Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Global 100 ETF, omfatter Goldstone Financial Group, LLC, Wells Fargo & Company/mn, Envision Financial Transparency, LLC, SHP Wealth Management, Rockland Trust Co, Pw Advisors, Llc \ Fl, Integrity Wealth Partners, LLC, Cabot Wealth Management Inc, Cpwa, Llc, Stark Wealth Management LLC, VestGen Advisors, LLC, West Paces Advisors Inc., Beacon Investment Advisory Services, Inc., SageView Advisory Group, LLC, PlanVest Financial, Inc, DT Investment Partners, LLC, Vanguard Advisers Inc, Advisortrust Partners, Llc, Bangor Savings Bank, og Eastern Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 84.478 | 10,94 | 10.219 | 5,95 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 712 | 146,37 | 86 | 138,89 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 25.982 | 2,90 | 3.143 | -1,72 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 139.941 | 2,24 | 16.929 | -2,36 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 1.375 | 166 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 71.573 | 9,11 | 8.658 | 4,20 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 35.146 | 0,81 | 4.252 | -3,74 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.801.588 | 0,76 | 338.908 | -3,77 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 306 | -4,69 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3.888 | 2,32 | 470 | -2,29 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 38.000 | 4.597 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 52 | 6 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 7.551 | 913 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 158 | 11,27 | 19 | 11,76 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 408 | 52 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13.322 | 1,83 | 1.612 | -2,78 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 85.172 | 0,63 | 10.303 | -3,90 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 160.624 | 854,67 | 19.431 | 811,78 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1.445 | 202 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 99.358 | 3,77 | 12.586 | 9,53 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 279.630 | 24,32 | 33.827 | 18,73 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.327 | 2,47 | 311 | 6,16 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 41.377 | 5,27 | 4.838 | -2,83 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 7.090 | 0,35 | 858 | -4,14 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 266 | 32 | ||||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 118.412 | 8,46 | 14.324 | 3,59 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 397 | 48 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 6.793 | 4,48 | 822 | -0,24 | ||||
| 2026-05-15 | 13F | EFG International AG | 450 | 12,50 | 54 | 8,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 33.695 | 1.031,08 | 4.076 | 981,17 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 4.686 | 6,33 | 1 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2.099 | 1,94 | 256 | -1,54 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3.696 | 2,64 | 447 | -2,40 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.538 | 4,43 | 670 | -0,30 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3.478 | 29,05 | 421 | 23,17 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.049 | 127 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 29.723 | 22,16 | 3.596 | 16,65 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.235.986 | 1,37 | 149.517 | -3,19 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 208.080 | 4,60 | 25.178 | -0,11 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 160.053 | 1,23 | 19.362 | -3,27 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 3.915 | 0,26 | 474 | -4,25 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 885 | 107 | ||||||
| 2026-05-12 | 13F | Creative Planning | 16.694 | 16,35 | 2.019 | 11,12 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 2.815 | 341 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 3.313 | 11,10 | 401 | 6,10 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2.576 | 52,16 | 312 | 45,33 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 51.640 | 7,44 | 6.247 | 2,60 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 274.000 | 1,33 | 33.146 | -3,23 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2.521 | 3,45 | 305 | -1,30 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 312.031 | 11,40 | 37.746 | 6,39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 33.820 | 10,30 | 4.091 | 5,33 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 133.293 | 76,84 | 16.124 | 68,89 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17.020 | 0,35 | 2.059 | -4,19 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 764 | 389,74 | 92 | 384,21 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 19.964 | 6,51 | 2.415 | 1,73 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 9.457 | 1.144 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 2.259 | 6,26 | 273 | 1,49 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 29.044 | 84,97 | 3.513 | 76,71 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 21.383 | 35,34 | 2.587 | 29,24 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.228 | 91,01 | 390 | 82,24 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 7.516 | 8,61 | 909 | 3,77 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 2.380 | 40,00 | 288 | 33,49 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 162.295 | 0,06 | 19.633 | -4,44 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 2.399 | 290 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 78.425 | 108,19 | 9.487 | 98,85 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 1.666 | 211 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10.805 | 4,09 | 1.307 | -0,53 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4.933 | 34,93 | 597 | 28,73 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 5.014 | 1,99 | 607 | -2,57 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 252.844 | 0,52 | 30.587 | -4,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 13.223 | 1,79 | 1.600 | -2,80 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 289 | 35 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 101.685 | 0,14 | 12.291 | -4,44 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 201.180 | 29,61 | 24.337 | 22,05 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 17 | 2 | ||||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 15.665 | 1.895 | ||||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 29.609 | 0,29 | 3.582 | -4,23 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 83.582 | 1,09 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 40.041 | 154,26 | 4.844 | 142,88 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26.723 | 2,62 | 3.385 | 8,32 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.166 | 99,44 | 867 | 90,33 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 49.801 | 15,26 | 6 | 20,00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 5.263 | 2,41 | 637 | -2,15 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.300 | 157 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 4.429 | 87,75 | 536 | 79,53 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 32.535 | 714,19 | 3.936 | 677,67 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 2.488 | 17,08 | 301 | 11,52 | ||||
| 2026-04-24 | 13F | Whelan Financial | 44.451 | 8,67 | 5.377 | 3,78 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 69.596 | 591,05 | 8.419 | 560,31 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 54.203 | 6,51 | 6.557 | 1,71 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 248 | 5,08 | 30 | 3,45 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 528.198 | 12,02 | 63.896 | 6,98 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 23.531 | 11,79 | 2.847 | 6,75 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 82 | 10 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.071.163 | 5,69 | 129.579 | 0,93 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 37.051 | 5,05 | 4.482 | 0,34 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 3.620 | 16,17 | 438 | 10,91 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 12.583 | 1,50 | 1.522 | -3,06 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 2.684 | 13,44 | 319 | 5,98 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.052 | 2,93 | 3.031 | -1,72 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 33.152 | 1.460,09 | 4.010 | 1.390,71 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 54.799 | 14,12 | 6.629 | 8,99 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3.450 | 0,88 | 417 | -3,70 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 130.616 | 14,38 | 15.316 | 5,88 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 28.655.482 | 1,05 | 3.466.454 | -3,50 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 2.567 | 311 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 300.479 | 1,62 | 36.676 | -2,08 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.015 | 15,87 | 486 | 10,73 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 1.713 | 240 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 61.514 | 9,98 | 7.441 | 5,04 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 650.699 | 2,03 | 78.715 | -2,56 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 19.397 | 397,23 | 2.346 | 374,90 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 7.622 | 16,26 | 922 | 11,08 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 33.617 | 4,83 | 4.067 | 0,10 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 120.206 | 4,31 | 15 | 0,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 10.838 | 9,39 | 1.311 | 4,46 | ||||
| 2026-04-07 | 13F | Eastern Bank | 16 | 2 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13.065 | 14,27 | 1.581 | 9,12 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4.803 | 13,06 | 580 | 8,01 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 67.034 | 8.109 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 33.953 | 1,29 | 4.107 | -3,27 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 1 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 33.463 | 76,86 | 4.048 | 68,95 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 10.849 | 3,74 | 1.312 | -0,91 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 95 | 11 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 320 | 39 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.278 | 143,89 | 162 | 159,68 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 161 | 19 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 359.958 | 3,05 | 43.544 | -1,59 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 44.130 | 3,03 | 5.338 | -1,60 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 7.487 | 314,79 | 1 | |||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 285 | 34 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13.602 | 27,93 | 1.812 | 33,85 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 40 | 5 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 1.872 | 226 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4.418 | 5,92 | 534 | 1,14 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 8.846 | 1,07 | 1.070 | -3,43 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 35.410 | 1.670,50 | 4.284 | 1.592,89 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2.808 | 7,67 | 340 | 2,73 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 50.458 | 0,70 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 27.528 | 131,23 | 3.330 | 120,82 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 16.757 | 2 |
