Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares CMBS ETF comprennent Community Trust & Investment Co, Mma Asset Management Llc, Visionary Wealth Advisors, Nwam Llc, et Rise Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | 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 |
