Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares ESG Select Screened S&P 500 ETF, omfatter Sound Stewardship, LLC, EP Wealth Advisors, Inc., Bradley Foster & Sargent Inc/ct, Tribridge Partners Financial LLC, CI Private Wealth, LLC, Taylor, Cottrill, Erickson & Associates, Inc., og Old Mission Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5.326 | 254 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 40.774 | 5,23 | 1.944 | 17,32 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12.379 | 3,20 | 590 | 15,01 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 9.837 | 0,14 | 469 | 11,67 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5.511 | 3,53 | 263 | 15,42 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 7.291 | 1,00 | 348 | 12,66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10.765 | 1,49 | 513 | 13,25 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1.642 | 19,33 | 78 | 34,48 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11.262 | 537 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25.523 | 12,43 | 1 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 524 | 103,10 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 10.658 | 0,24 | 508 | 11,89 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 19.516 | 0,23 | 931 | 11,64 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11.924 | 22,99 | 569 | 37,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.837 | 0,39 | 135 | 12,50 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 23.450 | 14,21 | 1.118 | 27,33 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 10.718 | 33,18 | 511 | 48,55 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 346 | 8,46 | 16 | 23,08 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11.273 | 1.142,89 | 511 | 1.242,11 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 4.596 | 219 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2.279 | 0,26 | 109 | 11,34 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 863 | 14,00 | 41 | 20,59 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8.217 | 8,15 | 392 | 20,31 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 10.458 | 499 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8.979 | 294,16 | 428 | 341,24 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3.726 | 10.545,71 | 177 | 17.500,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 18.698 | 892 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 10.458 | 3,17 | 447 | -2,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6.457 | 21,30 | 308 | 35,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 25.779 | 11,44 | 1 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5.945 | 3,02 | 284 | 15,04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 22.132 | 2,97 | 1.055 | 14,80 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 16.828 | 8,29 | 803 | 20,78 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 67.671 | 0,00 | 3.227 | 11,47 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.911 | 234 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1.931 | 13,86 | 92 | 27,78 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 31.236 | 4,55 | 1.336 | -1,26 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26.929 | 0,64 | 1.284 | 12,24 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 88.618 | 2,12 | 4.226 | 13,85 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 9.958 | 0,42 | 475 | 16,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17.205 | 54,32 | 820 | 71,91 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6.286 | 0,22 | 300 | 11,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25.014 | 176,98 | 1.193 | 208,81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60.714 | 3,18 | 2.895 | 15,02 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 32.506 | 24,26 | 1.550 | 38,52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 45 | 18,42 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 9.903 | 0,31 | 472 | 11,85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.637 | 9,08 | 269 | 14,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 196.706 | 13,39 | 9.381 | 26,40 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 39.655 | 1,74 | 1.891 | 13,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9.056 | 432 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 5.205 | 248 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 11.812 | 0,24 | 563 | 11,71 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 76.440 | 1,17 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6.580 | 314 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 9.250 | 0 |
