Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Morningstar Small-Cap Growth ETF, omfatter Rockport Wealth LLC, Kendall Capital Management, Fifth Third Securities, Inc., Financial Engines Advisors L.L.C., rebel Financial LLC, CAPROCK Group, Inc., Wealthcare Advisory Partners LLC, Monograph Wealth Advisors, Llc, Strategic Wealth Partners, Ltd., Twin Peaks Wealth Advisors, LLC, Legend Financial Advisors, Inc., Russell Investments Group, Ltd., og AlphaCore Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5.382 | 0,15 | 268 | 10,33 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 234 | 0,43 | 12 | 10,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13.690 | 106,27 | 686 | 130,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 41.695 | 32,36 | 2.075 | 46,16 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7.368 | 3,24 | 367 | 14,02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 434.903 | 9,60 | 21.641 | 21,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10.256 | 14,94 | 510 | 15,65 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 59.549 | 63,15 | 2.963 | 80,23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 293 | 15 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.985 | 99 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4.719 | 0,11 | 235 | 10,38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 56 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8.830 | 35,24 | 439 | 49,32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 106.795 | 3,67 | 5.314 | 14,53 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4.318 | 215 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 10.971 | 8,62 | 546 | 20,04 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 760 | 39 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 20.230 | 0,12 | 1.007 | 10,55 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4.277 | 40,05 | 213 | 54,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6.822 | 42,10 | 338 | 56,48 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2.004 | 100 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 14.666 | 6,45 | 730 | 17,58 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 29.689 | 11,40 | 1.337 | -1,40 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 30.280 | 33,39 | 1.507 | 47,36 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9.877 | 82,10 | 491 | 101,23 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 4.122 | 205 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 66.711 | 49,97 | 3.320 | 65,70 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 361 | 38,31 | 18 | 54,55 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 70.162 | 4.876,03 | 1 | -98,41 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 112 | 6 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 9.897 | 492 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 490.694 | 5,45 | 24.417 | 16,47 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 384 | 19 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 167.423 | 1,28 | 8.331 | 11,87 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7.618 | 21,00 | 379 | 33,92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 37.718 | 667,25 | 1.877 | 748,87 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2.925 | 0,03 | 146 | 10,69 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 4.374 | 218 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4.525 | 225 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 24.203 | 33,84 | 1.204 | 47,91 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 73.332 | 0,40 | 3.649 | 10,88 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 23.500 | 1.169 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | 3.000,00 | 2 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10.068 | 501 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.684 | 84,34 | 233 | 104,39 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 299.710 | 4,88 | 14.914 | 15,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 117.644 | 0,37 | 5.854 | 10,85 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4.837 | 241 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 91.296 | 5,33 | 4.543 | 16,34 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 38.863 | 88,55 | 1.934 | 108,30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66.332 | 18,19 | 3.301 | 30,54 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 324.071 | 16.126 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 899 | 121,43 | 45 | 144,44 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3.300 | 2.207,69 | 164 | 10,81 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11.074 | 0,16 | 551 | 10,64 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.771 | 5,76 | 138 | 16,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5.888 | 298 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5.742 | 259 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1.762 | 88 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 112.232 | 3,06 | 5.585 | 13,84 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 135 | 7 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2.704 | 13,95 | 134 | 25,23 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 151.370 | 7,32 | 7.532 | 18,56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.421 | 2,85 | 120 | 13,21 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 127.069 | 7,50 | 6.323 | 18,75 | ||||
| 2025-08-08 | 13F | Creative Planning | 28.341 | 28,79 | 1.410 | 42,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 295.476 | 4,35 | 14.703 | 15,26 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 167.423 | 1,28 | 8 | 14,29 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5.506 | 0,04 | 274 | 10,53 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 20 | 1 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 6.683 | 333 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 36.161 | 2,15 | 1.799 | 12,86 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 31.858 | 1,82 | 1.585 | 12,49 |
