Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF inkluderer Maseco Llp, SIRAX - Sierra Tactical All Asset Fund Class A, Federated Hermes, Inc., Pathstone Holdings, LLC, Scotia Capital Inc., Vance Wealth, Inc., Ameritas Advisory Services, LLC, Transce3nd, LLC, og Kilter Group 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 | Leavell Investment Management, Inc. | 7 137 | 1,19 | 288 | 9,09 | ||||
2025-05-13 | 13F | Keystone Global Partners, LLC | 0 | |||||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 26 835 | 9,25 | 1 084 | 17,72 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 145 | 9,85 | 6 | 25,00 | ||||
2025-06-26 | NP | FAPWX - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M | 11 764 | 27,15 | 455 | 34,62 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 97 332 | 7,14 | 3 931 | 15,55 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 50 422 | 2 | ||||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 92 538 | 0,82 | 3 738 | 8,70 | ||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 119 900 | 4 843 | ||||||
2025-08-14 | 13F | Fmr Llc | 19 590 | 70,32 | 791 | 83,95 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 73 929 | 2,40 | 2 986 | 10,39 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29 328 | 20,35 | 1 190 | 30,37 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 8 373 | 6,74 | 338 | 15,36 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 10 137 | 409 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 7 898 | 319 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 156 620 | 23,78 | 6 326 | 33,46 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 36 688 | 0,81 | 1 482 | 8,66 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 31 844 | 3,29 | 1 286 | 11,44 | ||||
2025-07-18 | 13F | Vicus Capital | 14 426 | 583 | ||||||
2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 156 337 | 0,93 | 6 049 | 6,59 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 17 653 | 3,50 | 712 | 11,60 | ||||
2025-08-13 | 13F | Federated Hermes, Inc. | 35 988 | 1 454 | ||||||
2025-07-07 | 13F | New Capital Management LP | 51 915 | 2 097 | ||||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 27 386 | 13,02 | 1 106 | 7,90 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 5 830 | 235 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 19 070 | 29,29 | 770 | 39,49 | ||||
2025-08-04 | 13F | Haven Private, LLC | 46 297 | 1 870 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 13 447 | 5,69 | 543 | 14,08 | ||||
2025-07-15 | 13F | Maseco Llp | 227 727 | 9 196 | ||||||
2025-07-03 | 13F | Lam Group, Inc. | 84 995 | 55,60 | 3 433 | 67,74 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 028 | 42 | ||||||
2025-07-29 | 13F | Foster & Motley Inc | 134 376 | 111,13 | 5 | 150,00 | ||||
2025-08-13 | 13F | Northern Trust Corp | 49 658 | 2 006 | ||||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 20 538 | 21,51 | 825 | 30,59 | ||||
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 61 400 | 6,26 | 2 478 | 14,25 | ||||
2025-08-13 | 13F | M&t Bank Corp | 6 919 | 279 | ||||||
2025-07-24 | 13F | Leo Wealth, LLC | 127 951 | 107,36 | 5 172 | 123,76 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 168 196 | 241,15 | 6 793 | 267,98 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 78 935 | 421,88 | 3 188 | 463,25 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 72 | 3 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 869 | 2,12 | 35 | 16,67 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 50 779 | 34,82 | 2 051 | 45,39 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 566 | 0 | ||||||
2025-08-13 | 13F | Vance Wealth, Inc. | 5 152 | 208 | ||||||
2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
2025-08-08 | 13F | Principal Financial Group Inc | 55 000 | 2 221 |