Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Infrastructure ETF inkluderar RMB Capital Management, LLC, Keel Point, LLC, Simon Quick Advisors, Llc, Duncan Williams Asset Management, LLC, Manufacturers Life Insurance Company, The, Hilltop Holdings Inc., Integrated Advisors Network LLC, Prime Capital Investment Advisors, LLC, United Advisor Group, LLC, 180 Wealth Advisors, Llc, Gotham Asset Management, LLC, Angeles Wealth Management, Llc, Atlantic Union Bankshares Corp, Evolution Wealth Management Inc., Zrc Wealth Management, Llc, Umb Bank N A/mo, Harbor Asset Planning, Inc., MeadowBrook Investment Advisors LLC, CX Institutional, och Keystone Global Partners, 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 449 215 | 5,96 | 22 097 | 15,64 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 379 | 0,26 | 19 | 5,88 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6 772 | 0,92 | 333 | 10,26 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6 432 | 0,39 | 316 | 9,72 | ||||
2025-08-05 | 13F | Key FInancial Inc | 69 | 475,00 | 3 | |||||
2025-07-11 | 13F | Grove Bank & Trust | 2 103 | 5,15 | 103 | 14,44 | ||||
2025-07-16 | 13F/A | CX Institutional | 158 | 0 | ||||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 33 754 | 0,77 | 1 660 | 10,01 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 895 | 470,78 | 93 | 564,29 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 8 997 | 7,74 | 455 | 32,75 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 131 | 6 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19 329 | 951 | ||||||
2025-08-14 | 13F | Wharton Business Group, LLC | 1 695 780 | 2,35 | 83 | 12,16 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 906 | 10,45 | 241 | 20,50 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 896 | 493,38 | 44 | 633,33 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 16 450 | 0,61 | 809 | 9,92 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 9 769 | 1,03 | 481 | 10,34 | ||||
2025-07-16 | 13F | American National Bank | 789 | 2,60 | 39 | 11,76 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 194 | 11,96 | 255 | 22,01 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 10 978 | 0,10 | 540 | 9,31 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 310 810 | 0,23 | 15 | 15,38 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 44 686 | 0,07 | 2 198 | 9,24 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 26 607 | 5,73 | 1 309 | 15,34 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 18 300 | 11,13 | 900 | 21,29 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 616 | 3,81 | 129 | 13,27 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 24 | 4,35 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 241 | 2 912,50 | 12 | |||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 10 000 | 13,02 | 492 | 9,33 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 290 353 | 5,86 | 14 289 | 15,50 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 134 | 7 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 19 817 | 0,95 | 975 | 10,18 | ||||
2025-08-05 | 13F | Tsfg, Llc | 46 | 0 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 272 | 277,78 | 13 | 333,33 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3 | 50,00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 44 868 | 5,25 | 2 207 | 14,89 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 472 | 23 | ||||||
2025-08-04 | 13F | JDM Financial Group LLC | 84 | 4 | ||||||
2025-08-13 | 13F | Kilter Group LLC | 2 631 | 129 | ||||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 953 | 0,85 | 47 | 9,52 | ||||
2025-08-14 | 13F | Fmr Llc | 13 019 | 7,00 | 640 | 16,79 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 36 667 | 9,19 | 1 804 | 19,17 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 7 859 | 34,85 | 387 | 47,33 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2 744 | 0,37 | 135 | 8,94 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 595 | 29 | ||||||
2025-07-23 | 13F | REAP Financial Group, LLC | 348 | 11,54 | 17 | 21,43 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 218 | 0,46 | 11 | 11,11 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 7 808 | 384 | ||||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 164 | 106 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 149 | 57 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 63 251 | 4,59 | 3 111 | 14,17 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 26 770 | 162,17 | 1 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 6 290 | 0,10 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 142 860 | 20,25 | 7 027 | 31,25 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 11 966 | 15,15 | 589 | 25,64 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 35 413 | 58,63 | 1 742 | 73,06 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 249 542 | 10,01 | 12 275 | 20,06 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 22 336 | 129,89 | 1 099 | 151,26 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 21 587 | 0,55 | 1 062 | 9,72 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 472 | 0,20 | 72 | 9,09 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 17 613 | 0,13 | 866 | 9,34 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 34 700 | 87,68 | 1 715 | 105,76 | ||||
2025-08-13 | 13F | Alerus Financial Na | 16 | 1 | ||||||
2025-08-13 | 13F | Financial Freedom, LLC | 46 | 2,22 | 2 | 0,00 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 056 | 52 | ||||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 7 815 | 384 | ||||||
2025-07-23 | 13F | Eagle Strategies LLC | 6 693 | 329 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 117 | 6 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 77 | 4 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 461 | 23 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 30 140 | 23,40 | 1 395 | 26,82 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 312 | 15,50 | 360 | 25,96 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 15 366 | 0,03 | 756 | 9,10 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 147 | 253 | ||||||
2025-07-31 | 13F | Arrien Investments, Inc. | 34 373 | 0,23 | 1 691 | 9,39 | ||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 30 783 | 63,92 | 1 387 | 59,61 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 21 601 | 15,38 | 1 063 | 25,98 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2 392 | 0,34 | 118 | 9,35 | ||||
2025-07-29 | 13F | Creekside Partners | 17 405 | 0,05 | 856 | 9,18 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 129 680 | 6,14 | 6 379 | 15,83 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 79 167 | 28,21 | 3 891 | 39,91 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 160 | 0,63 | 8 | 0,00 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 70 | 3 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 322 943 | 19,95 | 16 | 25,00 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 065 | 52 | ||||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 8 870 | 3,85 | 436 | 13,54 | ||||
2025-08-14 | 13F | UBS Group AG | 330 038 | 54,87 | 16 235 | 69,03 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 6 211 | 0,31 | 306 | 9,32 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 1 000 | 49 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 231 | 153,17 | 798 | 177,08 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 16 159 | 60,15 | 795 | 74,89 | ||||
2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10 219 | 0,72 | 503 | 9,85 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 14 093 | 8,82 | 693 | 18,87 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 256 | 1,54 | 554 | 10,82 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 32 887 | 3,28 | 1 618 | 12,68 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 292 | 0,34 | 14 | 7,69 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 11 196 | 3,22 | 551 | 12,70 | ||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 6 504 | 0,39 | 325 | 8,70 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 14 093 | 693 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 447 619 | 0,96 | 22 018 | 10,19 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 297 985 | 0,33 | 14 658 | 9,50 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 4 873 | 0,04 | 240 | 9,13 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 176 | 304 | ||||||
2025-08-08 | 13F | IMA Wealth, Inc. | 26 575 | 0,38 | 1 307 | 9,56 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 126 | 0,80 | 6 | 20,00 | ||||
2025-07-28 | 13F | Copia Wealth Management | 27 247 | 5,39 | 1 340 | 15,02 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 4 105 | 202 | ||||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 8 264 | 18,94 | 407 | 29,71 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 46 398 | 25,50 | 2 282 | 36,97 | ||||
2025-08-15 | 13F | Keel Point, LLC | 34 754 | 1 710 | ||||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 12 527 | 12,64 | 616 | 22,95 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 412 | 20 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 18 855 | 5,63 | 927 | 15,30 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 33 431 | 10,08 | 1 644 | 20,18 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 6 287 | 1,03 | 309 | 10,36 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 358 035 | 17 612 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29 526 | 16,23 | 1 452 | 26,92 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 688 | 83 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 514 | 10,40 | 173 | 20,28 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 13 054 | 3,44 | 642 | 13,03 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 6 311 | 310 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 17 792 | 8,99 | 875 | 19,05 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 4 | 0 | ||||||
2025-03-31 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 67 620 | 7,81 | 3 207 | 9,01 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 6 322 | 0,54 | 311 | 9,54 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 150 987 | 925,45 | 7 427 | 1 020,21 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 13 254 | 652 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 654 | 34 | ||||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 110 | 0 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 15 900 | 31,08 | 782 | 43,22 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 10 531 | 55,03 | 518 | 68,95 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 12 966 | 26,56 | 638 | 38,18 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 6 504 | 320 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 35 961 | 8,63 | 1 798 | 20,59 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 4 516 | 222 | ||||||
2025-08-11 | 13F | United Advisor Group, LLC | 5 084 | 250 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 64 068 | 225,93 | 3 152 | 256,05 | ||||
2025-08-05 | 13F | Huntington National Bank | 12 | 9,09 | ||||||
2025-08-14 | 13F | Comerica Bank | 25 083 | 38,45 | 1 234 | 51,10 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 15 139 | 7,57 | 745 | 17,35 | ||||
2025-07-29 | 13F | Swmg, Llc | 14 512 | 0,38 | 742 | 14,00 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 39 797 | 68,61 | 1 958 | 84,10 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 613 | 116,80 | 79 | 139,39 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5 135 | 4,20 | 253 | 13,51 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 32 561 | 1 602 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 99 261 | 5,48 | 4 883 | 15,11 | ||||
2025-08-14 | 13F | Clifford Group, LLC | 10 873 | 3,83 | 535 | 13,38 |