Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF, omfatter Miracle Mile Advisors, LLC, Bessemer Group Inc, Caliber Wealth Management, LLC / KS, Wealth Advisory Team LLC, Beta Wealth Group, Inc., Values Added Financial LLC, Bradley Foster & Sargent Inc/ct, Joel Adams & Associates, Inc., Estate Counselors, LLC, Fortress Financial Solutions, LLC, Sound Stewardship, LLC, Signature Estate & Investment Advisors Llc, Berkshire Money Management, Inc., Valley National Advisers Inc, og Harbor Asset Planning, Inc. .
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 | Fortress Financial Solutions, LLC | 6.223 | 258 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1.175 | 571,43 | 49 | 700,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37.055 | 6,00 | 1.538 | 12,59 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 6.039 | 1,68 | 251 | 7,76 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 75.097 | 1,22 | 3.117 | 7,52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 29.120 | 3,01 | 1.208 | 9,42 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 14.491 | 601 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 272 | 17,75 | 11 | 22,22 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 678 | 0,30 | 28 | 7,69 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 210 | 0,48 | 9 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3.690 | 158,95 | 153 | 178,18 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1.305 | 0,31 | 54 | 8,00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 19.585 | 40,84 | 813 | 49,54 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2.594 | 0,31 | 108 | 5,94 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 9.922 | 3,74 | 412 | 10,19 | ||||
| 2025-07-23 | 13F | Optas, LLC | 14.320 | 4,10 | 594 | 10,61 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 6.475 | 5,23 | 269 | 11,67 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 6.821 | 0,98 | 283 | 7,60 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 823 | 34 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26.886 | 38,62 | 1.116 | 47,29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12.245 | 508 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10.046 | 2,85 | 417 | 9,19 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5.147 | 214 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 123 | 0,82 | 5 | 25,00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 8.712 | 362 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 588.393 | 9,85 | 24.418 | 16,69 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18.579 | 133,11 | 771 | 147,91 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 24 | 4,35 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13.867 | 126,22 | 575 | 140,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 64 | 20,75 | 3 | 0,00 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 8.991 | 1,79 | 351 | -4,88 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 5.301 | 220 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 80 | 3 | ||||||
| 2025-08-08 | 13F | Creative Planning | 12.589 | 11,77 | 522 | 18,64 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 8.991 | 373 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7.390 | 307 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 773 | 6,77 | 32 | 14,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30.771 | 2,26 | 1.277 | 8,60 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 44.254 | 2,80 | 1.837 | 9,22 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2.540 | 0,99 | 105 | 7,14 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 97.066 | 4 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1.159 | 15,21 | 48 | 14,29 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 2.816 | 1,15 | 117 | 7,41 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7.243 | 3,58 | 301 | 9,89 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 21.743 | 4,07 | 902 | 10,54 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 23.095 | 14,34 | 994 | 25,86 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 15.450 | 0,05 | 641 | 6,30 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 12.392 | 0,30 | 514 | 6,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 20.394 | 846 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 141.548 | 4,13 | 5.874 | 10,62 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 5.313 | 0,08 | 220 | 6,28 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 17.010 | 706 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 21.985 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 286.555 | 13,45 | 11.892 | 20,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17.940 | 47,50 | 745 | 56,63 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 8.175 | 6,51 | 339 | 13,38 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 11.724 | 37,59 | 487 | 46,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 534.644 | 1,07 | 22.188 | 7,36 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 31.214 | 6,73 | 1.295 | 13,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 594 | 266,67 | 25 | 300,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 971 | 0 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 30.794 | 4,07 | 1.278 | 10,47 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1.000 | 42 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 9.234 | 48,39 | 383 | 57,61 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7.633 | 7,31 | 317 | 14,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.517 | 44,59 | 187 | 43,85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15.091 | 16,85 | 626 | 24,21 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 136.908 | 10,46 | 5.682 | 17,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.961 | 29,10 | 81 | 37,29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23.020 | 6,88 | 955 | 13,56 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2.442 | 0,49 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 14.335 | 7,14 | 595 | 13,79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 27.676 | 1,62 | 1.149 | 7,89 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 16.030 | 3,38 | 665 | 9,92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21.143 | 17,64 | 877 | 24,93 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 7.742 | 1,22 | 321 | 7,72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43.066 | 22,74 | 1.787 | 30,44 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 14.217 | 590 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 8.456 | 351 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 4.921 | 0,20 | 204 | 6,81 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 20.792 | 9,93 | 863 | 16,80 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 30.014 | 8,53 | 1.246 | 15,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 214.676 | 13,71 | 8.909 | 20,80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11.339 | 26,47 | 471 | 34,29 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 19.118 | 6,39 | 793 | 12,96 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 39.062 | 14,79 | 1.621 | 21,97 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 11.866 | 6,51 | 492 | 13,10 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 46.848 | 1.944 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 86.289 | 43,13 | 3.222 | 36,82 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11.104 | 5,52 | 461 | 11,92 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 136.719 | 5.674 |
