Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în iShares Trust - iShares ESG Advanced Universal USD Bond ETF includ Action Point Financial Planning, Llc, Sequoia Financial Advisors, LLC, Apella Capital, LLC, Rsm Us Wealth Management Llc, Cerity Partners LLC, Two West Capital Advisors LLC, și CIBC Private Wealth Group, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 237.767 | 10.343 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 268 | 1,52 | 12 | 0,00 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 1.846 | 0,16 | 80 | 0,00 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 17.849 | 15,93 | 1 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 301.287 | 0,80 | 13.085 | -0,30 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 8.850 | 4,34 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 9.809 | 427 | ||||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 30.267 | 2,11 | 1.317 | 1,15 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3.242 | 141 | ||||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 8.507 | 0,72 | 370 | 0,00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 2.626 | 4,50 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 15.026 | 55,40 | 654 | 54,01 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 6.018 | 16,20 | 262 | 14,98 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 15.629 | 4,12 | 680 | 3,03 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 603.213 | 3,13 | 26.240 | 2,16 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 510.207 | 5,50 | 22.194 | 4,52 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 13.553 | 1,93 | 590 | 1,03 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 85.460 | 5,80 | 3.718 | 4,82 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 6.087 | 18,52 | 265 | 17,33 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 16.883 | 0,02 | 734 | -0,94 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6.858 | 51,99 | 298 | 50,51 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 13.862 | 91,54 | 603 | 89,91 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6.211 | 0,98 | 270 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 168.950 | 8,79 | 7.349 | 7,77 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 21.227 | 923 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 68.439 | 2.977 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 9.080 | 398 | ||||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 50.500 | 1,23 | 2.197 | 0,27 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 620.700 | 3,07 | 27.000 | 2,11 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 14.080 | 4,02 | 612 | 3,03 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 13.586 | 102,75 | 590 | 100,34 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 858 | 38 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 40.402 | 1,83 | 1.757 | 0,86 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 83.250 | 16,26 | 3.621 | 15,17 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 9.512 | 414 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 256.560 | 7,08 | 11.160 | 6,08 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 468 | 20 | ||||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 71.395 | 2,69 | 3.106 | 1,74 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 8.552 | 10,26 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 30 | 1 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 9.869 | 1,26 | 429 | 0,47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5.696 | 1,19 | 248 | 0,00 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 5.266 | 6,99 | 229 | 6,02 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 4.699 | 204 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 368.784 | 15,99 | 15.943 | 14,20 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 47 | 6,82 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 52.266 | 24,53 | 2.274 | 23,40 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 42.389 | 1,48 | 1.844 | 0,49 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 17.704 | 137,13 | 769 | 134,86 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 13.243 | 2,56 | 576 | 1,77 | ||||
| 2026-05-15 | 13F | Guardian Capital Lp | 13.600 | 0,74 | 592 | 0,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 6.050 | 263 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 15.415 | 9,45 | 1 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 63.734 | 2.772 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 31.050 | 12,50 | 1.351 | 11,48 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 2.051 | 4,06 | 89 | 3,49 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 2.902 | 118,20 | 126 | 117,24 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 32.684 | 9,16 | 1.422 | 8,14 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 415 | 7,24 | 18 | 5,88 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7.117 | 6,78 | 310 | 5,82 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 48.472 | 37,26 | 2.109 | 36,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 34.843 | 8,41 | 1.516 | 7,37 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 44.581 | 11,42 | 1.939 | 10,42 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 38.144 | 10,72 | 1.659 | 9,72 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 128.997 | 68,41 | 5.611 | 66,85 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 1.112 | 0,63 | 48 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 7.782 | 12,64 | 339 | 11,55 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 13.253 | 3,04 | 577 | 2,13 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 9.360 | 2,89 | 407 | 2,01 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 55.992 | 40,91 | 56 | -96,85 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 31.995 | 1,95 | 1.393 | 1,02 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 155 | 0,65 | 7 | 0,00 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 27.786 | 27,39 | 1.209 | 26,23 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 3.200 | 1,59 | 139 | 0,72 | ||||
| 2026-05-15 | 13F | Fmr Llc | 21 | 5,00 | 1 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 15.594 | 10,14 | 678 | 9,18 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 370.504 | 3,01 | 16.209 | 2,64 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 78.641 | 37,04 | 3.421 | 35,77 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 14.863 | 18,88 | 647 | 17,88 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 17.873 | 3,97 | 777 | 3,05 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 17.462 | 760 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 28.312 | 4,63 | 1.232 | 3,62 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 45.690 | 86,79 | 1.988 | 85,01 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 48.333 | 8,71 | 2.102 | 7,68 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 19.912 | 3,71 | 866 | 2,73 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 40.887 | 1,75 | 1.779 | 0,79 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 75.725 | 679,87 | 3.294 | 673,24 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 12.894 | 12,17 | 560 | 10,91 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 21.068 | 51,12 | 916 | 50,16 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 24 | 1 | ||||||
| 2026-05-05 | 13F | Theory Financial Llc | 11.834 | 3,10 | 515 | 1,78 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 9.742 | 0,25 | 424 | -0,70 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 143.639 | 11,43 | 6.248 | 10,39 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 41.015 | 0,69 | 1.784 | -0,22 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5.825 | 253 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 8.207 | 0,93 | 357 | 0,00 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 13.638 | 4,39 | 593 | 3,49 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8.454 | 46,36 | 368 | 45,06 |
