Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core 30/70 Conservative Allocation ETF inkluderar Unique Wealth, Llc, Moors & Cabot, Inc., Valpey Financial Services, LLC, Transcendent Capital Group LLC, Principal Securities, Inc., Golden State Wealth Management, LLC, Sound Income Strategies, LLC, Mount Yale Investment Advisors, LLC, Private Trust Co Na, Briaud Financial Planning, Inc, och Twin Peaks Wealth Advisors, LLC .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Pineridge Advisors LLC | 58 | 1,75 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 154 771 | 183,38 | 6 047 | 194,21 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 8 582 | 0,88 | 335 | 4,69 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11 779 | 21,56 | 460 | 26,37 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6 642 | 260 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 912 | 36 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 001 | 25,53 | 78 | 32,20 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 332 | 13 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 237 005 | 9 260 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 14 358 | 30,49 | 561 | 35,27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 705 | 29,60 | 28 | 35,00 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 7 164 | 0,51 | 279 | 7,72 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 574 | 1,59 | 22 | 4,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8 217 | 321 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 643 | 103 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 34 017 | 1 329 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 79 438 | 4,68 | 3 104 | 8,69 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 129 621 | 1,88 | 5 064 | 5,79 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 646 | 5,73 | 25 | 13,64 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 195 538 | 10,08 | 7 640 | 14,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 908 | 33,14 | 35 | 40,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 169 | 44,58 | 319 | 50,47 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 10 313 | 0,40 | 403 | 4,15 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 449 | 0,67 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 175 | 3,98 | 46 | 9,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 78 259 | 46,25 | 3 058 | 51,86 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 31 315 | 9,08 | 1 223 | 13,24 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 40 994 | 1,34 | 1 602 | 5,19 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 123 074 | 15,41 | 4 809 | 19,81 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 18 126 | 8,02 | 708 | 12,20 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 084 | 5,52 | 355 | 9,60 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 997 | 0,81 | 39 | 2,70 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 12 337 | 482 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 219 617 | 8 580 | ||||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 10 472 | 3,64 | 410 | 10,84 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 33 320 | 0,02 | 1 302 | 3,83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | 0 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 2 | 0 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 7 212 | 4,20 | 267 | 8,13 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 617 | 11,57 | 24 | 20,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 325 | 0,66 | 286 | 4,38 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 176 | 7 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 49 517 | 34,85 | 1 935 | 40,04 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6 577 | 0,52 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 508 | 7,86 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 650 | 54,39 | 25 | 66,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 418 | 0,37 | 212 | 3,94 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 723 | 108,60 | 67 | 116,13 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 5 877 | 230 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 14 632 | 0,32 | 572 | 4,20 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 587 | 2,19 | 140 | 6,87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 513 | 219,77 | 919 | 232,61 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 476 | 19 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 300 | 12 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 344 | 0,69 | 92 | 4,60 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 24 997 | 1,17 | 977 | 5,06 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 045 | 13,93 | 80 | 17,91 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 9 099 | 1,14 | 355 | 5,03 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 13 583 | 1,27 | 531 | 5,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 605 | 0,82 | 1 548 | 4,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37 798 | 137,96 | 1 477 | 147,24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30 390 | 65,96 | 1 188 | 72,42 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 10 664 | 17,78 | 417 | 22,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 427 | 3,10 | 329 | 7,17 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10 697 | 418 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 826 | 0,66 | 71 | 4,41 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 6 189 | 0,49 | 242 | 4,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18 401 | 123,53 | 1 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 743 | 29 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22 306 | 4,54 | 871 | 8,60 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30 343 | 8,98 | 1 185 | 13,18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 541 | 138 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 8 060 | 315 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37 044 | 7,89 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 156 933 | 254,07 | 6 131 | 267,79 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 887 | 0,79 | 259 | 1,97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | 0 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 32 058 | 3,63 | 1 252 | 7,56 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 35 956 | 0,25 | 1 405 | 4,08 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 9 641 | 377 |
