Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Russell Top 200 ETF, omfatter Searcy Financial Services Inc /adv, Miracle Mile Advisors, LLC, Bank Of Nova Scotia, Hershey Financial Advisers, LLC, Marshall Wace, Llp, Crumly & Associates Inc., Bank of New York Mellon Corp, DAVENPORT & Co LLC, Buckingham Strategic Partners, Ntv Asset Management Llc, Tradewinds, LLC., Gladstone Institutional Advisory LLC, Legacy Investment Solutions, LLC, Ameritas Advisory Services, LLC, og Russell Investments Group, Ltd. .
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 | Colony Group, LLC | 3.507 | 3,88 | 537 | 15,77 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 5.895 | 20,36 | 875 | 29,87 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18.773 | 8,81 | 2.875 | 21,27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2.188 | 335 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 204.525 | 9,66 | 31.317 | 22,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.492 | 1.607 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 14.670 | 20,39 | 2.246 | 34,17 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 8.331 | 21,92 | 1.276 | 35,93 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7.019 | 1.075 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 12.360 | 213,47 | 1.893 | 249,72 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 292 | 45 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 1.785 | 273 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 92.960 | 0,21 | 14.234 | 11,67 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8.773 | 1.343 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 6.735 | 673.400,00 | 1 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 1.638 | 251 | ||||||
| 2025-08-07 | 13F | Prescott Group Capital Management, L.l.c. | 134.450 | 48,15 | 20.587 | 65,08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 309.665 | 0,56 | 47.416 | 12,06 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2.713 | 4,91 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 40.600 | 6.217 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 179.041 | 27.415 | ||||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 74.353 | 1,33 | 11.385 | 12,91 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 53 | 2.550,00 | 8 | |||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 3.157 | 0,03 | 483 | 11,55 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.837 | 48,85 | 434 | 66,28 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 1.453 | 222 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 2.291 | 54,69 | 351 | 72,41 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 14.505 | 9,76 | 2.221 | 22,37 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1.400 | 214 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 615.837 | 4,96 | 94.297 | 16,96 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 640 | 0,31 | 98 | 11,49 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 2.255 | 0,22 | 345 | 11,65 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 7.783 | 1.192 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 46 | 7 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 204.097 | 437,01 | 31.251 | 498,45 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 22.043 | 18,65 | 3.375 | 32,25 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.931 | 25,47 | 296 | 39,15 | ||||
| 2025-08-14 | 13F | George Kaiser Family Foundation | 134.450 | 48,15 | 20.587 | 65,08 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 3.372 | 516 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 95.073 | 70,76 | 14.558 | 90,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 324 | 17,82 | 49 | 32,43 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 55 | 8 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 790 | -5,17 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 172.008 | 2,24 | 26.338 | 13,92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2.325 | 356 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 85.163 | 23,29 | 13 | 44,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 660 | 292,86 | 101 | 339,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 55.278 | 2,70 | 8.464 | 14,44 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 7.875 | 59,03 | 1.206 | 77,21 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 37.911 | 20,66 | 5.209 | 12,19 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 239.874 | 8,93 | 36.730 | 21,39 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 62.014 | 0,54 | 9.496 | 12,04 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 376.570 | 104,05 | 57.660 | 127,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2.209 | 0,50 | 338 | 11,92 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5.418 | 0,02 | 830 | 11,42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3.226 | 45,32 | 494 | 61,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11.670 | 12,69 | 1.787 | 25,67 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 93.461 | 14.311 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 1.604 | 0,25 | 246 | 11,87 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 1.446 | 221 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 13.375 | 5,68 | 2.048 | 17,71 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1.811 | 0,06 | 277 | 11,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5.689 | 0,05 | 871 | 11,52 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6.814 | 3,59 | 1.043 | 15,50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 19.353 | 2,85 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1.707 | 10,70 | 261 | 23,70 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 3.427 | 525 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1.949 | 298 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4.559 | 1,74 | 698 | 13,50 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2.065 | 11,62 | 284 | 5,99 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 15.310 | 10,03 | 2.344 | 22,59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 27.186 | 11,58 | 4.163 | 24,35 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 531.477 | 2,86 | 81.380 | 14,62 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 21.072 | 23,63 | 3.227 | 37,75 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 17.000 | 2.603 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 18.738 | 13,43 | 2.869 | 26,39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23.773 | 0,52 | 3.640 | 12,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58.623 | 212,61 | 8.978 | 248,39 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25.052 | 1,99 | 3.836 | 13,63 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5.501 | 550.000,00 | 842 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 100.108 | 0,08 | 15.328 | 11,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13.919 | 3,46 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 692 | 106 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1.665 | 1.634,38 | 255 | 1.853,85 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM Large Cap Index Portfolio Class ADV | 67.389 | 22,32 | 10.319 | 36,30 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 73.466 | 50,59 | 11.249 | 67,82 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 62.014 | 0,54 | 9.496 | 12,04 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4.028 | 1,08 | 617 | 12,61 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6.564 | 6,96 | 1.005 | 19,22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9.000 | 0,87 | 1.378 | 6,74 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1.473 | 226 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 34 | 5 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 36.466 | 923,18 | 5.584 | 1.041,72 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 680 | 3,03 | 104 | 15,56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 359.193 | 2,74 | 54.820 | 13,97 |
