Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI ACWI Low Carbon Target ETF inkluderar SRS Capital Advisors, Inc., Ackerman Capital Advisors, LLC, Glenmede Investment Management, LP, Financial Futures Ltd Liability Co., Morris Retirement Advisors, LLC, Financial Connections Group, Inc., Twin Peaks Wealth Advisors, LLC, BRYN MAWR TRUST Co, Harbor Asset Planning, Inc., och Wolff Wiese Magana 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 405 | 1,56 | 509 | 12,61 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 27 991 | 12,52 | 5 929 | 24,66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 466 | 311 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 009 | 121,94 | 1 485 | 146,10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 929 | 10,07 | 197 | 21,74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 245 | 1 154,19 | 475 | 1 297,06 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 694 | 5,15 | 147 | 15,87 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 182 | 2,29 | 2 792 | 13,36 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 225 | 48 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1 832 | 7,64 | 388 | 19,38 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 072 | 0,85 | 227 | 11,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 37 265 | 111,36 | 7 893 | 134,21 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 696 | 92,80 | 147 | 113,04 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 3 891 | 0,96 | 824 | 11,96 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 6 | 1 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1 938 | 0,36 | 411 | 11,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12 585 | 3,35 | 2 666 | 14,57 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 735 | 156 | ||||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 1 043 | 221 | ||||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 57 | 90,00 | 12 | 140,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 440 | 305 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 113 526 | 0,29 | 24 047 | 11,12 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 2 849 | 603 | ||||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 4 157 | 37,10 | 881 | 51,99 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2 296 | 0,83 | 486 | 11,72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 1 110 | 235 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 25 142 | 1,22 | 5 326 | 12,15 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2 107 | 0,81 | 446 | 11,78 | ||||
| 2025-06-24 | NP | NSTLX - Neuberger Berman Strategic Income Fund Institutional Class | 961 | −4,00 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 15 205 | 17,02 | 3 221 | 29,63 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 485 | 0,34 | 315 | 11,35 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 471 | 1,29 | 1 794 | 12,27 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 65 | 14 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 100 | 21 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 400 | 85 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 158 | 7,41 | 1 | |||||
| 2025-08-12 | 13F | Investure, LLC | 102 661 | 0,82 | 21 746 | 11,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 484 | 0,93 | 526 | 11,91 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 032 | 2,48 | 219 | 13,54 | ||||
| 2025-08-29 | NP | Barings Global Short Duration High Yield Fund | 748 | 4,48 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 308 | 0,65 | 65 | 12,07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 374 | 70,68 | 291 | 90,20 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 15 148 | 3 209 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 406 | 1,26 | 1 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 7 870 | 0,58 | 1 667 | 11,51 | ||||
| 2025-08-29 | NP | CFRAX - Catalyst/CIFC Floating Rate Income Fund Class A | 497 | 0,81 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 201 932 | 2,81 | 42 773 | 13,91 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 1 022 | 216 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 440 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 818 | 114,71 | 3 351 | 137,93 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5 380 | 2,16 | 1 140 | 13,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 005 | 17,17 | 1 272 | 29,83 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25 | 8,70 | 5 | 25,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 448 | 26,08 | 1 146 | 38,91 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 1 289 | 0,86 | 273 | 9,20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 006 | 23,10 | 1 272 | 36,48 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 265 | 58 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 20 223 | 0,05 | 4 284 | 10,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 290 | 24,78 | 909 | 38,20 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 1 627 | 3,63 | 345 | 14,67 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1 127 | 239 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 84 | 55,56 | 18 | 70,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 113 | 0,89 | 24 | 9,52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 498 | 3,42 | 3 283 | 14,59 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 974 | 210 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35 971 | 65,35 | 7 619 | 83,19 |
