Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares International Small-Cap Equity Factor ETF, omfatter Merit Financial Group, LLC, JBF Capital, Inc., KWB Wealth, Stonebridge Wealth Management, LLC, Colony Group, LLC, Wealth Advisory Team LLC, Vance Wealth, Inc., WorthPointe, LLC, Creative Planning, Signature Estate & Investment Advisors Llc, Avantax Advisory Services, Inc., Comprehensive Money Management Services LLC, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, og Howe & Rusling 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Breakwater Capital Group | 22.531 | 0,34 | 874 | 15,48 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 123.387 | 95,01 | 4.784 | 124,55 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5.504 | 213 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 9.787 | 379 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 30.787 | 597,80 | 1.194 | 706,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.381 | 248 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 21.124 | 819 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 33 | 1 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 27.550 | 1,88 | 1.068 | 17,36 | ||||
| 2025-07-17 | 13F | KWB Wealth | 21.872 | 737 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 505 | 20 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36.738 | 8,04 | 1.424 | 24,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 175.225 | 29,34 | 6.793 | 48,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15.182 | 589 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.687 | 18,22 | 65 | 35,42 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 78 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 58.561 | 2,09 | 2.270 | 17,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 204.716 | 5,32 | 7.937 | 21,23 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 9.251 | 359 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 136.888 | 5,42 | 5.307 | 21,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5.417 | 210 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65.505 | 27,50 | 2.540 | 46,76 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 115.893 | 23,10 | 4.493 | 41,74 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.798 | 20,49 | 419 | 38,87 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 855 | 33 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 27.728 | 359,30 | 1.075 | 429,56 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 268.743 | 3,72 | 10.419 | 19,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5.188 | 201 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 12.141 | 471 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 93.017 | 1,56 | 3.606 | 16,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46.167 | 0,74 | 1.790 | 15,94 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 8.403 | 5,51 | 326 | 21,27 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 26.631 | 33,25 | 1.033 | 53,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 224 | 9 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 7.792 | 1,96 | 302 | 17,51 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6.714 | 0,57 | 260 | 16,07 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9.324 | 22,01 | 361 | 40,47 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 326 | 44,89 | 13 | 71,43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5.332 | 207 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 156.817 | 2,22 | 6.080 | 17,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137.350 | 5.325 | ||||||
| 2025-08-08 | 13F | JBF Capital, Inc. | 56.312 | 2.183 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26.090 | 1,57 | 1.012 | 16,88 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 11.257 | 0,75 | 436 | 15,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 103.647 | 1,34 | 4.018 | 16,67 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 30.477 | 12,66 | 1.182 | 29,64 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 158.882 | 9,30 | 6.160 | 25,82 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 208.182 | 2,58 | 8.117 | 18,70 | ||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 294.918 | 7,86 | 10.467 | 16,29 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 68.158 | 2.642 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2.111 | 9,49 | 82 | 26,56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 731 | 61,37 | 28 | 86,67 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 54.191 | 8,50 | 2.101 | 24,78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 312 | 4,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 182.907 | 961,25 | 7.091 | 1.122,59 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 38.437 | 2,04 | 1.490 | 17,51 | ||||
| 2025-08-08 | 13F | Creative Planning | 8.537 | 331 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21.495 | 833 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 | 0 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 18.016 | 1,89 | 698 | 17,31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 34.806 | 0,68 | 1.349 | 15,89 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 10.870 | 17,29 | 421 | 35,37 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 50.320 | 1,13 | 1.951 | 21,42 |
