Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Investment Grade Systematic Bond ETF eröffnet haben, gehören Independent Financial Group, Llc, Larch Capital Partners Llc, EFG International AG, Helium Advisors LLC, Madson Wealth Advisors Inc, Ubs Asset Management Americas Inc, Modern Wealth Management, LLC, Inspire Advisors, LLC, Fifth Third Bancorp, Gateway Wealth Partners, LLC, Everest Financial Group LLC, Reicon Wealth Advisors, Llc, Embree Financial Group, Western Wealth Management, LLC, Kingdom Financial Group LLC., Lloyd Advisory Services, LLC., SageView Advisory Group, LLC, und Colonial Trust Co / SC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 86.604 | 0,39 | 3.902 | -0,94 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 30.066 | 15,59 | 1.355 | 14,07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6.660 | 7,30 | 304 | 6,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.074.882 | 36,66 | 48.434 | 34,86 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 10.095 | 7,37 | 455 | 5,83 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.189.465 | 12,58 | 53.597 | 11,10 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 791.337 | 0,15 | 35.658 | 98.947,22 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.218 | 27,99 | 101 | 27,85 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 6.898 | 0,80 | 311 | -0,64 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.439 | 335 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 23.923 | 1,98 | 1.078 | 0,56 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 55.842 | 18,50 | 2.516 | 16,97 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 735.734 | 24,85 | 33.152 | 23,21 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 21.546 | 4,06 | 971 | 2,65 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2.230 | 100 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 131.012 | 5.903 | ||||||
| 2026-04-21 | 13F | Altus Wealth Management, LLC | 69.944 | 4,49 | 3.152 | 3,11 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1.263 | 57 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 44.455 | 2,13 | 2.003 | 0,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 125.548 | 1.788,79 | 5.651 | 1.758,55 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 13 | 1 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 11.725 | 9,98 | 528 | 8,64 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 10.462 | 10,23 | 471 | 8,78 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 36.469 | 72,37 | 1.643 | 70,08 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 525.643 | 13,13 | 23.685 | 11,64 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 5.584 | 2,35 | 252 | 0,80 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 4.810 | 217 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 63 | 1,61 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 120.938 | 263,00 | 5.449 | 258,25 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 115.578 | 9,93 | 5.208 | 8,48 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 77.873 | 16,53 | 3.509 | 14,98 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 89.157 | 16,96 | 4.017 | 15,43 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 10.551 | 14,27 | 475 | 12,83 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 24.240 | 8,78 | 1.092 | 7,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12.593 | 568 | ||||||
| 2026-05-15 | 13F | EFG International AG | 63.323 | 2.853 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.428 | 154 | ||||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 6.504 | 0,82 | 293 | -0,34 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15.070 | 8,26 | 679 | 6,93 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 131 | 0,77 | 6 | 0,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 51.431 | 8,26 | 2.326 | 7,24 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 63.720 | 2.871 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.549 | 340 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24.493 | 51,92 | 1.104 | 49,86 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 17.426 | 12,01 | 785 | 10,56 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 12.533 | 7,15 | 565 | 5,62 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20.477 | 15,96 | 923 | 14,39 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 11.242 | 7,40 | 513 | 6,65 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 319 | 10.533,33 | 14 | |||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 8.078 | 364 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 1.529.358 | 6,50 | 69 | 4,62 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 34.553 | 4,27 | 1.555 | 2,78 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 31.575 | 1,06 | 1.423 | -0,28 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 30.332 | 8,75 | 1.367 | 7,31 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 25.700 | 6,22 | 1.158 | 4,89 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 27.045 | 2,48 | 1.219 | 1,16 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 6.567 | 296 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 15.109 | 4,58 | 681 | 3,19 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 612.366 | 5,77 | 27.593 | 4,38 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 57.584 | 16,40 | 2.595 | 14,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 32.956 | 2,21 | 1.485 | 0,82 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 243.999 | 7,93 | 10.995 | 6,51 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 19 | 1 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1.179.255 | 3,30 | 53.137 | 1,95 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.438 | 335 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.108 | 20,00 | 0 | |||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 14.658 | 660 | ||||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 5.370 | 242 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 90.342 | 4,02 | 4.079 | 2,88 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 510 | 23 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9.567 | 113,64 | 431 | 111,27 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 176.984 | 1,91 | 7.975 | 0,57 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 55.274 | 0,38 | 2.491 | -0,95 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 26.123 | 1.177 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 948 | 24,08 | 43 | 23,53 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.442 | 200 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.415 | 25,67 | 64 | 23,53 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 961 | 9,70 | 43 | 10,26 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 172.660 | 4,17 | 7.884 | 112.514,29 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9.994 | 450 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 9.844 | 442 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 13.516 | 11,21 | 609 | 9,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 163.276 | 1,57 | 7.357 | 0,23 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 11.102 | 118,16 | 500 | 115,52 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.263 | 57 | ||||||
| 2026-04-22 | 13F | DORVAL Corp | 399.159 | 29,15 | 17.986 | 27,45 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 8.691 | 12,21 | 392 | 10,76 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 270.984 | 46,29 | 12.211 | 44,36 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 83.650 | 6,61 | 3.769 | 5,22 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 23.097 | 6,95 | 1.041 | 5,48 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 11.477 | 161,38 | 517 | 158,50 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 71.198 | 3.208 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 729.956 | 33.330 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 5 | 0 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 592 | 0,85 | 27 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 341.493 | 13,05 | 15.388 | 11,56 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 8.513 | 0,84 | 384 | -0,52 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 620 | 28 | ||||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 4.635 | 4,84 | 209 | 3,48 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 164.167 | 1,77 | 7.397 | 0,43 |
