Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF incluem Cetera Investment Advisers, Catalytic Wealth RIA, LLC, Curbstone Financial Management Corp, LPL Financial LLC, Cyndeo Wealth Partners, LLC, Hrt Financial Lp, Beacon Pointe Advisors, LLC, Paradigm, Strategies in Wealth Management, LLC, Schmidt P J Investment Management Inc, Cornell Pochily Investment Advisors, Inc., MidFirst Bank, e Jpmorgan Chase & Co .
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.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 28,505 | 36.71 | 732 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 21,396 | 14.73 | 549 | 13.66 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 17,000 | 70.00 | 436 | 68.34 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6,312 | 6.10 | 162 | 5.19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2,534 | 65 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 111,801 | 106.56 | 2,870 | 104.34 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 49,152 | 1,262 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3,400 | 234.98 | 87 | 234.62 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 24,395 | 2.56 | 626 | 1.46 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 126,036 | 28.25 | 3,235 | 26.82 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29,745 | 61.25 | 763 | 59.62 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13,276 | 0 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 9,800 | 8.89 | 252 | 7.73 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 85,168 | 14.37 | 2,186 | 13.10 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23,680 | 0.29 | 608 | -0.82 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 140,726 | 231.02 | 3,612 | 227.47 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 14,803 | 380 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 16,666 | 3.41 | 428 | 2.15 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1,000 | 26 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 14,888 | 27.49 | 382 | 26.07 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 314 | 8 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 42,402 | 30.80 | 1,088 | 29.37 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 13,272 | 341 | ||||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 14,630 | 48.68 | 376 | 47.06 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 10,840 | 278 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 71,275 | 3.49 | 1,829 | 2.35 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 10,252 | 125.96 | 263 | 124.79 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 9,150 | 235 | ||||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 1,262 | 3.44 | 32 | 3.23 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 14,008 | 360 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 35,234 | 12.78 | 904 | 11.60 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 81,893 | 35.84 | 2,102 | 34.34 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 277,974 | 627.68 | 7,135 | 619.88 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 34,403 | 165.68 | 883 | 162.80 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 13,264 | 340 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 130,036 | 172.96 | 3,353 | 171.28 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 26,963 | 98.87 | 692 | 97.15 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 29,431 | 7.19 | 755 | 6.04 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 180,097 | 203.18 | 4,623 | 199.94 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 30,812 | 791 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 23,000 | 590 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 18,982 | 25.31 | 487 | 23.92 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 16,546 | 20.35 | 425 | 19.10 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 44,883 | 80.83 | 1,152 | 78.88 |
