Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF meliputi Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF, Reliant Wealth Planning, PFG Advisors, International Assets Investment Management, Llc, Visionary Wealth Advisors, SOUTH STATE Corp, dan National Bank Of Canada /fi/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 343,894 | 8,326 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,912 | 2.03 | 47 | 2.22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14,756 | 3.18 | 362 | 3.74 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 608,556 | 80.80 | 14,916 | 81.62 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,992 | 140.71 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 80,355 | 11.34 | 1,970 | 11.88 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,310,104 | 1.61 | 32,111 | 2.07 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24,473 | 2.42 | 1 | |||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 54,066 | 24.95 | 1,325 | 25.59 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12,430 | 24.72 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23,419 | 33.68 | 574 | 34.43 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 34,320 | 116.94 | 841 | 117.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 408,174 | 10.39 | 10,004 | 10.90 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1,206 | 70.58 | 30 | 70.59 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 284,351 | 4.37 | 6,969 | 4.84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 159,409 | 7.81 | 3,907 | 8.32 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 24,246 | 18.41 | 594 | 19.04 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48,786 | 1,196 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 59 | 391.67 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 103,368 | 7.17 | 2,534 | 7.65 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8,184 | 201 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 44,024 | 152.71 | 1,079 | 153.88 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11,076 | 1.05 | 271 | 1.50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 34,213 | 189.70 | 839 | 190.97 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 34 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,962 | 78.88 | 171 | 80.85 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 19,060 | 5.72 | 467 | 6.38 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 14,883 | 365 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 101,378 | 32.13 | 2,485 | 32.69 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 878,976 | 2.80 | 21,544 | 3.26 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 19,336 | 501 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 44 | 1 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,172 | 239.71 | 29 | 250.00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 47,167 | 1,156 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16,188 | 3.23 | 397 | 3.66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,496 | 46.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30,532 | 748 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 931,860 | 27.08 | 22,838 | 27.64 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 474,700 | 219.59 | 11,635 | 221.03 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 131,795 | 4.67 | 3,230 | 5.83 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 145,627 | 6.46 | 3,569 | 6.95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 351,146 | 1.83 | 8,607 | 2.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 26,053 | 13.08 | 639 | 13.52 | ||||
| 2025-08-07 | 13F | PFG Advisors | 38,536 | 945 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,272 | 41.18 | 31 | 47.62 |
