Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares GNMA Bond ETF, to m.in Equitable Holdings, Inc., Portfolio Resources Advisor Group, Inc., Assetmark, Inc, i O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-03 | 13F | Investors Research Corp | 4 190 | 3,10 | 186 | 2,21 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 13 682 | 7,25 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 391 | 104,71 | 17 | 112,50 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 | 0 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 133 442 | 12,00 | 50 245 | 11,47 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3 513 | 156 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 30 726 | 0,16 | 1 362 | -0,29 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 134 515 | 11,02 | 5 963 | 10,51 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 598 592 | 4,57 | 26 522 | 4,02 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 139 089 | 3,66 | 6 166 | 3,16 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 828 042 | 3 914,75 | 36 881 | 3 935,12 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 196 | 221,31 | 9 | 300,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 787 | 378 600,00 | 168 | |||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 4 650 | 0,37 | 206 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 251 482 | 11,12 | 11 148 | 10,60 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 12 226 | 100,00 | 542 | 98,90 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 28 824 | 8,57 | 1 289 | 9,05 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6 471 | 7,90 | 288 | 8,68 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 51 393 | 5,74 | 2 278 | 5,27 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 36 810 | 4,99 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 36 325 | 2,27 | 1 610 | 1,83 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 33 544 | 585,97 | 1 487 | 584,79 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 320 604 | 6,89 | 14 212 | 6,39 | ||||
| 2026-05-05 | 13F | UBS Group AG | 89 606 | 5,89 | 3 972 | 5,39 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 45 451 | 1,16 | 2 015 | 0,65 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8 931 | 9,44 | 396 | 8,82 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 11 137 | 33,01 | 494 | 32,53 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 90 334 | 1,19 | 4 004 | 0,70 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 8 472 | 0,08 | 376 | -0,53 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 186 | 8 | ||||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 29 561 | 5,18 | 1 310 | 4,72 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 468 | 3 446,03 | 198 | 3 860,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 428 001 | 9,40 | 18 973 | 8,89 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 99 069 | 152,11 | 4 392 | 150,91 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 47 591 | 2,55 | 2 110 | 2,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 170 172 | 33,33 | 7 544 | 32,71 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 13 640 | 0,43 | 605 | 0,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 11 165 | 21,25 | 495 | 20,49 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 390 279 | 2,44 | 17 301 | 1,96 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 56 262 | 9,21 | 2 494 | 8,67 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 526 | 6,69 | 23 | 9,52 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 300 | 13 | ||||||
| 2026-05-12 | 13F | Croban | 114 801 | 7,50 | 5 088 | 6,96 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 390 | 17 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 207 428 | 3,01 | 9 195 | 2,52 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 7 493 | 0,63 | 332 | 0,30 | ||||
| 2026-05-14 | 13F | Betterment LLC | 9 609 | 6,31 | 0 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 2 186 | 0,14 | 97 | -1,03 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 4 491 | 200 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 32 051 | 18,92 | 1 421 | 18,33 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5 495 | 55,09 | 244 | 54,43 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 779 | 4,86 | 166 | 3,75 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 852 | 2,47 | 215 | 2,38 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 123 | 5 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 37 144 | 2,71 | 1 647 | 2,24 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 52 420 | 42,13 | 2 324 | 41,47 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 74 027 | 349,08 | 3 271 | 344,90 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 796 | 74,95 | 35 | 75,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 9 534 | 11,94 | 423 | 11,35 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 87 595 | 1,02 | 3 883 | 0,54 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 16 061 | 41,96 | 712 | 41,35 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 49 926 | 8,66 | 2 213 | 8,16 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 41 455 | 1 838 | ||||||
| 2026-04-30 | 13F | Beacon Financial Group | 12 308 | 0,13 | 546 | -0,37 |
