Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares CMBS ETF includono Community Trust & Investment Co, Mma Asset Management Llc, Visionary Wealth Advisors, Nwam Llc, e Rise Advisors, 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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 48.260 | 84,95 | 2.351 | 87,78 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 46.555 | 51,12 | 2.268 | 53,45 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 10.099 | 492 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 54.302 | 46,58 | 2.649 | 48,93 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 91.204 | 4.443 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71.881 | 122,67 | 3.502 | 126,08 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 5.767 | 10,29 | 281 | 11,55 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 39.444 | 2,38 | 1.922 | 3,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23.556 | 34,74 | 1.148 | 36,71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47.079 | 25,17 | 2.294 | 27,04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6.449 | 0,28 | 314 | 1,62 | ||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 16.322 | 795 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 32.586 | 11,04 | 1.588 | 12,71 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 18.505 | 17,54 | 902 | 19,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 259.336 | 26,83 | 12.635 | 28,73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 138.508 | 0,13 | 6.749 | 1,63 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3.216 | 4.772,73 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47.359 | 7,98 | 2.307 | 9,60 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 253.002 | 15,47 | 12.326 | 17,20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5.932 | 1,80 | 289 | 3,58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 112.740 | 1,62 | 5.493 | 3,14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 4.719 | 230 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7.091 | 39,97 | 345 | 41,98 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 441 | 0,92 | 21 | 5,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5.228 | 78,43 | 255 | 81,43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4.151 | 201 | ||||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4.597 | 224 | ||||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 53.573 | 2,88 | 2.610 | 4,44 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 386 | 19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9.109 | 59,84 | 444 | 62,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14.627 | 22,13 | 713 | 23,83 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 23.078 | 67,03 | 1.124 | 69,53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.852 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 45.625 | 31,33 | 2.223 | 33,29 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 76.351 | 5,77 | 3.720 | 7,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26.716 | 1.302 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 41.898 | 2.041 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 938 | 10,87 | 46 | 12,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.043 | 82,87 | 489 | 85,93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 256 | 0 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 36 | 2 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 165.931 | 34,68 | 8.084 | 36,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 413 | 20 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 156.402 | 160,37 | 7.620 | 164,27 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 23.432 | 25,77 | 1.142 | 27,63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6.278 | 4,81 | 306 | 6,27 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 888 | 0,91 | 43 | 2,38 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7.076 | 345 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 397.979 | 6,41 | 19.389 | 8,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1.613 | 3,40 | 79 | 5,41 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 42 | 44,83 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 247.585 | 20,66 | 12.062 | 22,47 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 |
