Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Government/Credit Bond ETF inkluderar Wealth Enhancement Advisory Services, Llc, D L Carlson Investment Group Inc, Northern Trust Corp, Duncan Williams Asset Management, LLC, First National Trust Co, Focus Financial Network, Inc., Twin Peaks Wealth Advisors, LLC, och Smithfield Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 13 519 | 0,65 | 1 412 | 1,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 174 | 2,68 | 540 | 3,25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 46 | 0,00 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 521 | 159 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 655 | 1,57 | 277 | 1,84 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 18 793 | 1 963 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 47 136 | 9,47 | 4 923 | 9,79 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 959 | 12,76 | 413 | 12,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 498 | 156 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2 300 | 240 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 186 809 | 2,27 | 19 511 | 2,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27 120 | 2 812 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1 941 | 203 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 130 | 14 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 10 652 | 46,78 | 1 113 | 47,28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 607 | 10,79 | 585 | 11,01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 814 | 15,88 | 712 | 16,18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 173 | 0,58 | 18 | 5,88 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 53 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 239 | 965 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 2 000 | 209 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 14 311 | 3,16 | 1 495 | 3,46 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13 204 | 3,02 | 1 379 | 3,37 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 417 | 0,95 | 357 | 1,14 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 52 | 1,96 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 17 200 | 15,83 | 1 797 | 16,17 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3 306 | 345 |
