Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares 1-3 Year International Treasury Bond ETF comprennent 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, et VERITY Wealth Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 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 |
