Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares U.S. Consumer Discretionary ETF, omfatter Gallagher Capital Advisors, LLC, Capital Performance Advisors Llp, Samara Investment Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Arkadios Wealth Advisors, Western Wealth Management, LLC, Reflection Asset Management, Missouri Trust & Investment Co, Piedmont Capital Management, LLC/NC, Hantz Financial Services, Inc., RWM Asset Management, LLC, Cassaday & Co Wealth Management LLC, Evermay Wealth Management Llc, og Tsfg, Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.121 | 0,09 | 206 | -5,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.238 | 702 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 526 | 20,64 | 51 | 13,64 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 9.758 | 1,55 | 1.015 | 0,80 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 5.483 | 1,41 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 34.125 | 1.152,29 | 3.307 | 1.081,07 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 30.641 | 13,91 | 2.970 | 7,03 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 13 | 0 | ||||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 10.702 | 6.991 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 499 | 0,20 | 48 | -5,88 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3.284 | 0,03 | 344 | 1,47 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 537 | 56 | ||||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 70 | 6 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 2.330 | 233 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 2.524 | 0,16 | 245 | -5,79 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 3.982 | 0,10 | 386 | -6,10 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.260 | 413 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 15.106 | 38,03 | 1.464 | 29,79 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6.340 | 0,14 | 614 | -5,83 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 33.807 | 7,19 | 3 | 0,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 21.354 | 78,66 | 2.070 | 67,94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 7.523 | 29,71 | 732 | 22,24 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 17.125 | 72,54 | 1.660 | 62,17 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.038 | 6,87 | 876 | 0,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4.518 | 31,03 | 438 | 23,10 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10.385 | 0,01 | 1.006 | -5,98 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 2.910 | 20,35 | 282 | 13,25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 7.557 | 3,44 | 732 | -2,79 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 554 | 250,63 | 54 | 231,25 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 200 | 19 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 31.620 | 2,10 | 2.983 | -6,58 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 12.615 | 1,09 | 1.223 | -4,98 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 3.269 | 0,12 | 317 | -5,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 824 | 271,17 | 80 | 259,09 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.416 | 26,38 | 331 | 19,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 27.192 | 29,97 | 2.562 | 18,78 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.977 | 0,08 | 385 | -5,87 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 118.380 | 6,07 | 11.473 | -0,32 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 340 | 70,00 | 33 | 60,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 14.964 | 2,98 | 1.450 | -3,20 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.146 | 19,38 | 0 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 2.706 | 262 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 18.288 | 1.772 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2.522 | 12,49 | 244 | 5,63 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 95 | 41,79 | 9 | 50,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.108 | -4,89 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3.339 | 5,50 | 324 | -0,92 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2.516 | 11,67 | 0 | |||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 7.527 | 730 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.671 | 259 | ||||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 11.752 | 0,12 | 1.139 | -5,87 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 3.398 | 329 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.121 | 206 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 100.000 | 9.692 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.831 | 0,07 | 274 | -5,84 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 8.494 | 0,13 | 823 | -5,84 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 41.243 | 6,98 | 3.997 | 0,55 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 409 | 16,19 | 40 | 8,33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 3.398 | 329 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.725 | 0,44 | 281 | -1,06 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 45.907 | 2,30 | 4.449 | -3,85 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 10.000 | 969 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 24.089 | 81,12 | 2.335 | 70,24 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 28 | 3 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 8.384 | 134,52 | 813 | 120,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 60.048 | 27,31 | 5.820 | 19,63 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4.333 | 1,98 | 420 | -4,34 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 50 | 5 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8.744 | 67,51 | 848 | 57,43 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1.058.741 | 12,73 | 103 | 6,25 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 150 | 0 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6.560 | 177,50 | 636 | 161,32 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 4.840 | 2,02 | 469 | -4,09 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 6.544 | 634 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.353 | 228 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 300 | 29 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.257 | 122 | ||||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 6.188 | 3,56 | 600 | -2,76 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 40.819 | 18,01 | 4.210 | 16,14 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 43.334 | 12,70 | 4.200 | 5,90 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2.213 | 0,14 | 214 | -5,73 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 56.270 | 69,69 | 5.454 | 59,49 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.803 | 175 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13.546 | 1 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 164 | 16 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.125 | 0,05 | 206 | -6,39 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 18.041 | 180,58 | 1.749 | 163,65 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 996 | 12,80 | 97 | 5,49 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2.733 | 7,56 | 265 | 0,76 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.511 | 243 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.312 | 0,05 | 418 | -6,08 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 5.357 | 95,94 | 519 | 84,70 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 194.397 | 3,73 | 18.841 | -2,51 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 52 | 5 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 66.345 | 19,31 | 6 | 20,00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2.097 | 203 |
