Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF, omfatter
Connor, Clark & Lunn Investment Management Ltd.,
Ubs Asset Management Americas Inc,
Savant Capital, LLC,
Maseco Llp,
og
Capital Investment Advisory Services, 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
(%) |
| 2025-08-04 |
13F |
Simon Quick Advisors, Llc
|
|
|
|
8.935 |
0,13 |
579 |
16,73 |
|
| 2025-07-14 |
13F |
Clear Harbor Asset Management, LLC
|
|
|
|
20.130 |
4,88 |
1.305 |
22,31 |
|
| 2025-07-31 |
13F |
Glass Jacobson Investment Advisors llc
|
|
|
|
6.552 |
113,14 |
425 |
138,20 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional
|
|
|
|
1.690 |
3,36 |
97 |
4,35 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional
|
|
|
|
887 |
12,71 |
51 |
13,64 |
|
| 2025-08-14 |
13F |
Fmr Llc
|
|
|
|
1.563 |
35,68 |
101 |
57,81 |
|
| 2025-08-13 |
13F |
Parkworth Wealth Management, Inc.
|
|
|
|
454 |
0,67 |
29 |
16,00 |
|
| 2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
173.590 |
12,05 |
11.257 |
30,67 |
|
| 2025-08-14 |
13F |
NorthLanding Financial Partners, LLC
|
|
|
|
13.338 |
6,76 |
865 |
24,50 |
|
| 2025-08-12 |
13F |
Kohmann Bosshard Financial Services, LLC
|
|
|
|
3.504 |
|
227 |
|
|
| 2025-07-17 |
13F |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
5.624 |
0,68 |
365 |
17,42 |
|
| 2025-07-29 |
13F |
Mb, Levis & Associates, Llc
|
|
|
|
295 |
0,68 |
19 |
18,75 |
|
| 2025-07-14 |
13F |
Sowell Financial Services LLC
|
|
|
|
46.255 |
2,61 |
3.000 |
19,67 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
14.114 |
1,17 |
916 |
17,91 |
|
| 2025-07-22 |
13F |
Checchi Capital Advisers, LLC
|
|
|
|
274.931 |
52,27 |
17.829 |
77,58 |
|
| 2025-07-25 |
NP |
USEMX - Emerging Markets Fund Shares
|
|
|
|
17.423 |
113,07 |
1.069 |
134,73 |
|
| 2025-08-07 |
13F |
Cascade Financial Partners, LLC
|
|
|
|
5.808 |
|
377 |
|
|
| 2025-07-15 |
13F |
Maseco Llp
|
|
|
|
2.042 |
|
132 |
|
|
| 2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
181.731 |
5,73 |
12 |
22,22 |
|
| 2025-08-07 |
13F |
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
769.563 |
|
49.906 |
|
|
| 2025-07-16 |
13F |
Rebalance, Llc
|
|
|
|
18.482 |
0,68 |
1.199 |
17,45 |
|
| 2025-08-06 |
13F |
Texas Yale Capital Corp.
|
|
|
|
59.966 |
2,27 |
3.889 |
19,26 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional
|
|
|
|
784 |
5,52 |
45 |
4,76 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A
|
|
|
|
2.250 |
6,33 |
129 |
7,56 |
|
| 2025-08-07 |
13F |
Samalin Investment Counsel, LLC
|
|
|
|
5.885 |
10,52 |
382 |
28,72 |
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
2.000 |
21,21 |
130 |
41,76 |
|
| 2025-07-23 |
13F |
Valmark Advisers, Inc.
|
|
|
|
61.122 |
0,42 |
3.964 |
17,11 |
|
| 2025-07-18 |
13F |
Pure Financial Advisors, Inc.
|
|
|
|
25.237 |
2,89 |
1.637 |
20,03 |
|
| 2025-07-16 |
13F |
Perigon Wealth Management, LLC
|
|
|
|
11.078 |
0,35 |
718 |
17,13 |
|
| 2025-08-28 |
NP |
PRAE - PlanRock Alternative Growth ETF
|
|
|
|
6.126 |
144,36 |
397 |
175,69 |
|
| 2025-07-14 |
13F |
AdvisorNet Financial, Inc
|
|
|
|
2.904 |
0,69 |
188 |
17,50 |
|
| 2025-08-05 |
13F |
Fullcircle Wealth Llc
|
|
|
|
8.913 |
15,60 |
573 |
30,52 |
|
| 2025-08-06 |
13F |
Savant Capital, LLC
|
|
|
|
125.275 |
|
8.124 |
|
|
| 2025-07-25 |
13F |
Index Fund Advisors, Inc.
|
|
|
|
7.191 |
0,18 |
466 |
16,79 |
|
| 2025-08-14 |
13F |
State Of Wisconsin Investment Board
|
|
|
|
173.813 |
0,75 |
11.272 |
17,49 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A
|
|
|
|
1.635 |
8,28 |
93 |
9,41 |
|
| 2025-04-15 |
13F |
Noble Wealth Management PBC
|
|
|
|
400 |
300,00 |
22 |
340,00 |
|
| 2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
769.563 |
|
49.906 |
|
|
| 2025-08-08 |
13F |
Omega Financial Group, LLC
|
|
|
|
73.037 |
1,70 |
4.736 |
18,61 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional
|
|
|
|
489 |
2,30 |
28 |
0,00 |
|
| 2025-07-23 |
13F |
Sax Wealth Advisors, Llc
|
|
|
|
37.194 |
42,68 |
2.412 |
66,46 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A
|
|
|
|
1.122 |
4,08 |
64 |
6,67 |
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
15.636 |
13,78 |
1.014 |
32,59 |
|
| 2025-08-12 |
13F |
Harbor Advisory Corp /ma/
|
|
|
|
120.843 |
1,49 |
7.837 |
18,35 |
|
| 2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
8.930 |
2,43 |
579 |
19,63 |
|
| 2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
4.866 |
261,25 |
316 |
325,68 |
|
| 2025-08-13 |
13F |
Victory Capital Management Inc
|
|
|
|
45.452 |
345,30 |
2.948 |
419,75 |
|
| 2025-07-25 |
13F |
Pathway Financial Advisors LLC
|
|
|
|
41.231 |
37,85 |
2.674 |
60,73 |
|
| 2025-08-08 |
13F |
Capital Investment Advisory Services, LLC
|
|
|
|
110 |
|
7 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
173.475 |
3,92 |
11.250 |
21,19 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
106.139 |
4,34 |
6.883 |
21,69 |
|
| 2025-07-10 |
13F |
Cypress Point Wealth Management, LLC
|
|
|
|
34.479 |
0,05 |
2.236 |
16,65 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
1.229 |
1,49 |
80 |
17,91 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A
|
|
|
|
2.064 |
10,73 |
118 |
12,38 |
|
