Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares 1-3 Year International Treasury Bond ETF includono Summit Trail Advisors, Llc, Rock Creek Group, LP, Proficio Capital Partners LLC, Inlight Wealth Management, LLC, Octavia Wealth Advisors, LLC, Cerity Partners LLC, Kovitz Investment Group Partners, LLC, Retireful, LLC, New Capital Management LP, Wealthspire Advisors, LLC, Permanent Capital Management, LP, Cary Street Partners Financial Llc, Middleton & Co Inc/ma, West Paces Advisors Inc., One + One Wealth Management, Llc, Wealth Enhancement Advisory Services, Llc, Cascade Financial Partners, LLC, Monograph Wealth Advisors, Llc, Quartz Partners, LLC, e VERITY Wealth Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Colony Group, LLC | 10.782 | 76,67 | 825 | 92,31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 150.208 | 1.319,33 | 11.500 | 1.443,62 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 53.183 | 4.072 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 257.563 | 1.008,27 | 19.719 | 1.106,06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2.904 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.258 | 119,65 | 172 | 137,50 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 94.468 | 7.232 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.113 | 85 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 21.588 | 56,64 | 1.653 | 70,31 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 2.195.405 | 168.080 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3.228 | 247 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 172.565 | 13.212 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18.022 | 1.380 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 6.489 | 497 | ||||||
| 2025-07-15 | 13F | Permanent Capital Management, LP | 15.149 | 1.160 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 41.353 | 150,59 | 3.166 | 172,61 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3.650 | 279 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6.597 | 80,00 | 501 | 84,87 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 34.437 | 2.636 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6.550 | 501 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 27.097 | 2.075 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 12.564 | 962 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 102.965 | 7.883 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 13.430 | 1.028 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3.413 | 261 | ||||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 13.693 | 1.048 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8.643 | 660 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5.389 | 413 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 29.316 | 2.162 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 7.230 | 554 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3.339 | 256 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.130 | 87 | ||||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 81.067 | 6,65 | 6.206 | 16,02 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 34.437 | 71,04 | 2.636 | 86,03 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 5.398 | 413 | ||||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 1.086.164 | 83.157 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 67.813 | 5.192 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 3.000 | 230 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 65.251 | 2.670,74 | 4.996 | 2.927,27 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 14.670 | 1.123 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46.434 | 135,05 | 3.555 | 155,68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.742 | 210 | ||||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 11.842 | 907 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 142.544 | 10.913 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.099 | 40.182,86 | 1.079 | 53.850,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13.545 | 111,97 | 1.037 | 130,96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3.714 | 0 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4.771 | 365 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 25.420 | 1.946 | ||||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 149.417 | 11.439 |
