Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Global Materials ETF, omfatter Fortis Advisors, 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.
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-17 | 13F | Janney Montgomery Scott LLC | 7.678 | 0,91 | 1 | |||||
2025-08-15 | 13F | Morgan Stanley | 143.290 | 5,48 | 12.247 | 10,30 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 178 | 1,71 | 15 | 7,14 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1.976 | 17,90 | 169 | 22,63 | ||||
2025-08-05 | 13F | Huntington National Bank | 95 | 4,40 | ||||||
2025-07-16 | 13F/A | CX Institutional | 955 | 1.415,87 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 1.787 | 7,33 | 153 | 12,50 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8.103 | 6,76 | 694 | 11,76 | ||||
2025-08-14 | 13F | Mariner, LLC | 3.195 | 0,79 | 273 | 5,41 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 6.360 | 29,88 | 544 | 35,75 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 38.996 | 197,32 | 3.333 | 211,11 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 2.939 | 251 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8.648 | 105,37 | 739 | 114,83 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 11.444 | 1.013 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1.545 | 1,11 | 132 | 4,80 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 321 | 55,83 | 27 | 68,75 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 3.181 | 1,40 | 272 | 5,86 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3.694 | 0,24 | 316 | 4,65 | ||||
2025-08-12 | 13F | MAI Capital Management | 979 | 1,45 | 84 | 6,41 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 996 | 1,43 | 85 | 6,25 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 16.673 | 0,97 | 1.425 | 5,63 | ||||
2025-08-08 | 13F | Creative Planning | 7.440 | 3,97 | 636 | 8,73 | ||||
2025-08-08 | 13F | Gts Securities Llc | 7.072 | 604 | ||||||
2025-08-12 | 13F | Viawealth, Llc | 4.541 | 7,50 | 388 | 12,46 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 104.848 | 2,35 | 8.961 | 7,04 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 63.397 | 2,01 | 5.419 | 6,67 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 170.172 | 15,58 | 14.545 | 20,87 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 821 | 82,44 | 70 | 94,44 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 296 | 1,37 | 25 | 8,70 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 259 | 1,57 | 22 | 10,00 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 104 | 0,97 | 9 | 0,00 |