Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF includono Gladwyn Financial Advisors, Inc., New Capital Management LP, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Wealth Advisory Team LLC, Compagnie Lombard Odier SCmA, Country Trust Bank, J.Safra Asset Management Corp, Transce3nd, LLC, e Global Retirement Partners, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20.264 | 22,96 | 917 | 23,25 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 9.821 | 446 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 462.366 | 32,40 | 21.010 | 17,82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17.944 | 4,21 | 815 | 4,89 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 63.632 | 2.891 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 31.974 | 4,38 | 1.453 | 4,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 104.365 | 5,36 | 4.742 | 5,97 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 12.102 | 11,25 | 550 | 11,81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 89 | 4 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 1.900 | 86 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 15.248 | 4,53 | 687 | 8,02 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 235.286 | 0,75 | 10.691 | 106.810,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 8.935 | 406 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 1.026 | 46 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.384 | 139,04 | 334 | 140,29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 53.647 | 56,69 | 2 | 100,00 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 45.624 | 2.073 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 16.381 | 0,96 | 744 | 1,50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 222 | 2,30 | 10 | 11,11 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9.312 | 0,45 | 423 | 1,20 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1.150 | 52 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11.187 | 6,07 | 508 | 6,72 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 498.836 | 51,31 | 22.667 | 52,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 40.132 | 2,14 | 1.824 | 2,70 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 129.130 | 1,99 | 5.777 | 1,85 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 10.215 | 25,57 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 86.497 | 91,25 | 2.356 | 15,32 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1.008 | 169,52 | 46 | 181,25 | ||||
| 2025-08-12 | 13F | Prudential Plc | 13.390 | 10,48 | 608 | 11,15 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.778 | 6.250,00 | 81 | 7.900,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15.215 | 50,18 | 691 | 51,20 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.101 | 95 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 217.617 | 0,46 | 9.889 | 1,04 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 60.694 | 16,12 | 2.758 | 16,77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 19.618 | 161,96 | 891 | 163,31 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 68.310 | 5,16 | 3.104 | 5,76 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 17.471 | 794 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 30.336 | 0,96 | 1.378 | 1,55 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 222.466 | 6,62 | 10.109 | 7,22 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 311 | 1,63 | 14 | 7,69 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 100 | 5 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 478.542 | 2,86 | 21.745 | 3,45 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 39.300 | 1.786 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5.759 | 22,61 | 262 | 23,11 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 266.949 | 3,26 | 12.130 | 3,86 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 205.682 | 80,98 | 9.355 | 82,20 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12.327 | 8,77 | 560 | 11,55 |
