Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF incluem Bank of New York Mellon Corp, BIP Wealth, LLC, Cerity Partners LLC, Bedel Financial Consulting, Inc., Csenge Advisory Group, Spartan Wealth Advisory Services LLC, Monticello Wealth Management, Llc, High Falls Advisors, Inc, Intentional Wealth Strategies, LLC, KPP Advisory Services LLC, Arkadios Wealth Advisors, Beacon Financial Planning, Inc, Activest Wealth Management, Fifth Third Bancorp, Golden State Equity Partners, Golden State Wealth Management, LLC, e Napier Financial, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 26,269 | 3.83 | 581 | 3.01 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 41,617 | 3.68 | 921 | 2.79 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 54,452 | 132.06 | 1,205 | 130.40 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 45,390 | 15.43 | 1,004 | 14.48 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9,191 | 0.07 | 203 | -0.98 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 34,489 | 7.15 | 763 | 6.27 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2,750 | 61 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 9,384 | 208 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 341 | -7.10 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 25,230 | 0.65 | 563 | 0.00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 23,871 | 52.11 | 528 | 50.86 | ||||
| 2026-04-06 | 13F | CX Institutional | 929 | 0.98 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 31,797 | 704 | ||||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 35,631 | 6.57 | 789 | 5.63 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 222,613 | 4.69 | 4,926 | 3.79 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 217,172 | 12.94 | 4,806 | 12.00 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 25,335 | 17.65 | 561 | 16.67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 12,442 | 275 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 10,359 | 229 | ||||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 962,629 | 7,072.56 | 21,303 | 2,374.10 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25,093 | 59.28 | 555 | 58.12 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 54,131 | 6.08 | 1,198 | 5.18 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 31,076 | 0.59 | 688 | -0.29 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 29,827 | 660 | ||||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 9,168 | 203 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 397,414 | 3.29 | 8,795 | 2.41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 325,363 | 17.61 | 7,200 | 16.62 | ||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 116,882 | 16.88 | 2,586 | 15.66 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 74,575 | 11.65 | 2 | 0.00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9,250 | 205 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5,035 | 1,612.59 | 111 | 1,733.33 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 34,139 | 755 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 32,666 | 723 | ||||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 119,847 | 37.70 | 2,652 | 36.56 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1,030 | 1,291.89 | 23 | 2,100.00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 13,553 | 3.43 | 300 | 2.40 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 13,278 | 46.04 | 294 | 45.05 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 89,425 | 7.22 | 1,979 | 6.29 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 26,316 | 145.65 | 582 | 143.51 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 11,050 | 1.38 | 245 | 0.41 | ||||
| 2026-05-05 | 13F | UBS Group AG | 334,890 | 59.09 | 7,411 | 57.75 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11,007 | 0.70 | 244 | 0.00 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 388,086 | 7.01 | 8,588 | 6.10 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 32,175 | 39.59 | 718 | 38.61 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6,057 | 134 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 25,854 | 13.04 | 572 | 12.16 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 44,931 | 30.52 | 994 | 29.43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15,037 | 260.08 | 333 | 256.99 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,143,106 | 25.10 | 25,297 | 24.03 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 37,305 | 25.47 | 1 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 879 | 0.92 | 19 | 0.00 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 37,158 | 0.51 | 822 | -0.36 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1,546 | 34 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 70,995 | 33.33 | 1,571 | 32.24 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 39,195 | 122.07 | 867 | 120.61 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 26,802 | 31.05 | 593 | 30.04 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 11,738 | 260 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 73,137 | 1.43 | 1,619 | 0.56 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 135,973 | 12.55 | 3,009 | 11.61 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 20,412 | 0 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 30,403 | 0.42 | 679 | -0.29 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 6,738 | 51.59 | 148 | 49.49 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 801 | 0.75 | 0 | |||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 30,000 | 200.00 | 664 | 197.31 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 10,248 | 229 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 23,809 | 527 | ||||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 127,576 | 9.27 | 2,823 | 8.37 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 39,772 | 3.01 | 880 | 2.21 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 23,631 | 523 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 6,057 | 42.28 | 135 | 42.11 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1,707 | 38 | ||||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 19,600 | 1.50 | 435 | 1.64 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 49,838 | 168.60 | 1,103 | 166.18 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 24,321 | 121.30 | 538 | 119.59 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 400,710 | 8,868 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 263,300 | 1.06 | 5,827 | 0.21 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 1,616,618 | 2.67 | 35,776 | 1.79 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 6,740 | 149 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 165,529 | 7.11 | 3,663 | 6.11 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 9,835 | 9.57 | 218 | 8.50 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 18,627 | 11.36 | 412 | 10.46 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 18,908 | 14.80 | 418 | 13.90 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9,340 | 207 |
