Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares, Inc. - iShares MSCI Global Energy Producers ETF inkluderar AE Wealth Management LLC, StoneX Group Inc., Rational Advisors Llc, Advisory Services Network, LLC, Arrowroot Family Office, LLC, Pathstone Holdings, LLC, Teamwork Financial Advisors, LLC, M Wealth Management, LLC, Clal Insurance Enterprises Holdings Ltd, Silverlake Wealth Management Llc, MAI Capital Management, Private Trust Co Na, Us Bancorp \de\, Sunbelt Securities, Inc., Leo H. Evart, Inc., Nbc Securities, Inc., Triumph Capital Management, och Western Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11 336 | 297 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 843 | 22 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 328 219 | 8 609 | ||||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 358 | 9 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 32 950 | 864 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 37 956 | 24,08 | 996 | 38,39 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 40 513 | 120,95 | 1 061 | 146,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 765 | 5,66 | 18 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 15 399 | 133,60 | 404 | 160,00 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 70 166 | 1 840 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 34 248 | 39,22 | 898 | 55,36 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 86 920 | 464,34 | 2 280 | 529,56 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 8 180 | 215 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 464 | 12 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 31 080 | 120,49 | 816 | 145,78 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 455 271 | 25,77 | 11 942 | 40,20 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 35 167 | 121,41 | 922 | 147,18 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 53 245 | 1 397 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 376 | 10 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 5 036 | 0,90 | 132 | 12,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 40 302 | 35,65 | 1 057 | 51,22 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 14 390 | 29,60 | 377 | 44,44 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 79 160 | 2 076 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 100 | 3 | ||||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 15 000 | 0 | ||||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 39 205 | 1 028 | ||||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 19 309 | 506 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 100 | 3 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 257 | 25 600,00 | 7 | |||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 32 005 | 839 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 105 620 | 5 450,18 | 2 770 | 6 195,45 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 687 | 44 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 48 546 | 1 273 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9 180 | 241 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 960 | 25 | ||||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 20 626 | 13 121,79 | 120 | 3 866,67 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 17 173 | 247,49 | 450 | 287,93 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 35 | 1 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 108 | 0,93 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 53 525 | 12,43 | 1 404 | 25,27 |
