Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Core 10+ Year USD Bond ETF comprennent Schmidt P J Investment Management Inc, Grey Fox Wealth Advisors, LLC, Crescent Grove Advisors, LLC, Federation des caisses Desjardins du Quebec, et Financial Network Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 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 |
