US093662AH70 - Block Financial LLC Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	0 total, 0 long only, 0 short only, 0 long/short - change of -3,85% MRQ
Alocarea medie a portofoliului	0.0501 % - change of -6,76% MRQ

Proprietatea instituțională și acționarii

Block Financial LLC (US:US093662AH70) are 0 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Cei mai mari acționari includ .

Block Financial LLC (US093662AH70) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US093662AH70 / Block Financial LLC - 3.88% 2030-08-15 Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

Actualizare pentru a debloca date premium și a exporta în Excel Premium Registration Required .

Data efectivă :

Data fișierului	Sursă	Investitor	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-08-27	NP	MAHIX - Litman Gregory Masters High Income Alternatives Fund Institutional Class	190
2025-07-25	NP	IGIB - iShares Intermediate-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3.867	-3,81
2025-08-28	NP	SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	395	46,47
2025-06-23	NP	PGDIX - Global Diversified Income Fund Institutional Class	94	2,17
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	6.608	1,38
2025-06-26	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	358	1,71
2025-05-30	NP	PTTRX - PIMCO Total Return Fund Institutional	3.099	1,67
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	9.266	1,38
2025-07-28	NP	PFIG - Invesco Fundamental Investment Grade Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	47	27,03
2025-08-26	NP	MAPOX - Mairs & Power Balanced Fund	950	1,28
2025-08-28	NP	EINFX - ELFUN INCOME FUND Elfun Income Fund	8	0,00
2025-07-25	NP	SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	258	0,00
2025-08-26	NP	GMDYX - MEDIUM-DURATION BOND FUND Institutional	1.519	1,13
2025-06-26	NP	IBDV - iShares iBonds Dec 2030 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2.495	0,44
2025-08-26	NP	WTIBX - Segall Bryant & Hamill Plus Bond Fund -Retail Class	5.069	1,16
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1.088	3,23
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	190	1,60
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	141	0,71
2025-07-30	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A	155	0,00
2025-08-28	NP	SSASX - State Street Income Fund	51	-20,31
2025-08-28	NP	ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund	3	0,00
2025-07-25	NP	EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	459	3,39
2025-06-20	NP	BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF	14	7,69
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class	712	1,14
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class	57	0,00
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A	73	67,44
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio	142	1,43
2025-08-27	NP	VBIIX - Vanguard Intermediate-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7.744	1,39
2025-06-24	NP	SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	269	1,52
2025-07-29	NP	VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	12.099	-24,14
2025-08-28	NP	SSAFX - State Street Aggregate Bond Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	29	0,00
2025-08-25	NP	SCHI - Schwab 5-10 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2.831	15,94
2025-07-29	NP	BSCU - Invesco BulletShares 2030 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3.583	0,14
2025-08-27	NP	IDMIX - iMGP Dolan McEniry Corporate Bond Fund Institutional Class	571	-80,08
2025-05-28	NP	SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	94	20,78
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	570	1,42
2025-07-25	NP	EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	33	0,00
2025-05-30	NP	PIGIX - PIMCO Investment Grade Credit Bond Fund Institutional	7.136	1,70
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	190	1,60
2025-08-28	NP	SSIMX - State Street Income V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3	0,00
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2.978	0,24
2025-07-28	NP	SPGBX - Symmetry Panoramic Global Fixed Income Fund Class I Shares	155	0,00
2025-07-28	NP	SPUBX - Symmetry Panoramic US Fixed Income Fund Class I Shares	215	0,00
2025-08-26	NP	NOBOX - Northern Bond Index Fund	190	1,07
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	151	0,00
2025-05-28	NP	MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class	188	1,63
2025-07-25	NP	IMTB - iShares Core 5-10 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	19	0,00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB	218	1,40
2025-08-28	NP	SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1.619	10,66
2025-08-29	NP	CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	1.028	1,18