Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF inkluderar Summit Investment Advisory Services, LLC, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Captrust Financial Advisors, Private Advisor Group, LLC, Cyr Financial Inc., Guidance Point Advisors, LLC, Stifel Financial Corp, Barrett & Company, Inc., och Boreal Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Keeler THomas Management LLC | 406 047 | 15,45 | 9 636 | 17,27 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 20 961 | 61,38 | 497 | 64,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 228 569 | 20,18 | 5 424 | 22,08 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 37 163 | 13,41 | 882 | 15,16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 198 252 | 4,45 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 48 653 | 2,11 | 1 155 | 3,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 250 299 | 8,58 | 5 940 | 10,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 61 068 | 2,63 | 1 449 | 4,24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 199 966 | 600,41 | 4 745 | 610,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 63 228 | 7,87 | 1 500 | 9,57 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 319 188 | 0,08 | 7 574 | 1,66 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 9 675 | 230 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9 212 | 219 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 542 | 2,46 | 13 | 0,00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16 788 | 23,89 | 398 | 25,95 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 797 | 1,66 | 19 | 0,00 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 55 082 | 9,24 | 1 307 | 11,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 044 | 238 | ||||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 200 750 | 4,48 | 4 764 | 6,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 165 613 | 68,61 | 3 930 | 71,32 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 925 | 46 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12 683 | 301 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 36 195 | 78,27 | 859 | 81,01 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 521 271 | 2,66 | 12 370 | 4,28 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 34 015 | 14,29 | 792 | 12,66 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1 173 912 | 40,40 | 27 857 | 42,62 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18 747 | 445 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58 784 | 16,20 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 100 648 | 7,60 | 2 373 | 9,25 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 800 | 77,78 | 19 | 80,00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 11 000 | 52,78 | 261 | 55,36 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 117 987 | 45,13 | 2 800 | 47,39 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 287 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 436 | 271 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 91 448 | 12,66 | 2 170 | 14,45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 561 | 274 | ||||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 9 501 | 225 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 326 727 | 1,28 | 7 753 | 2,89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 979 | 471,64 | 118 | 490,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 96 377 | 2 287 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 518 | 36 |
