Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF termasuk D.a. Davidson & Co., Reliant Wealth Planning, Benjamin Edwards Inc, Bank Of America Corp /de/, Mml Investors Services, Llc, Financial Engines Advisors L.L.C., dan Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34,834 | 4.95 | 895 | 5.05 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 41,975 | 152.36 | 1,079 | 153.29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 379 | 10 | ||||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 16,313 | 23.12 | 419 | 23.24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146,146 | 2.55 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9,156 | 0 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 176,118 | 126.63 | 4,527 | 127.03 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 18,800 | 35.50 | 483 | 35.67 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 64,266 | 34.61 | 1,652 | 34.78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,551 | 5.86 | 220 | 5.80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,102 | 1,005 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7,070 | 16.47 | 182 | 16.77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,118 | 434.85 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,826 | 227 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 94,761 | 11.48 | 2,436 | 11.65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20,451 | 48.85 | 526 | 49.15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17,721 | 34.48 | 456 | 34.62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,106 | 246.71 | 28 | 250.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7,961 | 205 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 789,078 | 8.73 | 20,283 | 8.88 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 54,310 | 1,396 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 23,098 | 594 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 90,776 | 59.43 | 2,333 | 59.69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 320,632 | 8,242 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 96,911 | 235.07 | 2,491 | 235.71 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 121,396 | 4.84 | 3,121 | 5.91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 19,016 | 489 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 255,792 | 6.73 | 6,575 | 6.88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 196,400 | 8.98 | 5,049 | 9.12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 418,558 | 56.17 | 10,759 | 56.40 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9,923 | 0.53 | 255 | 0.79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 45,986 | 175.48 | 1,182 | 176.17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 517 | 111.02 | 13 | 116.67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,710 | 77.33 | 172 | 77.32 |
