Participação institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF incluem DRSK - Aptus Defined Risk ETF, Apollon Wealth Management, LLC, EP Wealth Advisors, Inc., Signature Wealth Management Group, Roble, Belko & Company, Inc, Insigneo Advisory Services, Llc, Helen Stephens Group, LLC, Precedent Wealth Partners, Llc, Cowa, Llc, Action Point Financial Planning, Llc, Jacobi Capital Management LLC, Rose Capital Advisors LLC, GWM Advisors LLC, Concurrent Investment Advisors, LLC, Rsm Us Wealth Management Llc, Signaturefd, Llc, Fairway Wealth LLC, Ronald Blue Trust, Inc., e Bullock Wealth Management Group .
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 de registro | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-28 | 13F | Sterling Investment Advisors, Ltd. | 13.725 | 35,69 | 358 | 35,74 | ||||
| 2026-08-14 | 13F | United Capital Financial Advisers, Llc | 13.619 | 21,65 | 354 | 21,65 | ||||
| 2026-08-12 | 13F | Aptus Capital Advisors, LLC | 2.351.615 | 71,03 | 61.260 | 70,96 | ||||
| 2026-08-12 | 13F | GWM Advisors LLC | 9.069 | 236 | ||||||
| 2026-07-31 | 13F | Arrow Financial Corp | 512.414 | 16,11 | 13.348 | 16,07 | ||||
| 2026-08-05 | 13F | HighTower Advisors, LLC | 504.014 | 30,77 | 13.130 | 30,71 | ||||
| 2026-07-21 | 13F | Precedent Wealth Partners, Llc | 21.743 | 566 | ||||||
| 2026-08-14 | 13F | Insigneo Advisory Services, Llc | 27.353 | 713 | ||||||
| 2026-08-06 | 13F | Capital Investment Advisors, LLC | 2.711.023 | 8,80 | 70.622 | 8,76 | ||||
| 2026-08-07 | 13F | Lido Advisors, LLC | 266.373 | 2,11 | 6.939 | 2,07 | ||||
| 2026-08-18 | 13F/A | Glenview Trust Co | 15.609 | 14,70 | 407 | 14,69 | ||||
| 2026-08-19 | 13F/A | Mercer Global Advisors Inc /adv | 129.750 | 9,88 | 3.380 | 9,81 | ||||
| 2026-07-16 | 13F | Segment Wealth Management, LLC | 61.800 | 20,21 | 1.610 | 20,16 | ||||
| 2026-07-30 | 13F | First National Trust Co | 20.306 | 6,90 | 529 | 6,67 | ||||
| 2026-07-15 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 18.102 | 6,73 | 472 | 6,80 | ||||
| 2026-08-13 | 13F | Action Point Financial Planning, Llc | 14.098 | 367 | ||||||
| 2026-07-20 | 13F | IFP Advisors, Inc | 23.030 | 26,56 | 600 | 26,37 | ||||
| 2026-08-03 | 13F | Fulton Breakefield Broenniman Llc | 45.351 | 23,69 | 1.181 | 23,66 | ||||
| 2026-07-21 | 13F | J.w. Cole Advisors, Inc. | 120.298 | 0,05 | 3.134 | 0,00 | ||||
| 2026-08-14 | 13F | Raymond James Financial Inc | 411.323 | 6,29 | 10.715 | 6,25 | ||||
| 2026-06-26 | NP | DRSK - Aptus Defined Risk ETF | 1.384.338 | 36.131 | ||||||
| 2026-08-11 | 13F | Stokes Family Office, LLC | 31.515 | 16,72 | 821 | 16,64 | ||||
| 2026-08-07 | 13F | Redwood Financial Network Corp | 9.747 | 2,60 | 254 | 2,43 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 130.970 | 94,91 | 3.413 | 341.200,00 | ||||
| 2026-07-31 | 13F | Probity Advisors, Inc. | 232.182 | 20,70 | 6.048 | 20,67 | ||||
| 2026-08-18 | 13F | Beacon Pointe Advisors, LLC | 27.474 | 3,12 | 716 | 3,03 | ||||
| 2026-07-31 | 13F | Associated Banc-corp | 57.703 | 13,05 | 1.503 | 13,01 | ||||
| 2026-07-21 | 13F | Ronald Blue Trust, Inc. | 714 | 19 | ||||||
| 2026-08-07 | 13F | LPL Financial LLC | 84.655 | 29,72 | 2.205 | 29,71 | ||||
| 2026-08-14 | 13F | Susquehanna International Group, Llp | 78.195 | 30,14 | 2.037 | 30,10 | ||||
| 2026-08-12 | 13F | Cetera Investment Advisers | 39.425 | 91,56 | 1.027 | 91,60 | ||||
| 2026-07-15 | 13F | Montecito Bank & Trust | 25.302 | 1,04 | 659 | 1,07 | ||||
| 2026-08-13 | 13F | Morgan Stanley | 1.514.889 | 1,15 | 39.463 | 1,11 | ||||
| 2026-08-12 | 13F | Advisory Services Network, LLC | 22.343 | 12,30 | 582 | 12,36 | ||||
| 2026-07-27 | 13F | Concurrent Investment Advisors, LLC | 7.780 | 203 | ||||||
| 2026-08-19 | 13F | Bullock Wealth Management Group | 522 | 14 | ||||||
| 2026-07-31 | 13F | Stony Point Wealth Management Inc. | 547.030 | 10,12 | 14.250 | 10,08 | ||||
| 2026-08-12 | 13F | EP Wealth Advisors, Inc. | 126.985 | 3.308 | ||||||
| 2026-07-24 | 13F | Signaturefd, Llc | 1.919 | 50 | ||||||
| 2026-08-12 | 13F | Northwestern Mutual Wealth Management Co | 16.318 | 14,95 | 425 | 15,18 | ||||
| 2026-07-31 | 13F | Guidance Point Advisors, LLC | 292.677 | 4,00 | 7.624 | 3,97 | ||||
| 2026-08-12 | 13F | Us Bancorp \de\ | 382.108 | 9,25 | 9.954 | 9,21 | ||||
| 2026-08-14 | 13F | Wells Fargo & Company/mn | 662.018 | 5,89 | 17.246 | 5,85 | ||||
| 2026-07-21 | 13F | Summitry Llc | 1.290.108 | 1,90 | 33.607 | 1,86 | ||||
| 2026-08-05 | 13F | Cowa, Llc | 17.741 | 462 | ||||||
| 2026-08-14 | 13F | Royal Bank Of Canada | 745.780 | 6,32 | 19.428 | 6,27 | ||||
| 2026-07-08 | 13F | Quantum Financial Advisors, LLC | 13.226 | 7,78 | 345 | 7,84 | ||||
| 2026-08-10 | 13F | Great Valley Advisor Group, Inc. | 21.203 | 97,00 | 552 | 97,14 | ||||
| 2026-08-14 | 13F | Stonebrook Private Inc. | 93.518 | 1,60 | 2.436 | 1,58 | ||||
| 2026-08-07 | 13F | Rose Capital Advisors LLC | 9.453 | 246 | ||||||
| 2026-07-28 | 13F | Sigma Investment Counselors Inc | 1.304.097 | 20,53 | 33.972 | 20,48 | ||||
| 2026-07-24 | 13F | Fairway Wealth LLC | 1.794 | 47 | ||||||
| 2026-07-14 | 13F | Nestegg Advisors, Inc. | 392.084 | 22,69 | 10.214 | 22,65 | ||||
| 2026-07-22 | 13F | Mb, Levis & Associates, Llc | 515.551 | 0,96 | 13.430 | 0,92 | ||||
| 2026-08-07 | 13F | Little House Capital Llc | 34.368 | 2,74 | 895 | 2,76 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 31.610 | 7,85 | 819 | 6,09 | ||||
| 2026-07-27 | 13F | Private Advisor Group, LLC | 18.371 | 6,17 | 479 | 6,22 | ||||
| 2026-07-31 | 13F | Jacobi Capital Management LLC | 11.096 | 289 | ||||||
| 2026-07-13 | 13F | Gradient Capital Advisors, LLC | 19.518 | 8,52 | 508 | 8,55 | ||||
| 2026-07-23 | 13F | Apollon Wealth Management, LLC | 218.132 | 5.682 | ||||||
| 2026-08-05 | 13F | Lyell Wealth Management, Lp | 181.335 | 40,75 | 4.724 | 40,69 | ||||
| 2026-07-28 | 13F | Kestra Advisory Services, LLC | 290.450 | 8,85 | 7.566 | 8,82 | ||||
| 2026-08-14 | 13F | Mutual Advisors, LLC | 8.816 | 4,82 | 230 | 4,57 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 7.888 | 206 | ||||||
| 2026-08-04 | 13F | Rsm Us Wealth Management Llc | 7.712 | 201 | ||||||
| 2026-07-24 | 13F | XML Financial, LLC | 16.245 | 20,54 | 423 | 20,51 | ||||
| 2026-08-14 | 13F | Hancock Whitney Corp | 211.349 | 10,45 | 5.506 | 10,41 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 63.237 | 1.648 | ||||||
| 2026-08-05 | 13F | Parallel Advisors, LLC | 220.481 | 10,30 | 5.744 | 8,95 | ||||
| 2026-07-15 | 13F | Wealth Enhancement Advisory Services, Llc | 118.097 | 39,24 | 3.043 | 37,63 | ||||
| 2026-08-06 | 13F | Valmark Advisers, Inc. | 25.129 | 20,38 | 655 | 20,22 | ||||
| 2026-07-27 | 13F | Parkway Wealth Management Group, LLC | 389.186 | 1,17 | 10.138 | 0,71 | ||||
| 2026-07-20 | 13F | Meitav Dash Investments Ltd | 119.534 | 21,35 | 3.112 | 21,33 | ||||
| 2026-07-15 | 13F | Greater Midwest Financial Group, LLC | 14.048 | 1,04 | 366 | 0,83 | ||||
| 2026-08-05 | 13F | Janney Montgomery Scott LLC | 396.620 | 15,61 | 10 | 25,00 | ||||
| 2026-08-14 | 13F | 10Elms LLP | 15.150 | 326,76 | 395 | 328,26 | ||||
| 2026-08-06 | 13F | CNB Bank | 4.947 | 4,96 | 129 | 4,92 | ||||
| 2026-07-21 | 13F | McGlone Suttner Wealth Management, Inc. | 19.866 | 1,09 | 518 | 0,98 | ||||
| 2026-07-31 | 13F | Helen Stephens Group, LLC | 25.708 | 670 | ||||||
| 2026-07-16 | 13F | Princeton Global Asset Management LLC | 2.330 | 482,50 | 61 | 500,00 | ||||
| 2026-08-14 | 13F | Advisor Group Holdings, Inc. | 25.311 | 11,86 | 659 | 11,88 | ||||
| 2026-07-31 | 13F | Belpointe Asset Management LLC | 10.982 | 38,12 | 286 | 38,16 | ||||
| 2026-07-29 | 13F | Commonwealth Equity Services, Llc | 386.053 | 107,93 | 10.057 | 105,43 | ||||
| 2026-07-02 | 13F | Sarver Vrooman Wealth Advisors | 1.681.034 | 1,57 | 43.581 | 1,05 | ||||
| 2026-07-24 | 13F | Roble, Belko & Company, Inc | 57.696 | 2 | ||||||
| 2026-08-07 | 13F | Mml Investors Services, Llc | 12.393 | 18,25 | 323 | 17,95 | ||||
| 2026-07-22 | 13F | Romano Brothers And Company | 10.385 | 25,14 | 271 | 25,00 | ||||
| 2026-07-20 | 13F | Koesten, Hirschmann & Crabtree, INC. | 17.520 | 51,69 | 456 | 52,00 | ||||
| 2026-08-14 | 13F | Jones Financial Companies Lllp | 20.159 | 6,07 | 526 | 7,57 | ||||
| 2026-07-28 | 13F | 4Thought Financial Group Inc. | 184.936 | 6,23 | 4.818 | 6,19 | ||||
| 2026-09-01 | 13F/A | Citadel Advisors Llc | 278.288 | 7.249 | ||||||
| 2026-08-13 | 13F | Creative Planning | 17.689 | 2,88 | 461 | 2,68 | ||||
| 2026-08-14 | 13F | Bank Of America Corp /de/ | 1.360.791 | 12,13 | 35.449 | 12,09 |
