Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF, omfatter Congress Wealth Management LLC / DE /, Wesbanco Bank Inc, Common Fund For Nonprofit Organizations, Colony Group, LLC, Copia Wealth Management, og Quaker Wealth Management, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 108.421 | 5.468 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 353.088 | 12,12 | 17.809 | 8,91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 349.763 | 6,19 | 17.641 | 3,22 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 97 | 5 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 84.758 | 37,26 | 4.275 | 33,40 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 30.000 | 1.513 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21.464 | 11,66 | 1.082 | 8,53 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 9.108 | 8,65 | 473 | 18,59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 55.443 | 2.796 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11.987 | 1 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 253.016 | 12,25 | 12.761 | 19,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 51 | 3 | ||||||
| 2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 17.134 | 864 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 45.627 | 11,81 | 2.301 | 8,69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7.417 | 374 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6.363 | 1.475,00 | 321 | 1.500,00 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 9.949 | 7,71 | 502 | 4,59 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6.027 | 8,17 | 304 | 4,84 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1.335 | 69 | ||||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 163.627 | 47,64 | 8.253 | 43,51 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 68.640 | 0,19 | 3.462 | -2,62 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 25.392 | 4,22 | 1.281 | 1,27 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4.784 | 10,38 | 241 | 7,59 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6.065 | 1,00 | 306 | -1,93 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 267.743 | 22,95 | 13.498 | 19,88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2.360 | 0,43 | 119 | -1,65 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 56.902 | 459,67 | 2.953 | 486,88 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20.461 | 7,38 | 1.032 | 4,99 |
