Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares, Inc. - iShares MSCI USA Equal Weighted ETF inkluderar Sagespring Wealth Partners, Llc, GenTrust, LLC, Principal Street Partners, LLC, Private Advisory Group LLC, Unique Wealth, Llc, MGO Private Wealth, LLC, First Manhattan Co, Gotham Asset Management, LLC, Cyndeo Wealth Partners, LLC, Ameraudi Asset Management, Inc., Lbmc Investment Advisors, Llc, Evolution Wealth Advisors, LLC, Regatta Capital Group, Llc, Zwj Investment Counsel Inc, One Day In July LLC, Fairvoy Private Wealth, LLC, National Asset Management, Inc., Harbor Asset Planning, Inc., Briaud Financial Planning, Inc, och Hazlett, Burt & Watson, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 507 | 50 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 3 435 | 340 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 2 233 | 221 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 57 480 | 2,65 | 5 697 | 8,72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 49 430 | 2,94 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 69 344 | 20,43 | 6 873 | 27,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 95 269 | 381,94 | 9 444 | 410,43 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 270 | 9,78 | 2 447 | 18,27 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 18 718 | 49,25 | 1 855 | 58,14 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 83 183 | 434,39 | 8 245 | 466,28 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 476 | 3,64 | 444 | 9,65 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 204 117 | 20 232 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 19 086 | 4,87 | 1 892 | 11,04 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 100 | 10 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 348 | 34 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 6 701 | 132,03 | 1 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 303 271 | 9 303,75 | 23 | −92,69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30 263 | 52,34 | 3 000 | 61,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9 520 | 0,25 | 944 | 4,20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 253 601 | 130,70 | 25 137 | 144,35 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 22 349 | 2 215 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 45 269 | 4 487 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 14 165 | 109,70 | 1 404 | 121,99 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 733 | 0,07 | 1 064 | 5,98 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 821 648 | 78,67 | 81 442 | 90,20 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 996 | 0,06 | 892 | 5,95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17 686 | 1,84 | 1 753 | 7,88 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5 749 | 570 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 44 | 4 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 309 692 | 30 697 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 212 | 0 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 41 844 | 7,13 | 4 148 | 13,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31 739 | 91,87 | 3 146 | 103,17 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 29 507 | 212,61 | 2 925 | 231,14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 32 780 | 0,48 | 3 249 | 6,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 152 | 213 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 14 956 | 1 482 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 388 029 | 6,14 | 38 461 | 12,41 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21 261 | 481,70 | 2 130 | 522,81 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 2 754 | 273 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 8 034 | 32,90 | 796 | 40,88 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 162 220 | 4,98 | 16 079 | 11,19 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 16 990 | 124,20 | 1 684 | 137,52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 327 | 126,79 | 330 | 140,15 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 14 349 | 3,67 | 1 422 | 14,68 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 9 746 | 1,43 | 966 | 7,45 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 69 541 | 5,11 | 6 893 | 11,32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 157 669 | 15 628 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 4 043 | 16,95 | 401 | 23,84 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 411 470 | 40 785 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 324 915 | 35,01 | 32 206 | 42,99 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 415 915 | 41 226 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 53 503 | 18,68 | 5 102 | 20,93 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12 407 | 12,96 | 1 223 | 19,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 498 781 | 1 626,30 | 49 439 | 1 728,37 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 8 400 | 833 | ||||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 26 262 | 2 603 | ||||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 12 490 | 1 238 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 604 | 258 | ||||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 197 975 | 3,14 | 19 623 | 9,24 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 6 426 | 637 | ||||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 3 593 | 356 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9 209 | 1 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 12 706 | 1 259 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 103 | 110,20 | 10 | 150,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 449 | 3,51 | 243 | 9,50 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 120 | 210 | ||||||
| 2025-07-09 | 13F | Finley Financial, LLC | 6 000 | 25,00 | 595 | 35,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 116 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 245 | 1,88 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13 650 | 1,69 | 1 353 | 7,64 |
