Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF meliputi 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., dan Boreal Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 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 |
