Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Global Equity Factor ETF, omfatter Daymark Wealth Partners, Llc, Ignite Planners, LLC, 3Chopt Investment Partners, LLC, 5T Wealth, LLC, Blue Oak Capital, LLC, Lake Street Financial Llc, Nwam Llc, Comerica Bank, Whittier Trust Co Of Nevada Inc, Farther Finance Advisors, LLC, Twin Peaks Wealth Advisors, LLC, Paladin Advisory Group, LLC, og National Bank Of Canada /fi/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 95 | 5 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 6.122 | 0,94 | 295 | 13,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.820 | 3,70 | 88 | 16,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 23.546 | 0,64 | 1.135 | 13,29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1.509 | 73 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16.735 | 1,47 | 807 | 14,16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143 | 7 | ||||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 38.511 | 1.856 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9.117 | 24,63 | 439 | 40,26 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 295 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 393.806 | 74.203,02 | 18.980 | 86.168,18 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 89.174 | 4.298 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57.865 | 6.838,25 | 2.789 | 7.865,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16.174 | 4,67 | 780 | 17,85 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 35.862 | 1.728 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 113.624 | 5 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 10.337 | 498 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.418 | 117 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 100 | 5 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 874 | 42 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1.529 | 0,86 | 74 | 14,06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 25.078 | 66,34 | 1.209 | 87,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 454 | 22 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9.437 | 463 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 56.921 | 2.767 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.093 | 53 | ||||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 4.321 | 208 | ||||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 37.661 | 1.815 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2.561 | 123 |
