Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF inkluderar Maseco Llp, SIRAX - Sierra Tactical All Asset Fund Class A, Federated Hermes, Inc., Pathstone Holdings, LLC, Scotia Capital Inc., Vance Wealth, Inc., Ameritas Advisory Services, LLC, Transce3nd, LLC, och Kilter Group 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 | Leavell Investment Management, Inc. | 7 137 | 1,19 | 288 | 9,09 | ||||
| 2025-05-13 | 13F | Keystone Global Partners, LLC | 0 | |||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 26 835 | 9,25 | 1 084 | 17,72 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 145 | 9,85 | 6 | 25,00 | ||||
| 2025-06-26 | NP | FAPWX - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M | 11 764 | 27,15 | 455 | 34,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 97 332 | 7,14 | 3 931 | 15,55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 50 422 | 2 | ||||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 92 538 | 0,82 | 3 738 | 8,70 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 119 900 | 4 843 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 19 590 | 70,32 | 791 | 83,95 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 73 929 | 2,40 | 2 986 | 10,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29 328 | 20,35 | 1 190 | 30,37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 373 | 6,74 | 338 | 15,36 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 10 137 | 409 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7 898 | 319 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 156 620 | 23,78 | 6 326 | 33,46 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 36 688 | 0,81 | 1 482 | 8,66 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 31 844 | 3,29 | 1 286 | 11,44 | ||||
| 2025-07-18 | 13F | Vicus Capital | 14 426 | 583 | ||||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 156 337 | 0,93 | 6 049 | 6,59 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 17 653 | 3,50 | 712 | 11,60 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 35 988 | 1 454 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 51 915 | 2 097 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 27 386 | 13,02 | 1 106 | 7,90 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 5 830 | 235 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 19 070 | 29,29 | 770 | 39,49 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 46 297 | 1 870 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13 447 | 5,69 | 543 | 14,08 | ||||
| 2025-07-15 | 13F | Maseco Llp | 227 727 | 9 196 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 84 995 | 55,60 | 3 433 | 67,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 028 | 42 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 134 376 | 111,13 | 5 | 150,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 49 658 | 2 006 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 20 538 | 21,51 | 825 | 30,59 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 61 400 | 6,26 | 2 478 | 14,25 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 919 | 279 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 127 951 | 107,36 | 5 172 | 123,76 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 168 196 | 241,15 | 6 793 | 267,98 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 78 935 | 421,88 | 3 188 | 463,25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 72 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 869 | 2,12 | 35 | 16,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 50 779 | 34,82 | 2 051 | 45,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 566 | 0 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 5 152 | 208 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 55 000 | 2 221 |
