Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares iBonds 2030 Term High Yield and Income ETF, omfatter Captrust Financial Advisors, Global Retirement Partners, LLC, og Barrett & Company, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 707 | 1,73 | 19 | 0,00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 43.680 | 1,84 | 1.164 | 3,93 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 51.509 | 18,97 | 1.372 | 21,52 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34.803 | 18,96 | 927 | 21,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.842 | 53,88 | 49 | 58,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 277.111 | 16,62 | 7.382 | 19,08 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 189.489 | 3,87 | 5.048 | 6,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 484 | 2,33 | 13 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 30.055 | 801 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 16.305 | 22,17 | 434 | 24,71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.000 | 53 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 41.580 | 2,74 | 1.108 | 4,93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15.142 | 19,97 | 403 | 22,49 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13.258 | 353 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1.740 | 46 | ||||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 88.732 | 15,51 | 2.364 | 17,91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43.393 | 15,98 | 1.156 | 18,34 |
