Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Government/Credit Bond ETF, omfatter Wealth Enhancement Advisory Services, Llc, D L Carlson Investment Group Inc, Northern Trust Corp, Duncan Williams Asset Management, LLC, First National Trust Co, Focus Financial Network, Inc., Twin Peaks Wealth Advisors, LLC, og Smithfield Trust Co .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 13.519 | 0,65 | 1.412 | 1,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5.174 | 2,68 | 540 | 3,25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 46 | 0,00 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1.521 | 159 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 2.655 | 1,57 | 277 | 1,84 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 18.793 | 1.963 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 47.136 | 9,47 | 4.923 | 9,79 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3.959 | 12,76 | 413 | 12,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.498 | 156 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2.300 | 240 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 186.809 | 2,27 | 19.511 | 2,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27.120 | 2.812 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1.941 | 203 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 130 | 14 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 10.652 | 46,78 | 1.113 | 47,28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5.607 | 10,79 | 585 | 11,01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6.814 | 15,88 | 712 | 16,18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 173 | 0,58 | 18 | 5,88 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 53 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 9.239 | 965 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 2.000 | 209 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 14.311 | 3,16 | 1.495 | 3,46 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13.204 | 3,02 | 1.379 | 3,37 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3.417 | 0,95 | 357 | 1,14 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 52 | 1,96 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 17.200 | 15,83 | 1.797 | 16,17 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3.306 | 345 |
