Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Self-Driving EV and Tech ETF inkluderar Winnow Wealth Llc, Accordant Advisory Group Inc, Moran Wealth Management, LLC, Belvedere Trading LLC, Raymond James Financial Inc, Kilter Group LLC, och Financial Network 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 16 758 | 512 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 000 | 31 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 138 | 24,80 | 250 | 29,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 288 | 0,08 | 39 | 5,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 56 840 | 1 738 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 107 | 0,94 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 145 | 4 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 11 449 | 2,58 | 350 | 7,36 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 546 | 0,92 | 17 | 6,67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 520 | 7,04 | 46 | 12,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43 745 | 5,69 | 1 338 | 10,59 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 7 100 | 217 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 508 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 771 | 2,37 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 85 015 | 2 600 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 135 | 0 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 259 | 0,08 | 38 | 5,56 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 191 | 9,68 | 648 | 14,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 906 | 119 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 198 | 4,76 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 507 | 0,20 | 16 | 7,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 177 | 59,46 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 85 015 | 2 600 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12 571 | 0,89 | 383 | 5,22 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 32 505 | 6,54 | 1 095 | 33,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 49 647 | 0,38 | 1 518 | 5,05 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 393 | 287 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 387 | 1,10 | 287 | 5,90 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 347 | 0,87 | 11 | 0,00 |
