Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF inkluderar Beacon Harbor Wealth Advisors, Inc., Keybank National Association/oh, WCG Wealth Advisors LLC, Global Retirement Partners, LLC, Kovitz Investment Group Partners, LLC, Mascagni Wealth Management, Inc., Kestra Advisory Services, LLC, Sovran Advisors, LLC, Fischer Investment Strategies, Llc, Ehrlich Financial Group, Worth Asset Management, LLC, Wealth Enhancement Advisory Services, Llc, Western Wealth Management, LLC, Hilltop Holdings Inc., Bessemer Group Inc, Vestor Capital, Llc, Hoese & Co LLP, Comerica Bank, Belvedere Trading LLC, och IFP Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Sigma Planning Corp | 8 667 | 13,35 | 815 | 42,06 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3 232 | 306 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 959 | 16,02 | 1 030 | 45,69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 317 | 30 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 22 382 | 10,51 | 2 104 | 38,63 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 14 661 | 2,13 | 1 378 | 28,19 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 21 624 | 70,24 | 2 033 | 113,67 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 4 793 | 13,61 | 451 | 42,41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 267 | 25 | ||||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 2 790 | 262 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 45 676 | 740,10 | 4 294 | 954,79 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4 840 | 455 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 2 932 | 276 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 137 | 21,24 | 13 | 50,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 165 | 0 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 900 | 367 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 200 | 19 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 100 891 | 73,12 | 9 484 | 117,15 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 54 527 | 20,18 | 5 126 | 50,74 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 125 | 482 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 123 960 | 16,34 | 11 652 | 45,94 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 258 | 212 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 2 250 | 212 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 613 | 998 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 080 | 34,65 | 384 | 68,72 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8 508 | 2,43 | 800 | 28,46 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10 736 | 1 009 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 875 | 1 116 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 45 | 4 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 622 | 11,07 | 340 | 39,34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 977 | 31,92 | 1 032 | 65,49 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3 199 | 301 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 27 491 | 0,42 | 2 584 | 25,99 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4 428 | 0,05 | 416 | 25,68 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 49 695 | 143,85 | 4 671 | 205,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 677 | 1 012,83 | 628 | 1 325,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 103 959 | 228,16 | 9 772 | 311,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 395 | 0,05 | 413 | 25,53 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2 167 | 204 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3 140 | 232,28 | 295 | 321,43 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 2 768 | 260 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 85 517 | 0,93 | 8 039 | 26,60 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1 165 | 110 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 657 | 250 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 431 | 3 477,50 | 133 | 4 333,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38 972 | 20,93 | 3 648 | 51,01 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 12 331 | 5,82 | 1 159 | 32,76 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 339 | 13,75 | 878 | 42,14 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 4 234 | 2,64 | 398 | 28,80 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2 500 | 235 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 66 932 | 323,81 | 6 292 | 431,78 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 10 708 | 4,52 | 1 007 | 23,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30 224 | 16,86 | 3 | 100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20 427 | 0,19 | 1 920 | 25,74 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 715 | 0,11 | 443 | 25,85 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 187 | 3 993,10 | 112 | 5 450,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 374 | 15,16 | 599 | 44,34 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 682 461 | 0,48 | 65 209 | 29,76 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 11 009 | 1,28 | 1 035 | 27,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 465 | 234 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 1 008 | 1,41 | 95 | 27,03 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 27 304 | 2 567 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 17 985 | 62,69 | 1 691 | 104,11 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 129 257 | 12 150 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 021 | 69,09 | 2 258 | 112,12 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 5 631 | 1,24 | 529 | 27,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 820 | 359 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2 034 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 24 717 | 70,15 | 2 323 | 113,51 |
