Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares International Dividend Growth ETF inkluderar Proficio Capital Partners LLC, EWG Elevate Inc., Kraft, Davis & Associates, LLC, MAS Advisors LLC, Goepper Burkhardt LLC, Bank of New York Mellon Corp, Thoroughbred Financial Services, Llc, CWS Financial Advisors, LLC, IFG Advisory, LLC, Cozad Asset Management Inc, Delos Wealth Advisors, LLC, Northern Lights Fund Trust - Ocean Park International ETF, Exchange Traded Concepts, Llc, Strategic Wealth Partners, Ltd., SRS Capital Advisors, Inc., Cullen/frost Bankers, Inc., O'shaughnessy Asset Management, Llc, Retirement Wealth Solutions LLC, Mount Yale Investment Advisors, LLC, och Providence Capital Advisors, 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 | Beacon Pointe Advisors, LLC | 85 819 | 12,64 | 6 770 | 22,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 4 150 | 43,10 | 327 | 55,71 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 964 | 0,69 | 470 | 9,56 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 950 | 154 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 69 769 | 28,87 | 5 504 | 38,15 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 3 790 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 133 193 | 4,21 | 10 508 | 13,49 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 088 | 10,42 | 401 | 20,42 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 1 620 | 128 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 200 100 | 15 786 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 300 | 24 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 512 | 40 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 72 615 | 14,82 | 5 729 | 25,04 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3 335 | 705,56 | 263 | 806,90 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 5 713 | 1,67 | 451 | 10,57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 435 | 13,09 | 793 | 18,56 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 63 145 | 35,25 | 4 982 | 47,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 440 569 | 1,17 | 34 756 | 10,18 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 115 943 | 9 147 | ||||||
| 2025-05-27 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 410 | 106,03 | 30 | 123,08 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 383 | 6,56 | 346 | 16,16 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 2 975 | 4,61 | 235 | 13,59 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 599 | 6,77 | 47 | 17,50 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 36 473 | 4,16 | 2 877 | 13,45 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 77 994 | 10,77 | 6 050 | 18,61 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 530 | 357 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 914 | 2,09 | 861 | 11,11 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 742 | 59 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 11 292 | 0,76 | 1 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 34 968 | 10,14 | 2 759 | 19,97 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 13 583 | 12,82 | 1 072 | 22,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 935 | 0,83 | 153 | 10,14 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 738 | 216 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5 151 | 0,86 | 406 | 10,03 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 57 062 | 0,82 | 4 502 | 9,78 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7 002 | 0,76 | 552 | 9,74 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 18 267 | 1 441 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 63 189 | 2,12 | 4 985 | 11,20 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 4 537 | 5,14 | 358 | 14,42 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2 834 | 1,11 | 224 | 9,85 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 2 374 | 187 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 772 583 | 6,87 | 60 949 | 16,39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 676 | 3,52 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 149 | 248 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 28 601 | 13,22 | 2 256 | 23,35 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 9 094 | 0,28 | 717 | 9,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 42 603 | 7,20 | 3 361 | 16,75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 831 | 147,32 | 66 | 170,83 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 137 357 | 7,43 | 10 836 | 16,99 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 47 154 | 3 720 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 132 341 | 3,80 | 10 440 | 11,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 896 | 197,70 | 3 463 | 224,16 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 6 364 | 48,07 | 502 | 61,41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 48 085 | 52,32 | 3 793 | 65,92 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 11 | 1 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 919 | 72 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 296 | 23 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13 191 | 6,88 | 1 041 | 16,33 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 145 997 | 17,21 | 11 518 | 27,64 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 60 254 | 0,03 | 4 753 | 8,94 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 209 | 1,13 | 253 | 10,48 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 5 346 | 17,99 | 422 | 28,35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 251 673 | 30,29 | 19 854 | 41,89 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 10 114 | 798 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 703 833 | 11,46 | 55 426 | 21,17 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 396 | 647,17 | 31 | 933,33 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 4 937 | 15,57 | 389 | 25,89 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 385 143 | 20,13 | 30 384 | 30,82 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 605 | 83,33 | 48 | 104,35 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 27 601 | 2 149 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 620 | 128 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 21 663 | 7,13 | 1 709 | 16,73 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 572 325 | 189,04 | 45 151 | 214,79 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 11 996 | 0,87 | 946 | 9,87 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 506 587 | 2,75 | 40 | 11,43 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 996 | 0,50 | 234 | 7,87 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 121 428 | 45,49 | 10 | 50,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 15 463 | 45,62 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 969 | 3,75 | 708 | 12,94 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 40 405 | 19,64 | 3 188 | 30,29 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 276 | 18,45 | 22 | 31,25 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 12 117 | 2,84 | 956 | 11,96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 154 | 2 450,00 | ||||||
| 2025-05-27 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 2 247 | 24,42 | 163 | 32,79 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 91 | 116,67 | 7 | 133,33 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 17 212 | 1 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 163 807 | 56,49 | 12 923 | 70,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 791 | 0,76 | 694 | 9,65 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 860 | 3,03 | 541 | 12,24 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2 595 | 205 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 700 | 55 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66 130 | 55,25 | 5 217 | 69,08 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 808 | 29,80 | 855 | 38,35 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 106 890 | 41,21 | 8 | 60,00 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 4 715 | 0,86 | 372 | 9,76 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9 917 | 29,60 | 782 | 41,16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 790 | 36,34 | 1 167 | 48,54 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 23 950 | 106,45 | 1 889 | 124,88 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 69 654 | 47,34 | 5 | 66,67 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 3 304 | 261 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 69 769 | 55,69 | 5 504 | 69,56 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 491 | 3,27 | 670 | 12,44 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15 070 | 56,72 | 1 189 | 70,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 156 869 | 175,76 | 12 375 | 200,36 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15 873 | 72,78 | 1 252 | 88,27 | ||||
| 2025-07-24 | 13F | Eastern Bank | 72 | 6 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7 358 | 5,42 | 1 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5 537 | 6,42 | 437 | 15,96 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 10 572 | 0,21 | 834 | 9,16 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 175 680 | 0,80 | 14 | 8,33 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 18 207 | 19,34 | 1 436 | 29,95 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 27 035 | 0,01 | 2 133 | 8,89 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 75 155 | 6,74 | 5 929 | 16,25 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2 901 | 229 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 328 | 26 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 533 814 | 47,31 | 42 113 | 60,43 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 8 767 | 692 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6 268 | 495 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 275 | 22 | ||||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 2 800 | 221 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 879 | 227 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 11 542 | 8,07 | 836 | 15,31 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 619 020 | 11,16 | 48 834 | 21,05 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 486 | 19,37 | 985 | 30,12 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 15 787 | 35,52 | 1 245 | 47,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 580 | 236,89 | 125 | 264,71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 72 364 | 0,34 | 5 709 | 9,26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 38 684 | 174,80 | 3 041 | 196,88 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 851 | 0,36 | 304 | 9,39 |
