Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF eröffnet haben, gehören Crewe Advisors LLC, Asset Allocation Strategies LLC, Lakeridge Wealth Management LLC, Seeds Investor Llc, HB Wealth Management, LLC, Sagespring Wealth Partners, Llc, OpenArc Corporate Advisory, LLC, Wealth Alliance, Retiremitten Financial Llc, Valmark Advisers, Inc., Strathmore Capital Advisors, Inc., Friedenthal Financial, und CVA Family Office, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 4.237 | 213 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 759.617 | 12,88 | 38.239 | 12,93 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4.229 | 0,43 | 213 | 0,47 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 39.333 | 29,28 | 1.980 | 29,41 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 25.607 | 0,33 | 1.289 | 0,39 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 95.568 | 18,25 | 4.811 | 18,30 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 329.222 | 10,24 | 16.553 | 10,16 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 97 | 9.600,00 | 5 | |||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 27.196 | 12,97 | 1.369 | 13,05 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.561 | 2,16 | 79 | 2,63 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 86.418 | 12,40 | 4.350 | 12,46 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 24.656 | 9,04 | 1.241 | 9,15 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 6.779 | 0,65 | 341 | 0,59 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.016 | 0,75 | 202 | 0,50 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 21.316 | 0,56 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 7.382 | 2,20 | 372 | 2,20 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 19.916 | 70,95 | 1.001 | 70,82 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 385.125 | 19.379 | ||||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 20.577 | 10,46 | 1 | |||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 4.747 | 5,56 | 239 | 5,31 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 23.273 | 0,06 | 1.170 | -0,09 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 2.671 | 134 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 41.169 | 1,94 | 2.072 | 1,97 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8.702 | 0,13 | 438 | 0,23 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15.752 | 32,10 | 793 | 31,95 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4.664 | 235 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 38.188 | 2 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 133.623 | 67,43 | 6.719 | 67,32 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 32.172 | 4,70 | 1.619 | 161.700,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10.050 | 7,46 | 506 | 7,45 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 302 | 0,33 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 221.903 | 23,20 | 11.171 | 23,25 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 24.821 | 79,76 | 1.249 | 79,97 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 307.365 | 15.473 | ||||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 5.905 | 0,43 | 297 | 0,68 | ||||
| 2026-05-05 | 13F | Smart Money Group LLC | 158.802 | 16,54 | 7.994 | 16,60 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 5.883 | 296 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 63.374 | 2,69 | 3.190 | 2,74 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 971 | 0,41 | 49 | 0,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.531 | 278 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 8.000 | 403 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 428.835 | 725,25 | 21.588 | 725,82 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27.703 | 29,30 | 1.395 | 29,31 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.507 | 0,40 | 0 | |||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 130.726 | 27,32 | 6.581 | 27,37 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 9.545 | 4,10 | 480 | 4,12 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 12.797 | 4,07 | 644 | 4,21 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 18.014 | 2,95 | 907 | 2,95 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.418.879 | 20,88 | 71.426 | 20,93 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 6.323 | 2,83 | 318 | 2,91 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 7.747 | 0,83 | 390 | 0,78 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 2.139 | 23,64 | 108 | 22,99 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 70.881 | 8,40 | 3.568 | 8,45 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 77.831 | 17,55 | 3.918 | 17,62 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 296.533 | 27,82 | 14.928 | 27,87 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 31.913 | 3,31 | 1.606 | 3,35 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 2.276.419 | 3,89 | 114.595 | 3,93 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 26.378 | 3,71 | 1.328 | 3,75 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 21.537 | 1 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 5.997 | 302 | ||||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 22.611 | 5,00 | 1.138 | 5,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 53.337 | 2.685 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 10.900 | 1,35 | 1 | |||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 124.805 | 5,50 | 6.283 | 5,54 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8.286 | 16,10 | 417 | 16,16 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 46.400 | 15,94 | 2.336 | 16,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 53.962 | 3,30 | 2.716 | 3,35 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 85.204 | 11,62 | 4.289 | 11,66 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 62.625 | 1.412,68 | 3 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 657.951 | 0,88 | 33.121 | 0,92 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 12.062 | 2,03 | 607 | 2,19 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 201.764 | 0,58 | 10.153 | 0,21 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 13.516 | 0,30 | 680 | 0,29 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 6.472 | 326 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 422 | 21 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 506.011 | 4,27 | 25.473 | 4,31 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 6.010 | 302 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 226.012 | 96,88 | 11.377 | 96,97 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 48.984 | 73,90 | 2.466 | 73,96 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8.663 | 29,71 | 436 | 29,76 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 108.821 | 1,14 | 5.478 | 1,18 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 56.894 | 24,37 | 2.864 | 24,41 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 31.775 | 1.600 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 5.605 | 24,97 | 0 | |||||
| 2026-05-14 | 13F | Wealth Alliance | 5.211 | 262 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 6.580 | 0,09 | 331 | 0,30 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 27.016 | 35,16 | 1.360 | 35,22 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 48.990 | 21,11 | 2.466 | 21,18 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 4.111 | 207 | ||||||
| 2026-04-22 | 13F | DORVAL Corp | 20.620 | 21,27 | 1.038 | 21,40 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1.979 | 100 | ||||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 10.851 | 97,83 | 545 | 97,46 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 4.753 | 239 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 589.876 | 7,07 | 29.694 | 7,11 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 9.575 | 8,14 | 482 | 8,31 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 29.344 | 33,11 | 1.479 | 32,79 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 64.010 | 117,02 | 3.222 | 117,12 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 78.767 | 60,42 | 3.965 | 60,53 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 9.350 | 25,30 | 471 | 25,33 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 6.947 | 349 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 5.406 | 5,01 | 272 | 5,02 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.634 | 133 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 846 | 0,24 | 43 | 0,00 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 79.992 | 8,43 | 4.027 | 8,46 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 22.122 | 193,71 | 1.114 | 193,67 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 30.691 | 1.545 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 37.659 | 52,51 | 1.896 | 52,58 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 204.221 | 10,25 | 10.281 | 10,30 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1.666.710 | 21,37 | 83.902 | 21,42 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 7.488 | 23,99 | 376 | 24,09 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.258.792 | 1,41 | 164.048 | 1,45 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 33.078 | 1.665 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 9.072 | 5,00 | 457 | 5,07 |
