Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF, omfatter Beta Wealth Group, Inc., Cerity Partners LLC, Mission Wealth Management, Lp, Robertson Stephens Wealth Management, LLC, Creative Planning, og Bradley Foster & Sargent Inc/ct .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6.488 | 3,41 | 257 | 8,47 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 15.373 | 0,38 | 608 | 5,38 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 16.103 | 0,01 | 637 | 5,12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 92 | 268,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 400 | 16 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 10.756 | 2,60 | 425 | 7,87 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 547 | 0,37 | 22 | 5,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1.008 | 7,12 | 40 | 11,43 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 7.243 | 3,02 | 286 | 8,33 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6.694 | 11,85 | 265 | 17,33 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 7.397 | 29,54 | 293 | 36,45 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 5.297 | 0,38 | 209 | 5,56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11.498 | 1,04 | 455 | 6,07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86.570 | 62,09 | 3.424 | 70,38 | ||||
| 2025-07-23 | 13F | Optas, LLC | 6.580 | 6,04 | 260 | 11,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17.611 | 12,73 | 697 | 18,57 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1.007 | 16,15 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 472 | 0,21 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.867 | 0,39 | 113 | -3,42 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11.956 | 3,69 | 473 | 9,01 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 38.386 | 28,09 | 1.518 | 34,69 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6.213 | 0,34 | 246 | 5,60 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4.681 | 20,40 | 185 | 26,71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5.304 | 210 | ||||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 9.680 | 1,68 | 383 | 6,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 33.199 | 13,34 | 1.313 | 19,15 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 8.033 | 318 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5.897 | 16,22 | 233 | 22,63 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 6.803 | 0,53 | 269 | 5,91 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 26.250 | 20,32 | 1.038 | 26,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 488 | 0,41 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5.261 | 208 | ||||||
| 2025-08-08 | 13F | Creative Planning | 6.941 | 275 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 15.699 | 13,62 | 638 | 22,93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13.500 | 534 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 34.450 | 4,45 | 1.362 | 9,84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7.951 | 3,03 | 314 | 8,28 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6.992 | 277 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 57.103 | 2 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6.485 | 24,59 | 256 | 31,28 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 15.308 | 605 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 7.828 | 0,38 | 310 | 5,46 |
