Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares Core 10+ Year USD Bond ETF inkluderer Schmidt P J Investment Management Inc, Grey Fox Wealth Advisors, LLC, Crescent Grove Advisors, LLC, Federation des caisses Desjardins du Quebec, og Financial Network Wealth 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.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
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 |