Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF comprennent 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, et Global Retirement Partners, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
