Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF inkluderer 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., og Boreal Capital Management LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
