Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Morningstar Mid-Cap Value ETF, omfatter Clark Capital Management Group, Inc., Dynamic Advisor Solutions LLC, Sovran Advisors, LLC, rebel Financial LLC, D.a. Davidson & Co., Ameritas Advisory Services, LLC, First Horizon Advisors, Inc., Silicon Valley Capital Partners, Gladwyn Financial Advisors, Inc., Pinnacle Bancorp, Inc., Emerald Investment Partners, Llc, og Cornerstone Planning Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16.776 | 10,05 | 1.308 | 19,67 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 2.795 | 0,18 | 212 | 2,91 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 154 | 0,65 | 12 | 0,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8.616 | 9,15 | 655 | 11,79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 42.420 | 25,51 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58.333 | 4,63 | 4.432 | 7,16 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25.742 | 1.956 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 56 | 4 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 217 | 16 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9.252 | 70,17 | 703 | 74,19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27.450 | 12,34 | 2.086 | 15,07 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20.007 | 3.337,63 | 1.520 | 3.434,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 218.922 | 28,72 | 16.634 | 31,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47.852 | 115,99 | 3.636 | 121,24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.293 | 42,25 | 324 | 46,61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 103.060 | 0,70 | 7.830 | 3,12 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 55.748 | 0,66 | 4.236 | 3,09 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 75.666 | 1,15 | 5.749 | 6,76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43.890 | 554,78 | 3 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 464 | 0,22 | 35 | 2,94 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 5.687 | 13,72 | 432 | 16,44 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 24.024 | 1.858 | ||||||
| 2025-08-05 | 13F | swisspartners Advisors Ltd | 111.620 | 3,25 | 8.471 | 19,43 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 81.441 | 6,12 | 6.188 | 8,68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43.502 | 0,92 | 3.305 | 3,35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4.850 | 36,62 | 369 | 39,92 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4.258 | 0,02 | 324 | 2,54 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 201.752 | 1,63 | 15.329 | 4,09 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 31.915 | 6,26 | 2.425 | 8,80 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 202 | 0,50 | 15 | 7,14 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3.586 | 272 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4.092 | 11,77 | 312 | 14,76 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 768 | 58 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 60.956 | 4,77 | 4.631 | 7,30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3.197 | 243 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7.562 | 37,72 | 575 | 41,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 123.020 | 335,19 | 9.347 | 345,73 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3.028 | 0,50 | 230 | 3,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 945 | 0,53 | 72 | 2,90 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12.367 | 0,01 | 940 | 2,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 212.788 | 27,26 | 16.168 | 30,33 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 20.510 | 235,19 | 1.558 | 243,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4.325 | 0,58 | 329 | 3,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 66.651 | 1,94 | 5.068 | 4,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 395.910 | 18,20 | 30.081 | 21,06 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 4.104 | 2,47 | 312 | 4,71 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2.801 | 0,04 | 213 | 2,42 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 9.460 | 1,21 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 26.647 | 18,00 | 2.025 | 20,84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6.427 | 11,23 | 488 | 14,02 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2.317 | 18,82 | 175 | 23,24 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 40.696 | 9,20 | 3.092 | 11,87 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 90.046 | 6.842 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 36 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 270.105 | 33,06 | 21 | 33,33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 482 | 20,20 | 37 | 24,14 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 27.722 | 91,45 | 2.106 | 96,09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17.237 | 21,14 | 1.310 | 24,08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13.272 | 1 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.394 | 98,60 | 410 | 103,48 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 180 | 14 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 266 | 0,76 | 20 | 5,26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.656 | 430 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3.221 | 0,66 | 245 | 2,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92.623 | 146,97 | 7.038 | 152,89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.286 | 4.133,33 | 174 | 4.225,00 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 13.988 | 0,16 | 1.063 | 2,51 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 103 | 24,10 | 8 | 16,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7.021 | 4,51 | 533 | 7,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 218.051 | 4,97 | 16.567 | 7,49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 832 | 16,69 | 63 | 21,15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 52.522 | 78,58 | 3.991 | 82,94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 18.151 | 95,87 | 1.379 | 100,73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4.984 | 379 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 82.303 | 2,75 | 6.253 | 5,23 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 2.012 | 0,20 | 153 | 2,01 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 359.977 | 5,71 | 27.351 | 8,27 | ||||
| 2025-08-08 | 13F | Creative Planning | 6.442 | 0,61 | 489 | 2,95 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 254 | 0,79 | 19 | 5,56 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2.836 | 0,18 | 215 | 2,38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13.501 | 1,06 | 1.026 | 3,43 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 8.456 | 0,67 | 642 | 3,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 219.604 | 6,63 | 16.686 | 9,20 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 201.752 | 1,63 | 15 | 7,14 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 15 | 1 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 4.342 | 330 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 72 | 5 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 100.912 | 7,15 | 7.667 | 9,73 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5.592 | 2,57 | 425 | 4,95 |
