Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares CMBS ETF termasuk Community Trust & Investment Co, Mma Asset Management Llc, Visionary Wealth Advisors, Nwam Llc, dan Rise Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 48,260 | 84.95 | 2,351 | 87.78 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 46,555 | 51.12 | 2,268 | 53.45 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 10,099 | 492 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 54,302 | 46.58 | 2,649 | 48.93 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 91,204 | 4,443 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71,881 | 122.67 | 3,502 | 126.08 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 5,767 | 10.29 | 281 | 11.55 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 39,444 | 2.38 | 1,922 | 3.89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23,556 | 34.74 | 1,148 | 36.71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47,079 | 25.17 | 2,294 | 27.04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,449 | 0.28 | 314 | 1.62 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 16,322 | 795 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 32,586 | 11.04 | 1,588 | 12.71 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 18,505 | 17.54 | 902 | 19.34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 259,336 | 26.83 | 12,635 | 28.73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 138,508 | 0.13 | 6,749 | 1.63 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,216 | 4,772.73 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47,359 | 7.98 | 2,307 | 9.60 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 253,002 | 15.47 | 12,326 | 17.20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,932 | 1.80 | 289 | 3.58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 112,740 | 1.62 | 5,493 | 3.14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 4,719 | 230 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,091 | 39.97 | 345 | 41.98 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 441 | 0.92 | 21 | 5.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,228 | 78.43 | 255 | 81.43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4,151 | 201 | ||||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4,597 | 224 | ||||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 53,573 | 2.88 | 2,610 | 4.44 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 386 | 19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,109 | 59.84 | 444 | 62.27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14,627 | 22.13 | 713 | 23.83 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 23,078 | 67.03 | 1,124 | 69.53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,852 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 45,625 | 31.33 | 2,223 | 33.29 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 76,351 | 5.77 | 3,720 | 7.36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26,716 | 1,302 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 41,898 | 2,041 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 938 | 10.87 | 46 | 12.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,043 | 82.87 | 489 | 85.93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 256 | 0 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 36 | 2 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 165,931 | 34.68 | 8,084 | 36.72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 413 | 20 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 156,402 | 160.37 | 7,620 | 164.27 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 23,432 | 25.77 | 1,142 | 27.63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6,278 | 4.81 | 306 | 6.27 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 888 | 0.91 | 43 | 2.38 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7,076 | 345 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 397,979 | 6.41 | 19,389 | 8.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,613 | 3.40 | 79 | 5.41 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 42 | 44.83 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 247,585 | 20.66 | 12,062 | 22.47 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 |
