Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Morningstar Multi-Asset Income ETF, omfatter SILVER OAK SECURITIES, Inc, Exchange Traded Concepts, Llc, og O'shaughnessy Asset 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 185.649 | 152,33 | 3.853 | 160,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 27.160 | 66,12 | 564 | 71,65 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20.973 | 435 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 59.259 | 5,48 | 1.230 | 8,95 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 123 | 3 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10.196 | 212 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 203.150 | 0,32 | 4.217 | 3,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22.412 | 6,60 | 465 | 10,19 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 78.272 | 24,75 | 1.625 | 28,97 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.378 | 1,17 | 29 | 7,69 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 40.288 | 836 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.729 | 0,11 | 98 | 4,26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 89.388 | 6,22 | 1.855 | 9,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25.772 | 0,04 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 305.469 | 69,00 | 6.340 | 74,70 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.165 | 13,43 | 128 | 16,51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37.065 | 0,25 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6.010 | 2,49 | 124 | 5,98 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.067 | 0,92 | 84 | 3,70 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 80 | 2 |
