IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF - Institutionelt ejerskab - Sælgere

iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
US ˙ ARCA ˙ US4642887941

Institutionelt og fondsejerskab - Sælgere

Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet 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
(%)
2025-08-14 13F KKM Financial LLC 1.479 -26,12 250 -10,71
2025-08-14 13F Chicago Wealth Management, Inc. 78.408 -0,94 13.262 19,59
2025-04-10 13F Secure Asset Management, LLC 0 -100,00 0 -100,00
2025-04-23 13F Phillips Wealth Planners LLC 0 -100,00 0
2025-08-15 13F Morgan Stanley 461.962 -1,77 78.136 18,59
2025-08-13 13F Lido Advisors, LLC 4.700 -2,97 795 17,26
2025-08-01 13F Envestnet Asset Management Inc 103.508 -19,47 17.507 -2,79
2025-04-29 13F Concurrent Investment Advisors, LLC 0 -100,00 0
2025-08-14 13F Tudor Financial Inc. 18.426 -2,25 3.117 17,99
2025-05-09 13F CoreCap Advisors, LLC 0 -100,00 0
2025-08-04 13F Assetmark, Inc 6.588 -98,85 1.114 -98,62
2025-08-27 NP XNAV - FundX Aggressive ETF 0 -100,00 0 -100,00
2025-08-14 13F D. E. Shaw & Co., Inc. 4.029 -70,87 681 -64,84
2025-08-14 13F Peak6 Llc Call 0 -100,00 0
2025-08-14 13F Two Sigma Securities, Llc 0 -100,00 0
2025-07-22 13F Wealthcare Advisory Partners LLC 1.476 -60,82 250 -52,75
2025-05-01 13F Stephens Inc /ar/ 0 -100,00 0
2025-06-17 13F Howe & Rusling Inc 0 -100,00 0
2025-08-07 13F David R. Rahn & Associates Inc. 0 -100,00 0
2025-07-15 13F North Star Investment Management Corp. 1.645 -5,57 278 13,93
2025-08-05 13F Sigma Planning Corp 2.291 -0,35 387 20,19
2025-08-06 13F Black Swift Group, LLC 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 76.156 -25,08 12.881 -9,56
2025-08-05 13F Bank of New York Mellon Corp 2.076 -0,38 351 20,62
2025-07-17 13F Fifth Third Securities, Inc. 5.917 -10,57 1.001 7,99
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-07-31 13F Brinker Capital Investments, LLC 0 -100,00 0 -100,00
2025-07-29 13F Cottonwood Capital Advisors, Llc 19.512 -0,95 3.300 19,57
2025-07-22 13F DAVENPORT & Co LLC 4.629 -47,87 783 -37,14
2025-05-22 13F Wbi Investments, Inc. 0 -100,00 0
2025-07-15 13F Affinity Wealth Management Llc 0 -100,00 0
2025-08-13 13F National Bank Of Canada /fi/ 0 -100,00 0
2025-04-24 13F Transcend Wealth Collective, Llc 0 -100,00 0
2025-07-21 13F Ascent Group, LLC 0 -100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2.213 -60,51 374 -52,36
2025-08-08 13F Cetera Investment Advisers 33.134 -12,00 5.604 6,24
2025-07-23 13F Ignite Planners, LLC 0 -100,00 0
2025-08-12 13F Jpmorgan Chase & Co 2.551 -54,00 431 -44,53
2025-08-06 13F Csenge Advisory Group 10.119 -0,64 1.564 16,21
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-05-09 13F GeoWealth Management, LLC 0 -100,00 0
2025-05-15 13F Hilltop Holdings Inc. 0 -100,00 0
2025-08-14 13F Prelude Capital Management, Llc 0 -100,00 0
2025-05-15 13F Warren Averett Asset Management, LLC 0 -100,00 0
2025-04-02 13F Marcum Wealth, LLC 0 -100,00 0
2025-07-25 13F Muirfield Wealth Advisors Llc 4.026 -11,01 681 7,42
2025-08-14 13F Clark Capital Management Group, Inc. 20.313 -10,74 3.436 7,75
2025-07-30 13F WESPAC Advisors SoCal, LLC 98.247 -0,23 16.617 20,44
2025-07-23 13F WestEnd Advisors, LLC 527 -89,88 89 -87,79
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-08-26 NP CRTOX - Conquer Risk Tactical Opportunities Fund 60.114 -1,50 10.168 15,61
2025-04-10 13F CPR Investments Inc. 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC Put 0 -100,00 0
2025-08-12 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2025-07-22 13F Belpointe Asset Management LLC 7.832 -3,00 1.325 17,06
2025-07-15 13F EWG Elevate Inc. 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC Call 0 -100,00 0 -100,00
2025-04-29 13F Pensionmark Financial Group, Llc 0 -100,00 0
2025-08-11 13F One Capital Management, LLC 0 -100,00 0
2025-08-13 13F Baird Financial Group, Inc. 7.809 -0,61 1.321 20,00
2025-08-12 13F CIBC Private Wealth Group, LLC 359 -26,73 61 1,69
2025-07-18 13F Hudson Value Partners, LLC 4.446 -0,98 752 19,40
2025-08-11 13F Principal Securities, Inc. 2.276 -12,86 385 2,39
2025-08-13 13F Northwestern Mutual Wealth Management Co 904 -11,20 153 7,04
2025-08-08 13F Pnc Financial Services Group, Inc. 652 -0,46 110 20,88
2025-07-15 13F Well Done, LLC 37.230 -0,96 6.297 16,27
2025-08-04 13F Integrity Alliance, Llc. 0 -100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2025-08-07 13F Allworth Financial LP 6.620 -12,28 1.120 7,29
2025-05-16 13F/A Atlanta Consulting Group Advisors, LLC 0 -100,00 0
2025-08-11 13F SFI Advisors, LLC 40.485 -6,55 6.848 12,82
2025-08-13 13F Great Diamond Partners, LLC 15.109 -4,69 2.556 15,04
2025-08-13 13F Pinkerton Retirement Specialists, LLC 0 -100,00 0
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 -100,00 0
2025-05-08 13F BRYN MAWR TRUST Co 0 -100,00 0
2025-07-25 13F SPC Financial, Inc. 168.858 -0,50 28.561 20,11
2025-07-17 13F Janney Montgomery Scott LLC 27.847 -40,14 5 -33,33
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-05-12 13F SOUTH STATE Corp 0 -100,00 0
2025-07-16 13F Southern Capital Advisors, Llc 3.644 -3,37 616 16,67
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0 -100,00
2025-05-09 13F Legacy Capital Group California, Inc. 0 -100,00 0
2025-08-08 13F Capital Investment Advisory Services, LLC 6 -88,68 1 -85,71
2025-08-12 13F O'shaughnessy Asset Management, Llc 1.154 -6,33 195 13,37
2025-08-14 13F Susquehanna International Group, Llp Call 17.800 -12,75 3.011 5,32
2025-07-16 13F/A CX Institutional 1.039 -24,87 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 1.410 -34,39 238 -20,93
2025-05-13 13F Adviser Investments LLC 0 -100,00 0
2025-04-16 13F RMR Wealth Builders 0 -100,00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-08-01 13F Chilton Capital Management Llc 0 -100,00 0
2025-07-25 13F Prostatis Group LLC 0 -100,00 0
2025-08-14 13F Aprio Wealth Management, LLC 5.481 -4,98 927 14,60
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-14 13F Goldman Sachs Group Inc 0 -100,00 0
2025-08-13 13F Summit Financial, LLC 2.321 -1,44 393 19,15
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 8.492 -1,66 1.436 19,37
2025-04-09 13F Harbor Investment Advisory, Llc 0 -100,00 0
2025-08-18 13F Wolverine Trading, Llc Call 2.200 -73,49 367 -68,37
2025-08-14 13F Coastal Bridge Advisors, LLC 1.189 -18,23 201 -0,99
2025-07-18 13F Truist Financial Corp 12.049 -15,71 2.038 1,80
2025-07-31 13F Hanlon Investment Management, Inc. 0 -100,00 0
2025-05-14 13F Eqis Capital Management, Inc. 0 -100,00 0 -100,00
2025-08-08 13F Glassman Wealth Services 0 -100,00 0
2025-05-01 13F Fulcrum Equity Management 0 -100,00 0
2025-07-23 13F 1 North Wealth Services Llc 19.391 -1,01 3.280 19,50
2025-07-11 13F Seacrest Wealth Management, Llc 2.494 -5,03 422 14,71
2025-08-04 13F Spire Wealth Management 352 -5,88 60 13,46
2025-08-13 13F Fisher Asset Management, LLC 684.053 -3,68 115.701 16,28
2025-08-11 13F Beaumont Capital Management, LLC 0 -100,00 0
2025-08-14 13F Wells Fargo & Company/mn 158.936 -3,98 26.882 15,92
2025-04-24 13F Total Wealth Planning & Management, Inc. 0 -100,00 0
2025-08-12 13F Trexquant Investment LP 0 -100,00 0
2025-08-08 13F Gts Securities Llc 0 -100,00 0
2025-08-08 13F Altfest L J & Co Inc 0 -100,00 0
2025-08-14 13F Ameriprise Financial Inc 118.858 -26,62 20.098 -11,43
2025-08-14 13F Comerica Bank 57 -48,18 10 -40,00
2025-08-14 13F Citadel Advisors Llc 26.693 -26,80 4.515 -11,65
2025-05-02 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2025-08-04 13F Atria Investments Llc 7.545 -25,86 1.276 -10,46
2025-07-25 13F Atria Wealth Solutions, Inc. 17.571 -30,29 2.972 -15,83
2025-08-06 13F Prospera Financial Services Inc 61.258 -0,84 10.361 19,71
2025-07-02 13F HBW Advisory Services LLC 2.968 -9,92 502 8,89
2025-08-14 13F Great Valley Advisor Group, Inc. 12.048 -1,77 2.038 18,57
2025-04-21 13F Harrell Investment Partners, Llc 0 -100,00 0
2025-08-14 13F Royal Bank Of Canada 90.140 -0,20 15.247 20,48
2025-05-02 13F Victory Capital Management Inc 0 -100,00 0 -100,00
2025-05-07 13F Evermay Wealth Management Llc 0 -100,00 0 -100,00
2025-04-28 13F First Horizon Advisors, Inc. 0 -100,00 0 -100,00
2025-08-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-08-12 13F Resolute Wealth Strategies, LLC 1.892 -17,77 320 -0,62
2025-07-17 13F Janney Capital Management LLC 3.208 -0,03 1
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