Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares GNMA Bond ETF inkluderar Duncan Williams Asset Management, LLC, Forefront Analytics, LLC, Chapman Financial Group, Llc, WealthPlan Investment Management, LLC, Hills Bank & Trust Co, och Twin Peaks Wealth 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Myecfo, Llc | 56 942 | 3,53 | 2 503 | 3,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34 422 | 86,19 | 1 513 | 86,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 109 369 | 9,35 | 4 807 | 9,48 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 18 670 | 4,72 | 821 | 4,86 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 5 893 | 5,29 | 259 | 5,31 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 9 535 | 6,38 | 419 | 6,62 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 42 517 | 1,27 | 1 869 | 1,36 | ||||
| 2025-08-08 | 13F | Croban | 38 788 | 14,25 | 1 705 | 14,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 202 986 | 8 921 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 13 924 | 0,09 | 612 | 0,16 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 990 | 43 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 889 | 259 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 28 126 | 3,74 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 615 | 1,96 | 70 | 1,47 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 23 398 | 18,38 | 1 028 | 18,57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 232 326 | 0,69 | 10 211 | 0,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 154 | 12,45 | 358 | 12,58 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4 947 | 1,17 | 215 | 0,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 6 120 | 5,17 | 269 | 5,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 88 073 | 66,44 | 3 871 | 66,67 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 35 363 | 27,48 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 300 | 101 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7 687 | 8,70 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 191 | 11,05 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 40 414 | 79,93 | 1 776 | 80,12 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9 736 | 13,53 | 428 | 13,56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 219 | 83,03 | 53 | 82,76 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 11 043 | 3,40 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 47 886 | 2 105 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20 666 | 1 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 14 679 | 51,77 | 645 | 52,12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 902 | 697,00 | 303 | 718,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 79 335 | 3,55 | 3 487 | 3,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 159 193 | 392,69 | 6 997 | 393,37 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 757 948 | 3,60 | 33 312 | 3,71 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 251 648 | 4,80 | 11 060 | 4,91 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 795 203 | 0,30 | 34 949 | 0,41 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 619 | 3,72 | 643 | 3,88 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 25 681 | 1 129 | ||||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 110 423 | 11,88 | 4 853 | 12,03 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 11 621 | 2,99 | 504 | 3,49 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 60 726 | 0,24 | 2 669 | 0,34 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 6 036 | 20,48 | 263 | 19,63 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 12 104 | 92,98 | 1 | |||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 38 788 | 1 705 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 20 625 | 99,99 | 906 | 100,44 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 4 789 | 1,01 | 210 | 0,96 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3 835 | 4,92 | 169 | 5,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60 995 | 56,33 | 2 681 | 56,54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 56 921 | 7,02 | 2 482 | 6,34 |
