Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Regional Banks ETF inkluderar Pathstone Holdings, LLC, Fiduciary Alliance LLC, Lighthouse Investment Partners, LLC, Orrstown Financial Services Inc, Kilter Group LLC, Montag A & Associates Inc, och Smithfield Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 332 | 66 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 474 | 1,07 | 23 | 9,52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93 699 | 23,26 | 4 643 | 30,98 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 14 300 | 26,55 | 709 | 34,60 | |||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 530 | 75,86 | 76 | 87,50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 095 | 559,64 | 54 | 671,43 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 500 | 25 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 217 | 0,81 | 273 | 18,18 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 25 064 | 15,47 | 1 242 | 22,63 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 922 | 0,58 | 95 | −1,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 56 828 | 42,79 | 2 850 | 53,58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 382 | 8,50 | 316 | 15,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 19 100 | 946 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 10 042 | 0,71 | 498 | 7,11 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3 006 | 0,84 | 149 | 6,47 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5 804 | 16,64 | 288 | 23,71 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 45 620 | 2 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 5 068 | 6,14 | 251 | 13,06 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 35 671 | 11,06 | 1 767 | 18,04 | ||||
| 2025-08-08 | 13F | Creative Planning | 10 307 | 0,44 | 511 | 6,69 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4 275 | 212 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6 007 | 298 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 402 | 0,84 | 119 | 7,21 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 8 758 | 4,04 | 434 | 10,46 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | 215,09 | 17 | 300,00 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 10 314 | 0,35 | 541 | 29,81 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 373 | 217 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 75 272 | 32,40 | 3 717 | 42,10 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 847 | 0,38 | 537 | 6,76 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 39 538 | 12,44 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 250 | 9,37 | 557 | 16,28 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 480 | 0,68 | 73 | 7,35 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 10 | 0 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 535 | 0,56 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 4 090 | 203 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469 951 | 119,46 | 23 286 | 133,21 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 24 248 343 | 277 595,18 | 1 115 | 173,96 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 836 | 41 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 360 619 | 0,54 | 17 869 | 6,83 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 567 | 22,71 | 78 | 30,51 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 209 | 3,78 | 1 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 284 | 0,71 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 28 300 | 63,58 | 1 402 | 73,95 | |||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 5 595 | 277 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1 086 | 0,84 | 54 | 6,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 143 | 169,73 | 410 | 192,86 | ||||
| 2025-08-14 | 13F | Lighthouse Investment Partners, LLC | 11 210 | 555 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 385 | 0,19 | 317 | 6,40 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 583 | 0,67 | 178 | 7,27 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 6 264 | 10,46 | 310 | 17,42 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 381 | 1,33 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 27 186 | 17,79 | 1 347 | 25,19 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13 728 | 84,89 | 680 | 96,53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 691 | 1,57 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 6 624 | 0,21 | 328 | 6,49 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4 728 | 9,95 | 234 | 17,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25 605 | 24,10 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 174 308 | 2,64 | 8 637 | 9,03 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 11 915 | 590 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 620 | 6,10 | 179 | 12,58 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 591 | 103,09 | 29 | 123,08 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 15 | 1 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 11 256 | 1,01 | 558 | 7,32 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 8 970 | 0,39 | 444 | 6,73 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 619 | 104,13 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 294 | 6,07 | 64 | 4,92 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 55 555 | 2,64 | 2 753 | 9,08 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 33 536 | 11,21 | 1 662 | 18,14 |
