Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds 2029 Term High Yield and Income ETF inkluderar Summit Investment Advisory Services, LLC, Cyr Financial Inc., Insigneo Advisory Services, Llc, Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, och Barrett & Company, Inc. .
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 | 392 029 | 10,14 | 9 287 | 12,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 50 551 | 18,12 | 1 198 | 20,54 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 69 142 | 33,03 | 1 638 | 35,74 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 49 053 | 2,77 | 1 162 | 4,87 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 323 834 | 4,31 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 59 623 | 64,49 | 1 412 | 67,90 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 8 558 | 203 | ||||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 32 712 | 775 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 306 234 | 0,20 | 7 255 | 2,23 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 35 740 | 19,82 | 847 | 22,25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 954 | 0,32 | 283 | 2,54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 431 319 | 30,91 | 10 218 | 33,56 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 944 | 46 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 541 | 2,46 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 296 464 | 2,76 | 7 023 | 4,84 | ||||
| 2025-07-22 | 13F | Legacy Trust | 10 589 | 4,96 | 251 | 6,84 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26 701 | 633 | ||||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 208 841 | 4,00 | 4 947 | 6,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 426 | 3 575,76 | 57 | 5 600,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 421 | 1,69 | 10 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 176 | 28,95 | 217 | 30,72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 124 | 89,44 | 429 | 93,24 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 33 | |||||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 33 993 | 14,29 | 785 | 11,21 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 511 879 | 10,50 | 12 126 | 12,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13 556 | 321 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54 782 | 118,17 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 621 | 14,01 | 62 | 16,98 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 81 772 | 10,19 | 1 919 | 12,35 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 88 737 | 497,03 | 2 102 | 509,28 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 145 374 | 21,10 | 3 444 | 23,54 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 54 584 | 0,83 | 1 293 | 2,95 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 61 063 | 17,82 | 1 447 | 20,20 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 794 | 1,79 | 19 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22 788 | 15,50 | 540 | 17,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14 285 | 338 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 6 510 | 163,24 | 153 | 168,42 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 17 040 | 396 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12 391 | 20,41 | 293 | 22,69 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 77 274 | 1 831 |
