Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF inkluderar
Connor, Clark & Lunn Investment Management Ltd.,
Ubs Asset Management Americas Inc,
Savant Capital, LLC,
Maseco Llp,
och
Capital Investment 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum |
Källa |
Investerare |
|
Typ |
Genomsnittligt pris
(beräknat) |
Aktier |
Δ Aktier
(%) |
Rapporterat
värde
(1000 USD) |
Δ Värde
(%) |
Portföljallokering
(%) |
| 2025-08-04 |
13F |
Simon Quick Advisors, Llc
|
|
|
|
8 935 |
0,13 |
579 |
16,73 |
|
| 2025-07-14 |
13F |
Clear Harbor Asset Management, LLC
|
|
|
|
20 130 |
4,88 |
1 305 |
22,31 |
|
| 2025-07-31 |
13F |
Glass Jacobson Investment Advisors llc
|
|
|
|
6 552 |
113,14 |
425 |
138,20 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional
|
|
|
|
1 690 |
3,36 |
97 |
4,35 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional
|
|
|
|
887 |
12,71 |
51 |
13,64 |
|
| 2025-08-14 |
13F |
Fmr Llc
|
|
|
|
1 563 |
35,68 |
101 |
57,81 |
|
| 2025-08-13 |
13F |
Parkworth Wealth Management, Inc.
|
|
|
|
454 |
0,67 |
29 |
16,00 |
|
| 2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
173 590 |
12,05 |
11 257 |
30,67 |
|
| 2025-08-14 |
13F |
NorthLanding Financial Partners, LLC
|
|
|
|
13 338 |
6,76 |
865 |
24,50 |
|
| 2025-08-12 |
13F |
Kohmann Bosshard Financial Services, LLC
|
|
|
|
3 504 |
|
227 |
|
|
| 2025-07-17 |
13F |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
5 624 |
0,68 |
365 |
17,42 |
|
| 2025-07-29 |
13F |
Mb, Levis & Associates, Llc
|
|
|
|
295 |
0,68 |
19 |
18,75 |
|
| 2025-07-14 |
13F |
Sowell Financial Services LLC
|
|
|
|
46 255 |
2,61 |
3 000 |
19,67 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
14 114 |
1,17 |
916 |
17,91 |
|
| 2025-07-22 |
13F |
Checchi Capital Advisers, LLC
|
|
|
|
274 931 |
52,27 |
17 829 |
77,58 |
|
| 2025-07-25 |
NP |
USEMX - Emerging Markets Fund Shares
|
|
|
|
17 423 |
113,07 |
1 069 |
134,73 |
|
| 2025-08-07 |
13F |
Cascade Financial Partners, LLC
|
|
|
|
5 808 |
|
377 |
|
|
| 2025-07-15 |
13F |
Maseco Llp
|
|
|
|
2 042 |
|
132 |
|
|
| 2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
181 731 |
5,73 |
12 |
22,22 |
|
| 2025-08-07 |
13F |
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
769 563 |
|
49 906 |
|
|
| 2025-07-16 |
13F |
Rebalance, Llc
|
|
|
|
18 482 |
0,68 |
1 199 |
17,45 |
|
| 2025-08-06 |
13F |
Texas Yale Capital Corp.
|
|
|
|
59 966 |
2,27 |
3 889 |
19,26 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional
|
|
|
|
784 |
5,52 |
45 |
4,76 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A
|
|
|
|
2 250 |
6,33 |
129 |
7,56 |
|
| 2025-08-07 |
13F |
Samalin Investment Counsel, LLC
|
|
|
|
5 885 |
10,52 |
382 |
28,72 |
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
2 000 |
21,21 |
130 |
41,76 |
|
| 2025-07-23 |
13F |
Valmark Advisers, Inc.
|
|
|
|
61 122 |
0,42 |
3 964 |
17,11 |
|
| 2025-07-18 |
13F |
Pure Financial Advisors, Inc.
|
|
|
|
25 237 |
2,89 |
1 637 |
20,03 |
|
| 2025-07-16 |
13F |
Perigon Wealth Management, LLC
|
|
|
|
11 078 |
0,35 |
718 |
17,13 |
|
| 2025-08-28 |
NP |
PRAE - PlanRock Alternative Growth ETF
|
|
|
|
6 126 |
144,36 |
397 |
175,69 |
|
| 2025-07-14 |
13F |
AdvisorNet Financial, Inc
|
|
|
|
2 904 |
0,69 |
188 |
17,50 |
|
| 2025-08-05 |
13F |
Fullcircle Wealth Llc
|
|
|
|
8 913 |
15,60 |
573 |
30,52 |
|
| 2025-08-06 |
13F |
Savant Capital, LLC
|
|
|
|
125 275 |
|
8 124 |
|
|
| 2025-07-25 |
13F |
Index Fund Advisors, Inc.
|
|
|
|
7 191 |
0,18 |
466 |
16,79 |
|
| 2025-08-14 |
13F |
State Of Wisconsin Investment Board
|
|
|
|
173 813 |
0,75 |
11 272 |
17,49 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A
|
|
|
|
1 635 |
8,28 |
93 |
9,41 |
|
| 2025-04-15 |
13F |
Noble Wealth Management PBC
|
|
|
|
400 |
300,00 |
22 |
340,00 |
|
| 2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
769 563 |
|
49 906 |
|
|
| 2025-08-08 |
13F |
Omega Financial Group, LLC
|
|
|
|
73 037 |
1,70 |
4 736 |
18,61 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional
|
|
|
|
489 |
2,30 |
28 |
0,00 |
|
| 2025-07-23 |
13F |
Sax Wealth Advisors, Llc
|
|
|
|
37 194 |
42,68 |
2 412 |
66,46 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A
|
|
|
|
1 122 |
4,08 |
64 |
6,67 |
|
| 2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
15 636 |
13,78 |
1 014 |
32,59 |
|
| 2025-08-12 |
13F |
Harbor Advisory Corp /ma/
|
|
|
|
120 843 |
1,49 |
7 837 |
18,35 |
|
| 2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
8 930 |
2,43 |
579 |
19,63 |
|
| 2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
4 866 |
261,25 |
316 |
325,68 |
|
| 2025-08-13 |
13F |
Victory Capital Management Inc
|
|
|
|
45 452 |
345,30 |
2 948 |
419,75 |
|
| 2025-07-25 |
13F |
Pathway Financial Advisors LLC
|
|
|
|
41 231 |
37,85 |
2 674 |
60,73 |
|
| 2025-08-08 |
13F |
Capital Investment Advisory Services, LLC
|
|
|
|
110 |
|
7 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
173 475 |
3,92 |
11 250 |
21,19 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
106 139 |
4,34 |
6 883 |
21,69 |
|
| 2025-07-10 |
13F |
Cypress Point Wealth Management, LLC
|
|
|
|
34 479 |
0,05 |
2 236 |
16,65 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
1 229 |
1,49 |
80 |
17,91 |
|
| 2025-06-26 |
NP |
BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A
|
|
|
|
2 064 |
10,73 |
118 |
12,38 |
|
