Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF inkluderar Orion Portfolio Solutions, LLC, CAP Partners, LLC, Colonial Trust Co / SC, Mount Yale Investment Advisors, LLC, Eastern Bank, och Parallel 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 23 641 | 24,99 | 724 | 21,72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 403 | 11,64 | 349 | 8,72 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 246 | 7,69 | 38 | 5,56 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 34 874 | 148,55 | 1 067 | 141,95 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14 946 | 457 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 33 838 | 23,72 | 1 036 | 20,35 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 345 | 92,42 | 41 | 95,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 363 200 | 8,42 | 11 | 10,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 7 442 | 9,60 | 227 | 6,57 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 904 | 1,49 | 58 | −1,69 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 22 690 | 10,74 | 695 | 7,76 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 31 930 | 69,72 | 977 | 65,31 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 542 741 | 9,01 | 16 613 | 6,10 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 38 650 | 1,31 | 1 183 | −1,33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 021 | 378 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 54 797 | 11,93 | 1 677 | 8,97 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 457 255 | 17,92 | 44 607 | 14,77 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 60 693 | 28,33 | 1 858 | 24,88 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 291 | 277,92 | 9 | 300,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 20 966 | 46,30 | 642 | 42,44 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 85 | 6,25 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 50 550 | 62,05 | 1 547 | 57,70 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17 228 | 1,04 | 527 | −1,68 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 162 968 | 56,46 | 4 988 | 52,31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 495 | 10,33 | 352 | 7,34 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 27 679 | 35,65 | 847 | 32,14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 823 | 56,05 | 86 | 53,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13 141 | 9,32 | 402 | 6,35 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 12 789 | 1,15 | 391 | −1,51 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 740 | 145 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3 251 | 3,34 | 100 | 1,02 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 55 977 | 1,33 | 1 713 | −1,38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 373 | 11 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 477 264 | 13,28 | 14 609 | 10,26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 789 158 | 2,03 | 24 156 | −0,69 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 836 | 9,89 | 332 | 6,77 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 17 500 | 52,52 | 536 | 48,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 65 398 | 9,84 | 2 | 100,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 103 310 | 0,49 | 3 162 | −2,20 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 10 713 | 328 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 11 331 | 9,75 | 347 | 6,79 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 194 549 | 47,03 | 5 955 | 43,11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 941 | 29 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 158 461 | 32,58 | 4 851 | 29,02 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 109 | 3 | ||||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 107 814 | 13,35 | 3 300 | 10,33 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 208 | 4,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 9 587 | 38,16 | 293 | 34,40 | ||||
| 2025-06-03 | 13F | Invst, LLC | 21 365 | 9,86 | 672 | 8,75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 248 222 | 2,24 | 7 598 | −0,48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 292 949 | 3,88 | 8 967 | 1,12 | ||||
| 2025-07-24 | 13F | Eastern Bank | 136 | 4 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 73 102 | 119,75 | 2 261 | 116,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 125 960 | 35,22 | 4 | 50,00 |
