Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares U.S. Regional Banks ETF, omfatter Pathstone Holdings, LLC, Fiduciary Alliance LLC, Lighthouse Investment Partners, LLC, Orrstown Financial Services Inc, Kilter Group LLC, Montag A & Associates Inc, og Smithfield Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.332 | 66 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 474 | 1,07 | 23 | 9,52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93.699 | 23,26 | 4.643 | 30,98 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 14.300 | 26,55 | 709 | 34,60 | |||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.530 | 75,86 | 76 | 87,50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.095 | 559,64 | 54 | 671,43 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 500 | 25 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5.217 | 0,81 | 273 | 18,18 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 25.064 | 15,47 | 1.242 | 22,63 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.922 | 0,58 | 95 | -1,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 56.828 | 42,79 | 2.850 | 53,58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6.382 | 8,50 | 316 | 15,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 19.100 | 946 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 10.042 | 0,71 | 498 | 7,11 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3.006 | 0,84 | 149 | 6,47 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5.804 | 16,64 | 288 | 23,71 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 45.620 | 2.260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 5.068 | 6,14 | 251 | 13,06 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 35.671 | 11,06 | 1.767 | 18,04 | ||||
| 2025-08-08 | 13F | Creative Planning | 10.307 | 0,44 | 511 | 6,69 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4.275 | 212 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6.007 | 298 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2.402 | 0,84 | 119 | 7,21 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 8.758 | 4,04 | 434 | 10,46 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | 215,09 | 17 | 300,00 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 10.314 | 0,35 | 541 | 29,81 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4.373 | 217 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 75.272 | 32,40 | 3.717 | 42,10 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10.847 | 0,38 | 537 | 6,76 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 39.538 | 12,44 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11.250 | 9,37 | 557 | 16,28 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.480 | 0,68 | 73 | 7,35 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 10 | 0 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 535 | 0,56 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 4.090 | 203 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469.951 | 119,46 | 23.286 | 133,21 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 24.248.343 | 277.595,18 | 1.115 | 173,96 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 836 | 41 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 360.619 | 0,54 | 17.869 | 6,83 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.567 | 22,71 | 78 | 30,51 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11.209 | 3,78 | 1 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 284 | 0,71 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 28.300 | 63,58 | 1.402 | 73,95 | |||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 5.595 | 277 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1.086 | 0,84 | 54 | 6,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.143 | 169,73 | 410 | 192,86 | ||||
| 2025-08-14 | 13F | Lighthouse Investment Partners, LLC | 11.210 | 555 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6.385 | 0,19 | 317 | 6,40 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3.583 | 0,67 | 178 | 7,27 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 6.264 | 10,46 | 310 | 17,42 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 381 | 1,33 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 27.186 | 17,79 | 1.347 | 25,19 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13.728 | 84,89 | 680 | 96,53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29.691 | 1,57 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 6.624 | 0,21 | 328 | 6,49 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4.728 | 9,95 | 234 | 17,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25.605 | 24,10 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 174.308 | 2,64 | 8.637 | 9,03 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 11.915 | 590 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.620 | 6,10 | 179 | 12,58 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 591 | 103,09 | 29 | 123,08 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 15 | 1 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 11.256 | 1,01 | 558 | 7,32 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 8.970 | 0,39 | 444 | 6,73 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11.619 | 104,13 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.294 | 6,07 | 64 | 4,92 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 55.555 | 2,64 | 2.753 | 9,08 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 33.536 | 11,21 | 1.662 | 18,14 |
