Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Russell 2500 ETF, omfatter Glenmede Investment Management, LP, Gerber Kawasaki Wealth & Investment Management, Centerpoint Advisors, LLC, Great Lakes Advisors, Llc, Bbr Partners, Llc, Old National Bancorp /in/, Evernest Financial Advisors, LLC, Empowered Funds, LLC, Franklin Resources Inc, Quantinno Capital Management LP, Park Avenue Securities Llc, Exchange Traded Concepts, Llc, Greenwood Capital Associates Llc, Russell Investments Group, Ltd., SRS Capital Advisors, Inc., First Command Advisory Services, Inc., og Qube Research & Technologies Ltd .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 477 | 187,35 | 32 | 220,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4.560 | 9,75 | 309 | 19,31 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 491.438 | 21,47 | 33.313 | 31,66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 70.830 | 17,69 | 4.801 | 27,56 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95.048 | 36,77 | 6.423 | 47,52 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 171.088 | 21,90 | 11.596 | 32,12 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39.282 | 2,29 | 2.655 | 10,31 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3.286 | 0,34 | 223 | 8,82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 7.897 | 14,87 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 92.198 | 10,28 | 6.249 | 22,53 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 30.637 | 2 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3.834 | 1,00 | 260 | 9,28 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2.933 | 2,84 | 199 | 11,24 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2.630 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 6.874 | 303,64 | 466 | 338,68 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 295 | 851,61 | 18 | 800,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 22.217 | 18,33 | 1.506 | 28,19 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 9.058 | 91,62 | 614 | 107,80 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7.028 | 56,84 | 476 | 70,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 121.015 | 0,43 | 8.202 | 8,85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 677 | 46 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.995 | 339 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 14.772 | 30,40 | 1.001 | 41,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30.139 | 37,41 | 2.043 | 48,94 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2.264 | 374,63 | 153 | 427,59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 280.032 | 199,87 | 18.974 | 224,82 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 77.867 | 12,17 | 5.278 | 21,56 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 71.026 | 18,90 | 4.814 | 28,89 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3.428 | 0,12 | 242 | 14,76 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 138.848 | 4,84 | 9.411 | 13,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 158.245 | 19,88 | 10.726 | 29,92 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 37 | 3 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46.169 | 2,47 | 3.129 | 11,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21.576 | 60,45 | 1.462 | 73,84 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 41.474 | 22,67 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 2.977 | 202 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 22.279 | 5,29 | 322 | 5,57 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 32.787 | 461,13 | 2.255 | 517,81 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5.020 | 0,50 | 340 | 8,97 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6.304 | 299,75 | 427 | 335,71 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7.203 | 7,68 | 496 | 18,42 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 43.462 | 219,90 | 2.946 | 246,88 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 11.206 | 760 | ||||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 25.637 | 1.738 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 648 | 44 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3.306 | 224 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 310.495 | 2,46 | 21.045 | 11,05 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 115.875 | 7.854 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3.429 | 232 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.210 | 82 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 82.855 | 42,18 | 5.617 | 54,14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4.853 | 329 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1.160 | 1,84 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 35.916 | 24,01 | 2.434 | 34,40 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 171.088 | 20,59 | 11.596 | 30,70 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 236.044 | 8,93 | 15.999 | 18,07 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 62.130 | 26,26 | 4 | 33,33 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2.975 | 202 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16.173 | 0,30 | 1.096 | 3,40 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19.522 | 2,06 | 1.323 | 10,62 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1.637 | 634,08 | 111 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1.269 | 27,79 | 87 | 38,71 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 13.192 | 298,19 | 894 | 331,88 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 4.361 | 8,73 | 296 | 18,00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2.262.153 | 29,37 | 141.475 | 18,98 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 8.977 | 608 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 11.442 | 0,31 | 1 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 3.997 | 12,50 | 271 | 21,62 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 503.388 | 4,44 | 34.120 | 13,19 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5.696 | 386 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2.983 | 202 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 621.081 | 13,99 | 42.097 | 23,54 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 180.047 | 181,80 | 12.204 | 205,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2.930.717 | 198.644 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 38.942 | 20,92 | 2.639 | 31,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3.391 | 0 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11.730 | 0,80 | 795 | 9,35 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 330 | 8,55 | 22 | 15,79 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 78.834 | 0,56 | 5.343 | 9,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10.772 | 48,83 | 730 | 61,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 256.516 | 1,88 | 17.387 | 10,41 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 11.811 | 17,45 | 800 | 27,39 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 51.384 | 92,46 | 3.483 | 108,63 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 8.520 | 2,18 | 577 | 10,75 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 152.710 | 6,85 | 10.351 | 15,80 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12.585 | 236,23 | 853 | 264,10 | ||||
| 2025-08-14 | 13F | UBS Group AG | 323.310 | 16,97 | 21.914 | 26,77 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14.248 | 26,12 | 966 | 36,69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 59.098 | 2.596,08 | 4.006 | 2.823,36 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 8.598 | 583 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10.288 | 17,78 | 697 | 27,66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 73 | 1,39 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 816.499 | 1,34 | 55.342 | 9,83 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21.004 | 19,76 | 1.424 | 29,84 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 88.183 | 37,19 | 5.977 | 48,72 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3.571 | 0,68 | 242 | 9,50 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 4.957 | 26,16 | 345 | 40,82 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 897 | 128,24 | 61 | 150,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2.981 | 202 | ||||||
| 2025-08-13 | 13F | First National Advisers, LLC | 3.043 | 206 |
