Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares International Equity Factor ETF, omfatter Stonebridge Wealth Management, LLC, Mount Yale Investment Advisors, LLC, Newbridge Financial Services Group, Inc., Sigma Planning Corp, Vise Technologies, Inc., Gts Securities Llc, Summit Wealth Group Llc / Co, CIBC World Markets Inc., RMR Wealth Builders, HORAN Wealth, LLC, Sovran Advisors, LLC, Russell Investments Group, Ltd., Private Trust Co Na, Skopos Labs, Inc., HighMark Wealth Management LLC, og Harbour Investments, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 760.428 | 3,89 | 26.029 | 15,03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 7.469 | 1,69 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12.815 | 0,04 | 439 | 10,89 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 8.733 | 0,48 | 299 | 11,19 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 123.649 | 3,95 | 4.225 | 14,22 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 6.642 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 151 | 5 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 318.745 | 9,44 | 9.830 | 17,53 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 27.544 | 943 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 203.335 | 8,57 | 6.960 | 20,25 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 129.770 | 0,16 | 4.442 | 11,19 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 241.659 | 11,93 | 8.272 | 24,23 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 13.268 | 0,23 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 145.907 | 28,85 | 4.994 | 43,01 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 30.272 | 0,02 | 1.041 | 15,04 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 13.851 | 2,37 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.485.415 | 0,00 | 50.846 | 10,99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 13.158 | 0,91 | 450 | 11,94 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15.104 | 1,68 | 517 | 12,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 90.606 | 1.085,32 | 3.101 | 1.219,57 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 65.845 | 2.254 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 19.982 | 41,93 | 684 | 57,37 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 81.369 | 2,58 | 2.785 | 13,86 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1.059.484 | 61,24 | 36.264 | 78,96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6.141 | 210 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 108 | 1,89 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 6.642 | 227 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15.878.455 | 54.816,15 | 543.519 | 60.901,01 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9.874 | 338 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 42.097 | 136,09 | 1.441 | 162,30 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 226.977 | 1,97 | 7.769 | 13,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 88.910 | 31,82 | 3 | 50,00 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 120.956 | 22,83 | 4.140 | 36,36 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 45.591 | 26,35 | 1.561 | 40,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 250.523 | 179,48 | 8.575 | 210,24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 123.915 | 65,82 | 4.242 | 84,07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6.000 | 203 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21.320 | 30,40 | 730 | 44,64 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 42.634 | 1,96 | 1.459 | 13,19 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 21.199 | 726 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7.248 | 0,01 | 248 | 11,21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 827 | 28 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 976 | 33 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 623.742 | 39,57 | 21.351 | 54,91 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37.914 | 5.129,52 | 1.298 | 6.385,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3.195.954 | 0,44 | 109.397 | 11,47 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 148.756 | 19,17 | 5.092 | 32,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 273.723 | 5,08 | 9.370 | 16,63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4.095 | 45,11 | 140 | 60,92 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 108.240 | 2,37 | 3.706 | 13,62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 337.171 | 1,67 | 11.541 | 12,85 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 36.543 | 19,66 | 1.251 | 32,84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19.799 | 0,09 | 678 | 10,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 123.437 | 974,95 | 4.209 | 1.088,70 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26.603 | 911 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11.092 | 0,03 | 380 | 11,14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13.033 | 74,85 | 446 | 93,07 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 2.851.077 | 4,34 | 97.592 | 15,81 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.267 | 0,48 | 43 | 13,16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1.344.337 | 11,10 | 46.017 | 23,31 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 32.775 | 39,02 | 1.122 | 54,20 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 831 | 28 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 381.780 | 26,84 | 13.068 | 40,79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12.246 | 1,44 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 26.213 | 897 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5.453 | 6,57 | 187 | 18,47 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 412.946 | 16,61 | 14.135 | 29,43 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 59.564 | 363,93 | 2.039 | 415,95 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1.069 | 37 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 113.540 | 37,21 | 3.886 | 52,27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 123.974 | 23,30 | 4.236 | 35,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 76.066 | 63,18 | 2.604 | 81,14 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 12.196 | 417 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1.771.706 | 2,44 | 60.645 | 13,70 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 13.052 | 447 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 301.413 | 4,14 | 10.317 | 15,60 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 14.015 | 63,54 | 480 | 81,44 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 807.176 | 41,47 | 27.630 | 57,03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.620 | 10,69 | 535 | 22,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.055.237 | 8,29 | 36.121 | 20,20 | ||||
| 2025-08-14 | 13F | UBS Group AG | 441.395 | 1,91 | 15.109 | 13,11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 34.102 | 1.167 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 59.350 | 30,35 | 2.087 | 42,10 | ||||
| 2025-08-14 | 13F | Obsido Oy | 259.933 | 1,66 | 8.898 | 12,83 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 563 | 19 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6.395 | 219 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 395 | 14 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6.072 | 208 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 56.430 | 1,28 | 1.932 | 12,40 |
