IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF - Institutionelt ejerskab - Sælgere

iShares Trust - iShares Morningstar Mid-Cap ETF
US ˙ ARCA ˙ US4642882082

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
(%)
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-08-14 13F Diversify Advisory Services, LLC 8.729 -3,06 706 7,29
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-07-15 13F Pitti Group Wealth Management, LLC 16.507 -2,66 1.315 4,62
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0 -100,00
2025-07-18 13F Truist Financial Corp 23.209 -1,44 1.849 5,96
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 48.553 -2,79 3.868 4,51
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 -100,00 0
2025-08-11 13F Western Wealth Management, LLC 0 -100,00 0
2025-08-11 13F Citigroup Inc 4.103 -2,10 327 5,16
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-08-14 13F Stifel Financial Corp 74.517 -1,10 5.936 6,36
2025-07-18 13F Parsons Capital Management Inc/ri 17.498 -1,80 1.394 5,53
2025-08-12 13F CIBC Private Wealth Group, LLC 7.264 -23,58 579 -6,92
2025-08-11 13F Principal Securities, Inc. 316 -22,55 25 -19,35
2025-08-14 13F Matrix Private Capital Group Llc 2.617 -3,25 208 4,00
2025-07-10 13F Three Seasons Wealth, LLC 4.686 -0,66 373 6,88
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-08-05 13F Atlas Private Wealth Advisors 3.882 -34,82 309 -29,93
2025-08-04 13F Jim Saulnier & Associates, Llc 17.856 -7,91 1.422 -0,97
2025-08-19 13F Advisory Services Network, LLC 12.085 -6,91 978 1,77
2025-07-28 13F RFG Advisory, LLC 3.051 -3,91 243 3,40
2025-07-28 13F Private Wealth Asset Management, LLC 1.245 -23,85 99 -18,18
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100,00 0 -100,00
2025-08-08 13F WASHINGTON TRUST Co 0 -100,00 0
2025-08-15 13F Truefg, Llc 9.332 -0,70 743 6,75
2025-08-07 13F Addison Advisors LLC 2.650 -33,50 211 -28,47
2025-04-10 13F EWG Elevate Inc. 0 -100,00 0
2025-07-28 13F Harbour Investments, Inc. 1.930 -1,43 154 5,52
2025-07-23 13F Opulen Financial Group LLC 8.149 -3,34 649 4,01
2025-04-10 13F Portside Wealth Group, LLC 0 -100,00 0 -100,00
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-06-11 13F Fortitude Financial, LLC 70.502 -85,42 5.223 -85,82
2025-05-08 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100,00 0
2025-08-14 13F Fmr Llc 14.672 -12,54 1.169 -5,96
2025-04-24 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100,00 0
2025-07-17 13F XML Financial, LLC 3.740 -1,24 298 6,07
2025-08-04 13F Pensionmark Financial Group, Llc 19.056 -7,99 1.518 -1,04
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-08-14 13F Ameriprise Financial Inc 113.909 -2,91 9.074 4,46
2025-08-08 13F Gts Securities Llc 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 317.974 -1,15 25.330 6,29
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-14 13F IHT Wealth Management, LLC 4.711 -0,32 375 7,14
2025-07-22 13F Miracle Mile Advisors, LLC 8.522 -18,80 679 -12,74
2025-04-30 13F Stratos Wealth Partners, LTD. 0 -100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 382.362 -4,16 30 3,45
2025-07-25 13F Atria Wealth Solutions, Inc. 8.727 -84,34 695 -83,16
2025-08-04 13F Assetmark, Inc 2.383 -76,52 190 -74,83
2025-08-14 13F Mariner, LLC 7.121 -3,27 567 4,04
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100,00 0
2025-08-12 13F Gladstone Institutional Advisory LLC 67.124 -0,44 5.347 7,07
2025-08-12 13F Global Retirement Partners, LLC 11.938 -16,70 951 -12,92
2025-07-25 13F Lion Street Advisors, LLC 2.880 -18,53 229 -12,26
2025-05-14 13F Mission Creek Capital Partners, Inc. 0 -100,00 0
2025-08-05 13F Bank Of Montreal /can/ 0 -100,00 0
2025-05-09 13F Bouchey Financial Group Ltd 0 -100,00 0
2025-07-10 13F Marshall Financial Group LLC 5.600 -9,98 450 -2,17
2025-05-14 13F Jane Street Group, Llc 0 -100,00 0
2025-07-14 13F Signature Securities Group Corporation 23.750 -1,80 1.892 5,58
2025-08-05 13F EPG Wealth Management LLC 1.423 -20,86 113 -15,04
2025-08-14 13F Wells Fargo & Company/mn 81.593 -21,23 6.500 -15,30
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 30.634 -1,47 2.482 7,73
2025-07-31 13F Glass Jacobson Investment Advisors llc 957 -2,15 76 2,70
2025-05-08 13F NorthRock Partners, LLC 0 -100,00 0
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