Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund comprennent TBH Global Asset Management, LLC, Clg Llc, QALTX - Quantified Alternative Investment Fund Investor Class Shares, Advisors Preferred, LLC, et Rock Creek Group, LP .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 516 422 | 1,25 | 61 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 280 | 104,45 | 1 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 480 737 | 76,29 | 11 576 | 75,08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 690 149 | 322,96 | 16 621 | 319,93 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 17 177 980 | 12,66 | 413 646 | 11,88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 80 157 | 358,43 | 1 930 | 355,19 | ||||
| 2025-08-14 | 13F | Clg Llc | 21 625 | 521 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 247 517 | 1,31 | 5 960 | 0,61 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 30 890 | 744 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44 962 | 6,23 | 1 083 | 5,46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 899 | 10,78 | 70 | 9,52 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 160 762 | 7,39 | 3 871 | 6,64 | ||||
| 2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 6 987 | 168 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 46 787 | 312,47 | 1 127 | 309,45 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 32 139 | 774 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 43 395 | 3,63 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 7 044 | 4,95 | 170 | 4,32 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 150 428 | 81,81 | 3 622 | 80,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 16 551 | 6,01 | 0 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 62 817 | 6,42 | 1 513 | 5,66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 202 970 | 11,74 | 4 888 | 10,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29 688 | 202,63 | 715 | 201,27 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 6 174 | 149 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 53 280 | 252,40 | 1 283 | 250,27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 230 683 | 52,01 | 5 555 | 50,92 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 137 601 | 58,35 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 11 998 | 17,36 | 289 | 16,60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 427 | 34 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 645 | 2 392,42 | 40 | 3 800,00 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 6 987 | 167 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 10 212 | 0,10 | 246 | -0,81 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 38 956 | 16,44 | 938 | 15,66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 163 730 | 2,21 | 3 943 | 1,49 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 935 714 | 7,01 | 22 616 | 8,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32 048 | 46,85 | 772 | 45,94 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2 704 813 | 5,74 | 65 132 | 5,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 215 866 | 5,71 | 5 198 | 4,97 |
