Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares iBonds 2030 Term High Yield and Income ETF meliputi Captrust Financial Advisors, Global Retirement Partners, LLC, dan Barrett & Company, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 707 | 1.73 | 19 | 0.00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 43,680 | 1.84 | 1,164 | 3.93 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 51,509 | 18.97 | 1,372 | 21.52 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34,803 | 18.96 | 927 | 21.49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,842 | 53.88 | 49 | 58.06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 277,111 | 16.62 | 7,382 | 19.08 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 189,489 | 3.87 | 5,048 | 6.05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 484 | 2.33 | 13 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 30,055 | 801 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 16,305 | 22.17 | 434 | 24.71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,000 | 53 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 41,580 | 2.74 | 1,108 | 4.93 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15,142 | 19.97 | 403 | 22.49 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13,258 | 353 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,740 | 46 | ||||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 88,732 | 15.51 | 2,364 | 17.91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 43,393 | 15.98 | 1,156 | 18.34 |
