Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Advanced High Yield Corporate Bond ETF inkluderar Aurora Private Wealth, Inc., Diversified Enterprises, LLC, Cantor Fitzgerald Investment Adviser L.p., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 826 | 87 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 22 883 | 1,97 | 1 087 | 4,52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 543 | 6,96 | 1 023 | 9,76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22 545 | 19,83 | 1 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1 443 | 1,62 | 69 | 4,62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 393 | 15,48 | 256 | 18,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 41 888 | 0,63 | 1 990 | 3,22 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 867 | 18,77 | 41 | 24,24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 16 940 | 1 | ||||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4 218 | 200 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 469 | 2,63 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 26 428 | 0,74 | 1 255 | 3,38 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 61 981 | 1,60 | 2 944 | 4,25 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 7 463 | 354 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 72 253 | 8,15 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 130 | 6 | ||||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 18 139 | 5,03 | 862 | 7,76 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 531 | 0 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 742 | 16,82 | 653 | 19,85 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 208 110 | 2,16 | 9 852 | 4,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 71 652 | 0,79 | 3 403 | 3,37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 779 | 7,82 | 2 127 | 10,61 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 5 310 | 1,51 | 252 | 4,56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 819 | 0,61 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 6 163 | 34,62 | 293 | 37,74 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 5 640 | 3,41 | 268 | 5,95 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 22 666 | 11,57 | 1 077 | 14,47 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15 316 | 7,16 | 728 | 9,98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 162 | 10,03 | 103 | 13,33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 177 | 8 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 491 | 1,36 | 1 543 | 3,98 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 8 709 | 21,72 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 28 307 | 0,65 | 1 345 | 3,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 552 | 62,05 | 215 | 65,38 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 699 | 0,14 | 33 | 3,13 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1 433 | 1,63 | 67 | 4,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 49 446 | 20,37 | 2 349 | 23,45 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 86 603 | 5,55 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 72 773 | 58,35 | 3 457 | 62,41 |
