IYY / iShares Trust - iShares Dow Jones U.S. ETF - Institutionelt ejerskab - Sælgere

iShares Trust - iShares Dow Jones U.S. ETF
US ˙ ARCA

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
(%)
2026-05-15 13F Advisory Services Network, LLC 3.183 -29,31 504 -32,44
2026-04-28 13F Stratos Wealth Advisors, LLC 13.198 -6,57 2.091 -10,72
2026-04-27 13F Truist Financial Corp 19.127 -0,23 3.031 -4,66
2026-05-15 13F NorthRock Partners, LLC 16.498 -2,63 2.614 -6,94
2026-05-06 13F LPL Financial LLC 304.502 -2,27 48.248 -6,61
2026-05-15 13F Morgan Stanley 424.458 -3,08 67.256 -7,38
2026-01-21 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-04-15 13F Steinberganna Wealth Management 36.598 -4,15 5.799 -8,42
2026-05-13 13F Federation des caisses Desjardins du Quebec 5.310 -2,71 841 -6,97
2026-05-15 13F IHT Wealth Management, LLC 9.206 -1,27 1.459 -5,69
2026-05-04 13F Savant Capital, LLC 154.718 -0,13 24.515 -4,56
2026-04-22 13F Finley Financial, LLC 15.017 -6,07 2.379 -10,23
2026-05-11 13F VeraBank, N.A. 1.322 -8,58 209 -12,55
2026-05-11 13F Guardian Capital, LLC 3.991 -15,93 632 -19,70
2026-02-13 13F Seven Mile Advisory 0 -100,00 0
2026-05-15 13F Aqr Capital Management Llc 13.370 -3,57 2.118 -7,83
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 2.297 -1,25 364 -5,71
2026-05-06 13F Dunhill Financial, LLC 62 -1,59 10 -10,00
2026-02-12 13F Commonwealth Equity Services, Llc 100.199 -10,00 16.614 92.200,00
2026-05-11 13F Great Valley Advisor Group, Inc. 2.601 -0,57 412 -4,85
2026-05-14 13F Atomi Financial Group, Inc. 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 24.797 -1,25 3.929 -5,62
2026-05-06 13F Great Lakes Retirement, Inc. 1.523 -0,26 241 -4,74
2026-05-15 13F Warren Averett Asset Management, LLC 6.000 -2,44 951 -6,77
2026-04-16 13F Capital Investment Advisors, LLC 3.260 -3,46 516 -7,69
2026-05-15 13F Quantinno Capital Management LP 2.835 -5,03 449 -9,11
2026-05-15 13F EFG International AG 478 -50,05 76 -52,53
2026-01-26 13F Thomasville National Bank 10.360 -3,00 1.718 -1,04
2026-05-15 13F Mercer Global Advisors Inc /adv 10.324 -11,30 1.636 -15,24
2026-04-22 13F Red Door Wealth Management, LLC 1.324 -0,38 210 -5,00
2026-04-20 13F Apella Capital, LLC 84.787 -1,25 14.665 3,01
2026-01-15 13F Nilsine Partners, LLC 0 -100,00 0
2026-05-11 13F Foundations Investment Advisors, LLC 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 0 -100,00 0
2026-01-12 13F DAVENPORT & Co LLC 0 -100,00 0
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 2.786 -18,18 441 -21,81
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 3.000 -72,07 475 89,24
2026-05-15 13F Transamerica Financial Advisors, Inc. 3 -25,00 1
2026-02-04 13F One Day In July LLC 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 4.629 -2,07 1
2026-05-01 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-05-13 13F Principal Securities, Inc. 1.888 -0,63 299 -5,08
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 36.378 -32,34 5.814 -35,85
2026-05-14 13F EP Wealth Advisors, Inc. 22.534 -0,77 3.571 -5,18
2026-05-04 13F Envestnet Asset Management Inc 43.544 -0,38 6.900 -4,80
2026-05-08 13F Peachtree Investment Partners, LLC 1.859 -22,61 295 -26,13
2026-04-29 13F Kaydan Wealth Management, Inc. 9.273 -0,13 1.469 -4,55
2026-05-12 13F Kingsview Wealth Management, LLC 2.016 -1,85 319 -6,18
2026-05-13 13F AE Wealth Management LLC 3.392 -13,29 538 -17,13
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-26 13F Elevation Capital Advisory, LLC 0 -100,00 0
2026-01-29 13F Concurrent Investment Advisors, LLC 3.214 -2,07 533 -0,19
2026-04-13 13F Lake Street Financial Llc 1.510 -0,85 239 -5,16
2026-02-06 13F Vestmark Advisory Solutions, Inc. 0 -100,00 0
2026-05-05 13F UBS Group AG 56.528 -10,04 8.957 -14,04
2026-05-08 13F Resources Investment Advisors, LLC. 5.856 -0,17 928 -4,63
2026-05-15 13F Goldman Sachs Group Inc 24.505 -33,06 3.883 -36,04
2026-02-10 13F Belvedere Trading LLC Call 0 -100,00 0 -100,00
2026-05-15 13F MAI Capital Management 31.291 -4,50 4.958 -8,73
2026-05-01 13F Silver Oak Advisory Group, Inc. 2.339 -3,19 0
2026-05-04 13F H&H Retirement Design & Management INC 2.000 -11,89 351 -8,62
2026-04-17 13F Sovereign Financial Group, Inc. 3.732 -0,90 591 -5,29
2026-02-10 13F Belvedere Trading LLC 0 -100,00 0 -100,00
2026-03-13 13F/A Pensionmark Financial Group, Llc 0 -100,00 0 -100,00
2026-05-14 13F Boreal Capital Management LLC 700 -66,86 111 -68,57
2026-02-17 13F NewSquare Capital LLC 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 0 -100,00 0
2026-04-30 13F Sonata Capital Group Inc 2.265 -39,82 359 -42,63
2026-05-14 13F Coastal Bridge Advisors, LLC 15.307 -1,92 2.425 -6,26
2026-05-01 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 3.072 -1,79 487 -6,18
2026-05-08 13F Burke & Herbert Bank & Trust Co 2.162 -9,24 343 -13,20
2026-04-27 13F Wealthstar Advisors, Llc 1.937 -4,63 307 -8,93
2026-04-08 13F First Heartland Consultants, Inc. 23.572 -1,58 3.735 -5,97
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-05-12 13F Cooper/haims Advisors, Llc 1.925 -5,82 305 -10,06
2026-04-22 13F Aureum Wealth Management, LLC 1.355 -3,21 215 -7,76
2026-04-20 13F Kestra Private Wealth Services, Llc 3.845 -0,08 609 -4,55
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-07 13F Greykasell Wealth Strategies, Inc. 12.216 -0,61 1.936 -5,01
2026-05-08 13F Rik Saylor Financial, Inc. 5.843 -1,90 926 -6,28
2026-04-17 13F Signal Advisors Wealth, LLC 3.513 -21,09 557 -24,66
2026-05-04 13F V2 Financial group LLC 5.500 -5,17 871 -9,37
2026-04-16 13F Asset Advisors Investment Management, LLC 22.049 -1,36 3.494 -5,75
2026-05-06 13F Sentinus, LLC 75.755 -3,04 12.003 -7,34
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-10 13F Ballew Advisors, Inc 3.430 -15,10 568 -16,86
2026-05-13 13F Lido Advisors, LLC 21.058 -2,19 3.337 -4,63
2026-05-13 13F O'shaughnessy Asset Management, Llc 1.199 -4,69 190 -9,13
2026-05-11 13F Wells Fargo & Company/mn 128.510 -2,16 20.362 -6,50
2026-05-13 13F Cetera Investment Advisers 61.041 -1,51 9.672 -5,89
2026-05-08 13F Pnc Financial Services Group, Inc. 140.296 -2,00 22.230 -6,35
2026-04-29 13F Mine & Arao Wealth Creation & Management, LLC. 10.620 -0,72 1.683 -5,13
2026-05-01 13F Mutual Advisors, LLC 4.150 -7,24 658 -11,34
2026-04-27 13F Sound Income Strategies, LLC 20 -95,87 3 -96,30
2026-04-17 13F Nottingham Advisors, Inc. 0 -100,00 0
2026-04-30 13F Money Concepts Capital Corp 28.362 -0,94 4.494 -5,35
2026-05-04 13F Geneos Wealth Management Inc. 1.478 -8,77 234 -12,69
2026-05-05 13F Bank of New York Mellon Corp 30.227 -4,54 4.790 -8,78
2026-05-05 13F Sanctuary Advisors, LLC 1.384 -42,83 219 -45,39
2026-04-09 13F ASL Financial, LLC 20.390 -0,36 3.231 -4,80
2026-05-12 13F CIBC Bancorp USA Inc. 5.874 -15,24 931 -17,33
2026-04-24 13F Clarity Wealth Advisors, LLC 1.917 -9,53 304 -13,68
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-12 13F Baker Avenue Asset Management, LP 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 40.671 -16,25 6.442 -19,99
2026-05-15 13F National Bank Of Canada /fi/ 5.697 -3,39 902 -7,68
2026-05-15 13F/A Independent Financial Group, Llc 2.007 -21,08 318 -24,47
2026-04-27 13F Sharp Financial Services, LLC 0 -100,00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 0 -100,00 0
2026-04-27 13F Kelman-Lazarov, Inc. 8.850 -0,24 1.402 -4,63
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 14.310 -0,93 2.267 -5,34
2026-04-14 13F Value Investment Professionals, LLC 0 -100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 15.532 -3,86 2.461 -8,10
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