Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares GNMA Bond ETF, omfatter Duncan Williams Asset Management, LLC, Forefront Analytics, LLC, Chapman Financial Group, Llc, WealthPlan Investment Management, LLC, Hills Bank & Trust Co, og Twin Peaks Wealth Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Myecfo, Llc | 56.942 | 3,53 | 2.503 | 3,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34.422 | 86,19 | 1.513 | 86,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 109.369 | 9,35 | 4.807 | 9,48 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 18.670 | 4,72 | 821 | 4,86 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 5.893 | 5,29 | 259 | 5,31 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 9.535 | 6,38 | 419 | 6,62 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 42.517 | 1,27 | 1.869 | 1,36 | ||||
| 2025-08-08 | 13F | Croban | 38.788 | 14,25 | 1.705 | 14,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 202.986 | 8.921 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 13.924 | 0,09 | 612 | 0,16 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 990 | 43 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5.889 | 259 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 28.126 | 3,74 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1.615 | 1,96 | 70 | 1,47 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 23.398 | 18,38 | 1.028 | 18,57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 232.326 | 0,69 | 10.211 | 0,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8.154 | 12,45 | 358 | 12,58 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4.947 | 1,17 | 215 | 0,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 6.120 | 5,17 | 269 | 5,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 88.073 | 66,44 | 3.871 | 66,67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 35.363 | 27,48 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2.300 | 101 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7.687 | 8,70 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 191 | 11,05 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 40.414 | 79,93 | 1.776 | 80,12 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9.736 | 13,53 | 428 | 13,56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.219 | 83,03 | 53 | 82,76 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 11.043 | 3,40 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 47.886 | 2.105 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20.666 | 1 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 14.679 | 51,77 | 645 | 52,12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6.902 | 697,00 | 303 | 718,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 79.335 | 3,55 | 3.487 | 3,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 159.193 | 392,69 | 6.997 | 393,37 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 757.948 | 3,60 | 33.312 | 3,71 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 251.648 | 4,80 | 11.060 | 4,91 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 795.203 | 0,30 | 34.949 | 0,41 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14.619 | 3,72 | 643 | 3,88 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 25.681 | 1.129 | ||||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 110.423 | 11,88 | 4.853 | 12,03 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 11.621 | 2,99 | 504 | 3,49 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 60.726 | 0,24 | 2.669 | 0,34 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 6.036 | 20,48 | 263 | 19,63 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 12.104 | 92,98 | 1 | |||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 38.788 | 1.705 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 20.625 | 99,99 | 906 | 100,44 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 4.789 | 1,01 | 210 | 0,96 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3.835 | 4,92 | 169 | 5,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60.995 | 56,33 | 2.681 | 56,54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 56.921 | 7,02 | 2.482 | 6,34 |
