Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares International Treasury Bond ETF inkluderar Raymond James Financial Inc, Patriot Financial Group Insurance Agency, LLC, GeoWealth Management, LLC, Summit Trail Advisors, Llc, Quadrature Capital Ltd, Pensionmark Financial Group, Llc, Neuberger Berman Group LLC, Argonautica Private Wealth Management, Inc, Change Path, LLC, Fortis Group Advisors, LLC, Betterment LLC, Colony Group, LLC, LCR - Leuthold Core ETF, Vance Wealth, Inc., Quartz Partners, LLC, Permanent Capital Management, LP, Ieq Capital, Llc, Client First Investment Management LLC, Natixis Advisors, L.p., och VERITY Wealth Advisors .
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 | Briaud Financial Planning, Inc | 5 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 223 982 | 41,97 | 9 654 | 55,21 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 524 161 | 313,27 | 22 591 | 351,91 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2 410 | 104 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 84 670 | 15,98 | 3 627 | 25,85 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 15 491 | 668 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 395 | 1 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 112 274 | 4 839 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 31 477 | 189,07 | 1 357 | 216,08 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 8 699 | 57,82 | 375 | 72,35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 57 | 2 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7 271 | 17,35 | 313 | 28,28 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 4 508 | 194 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 26 416 | 1,76 | 1 139 | 11,24 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9 333 | 402 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 36 626 | 228 812,50 | 1 579 | |||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 10 157 | 438 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25 100 | 1 082 | ||||||
| 2025-07-23 | 13F | DMG Group, LLC | 13 761 | 593 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 839 | 49,29 | 36 | 63,64 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 52 920 | 43,57 | 2 281 | 56,92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 243 | 36,52 | 10 | 42,86 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 88 273 | 3 805 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 24 012 | 1 035 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 8 887 | 383 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 162 596 | 21,24 | 7 008 | 32,56 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 130 571 | 5 628 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45 843 | 440,16 | 1 976 | 491,32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 657 | 690 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 183 866 | 72,04 | 7 925 | 88,08 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 41 504 | 1 789 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 289 269 | 43,24 | 12 467 | 56,62 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 600 | 20,00 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 29 432 | 23,39 | 1 269 | 19,40 | ||||
| 2025-07-15 | 13F | Permanent Capital Management, LP | 13 872 | 598 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 14 088 | 607 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8 992 | 388 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 89 606 | 0,17 | 3 862 | 9,53 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 105 025 | 30,20 | 47 627 | 42,35 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 8 835 | 381 | ||||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 21 386 | 922 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 162 275 | 4,85 | 6 994 | 14,64 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 18 561 | 769 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 18 353 | 298,11 | 790 | 336,46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93 527 | 77,73 | 4 031 | 94,31 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 16 875 | 727 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 72 974 | 23,14 | 3 145 | 34,63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 296 136 | 12 763 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6 822 | 294 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 022 | 3,86 | 39 | 2,63 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 113 556 | 4 894 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 134 359 | 5 803 | ||||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 5 445 | 235 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 28 037 | 203,60 | 1 208 | 231,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 171 611 | 56,63 | 7 396 | 71,24 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 9 601 | 414 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 4 668 | 201 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 11 540 | 497 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 788 | 206 | ||||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 15 970 | 688 | ||||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 592 | 26 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 317 604 | 203,94 | 13 689 | 232,31 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 924 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15 372 | 489,87 | 662 | 549,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29 | 190,00 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 273 417 | 431,03 | 11 784 | 480,78 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 19 617 | 845 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4 560 | 71,24 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 552 | 97,86 | 972 | 116,26 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 172 309 | 0,52 | 7 427 | 9,92 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 60 644 | 2,60 | 2 614 | 12,15 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 63 229 | 2 725 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 129 | 0 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 20 681 | 31,58 | 891 | 43,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 845 | 145,35 | 80 | 172,41 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4 988 | 39,76 | 215 | 51,77 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 328 | 402 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13 792 | 114 833,33 | 594 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 64 096 | 2 763 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 49 484 | 2 133 | ||||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 61 453 | 17,51 | 2 649 | 28,48 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 13 518 | 2 658,78 | 583 | 2 963,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 648 399 | 16 296,41 | 243 446 | 17 840,01 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 30 099 | 1,37 | 1 297 | 10,85 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 134 056 | 860,77 | 5 778 | 950,36 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 260 | 11 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29 037 | 16,99 | 1 | |||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 151 369 | 23,62 | 6 524 | 35,18 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13 194 | 569 | ||||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 405 259 | 17 467 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4 919 | 5,67 | 212 | 15,85 |
