Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF meliputi Sovran Advisors, LLC, Skyline Advisors, Inc., Horizon Wealth Management, LLC, Meeder Advisory Services, Inc., Buckingham Strategic Partners, Vise Technologies, Inc., Syntegra Private Wealth Group, LLC, Forum Financial Management, LP, Argent Trust Co, Charter Capital Management, LLC\DE, Kestra Private Wealth Services, Llc, BRYN MAWR TRUST Co, DORVAL Corp, Avidian Wealth Solutions, LLC, SILVER OAK SECURITIES, Inc, Harbor Asset Planning, Inc., Newbridge Financial Services Group, Inc., dan Briaud Financial Planning, Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 464 | 0.65 | 23 | 0.00 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 95,084 | 29.80 | 4,780 | 29.86 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 71,223 | 36.29 | 3,581 | 37.10 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9,134 | 34.56 | 459 | 34.60 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 951 | 48 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,811 | 24.56 | 594 | 25.32 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12,267 | 77.73 | 617 | 78.03 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 6,155 | 309 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 340 | 17 | ||||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 39,612 | 1.15 | 1,991 | 1.22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,390 | 120 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 66,610 | 18.93 | 3,348 | 19.02 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 76,605 | 1.16 | 3,851 | 1.21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36,022 | 0.63 | 1,811 | 0.67 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 76,775 | 3,856 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 83,507 | 67.82 | 4,198 | 67.95 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 214,903 | 2.13 | 10,803 | 2.19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25,446 | 99.44 | 1,279 | 99.53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32,927 | 13.48 | 1,655 | 13.59 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,015 | 0.90 | 101 | 0.00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5,783 | 21.67 | 291 | 21.85 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 59,516 | 2,992 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,783 | 90 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11,582 | 582 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 8,347 | 0.74 | 420 | 0.72 | ||||
| 2025-08-14 | 13F | Betterment LLC | 158,452 | 42.04 | 8 | 40.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 30,624 | 77.79 | 1,539 | 77.92 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 86,465 | 36.26 | 4,347 | 36.37 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 13,497 | 8.00 | 678 | 8.13 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 593 | 3.49 | 30 | 3.57 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 204 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 93,829 | 9.43 | 4,717 | 9.50 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 16,670 | 25.38 | 838 | 25.64 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,634 | 239.81 | 283 | 240.96 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,921 | 370.37 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,149,777 | 21.40 | 57,799 | 21.47 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1,233,046 | 0.06 | 61,985 | 0.12 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 18,950 | 953 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 10,500 | 528 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31,718 | 38.23 | 1,594 | 38.37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24,015 | 76.53 | 1,207 | 76.72 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 85,303 | 9.77 | 4,288 | 9.84 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 66,993 | 0.61 | 3,368 | 0.66 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 30,020 | 362.20 | 1,509 | 362.88 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 7,889 | 5.31 | 397 | 5.32 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 5,697 | 286 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,875 | 570.32 | 446 | 575.76 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59,781 | 20.06 | 3,002 | 19.99 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 177,362 | 14.14 | 8,916 | 14.21 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 34,236 | 568.67 | 1,721 | 569.65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,997 | 251 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 128,780 | 7.28 | 6,474 | 7.35 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 41,704 | 2,096 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 43,305 | 7.65 | 2,177 | 7.67 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 7,405 | 8.43 | 372 | 8.45 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,558 | 20.10 | 782 | 20.31 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19,798 | 995 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 32,569 | 7.88 | 1,637 | 7.98 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 584,589 | 105.80 | 29,387 | 105.94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 55,609 | 141.68 | 2,795 | 141.99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 138,292 | 39.37 | 6,952 | 39.44 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 36,650 | 2.81 | 1,842 | 2.85 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 7,046 | 24.18 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 507,620 | 31.73 | 25,518 | 31.81 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,928 | 0.14 | 248 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,336 | 93.49 | 1 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 14,436 | 726 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 131,042 | 468.54 | 6,587 | 469.32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66,316 | 126.28 | 3,334 | 126.43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 149,743 | 1.24 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 92,567 | 0.58 | 4,653 | 0.65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,104,655 | 60.70 | 156,071 | 60.80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 152,532 | 51.91 | 7,668 | 52.00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6,740 | 42.22 | 338 | 43.22 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 192,141 | 5.37 | 9,659 | 5.43 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 4,749 | 239 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,118 | 207 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29,787 | 18.77 | 1,497 | 18.90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 577 | 29 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17,093 | 13,359.06 | 859 | 14,216.67 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 302 | 0.00 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,184 | 210 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 35,154 | 0.23 | 1,767 | 0.28 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11,392 | 573 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 43,986 | 143.69 | 2,211 | 143.93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 217,177 | 91.55 | 10,918 | 91.68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 126,261 | 17.96 | 6,347 | 18.02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4,245 | 213 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5,037 | 253 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1,908,282 | 6.62 | 95,929 | 6.69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,330 | 268 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 432,145 | 18.11 | 21,724 | 18.18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20,564 | 39.79 | 1,034 | 39.78 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 65,036 | 3,269 | ||||||
| 2025-08-08 | 13F | Client First Capital LLC | 15,313 | 10.62 | 770 | 10.65 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19,189 | 14.52 | 965 | 14.63 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,146 | 17.82 | 410 | 18.16 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 66,303 | 1.79 | 3,333 | 2.11 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4,389 | 4.97 | 221 | 5.26 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 22,249 | 82.88 | 1,118 | 82.98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36,914 | 48.53 | 1,856 | 48.64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 13,018 | 148.10 | 654 | 148.67 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 35,991 | 66.20 | 1,809 | 66.42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,433 | 11.61 | 575 | 12.11 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 25,186 | 13.60 | 1,266 | 13.75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27,297 | 239.68 | 1 |
