Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Currency Hedged MSCI EAFE ETF inkluderar Precision Wealth Strategies, LLC, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Kingstone Capital Partners Texas, LLC, Quadrature Capital Ltd, WealthPlan Investment Management, LLC, Stark Wealth Management LLC, VisionPoint Advisory Group, LLC, Fifth Third Securities, Inc., Tradewinds, LLC., Vise Technologies, Inc., Central Pacific Bank - Trust Division, Sollinda Capital Management LLC, HB Wealth Management, LLC, Glenmede Investment Management, LP, PUREfi Wealth, LLC, Wetherby Asset Management Inc, Betterment LLC, SRS Capital Advisors, Inc., Schechter Investment Advisors, LLC, och Freestone Capital Holdings, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 13 676 | 519 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 856 | 1,10 | 222 | 5,71 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 44 369 | 1 683 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 8 614 | 0 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 063 | 39 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 170 575 | 12,74 | 6 158 | 15,84 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 29 926 | 396,04 | 1 136 | 420,64 | ||||
| 2025-06-03 | 13F | Invst, LLC | 52 763 | 1 915 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 10 595 | 402 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 541 | 210 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 273 | 10 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 102 602 | 19,41 | 3 895 | 24,89 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3 855 668 | 2,67 | 146 361 | 7,40 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 106 623 | 5,45 | 4 026 | 12,90 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 38 918 | 2,33 | 1 477 | 7,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 208 871 | 8 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 964 | 233,95 | 151 | 251,16 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 203 112 | 11,06 | 7 710 | 16,17 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 138 720 | 20,23 | 5 266 | 25,75 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 10 430 | 38,24 | 396 | 44,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 13 434 | 510 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57 296 | 70,87 | 2 175 | 78,78 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 63 086 | 75,62 | 2 395 | 83,73 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 18 756 | 21,08 | 712 | 26,51 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 | 0 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 21 207 | 9,13 | 805 | 14,18 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12 274 | 17,31 | 466 | 22,69 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 180 246 | 98,53 | 6 842 | 107,71 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 199 469 | 717,73 | 7 572 | 755,48 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 86 664 | 3 101,48 | 3 145 | 3 245,74 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 458 | 1 808,33 | 17 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 182 424 | 3,43 | 6 925 | 8,19 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 37 | 1 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 17 920 | 674 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 39 263 | 39,78 | 1 490 | 46,22 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 883 | 0,51 | 223 | 5,19 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 330 | 4,31 | 1 000 | 9,06 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 61 059 | 74,92 | 2 318 | 83,02 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 56 829 | 2 157 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 25 107 | 953 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 10 011 | 380 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 38 059 | 4,41 | 1 445 | 9,23 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 141 | 5 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16 183 | 10,55 | 614 | 15,63 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 202 754 | 23,80 | 7 697 | 29,50 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46 176 | 245,53 | 1 753 | 261,98 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 605 | 628,92 | 22 | 950,00 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 45 867 | 270,34 | 1 741 | 287,75 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 7 893 | 2,39 | 300 | 7,17 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32 229 | 5,83 | 1 223 | 10,68 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 8 894 | 21,84 | 338 | 37,55 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 98 483 | 10,60 | 3 738 | 15,69 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 446 | 17 | ||||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 5 300 | 201 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 152 192 | 5 777 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 15 025 | 1,45 | 570 | 6,15 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 82 482 | 21,25 | 3 131 | 26,86 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 8 898 | 338 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 9 084 | 22,59 | 345 | 28,36 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 114 | 498 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 34 319 | 4,62 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 081 | 4 134,17 | 193 | 4 700,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 941 | 270 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 124 625 | 1,65 | 4 731 | 6,32 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 17 221 | 17,41 | 654 | 22,74 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 179 | 235 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 124 280 | 0,53 | 4 510 | 4,98 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 97 422 | 42,82 | 3 698 | 49,41 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 47 948 | 3,12 | 1 820 | 7,88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 28 614 | 3,42 | 1 086 | 8,17 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3 677 | 140 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 160 | 44 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 862 260 | 50,67 | 32 732 | 57,60 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 5 889 | 214 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 7 432 | 7,03 | 282 | 12,35 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 659 822 | 8,66 | 25 047 | 13,66 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 96 142 | 5,67 | 3 650 | 10,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 201 113 | 7 634 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 379 161 | 8,87 | 90 313 | 13,88 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 135 862 | 5 132 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 335 521 | 3,47 | 12 736 | 8,23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 182 429 | 11,80 | 82 845 | 16,95 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12 138 | 6,78 | 461 | 16,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 343 251 | 105,09 | 50 990 | 114,46 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 457 873 | 7,05 | 17 381 | 11,97 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 46 486 | 5,03 | 1 765 | 9,84 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 30 641 | 0,39 | 1 163 | 5,06 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 92 368 | 15,90 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 9 268 | 352 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 428 678 | 3,00 | 16 273 | 7,75 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 204 256 | 4,63 | 7 754 | 9,44 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 306 | 125 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 259 | 10 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 773 | 4,04 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 589 | 7 845,00 | 60 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 985 | 2 291,57 | 72 | 3 500,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21 535 | 817 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 84 796 | 485,08 | 3 077 | 511,73 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5 394 865 | 0,93 | 204 789 | 5,57 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 441 172 | 2,00 | 16 747 | 6,70 | ||||
| 2025-07-08 | 13F | D. Scott Neal, Inc. | 30 828 | 0,38 | 1 170 | 5,03 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 053 | 81,67 | 154 | 91,25 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 13 502 | 1,27 | 466 | 0,65 | ||||
| 2025-07-17 | 13F | KWB Wealth | 122 473 | 4 445 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 19 288 | 37,03 | 732 | 43,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 36 496 | 60,35 | 1 385 | 75,32 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1 417 | 54 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 269 400 | 4,38 | 10 226 | 9,18 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 12 870 | 1,36 | 489 | 6,09 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 778 | 295 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 67 362 | 5,65 | 2 557 | 10,55 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 618 320 | 14,70 | 251 244 | 19,99 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 97 627 | 42,76 | 3 693 | 48,61 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 78 048 | 3 | ||||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 15 090 | 107,11 | 573 | 116,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18 787 | 15,55 | 714 | 20,85 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 518 397 | 5,16 | 19 678 | 10,01 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 106 | 232 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13 941 | 529 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 9 501 | 361 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30 168 | 1 145 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 404 319 | 5,52 | 15 348 | 10,37 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 20 808 | 6,12 | 790 | 10,97 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 21 983 | 16,32 | 834 | 21,75 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 110 787 | 1 320,89 | 4 | |||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 9 003 | 342 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 13 168 | 500 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 38 462 | 2,64 | 1 460 | 7,43 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 34 904 | 0,59 | 1 324 | 5,16 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 804 540 | 11,20 | 30 540 | 16,31 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 120 979 | 2,17 | 4 592 | 6,89 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 463 020 | 13,56 | 17 576 | 18,79 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 59 | 2 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 49 518 | 136,17 | 1 880 | 147,24 | ||||
| 2025-08-08 | 13F | Creative Planning | 25 311 | 11,22 | 961 | 16,36 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 140 738 | 8,47 | 5 394 | 16,10 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 330 | 10,00 | 13 | 20,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 45 790 | 15,70 | 1 738 | 21,03 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 9 953 | 4,77 | 378 | 9,59 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 119 019 | 4,41 | 4 518 | 9,21 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 41 815 | 6,32 | 1 587 | 11,21 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 500 | 0 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 40 075 | 4,47 | 1 521 | 9,27 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 25 119 | 954 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 74 808 | 17,21 | 2 840 | 22,58 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 325 525 | 5,29 | 12 357 | 10,13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 155 282 | 34,99 | 5 921 | 40,75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 321 413 | 0,10 | 12 201 | 4,70 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7 433 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 950 | 875,31 | 150 | 964,29 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19 424 | 5,51 | 737 | 10,33 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 101 | 4 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 92 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 396 139 | 15 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 116 282 | 1,49 | 4 414 | 6,16 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 41 876 | 2,67 | 1 590 | 7,36 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 010 | 25,74 | 152 | 32,17 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13 710 | 55,11 | 520 | 62,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 240 | 47 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 172 327 | 1,99 | 6 542 | 11,41 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 27 | 271,43 |
