Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares MSCI Global Sustainable Development Goals ETF, omfatter Wolff Wiese Magana 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8.069 | 5,37 | 612 | 10,47 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11.500 | 25,00 | 872 | 31,13 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 183 | 1,10 | 14 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2.713 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6.834 | 14,51 | 518 | 19,91 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 640 | 1,11 | 49 | 6,67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 8 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 13.054 | 78,87 | 990 | 87,50 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 124 | 9,73 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7.575 | 16,11 | 575 | 21,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 413 | 3,25 | 31 | 10,71 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 14.842 | 41,47 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 33.123 | 39,85 | 2.513 | 46,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15.696 | 18,95 | 1.191 | 24,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 408 | 1,75 | 31 | 3,45 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 153 | 98,70 | 12 | 120,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 5.866 | 14,32 | 445 | 19,68 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7.278 | 9,71 | 552 | 15,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8.738 | 0,26 | 663 | 5,08 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 4.401 | 1,06 | 334 | 4,72 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 4.071 | 1,07 | 309 | 5,84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 56.782 | 14,05 | 4.307 | 19,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 112 | 10,89 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3.541 | 1,08 | 269 | 5,93 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 946 | 117,47 | 71 | 129,03 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 653 | 4,48 | 50 | 8,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.242 | 0,49 | 94 | 5,62 |
