Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Yield Optimized Bond ETF, to m.in Horizon Wealth Management, LLC, Modern Wealth Management, LLC, PlanVest Financial, Inc, Hengehold Capital Management Llc, Private Trust Co Na, Keel Point, LLC, Gateway Wealth Partners, LLC, Align Financial, LLC, Horizon Bancorp Inc /in/, Crews Bank & Trust, i Hartland & Co., LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | LPL Financial LLC | 1 008 996 | 6,93 | 22 733 | 5,78 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9 004 | 203 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 23 066 | 0,58 | 520 | -0,57 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9 085 | 1,74 | 205 | 0,49 | ||||
| 2026-05-05 | 13F | Altman Advisors, Inc. | 263 470 | 0,99 | 555 | 1,28 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 24 639 | 2,67 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 364 | 36 300,00 | 8 | |||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 2 300 623 | 51 833 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 87 941 | 17,79 | 1 971 | 15,88 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 60 922 | 1 373 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 24 530 | 553 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 619 | 36 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 59 874 | 0,56 | 1 349 | -0,59 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 531 124 | 1,09 | 12 096 | 0,46 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 272 348 | 37,51 | 6 136 | 36,03 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 116 175 | 2 623 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 56 501 | 1,88 | 1 273 | 0,71 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 21 592 | 278,28 | 486 | 276,74 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11 144 | 1,06 | 251 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 635 | 14 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 8 | 0 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 397 860 | 4,37 | 8 964 | 3,25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 364 641 | 57,72 | 8 215 | 56,03 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 44 055 | 993 | ||||||
| 2026-05-13 | 13F | Laffer Investments | 64 796 | 65,79 | 1 460 | 63,93 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 332 | 0 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 27 330 | 0,08 | 616 | -0,97 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 1 127 | 25 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 47 786 | 44,27 | 1 077 | 42,71 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 19 931 | 3,06 | 449 | 2,05 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 81 866 | 1 844 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 9 644 | 217 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 27 620 | 2,16 | 1 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 62 520 | 2,08 | 1 409 | 1,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2 159 | 40,83 | 49 | 41,18 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 2 100 | 0,62 | 47 | 0,00 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 213 | 5 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 325 839 | 8,89 | 7 341 | 7,72 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 240 841 | 14,60 | 5 426 | 13,37 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 90 173 | 325,89 | 2 032 | 321,37 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 725 | 0,06 | 39 | -2,56 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 391 | 54,55 | 9 | 60,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 23 881 | 7,57 | 538 | 6,53 | ||||
| 2026-05-05 | 13F | UBS Group AG | 137 | 3 | ||||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 28 056 | 0,91 | 632 | -0,16 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 121 834 | 8,75 | 2 745 | 7,57 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 947 705 | 11,63 | 21 352 | 10,43 |
