Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Medical Devices ETF inkluderar Ballast, Inc., LOM Asset Management Ltd, Cary Street Partners Financial Llc, HB Wealth Management, LLC, Aqr Capital Management Llc, Ubs Asset Management Americas Inc, Kesler, Norman & Wride, LLC, Courier Capital Llc, Summit Wealth Group Llc / Co, Glenmede Investment Management, LP, Harbor Asset Planning, Inc., Atlantic Union Bankshares Corp, RMG Wealth Management LLC, Annis Gardner Whiting Capital Advisors, LLC, Group One Trading, L.p., Tortoise Investment Management, LLC, Glass Jacobson Investment Advisors llc, Crews Bank & Trust, Whittier Trust Co Of Nevada Inc, och EBI - Longview Advantage ETF .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 888 | 8,03 | 431 | 12,53 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 067 | 8,76 | 505 | 13,23 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 56 | 1,82 | 3 | 0,00 | ||||
2025-08-14 | 13F | Peak6 Llc | Call | 9 100 | 570 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 7 182 | 22,92 | 450 | 32,06 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 24 152 | 0,00 | 1 513 | 4,06 | ||||
2025-08-14 | 13F | Peak6 Llc | Put | 100 | 6 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 12 532 | 0,09 | 785 | 4,25 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 180 | 11 | ||||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 13 730 | 0,55 | 860 | 13,76 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 3 287 | 1,80 | 206 | 5,67 | ||||
2025-08-15 | 13F | Morgan Stanley | 2 928 633 | 5,38 | 183 450 | 9,67 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 3 743 | 0,08 | 234 | 4,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 934 996 | 19,15 | 121 208 | 24,00 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 379 | 1,61 | 337 | 5,66 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 15 307 | 12,91 | 959 | 17,55 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 3 873 | 243 | ||||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 6 689 | 419 | ||||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 5 187 | 0,06 | 325 | 3,85 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 2 698 | 0,07 | 167 | 2,47 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 5 393 | 0,82 | 338 | 4,98 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 302 630 | 15,42 | 19 | 20,00 | ||||
2025-07-16 | 13F | Valicenti Advisory Services Inc | 87 267 | 0,80 | 5 | 0,00 | ||||
2025-04-29 | NP | EBI - Longview Advantage ETF | 78 | 5 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 35 248 | 0,03 | 2 208 | 4,10 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 22 096 | 5,22 | 1 384 | 9,58 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 9 581 | 2,90 | 1 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 72 270 | 30,20 | 4 527 | 35,51 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 9 068 | 1,80 | 1 | |||||
2025-08-06 | 13F | Black Swift Group, LLC | 5 280 | 4,97 | 331 | 9,27 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 62 057 | 7,10 | 3 887 | 11,47 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 215 | 4,71 | 845 | 11,20 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 852 | 0,12 | 53 | 3,92 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 0 | 0 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 125 | 5,04 | 321 | 9,56 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 607 | 1,45 | 539 | 5,69 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 67 030 | 2,43 | 4 199 | 6,60 | ||||
2025-08-14 | 13F | Quantitative Investment Management, LLC | 4 849 | 0 | ||||||
2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 11 623 | 7,00 | 728 | 11,49 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 164 165 | 17,63 | 10 190 | 22,88 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23 716 | 14,98 | 1 486 | 19,66 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 6 660 | 417 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 21 391 | 17,00 | 1 340 | 21,73 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 6 266 | 11,30 | 393 | 15,98 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 6 734 | 3,23 | 422 | 7,40 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6 503 | 1,04 | 407 | 5,17 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 14 699 | 3,63 | 921 | 7,85 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 17 957 | 9,42 | 1 125 | 13,88 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 10 153 | 2,36 | 636 | 6,37 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 192 713 | 0,97 | 11 848 | 11,06 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 884 | 0,63 | 181 | 4,65 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 703 458 | 64,69 | 44 065 | 71,39 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 107 159 | 5,08 | 6 713 | 9,35 | ||||
2025-08-14 | 13F | Colony Group, LLC | 3 343 | 209 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 5 937 | 6,59 | 372 | 10,75 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 1 932 | 0,05 | 121 | 4,31 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 303 | 15,72 | 82 | 20,90 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 300 387 | 15,71 | 18 816 | 20,42 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 292 | 707 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 55 569 | 264,22 | 3 481 | 279,08 | ||||
2025-07-28 | 13F | Courier Capital Llc | 6 281 | 393 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 26 566 | 0,06 | 1 664 | 4,13 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4 336 | 0,35 | 272 | 4,23 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 564 | 35 | ||||||
2025-07-15 | 13F | EWG Elevate Inc. | 7 412 | 464 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 5 671 | 355 | ||||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | 0 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 386 | 337 | ||||||
2025-07-30 | 13F | Paragon Financial Partners, Inc. | 18 651 | 0,04 | 1 168 | 4,10 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 2 585 | 162 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7 204 | 21,79 | 451 | 26,69 | ||||
2025-07-30 | 13F | Advantage Trust Co | 7 140 | 447 | ||||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 3 626 | 0,06 | 227 | 4,13 | ||||
2025-08-12 | 13F | MAI Capital Management | Call | 19 | 0,00 | |||||
2025-07-21 | 13F | Crews Bank & Trust | 225 | 14 | ||||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 387 632 | 3,65 | 24 281 | 7,87 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 4 776 | 8,13 | 299 | 12,83 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 61 791 | 1,92 | 3 871 | 6,06 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 163 862 | 11,20 | 10 264 | 15,73 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 5 700 | 67,65 | 354 | 74,75 | |||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 4 051 | 0,25 | 254 | 4,12 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 10 611 | 665 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 7 562 | 3,83 | 474 | 7,99 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 103 752 | 0,12 | 6 499 | 4,20 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 12 648 | 0,33 | 755 | −0,53 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3 516 | 0,09 | 220 | 4,27 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 37 563 | 4,41 | 2 353 | 8,64 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 29 761 | 0,92 | 1 864 | 5,01 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 176 | 136 | ||||||
2025-08-07 | 13F | LOM Asset Management Ltd | 14 590 | 1 | ||||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 451 | 216 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 072 | 26,56 | 1 195 | 32,23 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 28 702 | 8,44 | 1 798 | 12,81 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 3 370 | 62,80 | 211 | 70,16 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32 629 | 8,01 | 2 044 | 12,38 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 300 | 19 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 3 014 | 88,14 | 0 | |||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 567 | 0,18 | 36 | 2,94 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 27 083 | 0,44 | 1 696 | 4,50 | ||||
2025-08-13 | 13F | M&t Bank Corp | 8 020 | 5,25 | 502 | 9,61 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37 626 | 15,69 | 2 357 | 22,26 | ||||
2025-07-29 | 13F | Vectors Research Management, LLC | 19 125 | 1 198 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 105 900 | 0,68 | 7 | 0,00 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 5 055 | 9,25 | 317 | 13,67 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 292 277 | 9,32 | 18 209 | 13,15 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12 503 | 19,00 | 783 | 23,89 | ||||
2025-07-28 | 13F | Variant Private Wealth, LLC | 22 727 | 0,09 | 1 424 | 4,17 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3 372 | 0,03 | 211 | 4,46 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 295 | 53,66 | 332 | 59,90 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43 601 | 9,49 | 2 731 | 13,98 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 821 | 678 | ||||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 100 058 | 0,93 | 6 268 | 5,03 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 4 062 | 254 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 77 664 | 1,59 | 5 | 0,00 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 11 866 | 31,19 | 743 | 36,58 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 6 325 | 6,00 | 396 | 10,31 | ||||
2025-08-08 | 13F | Creative Planning | 40 034 | 31,27 | 2 508 | 36,62 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 15 085 | 6,69 | 927 | 10,11 | ||||
2025-07-18 | 13F | Viewpoint Investment Partners Corp | 74 611 | 154,63 | 4 674 | 165,06 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 3 305 | 207 | ||||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 108 478 | 1,57 | 6 795 | 5,71 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 4 403 | 10,05 | 276 | 14,58 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 15 | 1 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 191 100 | 47,00 | 11 971 | 52,99 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 51 700 | 207,74 | 3 238 | 220,28 | |||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 94 792 | 9,75 | 5 795 | 18,78 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 298 | 19 | ||||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 505 | 220 | ||||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 276 | 205 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 389 | 43,28 | 525 | 49,15 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18 558 | 0,01 | 1 162 | 4,12 | ||||
2025-08-11 | 13F | Somerset Group LLC | 54 200 | 0,78 | 3 395 | 4,91 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 600 | 38 | ||||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 3 784 | 0,24 | 237 | 4,41 | ||||
2025-07-31 | 13F | Carrera Capital Advisors | 5 007 | 0,10 | 314 | 3,99 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 498 | 0,01 | 470 | 3,99 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 10 902 | 683 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 158 077 | 16,21 | 9 902 | 20,94 | ||||
2025-08-08 | 13F | Gts Securities Llc | 137 742 | 625,42 | 8 628 | 655,52 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 5 297 | 0,02 | 332 | 4,09 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 978 | 6,77 | 625 | 11,21 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 3 235 | 203 | ||||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 216 432 | 29,57 | 13 557 | 34,84 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 19 603 | 9,61 | 1 228 | 14,03 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 60 797 | 2,86 | 3 808 | 7,06 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 70 | 4 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 111 527 | 3,07 | 6 986 | 7,28 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 2 147 | 0,05 | 134 | 3,88 | ||||
2025-08-14 | 13F | Fmr Llc | 34 090 | 0,89 | 2 135 | 5,02 | ||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 8 487 | 0,09 | 532 | 4,12 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 42 913 | 4,01 | 2 688 | 8,26 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 960 | 58 | ||||||
2025-08-13 | 13F | Colonial Trust Advisors | 762 | 0,13 | 48 | 4,44 | ||||
2025-08-14 | 13F | Mariner, LLC | 86 858 | 9,12 | 5 441 | 13,55 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 20 663 | 3,12 | 1 294 | 7,30 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 9 167 | 9,16 | 574 | 13,66 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 422 | 89 | ||||||
2025-08-14 | 13F | Alliancebernstein L.p. | 163 080 | 36,08 | 10 215 | 41,62 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 232 | 31,07 | 15 | 40,00 | ||||
2025-07-23 | NP | FAAAX - Franklin K2 Alternative Strategies Fund Class A | Short | −113 409 | 28,02 | −7 019 | 24,23 | |||
2025-07-23 | 13F | Vontobel Holding Ltd. | 12 016 | 26,27 | 753 | 31,47 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 48 703 | 81,23 | 3 051 | 88,62 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 567 | 36 | ||||||
2025-07-17 | 13F | BFI Infinity Ltd. | 99 719 | 12,78 | 6 246 | 17,38 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 757 244 | 0,61 | 47 434 | 4,70 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 27 530 | 5,40 | 1 724 | 9,67 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 564 | 0,71 | 35 | 6,06 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 28 900 | 27,31 | 1 810 | 32,50 | |||
2025-08-06 | 13F | Prospera Financial Services Inc | 7 781 | 0,69 | 488 | 4,73 | ||||
2025-07-29 | 13F | Activest Wealth Management | 3 298 | 0,03 | 207 | 4,04 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 403 | 8,04 | 25 | 13,64 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 61 | 74,29 | 4 | 50,00 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 468 | 29 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 17 688 | 25,41 | 1 108 | 30,54 | ||||
2025-08-13 | 13F | Walleye Trading LLC | 54 761 | 36,89 | 3 430 | 42,50 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20 092 | 3,12 | 1 209 | 6,43 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 9 631 | 603 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 21 750 | 16,29 | 1 362 | 21,07 | ||||
2025-07-29 | 13F | Ballast, Inc. | 15 481 | 970 | ||||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 15 255 | 0,08 | 956 | 4,14 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 186 | 12 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 34 617 | 4,80 | 2 168 | 9,05 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 063 | 5,77 | 67 | 10,00 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 4 055 | 254 | ||||||
2025-07-25 | 13F | Gibson Capital, LLC | 3 262 | 204 |