Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF meliputi Orion Portfolio Solutions, LLC, CAP Partners, LLC, Colonial Trust Co / SC, Mount Yale Investment Advisors, LLC, Eastern Bank, dan Parallel 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 23,641 | 24.99 | 724 | 21.72 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 11,403 | 11.64 | 349 | 8.72 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1,246 | 7.69 | 38 | 5.56 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 34,874 | 148.55 | 1,067 | 141.95 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 14,946 | 457 | ||||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 33,838 | 23.72 | 1,036 | 20.35 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,345 | 92.42 | 41 | 95.24 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 363,200 | 8.42 | 11 | 10.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 7,442 | 9.60 | 227 | 6.57 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,904 | 1.49 | 58 | -1.69 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 22,690 | 10.74 | 695 | 7.76 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 31,930 | 69.72 | 977 | 65.31 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 542,741 | 9.01 | 16,613 | 6.10 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 38,650 | 1.31 | 1,183 | -1.33 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12,021 | 378 | ||||||
2025-08-12 | 13F | Change Path, LLC | 54,797 | 11.93 | 1,677 | 8.97 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1,457,255 | 17.92 | 44,607 | 14.77 | ||||
2025-07-24 | 13F | JB Capital LLC | 60,693 | 28.33 | 1,858 | 24.88 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 291 | 277.92 | 9 | 300.00 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 20,966 | 46.30 | 642 | 42.44 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 85 | 6.25 | 3 | 0.00 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 50,550 | 62.05 | 1,547 | 57.70 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17,228 | 1.04 | 527 | -1.68 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 162,968 | 56.46 | 4,988 | 52.31 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11,495 | 10.33 | 352 | 7.34 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 27,679 | 35.65 | 847 | 32.14 | ||||
2025-08-14 | 13F | Comerica Bank | 2,823 | 56.05 | 86 | 53.57 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13,141 | 9.32 | 402 | 6.35 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 12,789 | 1.15 | 391 | -1.51 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 4,740 | 145 | ||||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 3,251 | 3.34 | 100 | 1.02 | ||||
2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 55,977 | 1.33 | 1,713 | -1.38 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 373 | 11 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 477,264 | 13.28 | 14,609 | 10.26 | ||||
2025-08-12 | 13F | LPL Financial LLC | 789,158 | 2.03 | 24,156 | -0.69 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10,836 | 9.89 | 332 | 6.77 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 17,500 | 52.52 | 536 | 48.61 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 65,398 | 9.84 | 2 | 100.00 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 103,310 | 0.49 | 3,162 | -2.20 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 10,713 | 328 | ||||||
2025-08-07 | 13F | Summit X, LLC | 11,331 | 9.75 | 347 | 6.79 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 194,549 | 47.03 | 5,955 | 43.11 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 941 | 29 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 158,461 | 32.58 | 4,851 | 29.02 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 109 | 3 | ||||||
2025-07-17 | 13F | Kelly Financial Services LLC | 107,814 | 13.35 | 3,300 | 10.33 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 208 | 4.00 | 6 | 0.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 9,587 | 38.16 | 293 | 34.40 | ||||
2025-06-03 | 13F | Invst, LLC | 21,365 | 9.86 | 672 | 8.75 | ||||
2025-08-15 | 13F | Morgan Stanley | 248,222 | 2.24 | 7,598 | -0.48 | ||||
2025-08-04 | 13F | Assetmark, Inc | 292,949 | 3.88 | 8,967 | 1.12 | ||||
2025-07-24 | 13F | Eastern Bank | 136 | 4 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 73,102 | 119.75 | 2,261 | 116.16 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 125,960 | 35.22 | 4 | 50.00 |