Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares, Inc. - iShares J.P. Morgan EM High Yield Bond ETF inkluderar Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Benjamin Edwards Inc, Global View Capital Management LLC, och Foundations Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20 507 | 61,46 | 797 | 64,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30 288 | 137 572,73 | 1 180 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 3 906 | 33,17 | 152 | 35,71 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 4 941 | 8,33 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 11 525 | 21,15 | 449 | 23,69 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 239 423 | 13,02 | 9 330 | 1,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 243 891 | 17,14 | 9 504 | 19,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 60 978 | 28,33 | 2 376 | 30,84 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 52 502 | 0,60 | 2 046 | 2,51 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 378 | 794 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 7 810 | 304 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 307 753 | 2,17 | 11 993 | 4,15 | ||||
| 2025-07-28 | NP | FXED - Sound Enhanced Fixed Income ETF | 28 226 | 1,12 | 1 079 | −0,64 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 10 513 | 0,01 | 410 | 2,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 126 | 6,78 | 5 | 0,00 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 613 995 | 1,09 | 23 283 | −0,84 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 041 533 | 6,65 | 40 589 | 8,71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 87 048 | 4,69 | 3 392 | 6,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 746 | 8,12 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29 541 | 24,10 | 1 151 | 26,48 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 516 | 158,00 | 20 | 185,71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 408 | 91 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13 292 | 5,94 | 518 | 7,93 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 337 | 1 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 549 | 528 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 655 820 | 4,74 | 25 557 | 6,77 | ||||
| 2025-08-14 | 13F | Betterment LLC | 254 985 | 10,85 | 10 | 12,50 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 13 365 | 521 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 57 108 | 1,67 | 2 225 | 3,63 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 951 | 271 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 22 397 | 3,61 | 873 | 5,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 000 | 39 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 356 | 691,11 | 14 | 1 200,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 569 | 0,09 | 373 | 1,92 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 36 655 | 1,20 | 1 428 | 3,18 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 018 442 | 0,06 | 39 689 | 1,99 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 67 401 | 0,39 | 2 627 | 2,34 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 241 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 360 | 7,26 | 53 | 8,33 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 92 500 | 3 605 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 500 | 15,21 | 19 | 18,75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 341 | 0,29 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50 890 | 11,02 | 1 984 | 13,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 84 422 | 189,48 | 3 254 | 192,01 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 45 889 | 37,85 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 490 321 | 1,99 | 19 108 | 3,96 |
