Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF meliputi BHILX - BHILL Fund Managed Account Completion Shares, Alpha Financial Partners, LLC, Vestmark Advisory Solutions, Inc., L.m. Kohn & Company, Semitam Bonam Llc, Newbridge Financial Services Group, Inc., EP Wealth Advisors, Inc., Hallmark Capital Management Inc, Traub Capital Management LLC, Addison Advisors LLC, Harbor Asset Planning, Inc., dan CVA Family Office, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 228,698 | 0.96 | 11,570 | 1.58 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 22,694 | 1,148 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 6,013 | 7.34 | 304 | 8.19 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 31,237 | 10.05 | 1,580 | 10.72 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 954,338 | 2.96 | 48,280 | 3.60 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 0 | |||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 11,259 | 0.18 | 570 | 0.71 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,045,208 | 4,902.59 | 40 | -98.05 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 222 | 11 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4,903 | 6.06 | 248 | 6.90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 946,574 | 8.81 | 47,887 | 9.48 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5,715 | 289 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 163,667 | 30.24 | 8,280 | 31.04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,673 | 10.39 | 742 | 11.08 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 8,931 | 20.74 | 452 | 21.56 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 151,198 | 5.04 | 7,649 | 5.69 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 224,388 | 4.24 | 11,352 | 4.88 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 500 | 25 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 29,725 | 2.75 | 1,504 | 3.37 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7,466 | 378 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 160,747 | 271.09 | 8,132 | 273.37 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 11,824 | 0.90 | 1 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 531 | 6.20 | 27 | 8.33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6,543 | 0.18 | 331 | 0.61 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 283,086 | 157.22 | 14,321 | 158.83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 140,238 | 253.90 | 7,095 | 256.12 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 21,540 | 13.02 | 1,090 | 0.55 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 19,612 | 0.55 | 992 | 1.22 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 55,773 | 2,822 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2,656 | 1.03 | 134 | 1.52 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 16,648 | 4.10 | 842 | 4.73 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 95,618 | 19.81 | 4,837 | 21.87 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 46,084 | 133.50 | 2,332 | 135.08 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 12,802 | 5.53 | 648 | 6.24 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,226 | 14.28 | 264 | 14.85 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 61,988 | 0.03 | 3,136 | 0.64 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5,949 | 0.12 | 301 | 0.67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 125,289 | 920.93 | 6,338 | 927.23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42,844 | 13.29 | 2,167 | 14.05 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 88 | 4 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 602,006 | 10.06 | 30,455 | 10.74 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48,600 | 173.08 | 2,459 | 174.94 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 29,511 | 52.88 | 1,493 | 53.81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 229,013 | 186.96 | 11,586 | 188.76 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 8,916 | 25.93 | 451 | 27.04 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 163,903 | 3.01 | 8,292 | 3.64 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 51,755 | 31.43 | 2,607 | 31.95 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 341,102 | 44.12 | 17,256 | 45.02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,362 | 46.99 | 1,991 | 47.92 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 739,636 | 10.14 | 37,418 | 10.82 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 270,227 | 5.40 | 13,671 | 6.04 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 76,519 | 2.92 | 3,871 | 3.56 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 142,078 | 6.54 | 7 | 16.67 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 413 | 21 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8,741 | 0.59 | 440 | 0.92 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 33,373 | 5.24 | 1,688 | 5.90 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 62 | 1.64 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 139,537 | 5.65 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5,729 | 290 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 879,957 | 3.03 | 44,517 | 3.67 | ||||
| 2025-08-28 | NP | GPICX - GuidePath(R) Conservative Income Fund | 109,367 | 3,270.32 | 5,533 | 3,293.87 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 17,596 | 10.48 | 890 | 11.25 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5,080 | 27.03 | 257 | 27.86 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14,897 | 23.55 | 754 | 24.26 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,835 | 194 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5,074 | 257 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 344 | 112.35 | 17 | 112.50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 65,546 | 28.03 | 3,301 | 28.25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 887,637 | 3.67 | 44,894 | 4.10 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | |||||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 49,526 | 7.72 | 2,506 | 8.39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 191,210 | 1.36 | 9,673 | 1.99 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 651,171 | 2.23 | 32,943 | 2.86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 244,298 | 37.09 | 12,359 | 37.94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,579 | 3.27 | 80 | 3.95 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5,782 | 19.27 | 292 | 20.16 | ||||
| 2025-08-12 | 13F | Barings Llc | 27,476 | 248.50 | 1,390 | 251.01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 205,327 | 117.67 | 10,387 | 119.04 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 402,027 | 3.14 | 20,339 | 3.78 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,168 | 8.34 | 363 | 9.04 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 5,573 | 282 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,635 | 69.47 | 234 | 70.80 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42,763 | 297.28 | 2 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,787 | 100.16 | 445 | 101.82 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 627,827 | 5.46 | 31,762 | 6.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,227,737 | 7.44 | 62,111 | 8.11 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 6,459 | 14.38 | 327 | 15.19 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 771 | 39 | ||||||
| 2025-08-12 | 13F | Camden National Bank | 305,682 | 2.64 | 15,464 | 3.27 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 145,753 | 4.11 | 7,374 | 4.74 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 22,192 | 33.65 | 1,123 | 34.53 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 17,431 | 0.58 | 882 | 1.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 12,153 | 615 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 1,120,845 | 1.49 | 56,704 | 2.12 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 40 | 2 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 14,337 | 2.57 | 725 | 3.28 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26,124 | 11.59 | 1,322 | 12.23 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,104,138 | 2.04 | 55,858 | 2.67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,019 | 148.59 | 254 | 150.50 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 17,596 | 10.48 | 890 | 11.25 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25,536 | 79.93 | 1,292 | 81.07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 79,283 | 50.44 | 4,006 | 51.28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,861 | 145 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,690 | 36.93 | 237 | 37.79 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,507 | 532 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19,809 | 20.37 | 1,000 | 20.80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 442,768 | 4.58 | 22,400 | 5.22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,687 | 37.22 | 187 | 39.85 |
