Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Morningstar Multi-Asset Income ETF meliputi SILVER OAK SECURITIES, Inc, Exchange Traded Concepts, Llc, dan O'shaughnessy Asset 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 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 |
