Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Core 10+ Year USD Bond ETF includono Schmidt P J Investment Management Inc, Grey Fox Wealth Advisors, LLC, Crescent Grove Advisors, LLC, Federation des caisses Desjardins du Quebec, e Financial Network Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 50.473 | 2.494 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 112.031 | 13,72 | 5.537 | 12,41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15.012 | 6,47 | 1 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 11.640 | 575 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 99.482 | 8,43 | 4.916 | 7,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 98.650 | 32,41 | 4.875 | 30,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 44.484 | 104,86 | 2.198 | 102,58 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 7.389 | 0,15 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 98.737 | 6,52 | 4.880 | 5,29 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 106.852 | 3,48 | 5.281 | 2,29 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 4.258 | 210 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 123.195 | 0,89 | 6.088 | -0,28 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9.649 | 13,28 | 477 | 12,00 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 11.114 | 549 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 600 | 30 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 282 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5.757 | 17,42 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 166.698 | 0,85 | 8.238 | -0,31 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 113 | 79,37 | 6 | 66,67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 25.167 | 13,92 | 1 | 0,00 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 166.698 | 0,85 | 8.238 | -0,31 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 7.360 | 364 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.825 | 0,89 | 782 | -0,26 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.542 | 76 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 12.221 | 6,99 | 604 | 5,60 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 45 | 2,27 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.103.591 | 1,20 | 103.959 | 0,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40.674 | 73,29 | 2.010 | 71,36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 75.551 | 3,19 | 3.734 | 1,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.005.935 | 7,95 | 49.713 | 6,70 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 45.423 | 174,00 | 2.245 | 171,01 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 32.939 | 1,56 | 1.616 | -0,31 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 169.463 | 1,67 | 8.375 | 0,48 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 68.357 | 11,90 | 3.378 | 10,61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 22.435 | 5,77 | 1.100 | 4,46 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 164 | 8 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 228.570 | 2,04 | 11.296 | 0,85 |
