Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF termasuk Gladwyn Financial Advisors, Inc., New Capital Management LP, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Wealth Advisory Team LLC, Compagnie Lombard Odier SCmA, Country Trust Bank, J.Safra Asset Management Corp, Transce3nd, LLC, dan Global Retirement Partners, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20,264 | 22.96 | 917 | 23.25 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 9,821 | 446 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 462,366 | 32.40 | 21,010 | 17.82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17,944 | 4.21 | 815 | 4.89 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 63,632 | 2,891 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 31,974 | 4.38 | 1,453 | 4.99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 104,365 | 5.36 | 4,742 | 5.97 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 12,102 | 11.25 | 550 | 11.81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 89 | 4 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 1,900 | 86 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 15,248 | 4.53 | 687 | 8.02 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 235,286 | 0.75 | 10,691 | 106,810.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 8,935 | 406 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 1,026 | 46 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,384 | 139.04 | 334 | 140.29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 53,647 | 56.69 | 2 | 100.00 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 45,624 | 2,073 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 16,381 | 0.96 | 744 | 1.50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 222 | 2.30 | 10 | 11.11 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,312 | 0.45 | 423 | 1.20 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1,150 | 52 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11,187 | 6.07 | 508 | 6.72 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 498,836 | 51.31 | 22,667 | 52.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 40,132 | 2.14 | 1,824 | 2.70 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 129,130 | 1.99 | 5,777 | 1.85 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 10,215 | 25.57 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 86,497 | 91.25 | 2,356 | 15.32 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,008 | 169.52 | 46 | 181.25 | ||||
| 2025-08-12 | 13F | Prudential Plc | 13,390 | 10.48 | 608 | 11.15 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,778 | 6,250.00 | 81 | 7,900.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15,215 | 50.18 | 691 | 51.20 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,101 | 95 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 217,617 | 0.46 | 9,889 | 1.04 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 60,694 | 16.12 | 2,758 | 16.77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 19,618 | 161.96 | 891 | 163.31 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 68,310 | 5.16 | 3,104 | 5.76 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 17,471 | 794 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 30,336 | 0.96 | 1,378 | 1.55 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 222,466 | 6.62 | 10,109 | 7.22 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 311 | 1.63 | 14 | 7.69 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 100 | 5 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 478,542 | 2.86 | 21,745 | 3.45 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 39,300 | 1,786 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5,759 | 22.61 | 262 | 23.11 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 266,949 | 3.26 | 12,130 | 3.86 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 205,682 | 80.98 | 9,355 | 82.20 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,327 | 8.77 | 560 | 11.55 |
