Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF termasuk Summit Investment Advisory Services, LLC, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Captrust Financial Advisors, Private Advisor Group, LLC, Cyr Financial Inc., Guidance Point Advisors, LLC, Stifel Financial Corp, Barrett & Company, Inc., dan Boreal Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Keeler THomas Management LLC | 406,047 | 15.45 | 9,636 | 17.27 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 20,961 | 61.38 | 497 | 64.03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 228,569 | 20.18 | 5,424 | 22.08 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 37,163 | 13.41 | 882 | 15.16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 198,252 | 4.45 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 48,653 | 2.11 | 1,155 | 3.68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 250,299 | 8.58 | 5,940 | 10.31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 61,068 | 2.63 | 1,449 | 4.24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 199,966 | 600.41 | 4,745 | 610.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 63,228 | 7.87 | 1,500 | 9.57 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 319,188 | 0.08 | 7,574 | 1.66 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 9,675 | 230 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9,212 | 219 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 542 | 2.46 | 13 | 0.00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16,788 | 23.89 | 398 | 25.95 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 797 | 1.66 | 19 | 0.00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 55,082 | 9.24 | 1,307 | 11.05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10,044 | 238 | ||||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 200,750 | 4.48 | 4,764 | 6.13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 165,613 | 68.61 | 3,930 | 71.32 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,925 | 46 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12,683 | 301 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 36,195 | 78.27 | 859 | 81.01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 521,271 | 2.66 | 12,370 | 4.28 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 34,015 | 14.29 | 792 | 12.66 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1,173,912 | 40.40 | 27,857 | 42.62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18,747 | 445 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,784 | 16.20 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 100,648 | 7.60 | 2,373 | 9.25 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 800 | 77.78 | 19 | 80.00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 11,000 | 52.78 | 261 | 55.36 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 117,987 | 45.13 | 2,800 | 47.39 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 287 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,436 | 271 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 91,448 | 12.66 | 2,170 | 14.45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,561 | 274 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 9,501 | 225 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 326,727 | 1.28 | 7,753 | 2.89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,979 | 471.64 | 118 | 490.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 96,377 | 2,287 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,518 | 36 |
