Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Morningstar Small-Cap Value ETF, omfatter Exchange Traded Concepts, Llc, rebel Financial LLC, Pensionmark Financial Group, Llc, Atlantic Union Bankshares Corp, og Ameritas Advisory Services, 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 | Bank Of America Corp /de/ | 162.873 | 9,37 | 9.999 | 13,23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17.329 | 1.064 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40.516 | 2.487 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10.652 | 153,14 | 654 | 162,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47.268 | 1,27 | 2.902 | 4,84 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 5.307 | 3,59 | 326 | 7,26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 187.790 | 24,83 | 11.528 | 29,22 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4.735 | 0,21 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 130.493 | 19,87 | 8.011 | 24,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43.430 | 1,07 | 2.666 | 4,63 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 5.561 | 33,84 | 341 | 38,62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6.021 | 2,61 | 371 | 6,63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7.255 | 98,33 | 445 | 106,02 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 51.568 | 6.039,05 | 1 | -100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6.793 | 23,20 | 417 | 27,91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45.910 | 2.868 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 136 | 8 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 189.512 | 1,71 | 11.634 | 5,29 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5.038 | 12,63 | 310 | 16,60 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 281.895 | 6,10 | 17.306 | 9,84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 19.318 | 3,80 | 1.186 | 7,43 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9.311 | 8,57 | 572 | 12,40 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 395.792 | 67,70 | 24.298 | 73,61 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3.676 | 0,11 | 226 | 3,69 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 5.639 | 0,50 | 346 | 4,22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3.356 | 206 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 40.506 | 5,05 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 62.117 | 9,02 | 3.813 | 12,88 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5.741 | 0,49 | 352 | 4,14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 450 | 29 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 158.315 | 43,38 | 9.718 | 48,43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9.670 | 5,51 | 594 | 9,21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 92 | 5,75 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 317.150 | 19.470 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 27.555 | 2,15 | 1.692 | 5,75 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2.621 | 8,31 | 161 | 12,59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204 | 13 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 60.270 | 540,76 | 3.700 | 564,09 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 56.034 | 2,76 | 3.440 | 6,37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35.563 | 1,93 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 50.332 | 49,57 | 3.227 | 61,75 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9.854 | 0,06 | 630 | 8,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9.190 | 56,03 | 563 | 61,32 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4.355 | 7,50 | 267 | 11,25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 79 | 1,28 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 43.078 | 35,94 | 2.645 | 40,71 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7.780 | 17,10 | 478 | 21,37 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17.740 | 2,67 | 1.089 | 6,35 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 870 | 67,63 | 53 | 76,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17.322 | 44,62 | 1.063 | 49,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 4.955 | 20,47 | 304 | 25,10 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 189.512 | 1,71 | 12 | 0,00 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 6.379 | 392 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 4.324 | 2,95 | 265 | 6,43 |
