Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Global Equity Factor ETF inkluderar Daymark Wealth Partners, Llc, Ignite Planners, LLC, 3Chopt Investment Partners, LLC, 5T Wealth, LLC, Blue Oak Capital, LLC, Lake Street Financial Llc, Nwam Llc, Comerica Bank, Whittier Trust Co Of Nevada Inc, Farther Finance Advisors, LLC, Twin Peaks Wealth Advisors, LLC, Paladin Advisory Group, LLC, och National Bank Of Canada /fi/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 95 | 5 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 6 122 | 0,94 | 295 | 13,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 820 | 3,70 | 88 | 16,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 23 546 | 0,64 | 1 135 | 13,29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 509 | 73 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16 735 | 1,47 | 807 | 14,16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143 | 7 | ||||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 38 511 | 1 856 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9 117 | 24,63 | 439 | 40,26 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 295 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 393 806 | 74 203,02 | 18 980 | 86 168,18 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 89 174 | 4 298 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57 865 | 6 838,25 | 2 789 | 7 865,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 174 | 4,67 | 780 | 17,85 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 35 862 | 1 728 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 113 624 | 5 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 10 337 | 498 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 418 | 117 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 100 | 5 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 874 | 42 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 529 | 0,86 | 74 | 14,06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 25 078 | 66,34 | 1 209 | 87,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 454 | 22 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9 437 | 463 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 56 921 | 2 767 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 093 | 53 | ||||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 4 321 | 208 | ||||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 37 661 | 1 815 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 561 | 123 |
