Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares CMBS ETF meliputi Community Trust & Investment Co, Mma Asset Management Llc, Visionary Wealth Advisors, Nwam Llc, dan Rise Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 48,260 | 84.95 | 2,351 | 87.78 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 46,555 | 51.12 | 2,268 | 53.45 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 10,099 | 492 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 54,302 | 46.58 | 2,649 | 48.93 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 91,204 | 4,443 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71,881 | 122.67 | 3,502 | 126.08 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 5,767 | 10.29 | 281 | 11.55 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 39,444 | 2.38 | 1,922 | 3.89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23,556 | 34.74 | 1,148 | 36.71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47,079 | 25.17 | 2,294 | 27.04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,449 | 0.28 | 314 | 1.62 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 16,322 | 795 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 32,586 | 11.04 | 1,588 | 12.71 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 18,505 | 17.54 | 902 | 19.34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 259,336 | 26.83 | 12,635 | 28.73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 138,508 | 0.13 | 6,749 | 1.63 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,216 | 4,772.73 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47,359 | 7.98 | 2,307 | 9.60 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 253,002 | 15.47 | 12,326 | 17.20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,932 | 1.80 | 289 | 3.58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 112,740 | 1.62 | 5,493 | 3.14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 4,719 | 230 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,091 | 39.97 | 345 | 41.98 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 441 | 0.92 | 21 | 5.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,228 | 78.43 | 255 | 81.43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4,151 | 201 | ||||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4,597 | 224 | ||||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 53,573 | 2.88 | 2,610 | 4.44 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 386 | 19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,109 | 59.84 | 444 | 62.27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14,627 | 22.13 | 713 | 23.83 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 23,078 | 67.03 | 1,124 | 69.53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,852 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 45,625 | 31.33 | 2,223 | 33.29 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 76,351 | 5.77 | 3,720 | 7.36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26,716 | 1,302 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 41,898 | 2,041 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 938 | 10.87 | 46 | 12.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,043 | 82.87 | 489 | 85.93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 256 | 0 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 36 | 2 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 165,931 | 34.68 | 8,084 | 36.72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 413 | 20 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 156,402 | 160.37 | 7,620 | 164.27 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 23,432 | 25.77 | 1,142 | 27.63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6,278 | 4.81 | 306 | 6.27 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 888 | 0.91 | 43 | 2.38 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7,076 | 345 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 397,979 | 6.41 | 19,389 | 8.00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,613 | 3.40 | 79 | 5.41 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 42 | 44.83 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 247,585 | 20.66 | 12,062 | 22.47 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 |
