Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares, Inc. - iShares J.P. Morgan EM High Yield Bond ETF meliputi Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Benjamin Edwards Inc, Global View Capital Management LLC, dan Foundations Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20,507 | 61.46 | 797 | 64.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30,288 | 137,572.73 | 1,180 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 3,906 | 33.17 | 152 | 35.71 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 4,941 | 8.33 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 11,525 | 21.15 | 449 | 23.69 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 239,423 | 13.02 | 9,330 | 1.93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 243,891 | 17.14 | 9,504 | 19.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 60,978 | 28.33 | 2,376 | 30.84 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 52,502 | 0.60 | 2,046 | 2.51 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20,378 | 794 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 7,810 | 304 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 307,753 | 2.17 | 11,993 | 4.15 | ||||
| 2025-07-28 | NP | FXED - Sound Enhanced Fixed Income ETF | 28,226 | 1.12 | 1,079 | -0.64 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 10,513 | 0.01 | 410 | 2.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 126 | 6.78 | 5 | 0.00 | ||||
| 2025-06-26 | NP | BYLD - iShares Yield Optimized Bond ETF | 613,995 | 1.09 | 23,283 | -0.84 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,041,533 | 6.65 | 40,589 | 8.71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 87,048 | 4.69 | 3,392 | 6.73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10,746 | 8.12 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29,541 | 24.10 | 1,151 | 26.48 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 516 | 158.00 | 20 | 185.71 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,408 | 91 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13,292 | 5.94 | 518 | 7.93 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36,337 | 1 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13,549 | 528 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 655,820 | 4.74 | 25,557 | 6.77 | ||||
| 2025-08-14 | 13F | Betterment LLC | 254,985 | 10.85 | 10 | 12.50 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 13,365 | 521 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 57,108 | 1.67 | 2,225 | 3.63 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6,951 | 271 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 22,397 | 3.61 | 873 | 5.57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,000 | 39 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 356 | 691.11 | 14 | 1,200.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,569 | 0.09 | 373 | 1.92 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 36,655 | 1.20 | 1,428 | 3.18 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,018,442 | 0.06 | 39,689 | 1.99 | ||||
| 2025-08-11 | 13F | Mount Lucas Management LP | 67,401 | 0.39 | 2,627 | 2.34 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 241 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,360 | 7.26 | 53 | 8.33 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 92,500 | 3,605 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 500 | 15.21 | 19 | 18.75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 341 | 0.29 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50,890 | 11.02 | 1,984 | 13.24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 84,422 | 189.48 | 3,254 | 192.01 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 45,889 | 37.85 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 490,321 | 1.99 | 19,108 | 3.96 |
