Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF eröffnet haben, gehören Cetera Investment Advisers, Catalytic Wealth RIA, LLC, Curbstone Financial Management Corp, LPL Financial LLC, Cyndeo Wealth Partners, LLC, Hrt Financial Lp, Beacon Pointe Advisors, LLC, Paradigm, Strategies in Wealth Management, LLC, Schmidt P J Investment Management Inc, Cornell Pochily Investment Advisors, Inc., MidFirst Bank, und Jpmorgan Chase & Co .
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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 28.505 | 36,71 | 732 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 21.396 | 14,73 | 549 | 13,66 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 17.000 | 70,00 | 436 | 68,34 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6.312 | 6,10 | 162 | 5,19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.534 | 65 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 111.801 | 106,56 | 2.870 | 104,34 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 49.152 | 1.262 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.400 | 234,98 | 87 | 234,62 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 24.395 | 2,56 | 626 | 1,46 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 126.036 | 28,25 | 3.235 | 26,82 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29.745 | 61,25 | 763 | 59,62 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13.276 | 0 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 9.800 | 8,89 | 252 | 7,73 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 85.168 | 14,37 | 2.186 | 13,10 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23.680 | 0,29 | 608 | -0,82 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 140.726 | 231,02 | 3.612 | 227,47 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 14.803 | 380 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 16.666 | 3,41 | 428 | 2,15 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1.000 | 26 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14.888 | 27,49 | 382 | 26,07 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 314 | 8 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 42.402 | 30,80 | 1.088 | 29,37 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 13.272 | 341 | ||||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 14.630 | 48,68 | 376 | 47,06 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 10.840 | 278 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 71.275 | 3,49 | 1.829 | 2,35 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 10.252 | 125,96 | 263 | 124,79 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 9.150 | 235 | ||||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 1.262 | 3,44 | 32 | 3,23 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 14.008 | 360 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 35.234 | 12,78 | 904 | 11,60 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 81.893 | 35,84 | 2.102 | 34,34 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 277.974 | 627,68 | 7.135 | 619,88 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 34.403 | 165,68 | 883 | 162,80 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 13.264 | 340 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 130.036 | 172,96 | 3.353 | 171,28 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 26.963 | 98,87 | 692 | 97,15 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 29.431 | 7,19 | 755 | 6,04 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 180.097 | 203,18 | 4.623 | 199,94 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 30.812 | 791 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 23.000 | 590 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 18.982 | 25,31 | 487 | 23,92 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 16.546 | 20,35 | 425 | 19,10 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 44.883 | 80,83 | 1.152 | 78,88 |
