Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF includ ARS Wealth Advisors Group, LLC, Goldstone Financial Group, LLC, Mather Group, Llc., Evergreen Wealth Solutions, LLC, HighTower Advisors, LLC, Diversify Wealth Management, Llc, Acute Investment Advisory, Llc, SHP Wealth Management, OxenFree Capital LLC, Legacy Wealth Managment, LLC/ID, Brown, Lisle/cummings, Inc., și RWM Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 146.471 | 12,03 | 12.539 | 11,26 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6.537 | 16,94 | 560 | 16,22 | ||||
| 2026-05-05 | 13F | UBS Group AG | 102.534 | 69,58 | 8.778 | 68,43 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 15.768 | 9,38 | 1.350 | 8,62 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 31.720 | 31,87 | 2.716 | 30,97 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 3.366 | 288 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 298.571 | 11,10 | 25.561 | 10,34 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 609 | 1.027,78 | 0 | |||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 27.344 | 7,74 | 2.341 | 7,00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 37.625 | 3.221 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 313 | 0,97 | 27 | 0,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5.229 | 57,50 | 448 | 56,29 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 2.749 | 0,84 | 235 | 0,00 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 4.189 | 33,79 | 362 | 34,57 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 34 | 3 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 3.578 | 40,15 | 306 | 39,09 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 28.105 | 35,03 | 2.406 | 34,11 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 25.771 | 3,39 | 2.206 | 2,70 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11.815 | 11,00 | 1.018 | 11,01 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 4.891 | 45,39 | 419 | 44,64 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 300 | 26 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 18.914 | 6,30 | 1.619 | 5,61 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 2.447 | 0,91 | 210 | 0,00 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 121.923 | 9,45 | 10.438 | 8,70 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 11.420 | 19,78 | 978 | 19,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 4 | 0 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 12.275 | 3,35 | 1.051 | 2,64 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 180 | 15 | ||||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 174.313 | 14.923 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 88.462 | 47,17 | 7.573 | 46,17 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 97.272 | 0,08 | 8.408 | 0,13 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 251 | 195,29 | 21 | 200,00 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 2.346 | 202 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3.417 | 293 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.531 | 11,28 | 304 | 10,55 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 28.390 | 8,77 | 2.448 | 8,80 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.014 | 407,17 | 1.114 | 404,07 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3.015 | 258 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 5.100 | 437 | |||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 5.428 | 123,37 | 465 | 122,01 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 27 | 2 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 6.236 | 534 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 403 | 35 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 42.632 | 7,21 | 3.650 | 6,48 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 12 | 9,09 | 1 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 11 | 1 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 77.514 | 1,87 | 6.636 | 1,17 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 28.387 | 55,15 | 2.430 | 54,09 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 11.901 | 1,05 | 1.019 | 0,30 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 6.806 | 583 | ||||||
| 2026-05-11 | 13F | Elequin Capital Lp | 21.199 | 1.801 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.376 | 291 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 10.974 | 1 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 32.695 | 6,75 | 2.799 | 6,02 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 53.194 | 33,59 | 4.554 | 32,66 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 2.054 | 4,21 | 176 | 3,55 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 22.079 | 214,78 | 1.890 | 212,91 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 47.453 | 5,07 | 4.074 | 4,62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.057 | 1,25 | 91 | 1,11 |
