Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Currency Hedged MSCI EAFE ETF, omfatter Precision Wealth Strategies, LLC, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Kingstone Capital Partners Texas, LLC, Quadrature Capital Ltd, WealthPlan Investment Management, LLC, Stark Wealth Management LLC, VisionPoint Advisory Group, LLC, Fifth Third Securities, Inc., Tradewinds, LLC., Vise Technologies, Inc., Central Pacific Bank - Trust Division, Sollinda Capital Management LLC, HB Wealth Management, LLC, Glenmede Investment Management, LP, PUREfi Wealth, LLC, Wetherby Asset Management Inc, Betterment LLC, SRS Capital Advisors, Inc., Schechter Investment Advisors, LLC, og Freestone Capital Holdings, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 13.676 | 519 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5.856 | 1,10 | 222 | 5,71 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 44.369 | 1.683 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8.614 | 0 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 1.063 | 39 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 170.575 | 12,74 | 6.158 | 15,84 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 29.926 | 396,04 | 1.136 | 420,64 | ||||
| 2025-06-03 | 13F | Invst, LLC | 52.763 | 1.915 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 10.595 | 402 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5.541 | 210 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 273 | 10 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 102.602 | 19,41 | 3.895 | 24,89 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3.855.668 | 2,67 | 146.361 | 7,40 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 106.623 | 5,45 | 4.026 | 12,90 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 38.918 | 2,33 | 1.477 | 7,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 208.871 | 8 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3.964 | 233,95 | 151 | 251,16 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 203.112 | 11,06 | 7.710 | 16,17 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 138.720 | 20,23 | 5.266 | 25,75 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10.430 | 38,24 | 396 | 44,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 13.434 | 510 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57.296 | 70,87 | 2.175 | 78,78 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 63.086 | 75,62 | 2.395 | 83,73 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 18.756 | 21,08 | 712 | 26,51 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 | 0 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 21.207 | 9,13 | 805 | 14,18 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12.274 | 17,31 | 466 | 22,69 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 180.246 | 98,53 | 6.842 | 107,71 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 199.469 | 717,73 | 7.572 | 755,48 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 86.664 | 3.101,48 | 3.145 | 3.245,74 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 458 | 1.808,33 | 17 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 182.424 | 3,43 | 6.925 | 8,19 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 37 | 1 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 17.920 | 674 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 39.263 | 39,78 | 1.490 | 46,22 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5.883 | 0,51 | 223 | 5,19 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26.330 | 4,31 | 1.000 | 9,06 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 61.059 | 74,92 | 2.318 | 83,02 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 56.829 | 2.157 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 25.107 | 953 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 10.011 | 380 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 38.059 | 4,41 | 1.445 | 9,23 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 141 | 5 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16.183 | 10,55 | 614 | 15,63 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 202.754 | 23,80 | 7.697 | 29,50 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46.176 | 245,53 | 1.753 | 261,98 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 605 | 628,92 | 22 | 950,00 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 45.867 | 270,34 | 1.741 | 287,75 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 7.893 | 2,39 | 300 | 7,17 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32.229 | 5,83 | 1.223 | 10,68 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 8.894 | 21,84 | 338 | 37,55 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 98.483 | 10,60 | 3.738 | 15,69 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 446 | 17 | ||||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 5.300 | 201 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 152.192 | 5.777 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 15.025 | 1,45 | 570 | 6,15 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 82.482 | 21,25 | 3.131 | 26,86 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8.898 | 338 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 9.084 | 22,59 | 345 | 28,36 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13.114 | 498 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 34.319 | 4,62 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5.081 | 4.134,17 | 193 | 4.700,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7.941 | 270 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 124.625 | 1,65 | 4.731 | 6,32 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 17.221 | 17,41 | 654 | 22,74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6.179 | 235 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 97.422 | 42,82 | 3.698 | 49,41 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 47.948 | 3,12 | 1.820 | 7,88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 28.614 | 3,42 | 1.086 | 8,17 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3.677 | 140 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1.160 | 44 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 862.260 | 50,67 | 32.732 | 57,60 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 5.889 | 214 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7.432 | 7,03 | 282 | 12,35 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 659.822 | 8,66 | 25.047 | 13,66 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 96.142 | 5,67 | 3.650 | 10,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 201.113 | 7.634 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.379.161 | 8,87 | 90.313 | 13,88 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 135.862 | 5.132 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 335.521 | 3,47 | 12.736 | 8,23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2.182.429 | 11,80 | 82.845 | 16,95 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12.138 | 6,78 | 461 | 16,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.343.251 | 105,09 | 50.990 | 114,46 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 457.873 | 7,05 | 17.381 | 11,97 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 46.486 | 5,03 | 1.765 | 9,84 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 30.641 | 0,39 | 1.163 | 5,06 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 92.368 | 15,90 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 9.268 | 352 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 428.678 | 3,00 | 16.273 | 7,75 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 204.256 | 4,63 | 7.754 | 9,44 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3.306 | 125 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 259 | 10 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 773 | 4,04 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1.589 | 7.845,00 | 60 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1.985 | 2.291,57 | 72 | 3.500,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21.535 | 817 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 84.796 | 485,08 | 3.077 | 511,73 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5.394.865 | 0,93 | 204.789 | 5,57 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 441.172 | 2,00 | 16.747 | 6,70 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 30.828 | 0,38 | 1.170 | 5,03 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4.053 | 81,67 | 154 | 91,25 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 13.502 | 1,27 | 466 | 0,65 | ||||
| 2025-07-17 | 13F | KWB Wealth | 122.473 | 4.445 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 19.288 | 37,03 | 732 | 43,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 36.496 | 60,35 | 1.385 | 75,32 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1.417 | 54 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 269.400 | 4,38 | 10.226 | 9,18 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 12.870 | 1,36 | 489 | 6,09 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7.778 | 295 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 67.362 | 5,65 | 2.557 | 10,55 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6.618.320 | 14,70 | 251.244 | 19,99 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 97.627 | 42,76 | 3.693 | 48,61 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 78.048 | 3 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 15.090 | 107,11 | 573 | 116,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18.787 | 15,55 | 714 | 20,85 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 518.397 | 5,16 | 19.678 | 10,01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6.106 | 232 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13.941 | 529 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 9.501 | 361 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30.168 | 1.145 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 404.319 | 5,52 | 15.348 | 10,37 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 20.808 | 6,12 | 790 | 10,97 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 21.983 | 16,32 | 834 | 21,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 110.787 | 1.320,89 | 4 | |||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 9.003 | 342 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 13.168 | 500 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 38.462 | 2,64 | 1.460 | 7,43 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 34.904 | 0,59 | 1.324 | 5,16 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 804.540 | 11,20 | 30.540 | 16,31 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 120.979 | 2,17 | 4.592 | 6,89 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 463.020 | 13,56 | 17.576 | 18,79 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 59 | 2 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 49.518 | 136,17 | 1.880 | 147,24 | ||||
| 2025-08-08 | 13F | Creative Planning | 25.311 | 11,22 | 961 | 16,36 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 140.738 | 8,47 | 5.394 | 16,10 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 330 | 10,00 | 13 | 20,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 45.790 | 15,70 | 1.738 | 21,03 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 9.953 | 4,77 | 378 | 9,59 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 119.019 | 4,41 | 4.518 | 9,21 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 41.815 | 6,32 | 1.587 | 11,21 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 500 | 0 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 40.075 | 4,47 | 1.521 | 9,27 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 25.119 | 954 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 74.808 | 17,21 | 2.840 | 22,58 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 325.525 | 5,29 | 12.357 | 10,13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 155.282 | 34,99 | 5.921 | 40,75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 321.413 | 0,10 | 12.201 | 4,70 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7.433 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.950 | 875,31 | 150 | 964,29 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19.424 | 5,51 | 737 | 10,33 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 101 | 4 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 92 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 396.139 | 15 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 116.282 | 1,49 | 4.414 | 6,16 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 41.876 | 2,67 | 1.590 | 7,36 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4.010 | 25,74 | 152 | 32,17 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13.710 | 55,11 | 520 | 62,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.240 | 47 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 172.327 | 1,99 | 6.542 | 11,41 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 27 | 271,43 |
