Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Government/Credit Bond ETF meliputi Wealth Enhancement Advisory Services, Llc, D L Carlson Investment Group Inc, Northern Trust Corp, Duncan Williams Asset Management, LLC, First National Trust Co, Focus Financial Network, Inc., Twin Peaks Wealth Advisors, LLC, dan Smithfield Trust Co .
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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 13,519 | 0.65 | 1,412 | 1.00 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5,174 | 2.68 | 540 | 3.25 | ||||
2025-08-05 | 13F | Huntington National Bank | 46 | 0.00 | ||||||
2025-08-11 | 13F | Citigroup Inc | 1,521 | 159 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 2,655 | 1.57 | 277 | 1.84 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 18,793 | 1,963 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 47,136 | 9.47 | 4,923 | 9.79 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 3,959 | 12.76 | 413 | 12.88 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,498 | 156 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 2,300 | 240 | ||||||
2025-08-14 | 13F | Destination Wealth Management | 186,809 | 2.27 | 19,511 | 2.58 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27,120 | 2,812 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 1,941 | 203 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 130 | 14 | ||||||
2025-08-05 | 13F | WorthPointe, LLC | 10,652 | 46.78 | 1,113 | 47.28 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,607 | 10.79 | 585 | 11.01 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 6,814 | 15.88 | 712 | 16.18 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 173 | 0.58 | 18 | 5.88 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 53 | 0 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 9,239 | 965 | ||||||
2025-08-01 | 13F | First National Trust Co | 2,000 | 209 | ||||||
2025-08-08 | 13F | Biondo Investment Advisors, LLC | 14,311 | 3.16 | 1,495 | 3.46 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 13,204 | 3.02 | 1,379 | 3.37 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 3,417 | 0.95 | 357 | 1.14 | ||||
2025-08-05 | 13F | Tsfg, Llc | 52 | 1.96 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 17,200 | 15.83 | 1,797 | 16.17 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3,306 | 345 |