Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Yield Optimized Bond ETF inkluderar Silverlake Wealth Management Llc, Valmark Advisers, Inc., Newbridge Financial Services Group, Inc., Ameritas Advisory Services, LLC, och Asset Dedication, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 22 292 | 6,74 | 504 | 7,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 348 292 | 153,06 | 7 875 | 155,10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 644 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 77 438 | 23,92 | 1 751 | 24,91 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 258 | 28 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 13 266 | 3,44 | 300 | 4,18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 98 389 | 55,96 | 2 225 | 57,28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 208 | 5 | ||||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 137 343 | 0,37 | 3 105 | 1,21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21 460 | 8,78 | 485 | 9,73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 982 | 1,56 | 158 | 3,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 178 | 185 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 21 192 | 2,55 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 258 762 | 0,85 | 536 | 1,90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 85 110 | 216,88 | 1 924 | 219,60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 838 197 | 4,38 | 18 952 | 5,24 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18 890 | 0,03 | 427 | 0,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 311 939 | 0,73 | 7 053 | 1,56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 244 119 | 17,28 | 5 520 | 18,26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 870 | 336 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48 578 | 2,02 | 1 098 | 2,91 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27 229 | 38,49 | 616 | 39,77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 56 551 | 6,85 | 1 279 | 7,76 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 9 825 | 222 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 8 649 | 196 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 190 900 | 41,44 | 4 316 | 42,63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11 153 | 9,38 | 252 | 10,53 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 31 470 | 1,35 | 712 | 2,16 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 17 318 | 392 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12 677 | 287 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 656 | 37 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 299 098 | 12,02 | 6 763 | 12,94 |
