Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares CMBS ETF inkluderar Community Trust & Investment Co, Mma Asset Management Llc, Visionary Wealth Advisors, Nwam Llc, och Rise Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 48 260 | 84,95 | 2 351 | 87,78 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 46 555 | 51,12 | 2 268 | 53,45 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 10 099 | 492 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 54 302 | 46,58 | 2 649 | 48,93 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 91 204 | 4 443 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71 881 | 122,67 | 3 502 | 126,08 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 5 767 | 10,29 | 281 | 11,55 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 39 444 | 2,38 | 1 922 | 3,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23 556 | 34,74 | 1 148 | 36,71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47 079 | 25,17 | 2 294 | 27,04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 449 | 0,28 | 314 | 1,62 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 16 322 | 795 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 32 586 | 11,04 | 1 588 | 12,71 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 18 505 | 17,54 | 902 | 19,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 259 336 | 26,83 | 12 635 | 28,73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 138 508 | 0,13 | 6 749 | 1,63 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 216 | 4 772,73 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47 359 | 7,98 | 2 307 | 9,60 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 253 002 | 15,47 | 12 326 | 17,20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 932 | 1,80 | 289 | 3,58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 112 740 | 1,62 | 5 493 | 3,14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 4 719 | 230 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 091 | 39,97 | 345 | 41,98 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 441 | 0,92 | 21 | 5,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 228 | 78,43 | 255 | 81,43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4 151 | 201 | ||||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4 597 | 224 | ||||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 53 573 | 2,88 | 2 610 | 4,44 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 386 | 19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 109 | 59,84 | 444 | 62,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14 627 | 22,13 | 713 | 23,83 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 23 078 | 67,03 | 1 124 | 69,53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 852 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 45 625 | 31,33 | 2 223 | 33,29 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 76 351 | 5,77 | 3 720 | 7,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26 716 | 1 302 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 41 898 | 2 041 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 938 | 10,87 | 46 | 12,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 043 | 82,87 | 489 | 85,93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 256 | 0 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 36 | 2 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 165 931 | 34,68 | 8 084 | 36,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 413 | 20 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 156 402 | 160,37 | 7 620 | 164,27 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 23 432 | 25,77 | 1 142 | 27,63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6 278 | 4,81 | 306 | 6,27 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 888 | 0,91 | 43 | 2,38 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7 076 | 345 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 397 979 | 6,41 | 19 389 | 8,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 613 | 3,40 | 79 | 5,41 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 42 | 44,83 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 247 585 | 20,66 | 12 062 | 22,47 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 |
