Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Core MSCI Pacific ETF, omfatter Perigon Wealth Management, LLC, Quantinno Capital Management LP, Tanager Wealth Management LLP, B&l Asset Management Llc, VisionPoint Advisory Group, LLC, Sapient Capital Llc, Concurrent Investment Advisors, LLC, Coppell Advisory Solutions LLC, Brian Low Financial Group, Llc, Savvy Advisors, Inc., Hoxton Planning & Management, LLC, Security National Bank, og Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 7.730 | 6,47 | 531 | 16,70 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 20.403 | 1,57 | 1.402 | 12,08 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18.392 | 1.264 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.823.056 | 61,26 | 125.244 | 78,00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3.050 | 210 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 17.315 | 0,41 | 1.190 | 10,81 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 28.158 | 1.934 | ||||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 8.750 | 601 | ||||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 293.528 | 11,04 | 20.165 | 22,57 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 56.255 | 9,77 | 3.501 | 11,71 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 175.984 | 0,86 | 12.090 | 11,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 93.974 | 7,34 | 6.456 | 18,50 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 9.221 | 0,25 | 633 | 10,66 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 653.467 | 8,97 | 44.893 | 20,28 | ||||
| 2025-07-10 | 13F | Security National Bank | 2.080 | 143 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8.494 | 584 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 140.242 | 2,67 | 9.635 | 13,31 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 340 | 19,72 | 23 | 35,29 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 120.729 | 0,01 | 8.294 | 10,40 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 10.635 | 731 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 8.317 | 571 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 139 | 10 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 142.939 | 0,64 | 9.820 | 11,09 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 37.724 | 7,60 | 2.592 | 18,74 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 3.014 | 207 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13.670 | 7,63 | 939 | 18,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 155.637 | 24,06 | 10.692 | 36,94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 570 | 216,67 | 39 | 254,55 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 24.220 | 1,59 | 1.664 | 12,14 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 476.862 | 24,89 | 32.760 | 37,86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 138.231 | 15,03 | 9.496 | 26,97 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10.241 | 704 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 33.730 | 2.558,00 | 2 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4.974 | 0,48 | 342 | 10,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 313.669 | 1.532,08 | 21.549 | 1.701,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6.076 | 1,57 | 417 | 12,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8.558 | 24,79 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 882.289 | 0,37 | 60.613 | 10,79 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2.998 | 206 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 196.038 | 116,28 | 12.724 | 125,51 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3.336 | 229 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 10 | 1 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3.900 | 18,47 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.056 | 34,47 | 141 | 48,42 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 973 | 13,80 | 67 | 40,43 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 59.306 | 16,37 | 4.074 | 30,87 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 4.724 | 325 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 56 | 5,66 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3.122 | 214 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4.098 | 282 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4.772 | 0,91 | 328 | 11,22 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 194 | 13 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8.030 | 0,51 | 552 | 10,87 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 352.399 | 12,00 | 24 | 26,32 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 163.950 | 4,53 | 11.263 | 15,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3.732 | 2,70 | 256 | 13,27 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 549.389 | 2,05 | 37.743 | 12,65 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4.164 | 0,87 | 286 | 11,72 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.213 | 16,97 | 83 | 27,69 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3.021 | 208 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 206.182 | 22,26 | 14 | 40,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 594 | 4.142,86 | 41 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 376 | 14,98 | 26 | 25,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 75.291 | 234,42 | 5.172 | 269,16 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3.613 | 248 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.484 | 102 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6.428 | 442 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.279 | 500 |
