Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF include Mercer Global Advisors Inc /adv, Atlantic Union Bankshares Corp, Elequin Capital Lp, Newman Dignan & Sheerar, Inc., Jpmorgan Chase & Co, Colony Group, LLC, Leavell Investment Management, Inc., Vishria Bird Financial Group, LLC, Susquehanna International Group, Llp, Massmutual Trust Co Fsb/adv, Stifel Financial Corp, Droms Strauss Advisors Inc /mo/ /adv, Roof Eidam & Maycock/adv, Private Advisor Group, LLC, Rossmore Private Capital, Cornell Pochily Investment Advisors, Inc., UMA Financial Services, Inc., and Barrett & Company, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 20,105 | 516 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,075 | 77.69 | 28 | 80.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17,797 | 32.39 | 0 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 13,998 | 43.33 | 359 | 44.76 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,281 | 79.39 | 366 | 81.19 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,784 | 46 | ||||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 121,228 | 21.87 | 3,111 | 23.12 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9,270 | 238 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 10,555 | 31.04 | 271 | 32.35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,500 | 51.84 | 90 | 53.45 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21,848 | 561 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 178,281 | 53.93 | 4,575 | 55.53 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 85,536 | 19.07 | 2,195 | 20.29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12,467 | 320 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 50,960 | 40.92 | 1,308 | 42.37 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 14,115 | 362 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 39,691 | 1,018 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6,500 | 167 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 113,099 | 138.54 | 2,902 | 141.03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 31,359 | 46.79 | 805 | 48.34 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 12,860 | 50.23 | 330 | 51.61 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15,879 | 407 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 5,520 | 33.98 | 142 | 35.58 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 23,900 | 10.74 | 613 | 11.86 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 113,309 | 16.13 | 2,908 | 17.31 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22,319 | 573 | ||||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 10,199 | 262 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 64 | 1.59 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,743 | 404 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,378 | 6.00 | 35 | 6.06 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8,000 | 205 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 74,232 | 0.27 | 1,905 | 1.28 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30,771 | 22.49 | 790 | 23.67 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 31,016 | 796 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 48,968 | 10.74 | 1,257 | 11.84 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 8,436 | 216 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 103,020 | 0.19 | 2,643 | 1.23 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 10,000 | 257 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 634,029 | 16,269 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 592,501 | 4,774.14 | 15,204 | 4,836.04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9,427 | 0.12 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 50,469 | 1,295 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 60,174 | 222.13 | 1,544 | 225.74 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 51,760 | 20.29 | 1,315 | 20.44 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 13,772 | 4.99 | 353 | 6.01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32,104 | 120.18 | 824 | 122.43 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 30,244 | 11.15 | 776 | 12.30 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 93,691 | 15.87 | 2,404 | 17.10 |
