Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF inkluderar Prevail Innovative Wealth Advisors, Llc, Kingstone Capital Partners Texas, LLC, Commonwealth Equity Services, Llc, Claris Financial LLC, Sovran Advisors, LLC, SG Americas Securities, LLC, Avidian Wealth Solutions, LLC, CI Private Wealth, LLC, Mutual Advisors, LLC, Kestra Advisory Services, LLC, Coordinated Financial Services, Inc., Park Avenue Securities Llc, Coordinated Financial Services, Inc./CO, Alpine Bank Wealth Management, CIBC Private Wealth Group, LLC, Allworth Financial LP, och Virtus ETF Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 35 543 | 824 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 974 383 | 10,60 | 22 586 | 6,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 305 | 4,63 | 53 | 0,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 51 843 | 53,74 | 1 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 33 054 | 34,95 | 766 | 30,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 57 223 | 30,39 | 1 326 | 25,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 951 | 1,69 | 68 | −1,45 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45 792 | 5,18 | 1 061 | 1,34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 437 861 | 42,08 | 33 330 | 36,88 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 190 905 | 4 425 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 25 655 | 12,76 | 595 | 8,59 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 285 415 | 0,77 | 6 616 | −2,92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 605 862 | 51,82 | 14 044 | 46,27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 826 504 | 5,28 | 18 828 | −0,32 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 62 453 | 1 412 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 990 | 208 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 278 | 6 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 21 945 | 2,22 | 509 | −1,55 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 212 720 | 6 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 28 985 | 29,52 | 672 | 24,72 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 15 213 | 345 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 536 802 | 8,70 | 12 443 | 4,73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 340 729 | 91,45 | 7 898 | 84,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 129 029 | 31,69 | 2 991 | 26,86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 170 268 | 53,59 | 3 955 | 48,26 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 839 | 66 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 135 | 35,00 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 500 | 12 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9 550 | 230 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 237 697 | 55,32 | 5 511 | 49,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 330 | 309 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 49 743 | 1 | ||||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 34 000 | 14,48 | 788 | 10,36 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 5 031 | 117 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 47 602 | 16,92 | 1 103 | 12,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 997 | 30,71 | 93 | 26,03 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 25 655 | 12,76 | 595 | 8,59 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 380 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 323 434 | 2 464,70 | 7 497 | 2 374,26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 238 987 | 24,96 | 5 540 | 20,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 338 | 2 301,44 | 77 | 2 466,67 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 29 984 | 6,58 | 695 | 2,81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 60 001 | 6 000 000,00 | 1 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 48 500 | 183,63 | 1 124 | 173,48 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 11 603 | 269 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 125 | 3 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 64 377 | 1 492 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 474 489 | 29,15 | 10 999 | 24,43 | ||||
| 2025-08-14 | 13F | Comerica Bank | 32 000 | 697,61 | 742 | 671,88 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 135 | 4,65 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 540 | 146,69 | 82 | 141,18 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 204 138 | 5 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 750 | 16,34 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 13 907 | 29,30 | 322 | 24,81 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 88 340 | 134,79 | 2 048 | 126,19 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 20 969 | 486 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 308 713 | 7 156 |
