Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Aaa - A Rated Corporate Bond ETF eröffnet haben, gehören Capstone Wealth Management Group, Llc, Isthmus Partners, Llc, Ubs Asset Management Americas Inc, EFG International AG, Summit Financial, LLC, Cerity Partners LLC, Mariner, LLC, Catalytic Wealth RIA, LLC, Skyline Advisors, Inc., Protective Life Corp, SageView Advisory Group, LLC, West Branch Capital LLC, und Ashton Thomas Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 59.099 | 3,89 | 2.813 | 2,82 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.818 | 46,54 | 134 | 45,65 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 6.637 | 6,28 | 316 | 5,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 5.354 | 255 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 7.822 | 1,02 | 376 | 0,27 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 214.361 | 8,20 | 10.201 | 7,07 | ||||
| 2026-05-15 | 13F | EFG International AG | 19.150 | 911 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 172.566 | 2,28 | 8.212 | 1,22 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 7.514 | 358 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 460.059 | 59,93 | 21.894 | 58,27 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 31.841 | 36,14 | 1.499 | 33,36 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 18.079 | 860 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 69.682 | 35,30 | 3.316 | 33,93 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 268.251 | 2,42 | 12.766 | 106.283,33 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 101.235 | 4.818 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 65.449 | 6,85 | 3.115 | 5,74 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 8.123 | 387 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 393.097 | 22,68 | 18.613 | 20,80 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 74 | 4 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 66.757 | 508,10 | 178 | -66,48 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 147.422 | 153,73 | 7.016 | 151,07 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 197.753 | 5,13 | 9.411 | 4,05 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 796.180 | 5,12 | 37.890 | 4,03 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.031 | 50 | ||||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 54.745 | 24,71 | 2.605 | 23,40 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 25.253 | 2,28 | 1.202 | 1,18 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 28.567 | 5,54 | 1.360 | 4,46 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 251 | 0,80 | 12 | 0,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.235 | 344 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 78.907 | 20,00 | 3.755 | 18,75 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 9.711 | 46,34 | 462 | 44,83 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 6.326 | 301 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.236 | 0,73 | 59 | -1,69 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 18.083 | 10,67 | 861 | 9,55 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 8.628 | 0,01 | 411 | -0,97 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 381 | 18 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 174.276 | 1,62 | 8.293 | 0,55 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.273.967 | 12,20 | 108.218 | 11,04 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 4.647 | 8,09 | 221 | 7,28 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 23.232 | 1.106 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10.783 | 7,01 | 513 | 5,99 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 11.599 | 6,61 | 1 | |||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 12.520 | 2,83 | 596 | 1,71 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18.618 | 41,54 | 886 | 40,19 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 46.917 | 30,68 | 2.233 | 29,32 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 42.105 | 12,75 | 2.004 | 11,59 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.483 | 182,71 | 166 | 179,66 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 410.753 | 3,09 | 19.548 | 2,02 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 157.783 | 0,12 | 7.509 | -0,92 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 35 | -2,86 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 377.172 | 9,52 | 18 | 6,25 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 140.950 | 0,62 | 6.708 | -0,43 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 911 | 195,78 | 43 | 207,14 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 458.046 | 9,48 | 21.798 | 8,35 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4.575 | 218 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 6.237 | 297 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 553 | 250,00 | 26 | 271,43 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 31.317 | 1,56 | 1.490 | 0,54 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 16.367 | 37,70 | 787 | 36,63 | ||||
| 2026-05-05 | 13F | UBS Group AG | 653.913 | 27,61 | 31.120 | 26,28 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 589.349 | 6,92 | 28.050 | 5,82 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.150.385 | 8,07 | 54.746 | 6,95 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 108.783 | 33,24 | 5.177 | 31,84 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 78.091 | 642,45 | 3.716 | 635,84 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 13.033 | 4,23 | 620 | 3,16 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.920 | 139 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3.154 | 23,11 | 150 | 21,95 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 17.264 | 822 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 183.757 | 54,43 | 8.745 | 52,83 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 53.517 | 15,75 | 2.537 | 14,13 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.159.473 | 5,74 | 55.179 | 4,64 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 11.973 | 71,53 | 569 | 69,55 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 3.301 | 157 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 79.449 | 20,35 | 3.781 | 19,09 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 127.397 | 6.063 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 201 | 10 | ||||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 59.976 | 2.854 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 9.850 | 5,35 | 469 | 4,23 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 78.876 | 6,08 | 3.754 | 4,98 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 77.477 | 43,40 | 3.683 | 41,72 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 126 | 0,80 | 6 | 0,00 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 12.783 | 18,55 | 608 | 17,37 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.631 | 125 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 81.869 | 123,53 | 3.896 | 121,24 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8.296 | 38,06 | 395 | 36,81 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 2.270.586 | 11,76 | 108.057 | 10,59 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4.951 | 236 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 200.117 | 252,24 | 9.504 | 246,82 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 34 | 47,83 | 2 |
