Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Fifth Third Bancorp, Seeds Investor Llc, We Are One Seven, LLC, U.S. Capital Wealth Advisors, LLC, Pure Portfolios Holdings Llc, Ubs Asset Management Americas Inc, PlanVest Financial, Inc, Western Wealth Management, LLC, Smartleaf Asset Management LLC, MTM Investment Management, LLC, und TIAA Wealth Investment Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 264.985 | 2,47 | 13.379 | 2,05 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 24.941 | 1.259 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 11.580 | 7,04 | 585 | 6,57 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 77.099 | 19,76 | 3.893 | 19,28 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6.909 | 11,76 | 349 | 11,18 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 68.662 | 810,15 | 3.467 | 807,33 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 607 | 1.417,50 | 31 | 1.400,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 80 | 700,00 | 4 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6.853 | 10,39 | 346 | 10,19 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 32.257 | 57,01 | 1.629 | 56,39 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 313.171 | 6,94 | 15.812 | 6,50 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 10.820 | 12,67 | 546 | 12,35 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 113.347 | 3.310,98 | 5.723 | 3.305,95 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1.032.454 | 3,82 | 52.129 | 3,39 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 34.893 | 7,50 | 1.762 | 7,05 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 473 | 456,47 | 24 | 475,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 31.185 | 25,29 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 107.506 | 1,26 | 5.428 | 0,84 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 103.890 | 0,74 | 5.245 | 0,06 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 96.206 | 2,84 | 4.857 | 2,43 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 64 | 1,59 | 3 | 0,00 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 60.142 | 28,09 | 3.037 | 27,61 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 30.308 | 3,04 | 1.530 | 2,62 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 4.549 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 52.933 | 2.673 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 727.957 | 7,29 | 36.755 | 6,85 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 4.152 | 210 | ||||||
| 2026-04-24 | 13F | Ndwm Llc | 128.722 | 258,57 | 6.499 | 257,09 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4.164 | 210 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 241.981 | 16,87 | 12.218 | 16,39 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 100.826 | 6,68 | 5.091 | 6,24 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.158.628 | 2,67 | 58.499 | 2,24 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 106.701 | 3,22 | 5.387 | 2,79 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 17 | 1 | ||||||
| 2026-05-13 | 13F | Crews Bank & Trust | 759.580 | 3,15 | 38.351 | 2,72 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 22.652 | 0,59 | 1.144 | 0,18 | ||||
| 2026-02-17 | 13F | Bank Hapoalim Bm | 0 | |||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 13.423 | 0,66 | 678 | 0,15 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 37.678 | 48,87 | 1.895 | 47,70 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 119.580 | 6,15 | 6.038 | 5,71 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 491.388 | 6,14 | 24.810 | 5,70 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 102.652 | 2,77 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 49.834 | 10,34 | 2.516 | 9,92 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 103.791 | 18,91 | 5.240 | 18,42 | ||||
| 2026-05-05 | 13F | PFG Advisors | 164.186 | 8.290 | ||||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 3.170 | 50,95 | 160 | 50,94 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 787.808 | 14,57 | 39.776 | 14,10 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 828.129 | 2,15 | 41.827 | 1,75 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 60.692 | 8,24 | 3.064 | 7,81 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.083.687 | 5,14 | 54.715 | 4,70 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 345 | 0,58 | 17 | 0,00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.145 | 2.145,10 | 58 | -1,72 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 255 | -0,39 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 23.103 | 5,68 | 1.166 | 5,23 | ||||
| 2026-04-28 | 13F | Topor & Co. Korea | 42.557 | 1,01 | 2.149 | 0,56 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 394 | 0,25 | 20 | 0,00 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 159.906 | 1,97 | 8.074 | 115.228,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 296.574 | 1,15 | 14.974 | 0,73 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 108.916 | 685,60 | 5.499 | 683,33 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 101.181 | 0,87 | 5.109 | 0,45 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6.186 | 8,85 | 312 | 8,33 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 49.850 | 5,40 | 2.517 | 4,96 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 3.951 | 200 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 192.545 | 7,35 | 9.722 | 6,91 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 20.958 | 6,92 | 1.058 | 6,55 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 229 | 0,88 | 12 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 6.175 | 3,73 | 312 | 3,32 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 580 | 29 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 17.009 | 51,15 | 859 | 50,53 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 2.340 | 118 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.661 | 22,93 | 185 | 22,67 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 71.494 | 5,58 | 3.610 | 5,13 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 143.565 | 3,24 | 7.234 | 2,60 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 255.739 | 12,05 | 12.912 | 11,59 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 8.027 | 20,38 | 405 | 19,82 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.801 | 141 | ||||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 38.713 | 20,76 | 1.955 | 20,25 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 200.898 | 16,08 | 10.143 | 15,60 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 16.597 | 839 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 970.988 | 0,28 | 49.025 | -0,14 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6.076 | 11,30 | 307 | 10,87 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1.367.626 | 4,53 | 69.051 | 4,10 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 216.147 | 14,17 | 10.913 | 13,70 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 179.777 | 9.077 | ||||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 229.389 | 9,13 | 11.582 | 8,67 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5.931 | 5,89 | 299 | 5,65 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 575.340 | 8.268 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 279 | 14 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4.290 | 217 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 100.297 | 6,80 | 5.064 | 6,34 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 234.880 | 3,35 | 11.859 | 2,92 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 40.902 | 1,06 | 2.065 | 0,63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 7.792 | 18,78 | 393 | 18,37 | ||||
| 2026-05-04 | 13F | Camden National Bank | 379.909 | 7,51 | 19.182 | 7,07 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 58.404 | 7,28 | 2.925 | 5,94 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.377.262 | 1,02 | 120.028 | 0,60 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 396.979 | 4,88 | 20.043 | 4,45 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 8.790 | 3,53 | 444 | 3,02 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 0 | 0 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 10.676 | 7,02 | 539 | 6,73 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 59.654 | 8,25 | 3.012 | 7,81 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3.601 | 2.082,42 | 182 | 2.162,50 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4.661 | 0,39 | 235 | 0,00 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 20.169 | 1.018 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 595.893 | 1,13 | 30.087 | 0,71 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.358 | 69 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 22.236 | 19,74 | 1.123 | 19,23 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 54.680 | 16,57 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 29.454 | 21,75 | 1.493 | 21,78 |
