Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Government/Credit Bond ETF comprennent Wealth Enhancement Advisory Services, Llc, D L Carlson Investment Group Inc, Northern Trust Corp, Duncan Williams Asset Management, LLC, First National Trust Co, Focus Financial Network, Inc., Twin Peaks Wealth Advisors, LLC, et Smithfield Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 13 519 | 0,65 | 1 412 | 1,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 174 | 2,68 | 540 | 3,25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 46 | 0,00 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 521 | 159 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 655 | 1,57 | 277 | 1,84 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 18 793 | 1 963 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 47 136 | 9,47 | 4 923 | 9,79 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 959 | 12,76 | 413 | 12,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 498 | 156 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 2 300 | 240 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 186 809 | 2,27 | 19 511 | 2,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27 120 | 2 812 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1 941 | 203 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 130 | 14 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 10 652 | 46,78 | 1 113 | 47,28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 607 | 10,79 | 585 | 11,01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 814 | 15,88 | 712 | 16,18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 173 | 0,58 | 18 | 5,88 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 53 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 239 | 965 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 2 000 | 209 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 14 311 | 3,16 | 1 495 | 3,46 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13 204 | 3,02 | 1 379 | 3,37 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 3 417 | 0,95 | 357 | 1,14 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 52 | 1,96 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 17 200 | 15,83 | 1 797 | 16,17 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3 306 | 345 |
