Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core 10+ Year USD Bond ETF meliputi Schmidt P J Investment Management Inc, Grey Fox Wealth Advisors, LLC, Crescent Grove Advisors, LLC, Federation des caisses Desjardins du Quebec, dan Financial Network Wealth 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 50,473 | 2,494 | ||||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 112,031 | 13.72 | 5,537 | 12.41 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 15,012 | 6.47 | 1 | |||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 11,640 | 575 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 99,482 | 8.43 | 4,916 | 7.17 | ||||
2025-08-14 | 13F | UBS Group AG | 98,650 | 32.41 | 4,875 | 30.87 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 44,484 | 104.86 | 2,198 | 102.58 | ||||
2025-08-05 | 13F | Tsfg, Llc | 7,389 | 0.15 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 98,737 | 6.52 | 4,880 | 5.29 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 106,852 | 3.48 | 5,281 | 2.29 | ||||
2025-07-22 | 13F | Visionary Horizons, LLC | 4,258 | 210 | ||||||
2025-08-15 | 13F | Morgan Stanley | 123,195 | 0.89 | 6,088 | -0.28 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 9,649 | 13.28 | 477 | 12.00 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 11,114 | 549 | ||||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 600 | 30 | ||||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 282 | 0 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5,757 | 17.42 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 166,698 | 0.85 | 8,238 | -0.31 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 113 | 79.37 | 6 | 66.67 | ||||
2025-08-14 | 13F | Betterment LLC | 25,167 | 13.92 | 1 | 0.00 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 166,698 | 0.85 | 8,238 | -0.31 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 7,360 | 364 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,825 | 0.89 | 782 | -0.26 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,542 | 76 | ||||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 12,221 | 6.99 | 604 | 5.60 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 45 | 2.27 | 2 | 0.00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2,103,591 | 1.20 | 103,959 | 0.03 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 40,674 | 73.29 | 2,010 | 71.36 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 75,551 | 3.19 | 3,734 | 1.99 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,005,935 | 7.95 | 49,713 | 6.70 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 45,423 | 174.00 | 2,245 | 171.01 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 32,939 | 1.56 | 1,616 | -0.31 | ||||
2025-07-07 | 13F | Verde Capital Management | 169,463 | 1.67 | 8,375 | 0.48 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 68,357 | 11.90 | 3,378 | 10.61 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 22,435 | 5.77 | 1,100 | 4.46 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 164 | 8 | ||||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 228,570 | 2.04 | 11,296 | 0.85 |