Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core Dividend ETF inkluderar E Six Thirteen, Llc, San Luis Wealth Advisors LLC, Peoples Bank /oh, Iron Financial, LLC, NorthRock Partners, LLC, Capital Asset Advisory Services LLC, Axxcess Wealth Management, Llc, Foundations Investment Advisors, LLC, Citizens Financial Group Inc/ri, Orion Portfolio Solutions, LLC, RFG - Bristol Wealth Advisors, LLC, Collier Financial, Brooks, Moore & Associates, Inc., M3 Advisory Group, LLC, Pacific Sun Financial Corp, Farther Finance Advisors, LLC, Spire Wealth Management, Harbor Asset Planning, Inc., Mount Yale Investment Advisors, LLC, och Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 158 542 | 8 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 881 | 21,13 | 195 | 25,81 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 73 790 | 1,43 | 3 713 | 5,21 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 980 | 100 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 50 555 | 22,92 | 2 544 | 27,47 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 32 602 | 1 641 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 592 | 0,25 | 80 | 3,90 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 465 | 376 | ||||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 237 358 | 5,36 | 11 944 | 9,27 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4 095 | 206 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 429 967 | 196,17 | 21 636 | 207,18 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 82 823 | 30,21 | 4 168 | 35,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 117 | 25,26 | 408 | 29,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 685 | 6,43 | 336 | 10,53 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 117 357 | 12,04 | 5 905 | 16,19 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4 010 | 202 | ||||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 69 785 | 12,35 | 3 512 | 16,53 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 824 | 42 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 13 802 | 0,59 | 695 | 4,36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 708 560 | 16,55 | 35 655 | 20,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36 878 | 454,64 | 1 855 | 476,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 254 861 | 14,25 | 113 465 | 18,49 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 56 981 | 0,58 | 2 867 | 4,33 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 501 | 629 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 90 | 42,86 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 6 181 | 0,06 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 319 | 469 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 13 332 | 99,55 | 671 | 106,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 281 | 305 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 17 188 | 1,14 | 865 | 4,85 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 10 415 | 4,15 | 524 | 8,04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34 357 | 9,01 | 1 729 | 13,02 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 5 226 | 3,18 | 263 | 6,94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 976 | 1,36 | 250 | 5,04 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 17 547 | 883 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 990 | 150 | ||||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5 470 | 274 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 13 988 | 713 | ||||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 27 677 | 116,79 | 1 393 | 124,88 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 6 146 | 309 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 100 | 37,50 | 55 | 44,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 100 | 1,03 | 880 | 7,06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 38 352 | 8,51 | 1 930 | 12,54 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 183 013 | 3,50 | 9 209 | 7,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 54 289 | 129,94 | 2 732 | 138,52 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 179 341 | 216,29 | 9 024 | 228,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 630 300 | 53,54 | 31 717 | 59,23 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 18 192 | 0,07 | 915 | 3,74 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 906 | 0,59 | 247 | 4,24 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 34 | 2 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 12 400 | 40,72 | 624 | 45,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 415 | 172 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 791 | 124,40 | 795 | 132,84 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 21 318 | 1 073 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 347 | 68 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 375 | 19 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 804 | 28,85 | 40 | 33,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 028 | 52 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4 727 | 238 | ||||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 1 560 380 | 78 518 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 130 774 | 54,26 | 6 581 | 59,98 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 248 | 63 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6 501 | 20,66 | 327 | 25,29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 17 107 | 861 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 092 | 335,05 | 1 112 | 351,63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 80 815 | 160,36 | 4 067 | 169,99 | ||||
| 2025-07-17 | 13F | KWB Wealth | 4 924 | 0,33 | 239 | 2,59 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 512 957 | 25 812 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 187 364 | 6,56 | 9 | 12,50 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 38 051 | 9,12 | 1 915 | 13,19 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5 955 | 15,79 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 988 | 704 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 26 904 | 41,99 | 1 354 | 47,23 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75 450 | 0,23 | 3 797 | 3,94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19 783 | 12,99 | 996 | 17,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 707 | 7,39 | 740 | 11,45 | ||||
| 2025-04-15 | 13F | Collier Financial | 5 692 | 276 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 632 | 60,86 | 433 | 66,15 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27 273 | 9,91 | 1 392 | 24,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 249 | 13 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 98 487 | 3,06 | 4 956 | 6,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51 190 | 5,77 | 2 576 | 9,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 453 781 | 0,42 | 22 834 | 4,15 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 34 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 266 | 53,31 | 1 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 252 | 47,37 | 13 | 50,00 |
