Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares MSCI USA Quality GARP ETF, omfatter Mount Yale Investment Advisors, LLC, Park National Corp /oh/, Planned Solutions, Inc., Financial Network Wealth Management LLC, Milestones Private Investment Advisors LLC, Stonebridge Wealth Management, LLC, Northwestern Mutual Wealth Management Co, Thoroughbred Financial Services, Llc, Sigma Planning Corp, Atomi Financial Group, Inc., Calton & Associates, Inc., Principal Securities, Inc., Great Valley Advisor Group, Inc., Leavell Investment Management, Inc., Lakeshore Capital Group, Inc., Saxony Capital Management, LLC, Wealth Enhancement Advisory Services, Llc, D.a. Davidson & Co., Wagner Wealth Management, Llc, og Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 122.431 | 146,29 | 7.392 | 191,48 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12.147 | 6,74 | 733 | 26,38 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14.543 | 878 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 18.952 | 0,01 | 1.144 | 18,43 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 22.948 | 1 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2.288 | 138 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 13.164 | 795 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 50.138 | 218,62 | 3.027 | 277,43 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 34.907 | 2.108 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1.200 | 71,43 | 72 | 105,71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 102.656 | 5 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 96.682 | 0,96 | 5.838 | 19,49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3.858 | 235 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 6.775 | 409 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 43.489 | 2.626 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 209.248 | 17,26 | 13 | 33,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 175.568 | 9,10 | 10.601 | 29,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 136.579 | 1,33 | 8.232 | 19,72 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 424.178 | 3,69 | 25.610 | 22,71 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 282.623 | 17.065 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3.585 | 216 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17.635 | 25,80 | 1.065 | 48,81 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 18 | 1 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 | 0 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 340 | 0,29 | 21 | 17,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11.905 | 719 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.991 | 232,33 | 181 | 300,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 270.069 | 38,34 | 16 | 77,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26.561 | 1.604 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 5.077 | 307 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15.097 | 912 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16.398 | 307,10 | 1 | |||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 226.228 | 13.660 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17.738 | 16,10 | 1.071 | 37,48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.246 | 75 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9.997 | 604 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 11.750 | 28,96 | 709 | 52,80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9.103 | 5,14 | 550 | 24,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 53.576 | 17,95 | 3.235 | 39,58 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1.946 | 9,20 | 118 | 30,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62.689 | 16,55 | 3.785 | 37,99 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 409.425 | 24.721 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8.782 | 99,36 | 530 | 136,61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14.018 | 846 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 88.764 | 45,03 | 5.360 | 71,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 461.526 | 32,61 | 28 | 58,82 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 62.355 | 3.765 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24.163 | 124,75 | 1.459 | 166,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.285 | 280,83 | 138 | 315,15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 698.785 | 122,35 | 42.193 | 163,16 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 5.951 | 359 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 40.004 | 18,45 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 407.668 | 53,68 | 24.615 | 81,89 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.148 | 17,80 | 371 | 39,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 370 | 3,06 | 22 | 22,22 |
