Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Select U.S. REIT ETF inkluderar Modern Wealth Management, LLC, Glenmede Investment Management, LP, Prostatis Group LLC, Atlantic Union Bankshares Corp, Midwest Trust Co, Breakwater Capital Group, Strategic Wealth Partners, Ltd., Trust Co Of Toledo Na /oh/, Smartleaf Asset Management LLC, och Total Investment Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 5 220 | 3,16 | 319 | 2,57 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 59 800 | 3,84 | 3 657 | 3,22 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 256 086 | 0,71 | 15 662 | 0,11 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 7 292 | 446 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 677 | 0,01 | 653 | −0,61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 694 | 5,15 | 471 | 4,44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 47 820 | 14,54 | 2 925 | 13,86 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 54 912 | 6,75 | 3 358 | 6,10 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 225 993 | 0,57 | 13 822 | −0,04 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 16 677 | 0,77 | 1 020 | 0,10 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21 826 | 2,89 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 139 516 | 1,32 | 8 533 | 0,71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 101 871 | 11,84 | 6 231 | 10,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 109 | 496 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 142 | 0,71 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 34 857 | 2,78 | 2 132 | 2,16 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 689 | 287 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5 098 | 0,26 | 312 | −0,32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 22 786 | 4,99 | 1 394 | 4,34 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 8 799 | 43,24 | 538 | 42,71 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15 503 | 0,01 | 948 | −0,52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 31 227 | 0,63 | 1 910 | 12,76 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 14 354 | 0,55 | 878 | −0,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 120 | 24,81 | 925 | 24,03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 32 511 | 8,75 | 1 988 | 10,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 751 | 4,32 | 841 | 3,70 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5 393 | 6,94 | 330 | 6,13 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 3 690 | 226 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 060 | 2,41 | 493 | 1,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 27 925 | 1,92 | 1 708 | 1,31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 718 | 360,26 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 388 105 | 26,24 | 23 761 | 25,46 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21 740 | 0,20 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 415 | 1,38 | 270 | 1,12 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25 168 | 0,82 | 1 539 | 0,20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 391 417 | 10,26 | 23 939 | 9,60 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 3 830 | 0,13 | 234 | −0,43 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19 794 | 0,28 | 1 211 | −0,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 658 | 468 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4 700 | 0,19 | 287 | −0,35 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 14 255 | 17,54 | 872 | 16,76 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 13 133 | 0,32 | 803 | −0,25 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 069 | 0,66 | 65 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 60 287 | 6,32 | 3 687 | 5,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 506 504 | 6,44 | 30 978 | 5,80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 538 030 | 15,27 | 32 906 | 14,58 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 24 733 | 50,33 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 766 | 165,20 | 169 | 172,58 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 526 | 0,57 | 32 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 235 041 | 4,09 | 136 695 | 3,47 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 386 | 0,52 | 24 | 0,00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 117 680 | 0,58 | 7 197 | −0,03 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 7 282 | 11,14 | 448 | 13,71 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 199 | 0,51 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 594 | 98,00 | 36 | 100,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 315 | 0,45 | 203 | −0,49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 117 176 | 4,98 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 79 464 | 0,17 | 4 860 | −0,43 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 3 433 | 210 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 11 584 | 17,02 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 153 558 | 9,54 | 9 392 | 8,88 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 63 473 | 48,47 | 3 882 | 47,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10 688 | 10,92 | 654 | 10,30 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 160 195 | 0,93 | 9 798 | 0,32 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 404 | 0,50 | 25 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 639 | 129,16 | 221 | 129,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 394 | 85 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 34 675 | 5,73 | 2 121 | 5,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 18 645 | 824,85 | 1 140 | 819,35 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 21 746 | 17,85 | 1 330 | 17,18 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21 008 | 0,04 | 1 285 | −0,62 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 10 047 | 5,15 | 614 | 4,60 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 41 622 | 10,69 | 2 546 | 10,03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42 627 | 8,09 | 2 607 | 7,46 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 951 | 161,26 | 58 | 163,64 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 13 415 | 3,87 | 820 | 3,27 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 810 | 30,02 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 14 711 | 4,26 | 900 | 3,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 431 963 | 3,06 | 87 579 | 2,44 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7 973 | 488 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 94 836 | 1,95 | 5 800 | 1,35 | ||||
| 2025-04-28 | NP | LEXI - Alexis Practical Tactical ETF | 103 213 | 14,38 | 6 528 | 9,37 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 348 | 0,15 | 82 | 0,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 36 509 | 0,10 | 2 233 | −0,53 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 17 245 | 0,49 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22 275 | 1,27 | 1 395 | 6,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 559 | 0,04 | 279 | −0,71 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 176 021 | 48,18 | 10 765 | 47,28 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 15 | 1 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 8 121 | 8,69 | 497 | 8,06 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 120 367 | 0,38 | 7 362 | −0,23 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 103 944 | 2 919,87 | 6 357 | 2 912,80 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 946 | 241 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 794 | 152,26 | 232 | 160,67 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 463 | 0,65 | 28 | 0,00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 7 282 | 445 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7 711 | 5,13 | 475 | 4,64 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 270 | 17 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 92 574 | 4,21 | 5 662 | 3,57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 190 | 12 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 605 | 112,70 | 3 095 | 111,55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 468 055 | 0,63 | 28 626 | 0,02 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 6 045 | 2,89 | 370 | 3,07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 136 | 0,14 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 351 | 1,15 | 21 | 0,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 21 712 | 2,46 | 1 328 | 1,84 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 97 504 | 6 016,94 | 2 | −98,98 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 14 600 | 160,71 | 893 | 159,30 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 429 | 26 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 412 | 4,04 | 25 | 4,17 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 23 009 | 9,71 | 1 407 | 9,07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32 334 | 40,62 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 233 177 | 0,60 | 14 261 | 0,00 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 6 674 | 2,57 | 408 | 2,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 110 131 | 7,96 | 6 736 | 7,31 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 38 268 | 2,14 | 2 340 | 1,52 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 158 035 | 2,37 | 9 665 | 1,76 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 10 106 | 618 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 54 379 | 366,45 | 3 326 | 363,74 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 41 065 | 0,03 | 2 512 | −0,59 | ||||
| 2025-09-03 | 13F | American Trust | 6 235 | 381 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 86 942 | 0,56 | 5 317 | −0,04 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 690 | 232 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 92 | 109,09 | 6 | 150,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 811 | 0,18 | 172 | −0,58 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 70 317 | 4 301 | ||||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 8 862 | 542 | ||||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 4 586 | 4,23 | 280 | 3,70 | ||||
| 2025-08-15 | 13F | Audent Global Asset Management, LLC | 15 311 | 0,92 | 936 | 0,32 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 385 | 0,52 | 24 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 581 | 136,36 | 158 | 134,33 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 200 | 12 |
