Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares BB Rated Corporate Bond ETF termasuk CMIAX - Curasset Capital Management Limited Term Income Fund Class A, CMBEX - Curasset Capital Management Core Bond Fund Founders Class, Raymond James Financial Inc, dan Zhang Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,392 | 12.21 | 159 | 14.39 | ||||
| 2025-08-28 | NP | GUHYX - Victory High Yield Fund Class A | 73,000 | 14.06 | 3,431 | 16.03 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16,666 | 10.03 | 780 | 11.91 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 15,254 | 0.14 | 705 | 0.28 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 16,426 | 8.02 | 772 | 9.97 | ||||
| 2025-08-07 | NP | CMIAX - Curasset Capital Management Limited Term Income Fund Class A | 73,007 | 3,431 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 322,000 | 0.16 | 15,134 | 1.87 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 19,922 | 322.17 | 936 | 319.73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 259 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10,977 | 516 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,970 | 0.38 | 516 | 1.98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,183 | 343.07 | 56 | 366.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,611 | 5.00 | 170 | 6.96 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 4,314 | 203 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 398 | 37.72 | 19 | 38.46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 251 | |||||||
| 2025-04-24 | 13F | Renaissancere Holdings Ltd | 0 | 0 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 36,543 | 3.89 | 1,718 | 5.66 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 448 | 1.36 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 344,895 | 57.52 | 16,210 | 41.76 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 | 0 | ||||||
| 2025-08-07 | NP | CMBEX - Curasset Capital Management Core Bond Fund Founders Class | 29,328 | 1,378 | ||||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 18,121 | 2.81 | 852 | 4.55 |
