Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Yield Optimized Bond ETF meliputi Silverlake Wealth Management Llc, Valmark Advisers, Inc., Newbridge Financial Services Group, Inc., Ameritas Advisory Services, LLC, dan Asset Dedication, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 22,292 | 6.74 | 504 | 7.69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 348,292 | 153.06 | 7,875 | 155.10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 644 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 77,438 | 23.92 | 1,751 | 24.91 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,258 | 28 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 13,266 | 3.44 | 300 | 4.18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 98,389 | 55.96 | 2,225 | 57.28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 208 | 5 | ||||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 137,343 | 0.37 | 3,105 | 1.21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21,460 | 8.78 | 485 | 9.73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,982 | 1.56 | 158 | 3.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,178 | 185 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 21,192 | 2.55 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 258,762 | 0.85 | 536 | 1.90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 85,110 | 216.88 | 1,924 | 219.60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 838,197 | 4.38 | 18,952 | 5.24 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,890 | 0.03 | 427 | 0.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 311,939 | 0.73 | 7,053 | 1.56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 244,119 | 17.28 | 5,520 | 18.26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14,870 | 336 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48,578 | 2.02 | 1,098 | 2.91 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27,229 | 38.49 | 616 | 39.77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 56,551 | 6.85 | 1,279 | 7.76 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9,825 | 222 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 8,649 | 196 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 190,900 | 41.44 | 4,316 | 42.63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11,153 | 9.38 | 252 | 10.53 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 31,470 | 1.35 | 712 | 2.16 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 17,318 | 392 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12,677 | 287 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,656 | 37 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 299,098 | 12.02 | 6,763 | 12.94 |
