Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Self-Driving EV and Tech ETF, omfatter Winnow Wealth Llc, Accordant Advisory Group Inc, Moran Wealth Management, LLC, Belvedere Trading LLC, Raymond James Financial Inc, Kilter Group LLC, og Financial Network Wealth Management 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 16.758 | 512 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.000 | 31 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.138 | 24,80 | 250 | 29,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.288 | 0,08 | 39 | 5,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 56.840 | 1.738 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 107 | 0,94 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 145 | 4 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 11.449 | 2,58 | 350 | 7,36 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 546 | 0,92 | 17 | 6,67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.520 | 7,04 | 46 | 12,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43.745 | 5,69 | 1.338 | 10,59 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 7.100 | 217 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 508 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.771 | 2,37 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 85.015 | 2.600 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1.135 | 0 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.259 | 0,08 | 38 | 5,56 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21.191 | 9,68 | 648 | 14,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.906 | 119 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 198 | 4,76 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 507 | 0,20 | 16 | 7,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 177 | 59,46 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 85.015 | 2.600 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12.571 | 0,89 | 383 | 5,22 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 32.505 | 6,54 | 1.095 | 33,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 49.647 | 0,38 | 1.518 | 5,05 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9.393 | 287 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9.387 | 1,10 | 287 | 5,90 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 347 | 0,87 | 11 | 0,00 |
