Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF, omfatter Summit Investment Advisory Services, LLC, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Captrust Financial Advisors, Private Advisor Group, LLC, Cyr Financial Inc., Guidance Point Advisors, LLC, Stifel Financial Corp, Barrett & Company, Inc., og Boreal Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Keeler THomas Management LLC | 406.047 | 15,45 | 9.636 | 17,27 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 20.961 | 61,38 | 497 | 64,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 228.569 | 20,18 | 5.424 | 22,08 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 37.163 | 13,41 | 882 | 15,16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 198.252 | 4,45 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 48.653 | 2,11 | 1.155 | 3,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 250.299 | 8,58 | 5.940 | 10,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 61.068 | 2,63 | 1.449 | 4,24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 199.966 | 600,41 | 4.745 | 610,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 63.228 | 7,87 | 1.500 | 9,57 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 319.188 | 0,08 | 7.574 | 1,66 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 9.675 | 230 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9.212 | 219 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 542 | 2,46 | 13 | 0,00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16.788 | 23,89 | 398 | 25,95 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 797 | 1,66 | 19 | 0,00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 55.082 | 9,24 | 1.307 | 11,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10.044 | 238 | ||||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 200.750 | 4,48 | 4.764 | 6,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 165.613 | 68,61 | 3.930 | 71,32 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1.925 | 46 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12.683 | 301 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 36.195 | 78,27 | 859 | 81,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 521.271 | 2,66 | 12.370 | 4,28 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 34.015 | 14,29 | 792 | 12,66 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1.173.912 | 40,40 | 27.857 | 42,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18.747 | 445 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58.784 | 16,20 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 100.648 | 7,60 | 2.373 | 9,25 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 800 | 77,78 | 19 | 80,00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 11.000 | 52,78 | 261 | 55,36 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 117.987 | 45,13 | 2.800 | 47,39 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 287 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11.436 | 271 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 91.448 | 12,66 | 2.170 | 14,45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11.561 | 274 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 9.501 | 225 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 326.727 | 1,28 | 7.753 | 2,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.979 | 471,64 | 118 | 490,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 96.377 | 2.287 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.518 | 36 |
