Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Future AI & Tech ETF, omfatter BostonPremier Wealth LLC, Stephen J. Garry & Associates, Llc, Congress Wealth Management LLC / DE /, Berbice Capital Management LLC, Quadrature Capital Ltd, Great Valley Advisor Group, Inc., Waldron Private Wealth LLC, Ehrlich Financial Group, Colony Group, LLC, Chicago Partners Investment Group LLC, Fort Point Capital Partners LLC, Kingsview Wealth Management, LLC, Leo Wealth, LLC, Herbst Group, Llc, Virginia Wealth Management Group, Inc., Natixis, Russell Investments Group, Ltd., Halbert Hargrove Global Advisors, Llc, Team Financial Group, LLC, og Franklin Resources Inc .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Hudock, Inc. | 26.792 | 10,49 | 1.098 | 44,09 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 8.634 | 354 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.234 | 51 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15.973 | 655 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1.125 | 21,62 | 46 | 58,62 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 572 | 4,38 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 200 | 8 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56.879 | 21,01 | 2.332 | 57,78 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 8.249 | 24,42 | 338 | 62,50 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 150 | 50,00 | 6 | 100,00 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4.380 | 71,76 | 185 | 130,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.287 | 19,24 | 94 | 52,46 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 97.797 | 3,91 | 4.010 | 35,48 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32.819 | 4,08 | 1.346 | 35,72 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 448 | 4,92 | 18 | 38,46 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 75 | 3 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18.636 | 1,23 | 764 | 31,95 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8.591 | 352 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 31 | 1 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5.735 | 245 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 28.394 | 12,03 | 1.164 | 46,05 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63.336 | 73,48 | 2.597 | 126,13 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 16.925 | 58,55 | 1 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 41.685 | 2,57 | 1.709 | 33,72 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9.731 | 399 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5.294 | 217 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 26.808 | 10,21 | 1.099 | 43,66 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5.075 | 208 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4.558 | 4,59 | 187 | 35,77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 715.518 | 109,49 | 29.318 | 172,82 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 15.507 | 90,55 | 636 | 149,02 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 20.158 | 17,98 | 833 | 54,93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14.441 | 64,66 | 592 | 115,27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.261 | 104,06 | 93 | 170,59 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6.670 | 273 | ||||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 9.354 | 384 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5.824 | 239 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2.256 | 92 | ||||||
| 2025-08-08 | 13F | Creative Planning | 67.888 | 0,31 | 2.783 | 30,78 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14.367 | 13,47 | 589 | 25,59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20.178 | 1.179,52 | 827 | 1.587,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.280.336 | 28,63 | 52.494 | 67,68 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15.740 | 4,93 | 645 | 36,94 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 314.996 | 0,83 | 12.720 | 28,29 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 31.126 | 41,74 | 1.276 | 84,93 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 4.479 | 4.821,98 | 184 | 9.050,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 32.800 | 662,79 | 1.345 | 895,56 | |||
| 2025-08-14 | 13F | Royal Bank Of Canada | 143.082 | 9,67 | 5.867 | 42,96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 84.858 | 189,25 | 3.479 | 277,33 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 13 | 116,67 | 1 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 107.227 | 1,65 | 4.396 | 32,53 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 15.500 | 636 | 150,00 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 966.302 | 13,37 | 40 | 50,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18.646 | 3,10 | 765 | 34,51 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3.222 | 205,69 | 132 | 300,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7.718 | 316 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 28.902 | 0,87 | 1.185 | 31,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 149.818 | 35,84 | 6.089 | 73,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 850.544 | 26,06 | 34.872 | 64,34 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32.979 | 3,86 | 1 | |||||
| 2025-07-15 | 13F | Herbst Group, Llc | 5.000 | 205 | ||||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 5.000 | 205 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 5.525 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 44.747 | 73,35 | 1.835 | 126,14 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 20.255 | 23,85 | 830 | 61,48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25.926 | 9,80 | 1 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6.496 | 266 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5.131 | 210 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 233 | 10 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12.335 | 21,73 | 499 | 64,36 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 852 | 35 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 56.042 | 5,36 | 2.298 | 37,38 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 336 | 14 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 90.407 | 3.707 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 16.014 | 148,28 | 657 | 224,75 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 197 | 12,57 | 8 | 60,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 230.740 | 111,31 | 9.321 | 171,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6.142 | 129,09 | 252 | 153,54 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 18.415 | 755 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88.504 | 86,12 | 3.655 | 144,48 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2.040 | 84 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 22.418 | 2,28 | 919 | 33,38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 39.246 | 17,84 | 1.609 | 53,68 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1.818 | 75 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 14.561 | 2,23 | 597 | 33,56 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5.518 | 226 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 39.031 | 5,62 | 1.600 | 37,69 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 90.563 | 3.713 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 16.532 | 678 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 6.023 | 47,84 | 247 | 92,19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 108.011 | 12,60 | 4.428 | 46,82 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 322 | 13 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7.658 | 1,62 | 314 | 30,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6.281 | 258 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 6.262 | 257 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.928 | 36,20 | 161 | 78,89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9.274 | 12,53 | 380 | 46,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 215.591 | 71,74 | 8.839 | 123,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 142.775 | 566,43 | 5.854 | 769,69 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 28.568 | 6,66 | 1.208 | 55,74 | ||||
| 2025-08-13 | 13F | Natixis | 4.172 | 172 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10 | 900,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12.092 | 0,40 | 496 | 30,87 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.224 | 4,71 | 91 | 37,88 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 67 | 272,22 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 639 | 26 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 228 | 5,56 | 9 | 50,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 124.878 | 21,89 | 5.120 | 58,88 | ||||
| 2025-07-24 | 13F | Eastern Bank | 30 | 1 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1.300 | 53 |
