Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Global Consumer Staples ETF, omfatter Kestra Private Wealth Services, Llc, Gts Securities Llc, Financial Services Advisory Inc, LOM Asset Management Ltd, Tidemark, LLC, J. Safra Sarasin Holding AG, Kcm Investment Advisors Llc, Mutual Advisors, LLC, ORG Partners LLC, Fairscale Capital, LLC, Strategic Wealth Partners, Ltd., Aviso Financial Inc., LGT Financial Advisors LLC, og Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4.505.566 | 31,45 | 294.574 | 34,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.894 | 26,43 | 974 | 29,18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 946 | 7,01 | 62 | 7,02 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4.250 | 20,36 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.750 | 10,57 | 180 | 12,58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 309.401 | 9,65 | 20.229 | 11,93 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 250.202 | 1,56 | 16.358 | 3,68 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 280 | 1,08 | 18 | 0,00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 5.000 | 327 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 315 | 0,96 | 21 | 5,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.016 | 60,51 | 66 | 65,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8.275 | 58,74 | 541 | 62,46 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 173 | 0,58 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41.177 | 2.692 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16 | 433,33 | 1 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21.890 | 0,68 | 1.429 | 2,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6.832 | 5,96 | 447 | 8,25 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 306 | 68,13 | 20 | 81,82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3.102 | 203 | ||||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 32.843 | 2.171 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 33.340 | 0,87 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 158.122 | 10 | ||||||
| 2025-08-08 | 13F | Creative Planning | 57.763 | 0,26 | 3.777 | 2,33 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 16.922 | 3,87 | 1.106 | 6,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8.907 | 67,52 | 582 | 71,18 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3.923 | 6.438,33 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7.384 | 1,07 | 483 | 3,21 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7.153 | 22,78 | 465 | 25,75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4.823 | 15,83 | 315 | 18,42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.018 | 67 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 56.703 | 1,11 | 3.707 | 3,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 36.199 | 32,29 | 2.367 | 35,05 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 5.481 | 358 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 236 | 14 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 5.439 | 356 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 121 | 8 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71.885 | 18,91 | 4.700 | 21,39 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 139 | 9 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 11.358 | 743 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3.870 | 1,07 | 253 | 3,27 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 4.846 | 53.744,44 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.027 | 4,24 | 198 | 5,91 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16.135 | 168,20 | 1.055 | 173,77 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 20.275 | 1.326 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 35.721 | 2,19 | 2.336 | 4,29 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 14.759 | 0,03 | 965 | 2,12 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 236.154 | 15 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 651 | 43 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 23 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 73.023 | 4.774 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 332.990 | 321,56 | 21.771 | 330,32 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 142 | 9 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3.671 | 2,69 | 240 | 5,26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5.290 | 24,50 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.499 | 117,52 | 1 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3.948 | 258 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 66.555 | 44,20 | 4.351 | 47,19 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5.075 | 2,01 | 332 | 4,09 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 56 | 4 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4.930 | 4,21 | 325 | 7,26 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14.362 | 939 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6.520 | 3,26 | 426 | 5,45 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.664 | 200,00 | 174 | 210,71 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1.350 | 89 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30.406 | 1.988 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 6.000 | 0 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 3.946 | 0,84 | 258 | 2,80 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 75 | 5 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 126.944 | 8.300 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7.790 | 509 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.594 | 305,60 | 104 | 316,00 |
