 1.854 | 17,06 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 46.292 | 1.175 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 42.533 | 5,96 | 1.082 | 6,18 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 322 | 8 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 194.124 | 41,36 | 4.939 | 41,65 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 12.880 | 9,55 | 328 | 9,73 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 69.073 | 1.672 | ||||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 40.372 | 10,75 | 1.027 | 11,03 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 566.726 | 5,41 | 14.418 | 5,62 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 25.584 | 13,26 | 650 | 13,04 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 27.394 | 20,71 | 697 | 20,83 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 30.241 | 2,53 | 768 | 2,13 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 48.224 | 1 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 201.076 | 731,48 | 5.115 | 734,42 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 183.316 | 10,90 | 4.654 | 116.250,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 76.893 | 7,69 | 1.956 | 7,95 |
