Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF termasuk Congress Wealth Management LLC / DE /, Wesbanco Bank Inc, Common Fund For Nonprofit Organizations, Colony Group, LLC, Copia Wealth Management, dan Quaker Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 108,421 | 5,468 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 353,088 | 12.12 | 17,809 | 8.91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 349,763 | 6.19 | 17,641 | 3.22 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 97 | 5 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 84,758 | 37.26 | 4,275 | 33.40 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30,000 | 1,513 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21,464 | 11.66 | 1,082 | 8.53 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 9,108 | 8.65 | 473 | 18.59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 55,443 | 2,796 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11,987 | 1 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 253,016 | 12.25 | 12,761 | 19.01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 51 | 3 | ||||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 17,134 | 864 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 45,627 | 11.81 | 2,301 | 8.69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7,417 | 374 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6,363 | 1,475.00 | 321 | 1,500.00 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 9,949 | 7.71 | 502 | 4.59 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6,027 | 8.17 | 304 | 4.84 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1,335 | 69 | ||||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 163,627 | 47.64 | 8,253 | 43.51 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 68,640 | 0.19 | 3,462 | -2.62 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 25,392 | 4.22 | 1,281 | 1.27 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4,784 | 10.38 | 241 | 7.59 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,065 | 1.00 | 306 | -1.93 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 267,743 | 22.95 | 13,498 | 19.88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,360 | 0.43 | 119 | -1.65 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 56,902 | 459.67 | 2,953 | 486.88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20,461 | 7.38 | 1,032 | 4.99 |
