Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares BB Rated Corporate Bond ETF meliputi CMIAX - Curasset Capital Management Limited Term Income Fund Class A, CMBEX - Curasset Capital Management Core Bond Fund Founders Class, Raymond James Financial Inc, dan Zhang Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,392 | 12.21 | 159 | 14.39 | ||||
| 2025-08-28 | NP | GUHYX - Victory High Yield Fund Class A | 73,000 | 14.06 | 3,431 | 16.03 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 16,666 | 10.03 | 780 | 11.91 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 15,254 | 0.14 | 705 | 0.28 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 16,426 | 8.02 | 772 | 9.97 | ||||
| 2025-08-07 | NP | CMIAX - Curasset Capital Management Limited Term Income Fund Class A | 73,007 | 3,431 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 322,000 | 0.16 | 15,134 | 1.87 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 19,922 | 322.17 | 936 | 319.73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 259 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10,977 | 516 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,970 | 0.38 | 516 | 1.98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,183 | 343.07 | 56 | 366.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,611 | 5.00 | 170 | 6.96 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 4,314 | 203 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 398 | 37.72 | 19 | 38.46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 251 | |||||||
| 2025-04-24 | 13F | Renaissancere Holdings Ltd | 0 | 0 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 36,543 | 3.89 | 1,718 | 5.66 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 448 | 1.36 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 344,895 | 57.52 | 16,210 | 41.76 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 | 0 | ||||||
| 2025-08-07 | NP | CMBEX - Curasset Capital Management Core Bond Fund Founders Class | 29,328 | 1,378 | ||||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 18,121 | 2.81 | 852 | 4.55 |
