Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Convertible Bond ETF meliputi Advance Capital Management, Inc., SIRAX - Sierra Tactical All Asset Fund Class A, Planwiser Financial, Llc, Tidal Trust II - Tactical Advantage ETF, Forefront Analytics, LLC, Hrt Financial Lp, Gts Securities Llc, Revisor Wealth Management LLC, Traub Capital Management LLC, City Center Advisors, LLC, Sax Wealth Advisors, Llc, 17 Capital Partners, Llc, Brueske Advisory Services, LLC, Phillips Financial Management, Llc, Private Wealth Asset Management, LLC, Boreal Capital Management LLC, Atlantic Trust, LLC, Twin Peaks Wealth Advisors, LLC, Strategic Wealth Partners, Ltd., dan Nbc Securities, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 41 | 241.67 | 4 | 200.00 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2,980 | 271 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5,235 | 1.55 | 472 | 9.28 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7,182 | 5.85 | 647 | 14.11 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 11,566 | 1.36 | 1,042 | 9.22 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 64,051 | 0.38 | 5,771 | 8.17 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13,048 | 55.76 | 1,176 | 67.86 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 528 | 48 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 3,600 | 324 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 54,066 | 137.10 | 4,871 | 155.56 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 249 | 51.83 | 22 | 69.23 | ||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 11,636 | 1.56 | 986 | -1.79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9,386 | 18.35 | 846 | 27.45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 44 | 4 | ||||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 278,690 | 5.17 | 23,622 | 1.63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 5,424 | 2.55 | 489 | 10.41 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 3,643 | 18.86 | 328 | 28.13 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 4,396 | 0.02 | 396 | 7.90 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 12,598 | 96.60 | 1,135 | 112.15 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,373 | 0.44 | 124 | 7.89 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 316 | 44.95 | 28 | 55.56 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 18 | 0 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 29,444 | 117.06 | 2,653 | 133.86 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 17,320 | 248.07 | 1,561 | 275.00 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 8,776 | 6.50 | 791 | 14.83 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 173,289 | 5.06 | 15,950 | 16.48 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 2 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 11,732 | 8.67 | 1,057 | 17.18 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8,128 | 2.08 | 732 | 10.08 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 14,382 | 1,296 | ||||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 35,030 | 3.49 | 2,969 | 0.03 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 37,826 | 0.40 | 3,408 | 8.19 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 37,235 | 2.18 | 3,156 | -1.25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31,419 | 26.52 | 2,831 | 36.32 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,065 | 15.45 | 817 | 24.39 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2,962 | 267 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 10,249 | 7.63 | 923 | 15.95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 143,831 | 7.46 | 13 | 9.09 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,125 | 552 | ||||||
| 2025-08-08 | 13F | Independence Financial Advisors, LLC | 34,369 | 456.76 | 3,097 | 500.00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 903 | 0.44 | 81 | 8.00 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3,899 | 351 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 47,608 | 4,289 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3,331 | 144.57 | 300 | 165.49 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 150,298 | 2.79 | 13,542 | 10.76 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,316 | 1 | ||||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 31,333 | 1.80 | 2,656 | -1.63 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 25,032 | 2,322 | ||||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 54,200 | 4,883 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3,249 | 0.56 | 293 | 8.15 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 11,542 | 1,040 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 245,103 | 90.36 | 21,885 | 103.30 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4,503 | 41.65 | 406 | 52.83 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2,595 | 234 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7,939 | 9.62 | 715 | 18.18 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 316,779 | 0.25 | 28,542 | 8.04 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 43,106 | 69.92 | 3,884 | 83.07 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 30,173 | 571.85 | 2,714 | 625.67 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 55,592 | 7.03 | 5,009 | 15.34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 9,789 | 3.99 | 882 | 11.94 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2,415 | 218 | ||||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 67,627 | 84.23 | 6,093 | 98.53 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 328 | 4.79 | 30 | 11.54 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 6,166 | 4.69 | 556 | 12.80 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 38,500 | 3,469 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 169,384 | 2.26 | 15,261 | 10.20 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 2,662 | 240 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 10,898 | 0.03 | 982 | 7.80 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1,371 | 124 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 0 | 0 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 109,099 | 9,830 | ||||||
| 2025-08-08 | 13F | Croban | 11,542 | 12.60 | 1,040 | 21.38 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 43,058 | 188.98 | 4 | 200.00 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 511 | 0.39 | 46 | 9.52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13,248 | 8.74 | 1,194 | 15.27 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 4,916 | 9.00 | 443 | 17.24 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,281 | 25.11 | 442 | 23.18 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 445,280 | 0.49 | 40,120 | 8.28 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 4,852 | 1.93 | 437 | 10.08 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11,324 | 0.02 | 1,020 | 7.82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,571 | 53.60 | 682 | 65.53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,203 | 0.57 | 289 | 8.27 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 12,536 | 11.85 | 1,129 | 20.49 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 13 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 208,641 | 1.62 | 18,729 | 9.10 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11,471 | 1.83 | 1,033 | 9.78 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 45,709 | 4,118 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3,880 | 350 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18,724 | 1.55 | 1,687 | 9.47 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 155,830 | 0.38 | 14,040 | 8.17 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 2,724 | 0.37 | 245 | 8.41 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 37,353 | 193.77 | 3,366 | 216.56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 48,905 | 310.93 | 4,406 | 342.81 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 500 | 45 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 175 | 0.57 | 16 | 7.14 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 20,002 | 1,802 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 45,959 | 83.10 | 4,141 | 97.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,978 | 24.12 | 358 | 34.08 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 7,058 | 1.32 | 636 | 9.11 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3,449 | 0.55 | 311 | 8.39 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 10,446 | 6.21 | 971 | 22.29 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3,155 | 3.07 | 287 | 12.16 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 94 | 168.57 | 8 | 250.00 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 49,381 | 0.63 | 4,449 | 8.46 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 2,340 | 211 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35,684 | 0.51 | 3,215 | 8.32 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 26,118 | 175.65 | 2,349 | 197.34 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 9,496 | 856 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 11,674 | 0.30 | 1,052 | 8.02 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 185 | 17 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13,995 | 121.97 | 1,262 | 145.53 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 19,104 | 4.63 | 1,721 | 12.78 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 20,794 | 2 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 121,568 | 0.35 | 10,953 | 8.15 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 27,819 | 540.99 | 2,507 | 592.27 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 161,188 | 103.19 | 14,523 | 118.98 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 4,462 | 10.58 | 402 | 19.29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3,269 | 2.38 | 294 | 9.70 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 456,391 | 3.74 | 41,121 | 11.79 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 2,290 | 206 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 456 | 96.55 | 41 | 115.79 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 6,647 | 92.39 | 599 | 107.64 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 4,036 | 0.52 | 364 | 8.36 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 12,255 | 8.89 | 1,104 | 17.45 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,495 | 225 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 69,670 | 8.20 | 6,277 | 16.61 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3,192 | 4.08 | 288 | 12.11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 19,978 | 10.47 | 1,800 | 19.05 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 930 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 52,100 | 259.31 | 4,694 | 287.29 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 276,429 | 0.01 | 24,906 | 7.78 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4,420 | 0.29 | 0 | |||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 128,432 | 6.41 | 11,572 | 14.67 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 83,388 | 9.33 | 7,513 | 15.92 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 23 | 21.05 | 2 | 100.00 | ||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 2,298 | 207 |
