Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares U.S. Equity Factor ETF, omfatter Two Sigma Investments, Lp, Vise Technologies, Inc., Summit Wealth Group Llc / Co, Edge Financial Advisors LLC, RMR Wealth Builders, Newbridge Financial Services Group, Inc., Foundations Investment Advisors, LLC, Wealthfront Advisers Llc, Ieq Capital, Llc, Fort Point Capital Partners LLC, Wsfs Capital Management, Llc, GDS Wealth Management, JNBA Financial Advisors, Hantz Financial Services, Inc., Skopos Labs, Inc., Briaud Financial Planning, Inc, Asset Dedication, LLC, og Strategic Wealth Designers .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5.835 | 3,06 | 374 | 14,37 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 67.877 | 0,18 | 4.353 | 10,99 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 8.878 | 0,60 | 586 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1.067.110 | 0,59 | 68.434 | 11,45 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 12.800 | 821 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6.480 | 0,03 | 375 | -3,85 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 1.978.894 | 0,10 | 126.035 | 10,82 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 508.281 | 3,81 | 32.596 | 15,02 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3.239 | 208 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 485.100 | 0,48 | 31.109 | 11,33 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5.395 | 346 | ||||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 100.637 | 0,26 | 6.454 | 11,09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16.384 | 6,72 | 1.051 | 18,24 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4.158 | 0,17 | 267 | 10,83 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11.868 | 11,21 | 761 | 23,34 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 85.928 | 1,04 | 5.511 | 11,54 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 3.127 | 201 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 212.946 | 2,24 | 13.833 | 14,74 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1.742.913 | 9,35 | 111.773 | 21,16 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 148 | 9,63 | 9 | 28,57 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 39.249 | 2,41 | 2.517 | 13,48 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 23 | 1 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 119.819 | 2,18 | 7.684 | 13,22 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 133.226 | 1,26 | 8.544 | 12,20 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 115.469 | 205,77 | 7.405 | 238,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 541.548 | 4,24 | 34.730 | 15,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.990.663 | 5,92 | 127.661 | 17,36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 496.049 | 9,90 | 31.812 | 21,77 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 218.849 | 2,25 | 14.035 | 13,29 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4.143 | 266 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 776.204 | 2,98 | 49.777 | 14,10 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 79.122 | 5.074 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 151.700 | 9.729 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 27.856 | 30,53 | 1.786 | 44,62 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 86.236 | 4,18 | 5.530 | 15,45 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 184.701 | 14,24 | 11.845 | 26,58 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 13.550 | 869 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 317 | 0,32 | 20 | 11,11 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 64.957 | 25,34 | 4.166 | 38,88 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 344 | 11,69 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 23.381 | 34,79 | 1.499 | 49,45 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 51.042 | 0,34 | 3.273 | 11,18 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 63.421 | 99,04 | 4.067 | 120,55 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 5.840 | 7,45 | 375 | 19,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 582.939 | 258,47 | 37.369 | 297,04 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 141.058 | 0,41 | 9.046 | 11,25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8.663 | 43,81 | 556 | 59,48 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 56.094 | 3.597 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 4.958 | 0,14 | 318 | 10,84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 147.701 | 7,42 | 9.472 | 19,02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.359 | 0,30 | 151 | 11,03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.303 | 0,30 | 148 | 11,36 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 296.021 | 35,29 | 18.984 | 49,90 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 155.356 | 34,14 | 9.963 | 48,66 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3.747 | 240 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.164 | 2,37 | 70 | 7,69 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 287.401 | 19,04 | 18.431 | 31,89 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 3.821.219 | 2,55 | 245.055 | 13,62 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5.864 | 376 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1.615 | 104 | ||||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 2.099.726 | 11,45 | 134.655 | 23,48 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 648 | 0,15 | 42 | 10,81 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 113.322 | 3,76 | 7.267 | 14,97 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3.401.663 | 0,32 | 218.149 | 11,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 93.533 | 0,27 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 102.633 | 14,67 | 6.582 | 27,07 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 51 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8.393 | 538 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 770.165 | 146,78 | 49.391 | 173,43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 109.882 | 3,56 | 6.998 | 14,65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9.793 | 53,93 | 628 | 70,65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 14.316 | 3,02 | 918 | 14,18 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 24.380 | 1.564 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 121.446 | 21,75 | 7.788 | 34,90 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6.934 | 445 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 478.100 | 9,49 | 30.661 | 21,31 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5.588 | 5,14 | 358 | 16,61 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 443 | 22,38 | 28 | 40,00 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 19.185 | 1,23 | 1.230 | 12,23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 219.049 | 68,66 | 14.048 | 86,87 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 229.860 | 10,58 | 14.741 | 22,52 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 257.225 | 7,58 | 14.888 | 3,17 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 150 | 0 | ||||||
| 2025-08-14 | 13F | Obsido Oy | 140.452 | 4,57 | 9.007 | 15,86 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 26 | 2 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4.537 | 0,27 | 291 | 11,11 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 91.986 | 74,79 | 5.899 | 93,66 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 10.240 | 0,18 | 657 | 11,56 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4.170 | 267 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 11.218 | 81,17 | 719 | 100,84 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 731.834 | 4,95 | 46.932 | 16,28 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 697.614 | 2,44 | 44.738 | 13,50 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 32.885 | 2.109 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 150 | 10 |
