Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Global Comm Services ETF, omfatter Midwest Trust Co, Northern Trust Corp, Cascade Financial Partners, LLC, Sequoia Financial Advisors, LLC, Vivaldi Capital Management, LLC, Gotham Asset Management, LLC, Alliancebernstein L.p., Arkadios Wealth Advisors, Moors & Cabot, Inc., Wiley Bros.-aintree Capital, Llc, Parkside Financial Bank & Trust, og Kayne Anderson Rudnick Investment Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wbh Advisory Inc | 4.254 | 70,30 | 478 | 97,11 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15.455 | 1.736 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5.331 | 25,97 | 599 | 46,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2.510 | 282 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 36.252 | 1,59 | 4.072 | 17,59 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.470 | 1.302 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 41.874 | 50,59 | 5 | 100,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15.652 | 3,27 | 1.758 | 19,59 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1.932 | 217 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 80.951 | 0,04 | 9.092 | 15,82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 32.911 | 92,66 | 3.697 | 123,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 295.753 | 427,49 | 33.219 | 510,74 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 462 | 52 | ||||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 35.723 | 7,20 | 4.012 | 24,10 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 288.000 | 333,08 | 32.155 | 398,30 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1.205 | 0,17 | 135 | 16,38 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3.000 | 337 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1.914 | 215 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18.011 | 4,65 | 2.023 | 21,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14.838 | 0,19 | 1.667 | 16,02 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 2.489 | 4,06 | 280 | 20,26 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 2.825 | 10,57 | 318 | 28,23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11.285 | 1,81 | 1.268 | 17,86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25.183 | 21,15 | 2.829 | 40,28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 77 | 9 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6.881 | 0,01 | 773 | 15,74 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2.490 | 4,71 | 280 | 21,30 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 81.399 | 0,21 | 9.143 | 16,02 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2.135 | 240 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 77.629 | 8,03 | 8.719 | 25,06 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 130 | 15 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4.576 | 30,48 | 514 | 50,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.065 | 8,45 | 120 | 25,26 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 3.988 | 5,39 | 448 | 21,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1.804 | 203 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 23.808 | 16,34 | 2.674 | 34,71 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 952 | 19,75 | 107 | 37,66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 194.359 | 3,35 | 21.830 | 19,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 | 2 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2.161 | 10.705,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 2.037 | 229 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1.869 | 210 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7.389 | 4,31 | 1 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2.403 | 270 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1.800 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.270 | 104,84 | 143 | 136,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9.555 | 3,96 | 1.073 | 20,43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2.564 | 1,67 | 288 | 18,03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 92 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 66.129 | 14,81 | 7.428 | 32,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12.726 | 3,09 | 1.429 | 19,38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7.090 | 55,93 | 792 | 79,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 152 | 17 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15.989 | 40,28 | 1.796 | 62,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30.022 | 611,08 | 3.372 | 724,45 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 399.185 | 25,28 | 44.836 | 45,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.451 | 22,06 | 237 | 21,65 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6.250 | 702 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 1.900 | 209 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 700.747 | 78.708 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 3.953 | 444 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 1.900 | 213 |
