Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Cybersecurity and Tech ETF inkluderar Rainier Family Wealth Inc, Bulwark Capital Corp, Pvg Asset Management Corp, USAF - Atlas America Fund, Brown Advisory Inc, Gwn Securities Inc., Valmark Advisers, Inc., Sandy Spring Bank, Private Wealth Asset Management, LLC, Signature Resources Capital Management, LLC, Providence Capital Advisors, LLC, POM Investment Strategies, LLC, GHP Investment Advisors, Inc., Mount Yale Investment Advisors, LLC, CIBC Private Wealth Group, LLC, och Kilter Group 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 175 | 9 | ||||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4 161 | 221 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29 474 | 513,28 | 1 568 | 596,89 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 752 | 79,69 | 0 | |||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 555 | 30 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 9 231 | 527,53 | 491 | 611,59 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 2 395 | 2,57 | 127 | 16,51 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 3 998 | 213 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 32 184 | 1,38 | 1 713 | 14,82 | ||||
2025-08-26 | NP | USAF - Atlas America Fund | 4 421 | 235 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 135 726 | 2 704,84 | 7 222 | 3 081,06 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 19 711 | 6,42 | 1 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 753 | 40 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 332 | 0,56 | 231 | 13,86 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 268 | 0,97 | 546 | 14,47 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2 065 | 30,45 | 110 | 47,30 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 251 | 0,40 | 13 | 18,18 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 88 568 | 22,26 | 4 713 | 33,33 | ||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 11 011 | 84,53 | 586 | 108,93 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 9 127 | 46,50 | 486 | 66,10 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 12 | 1 | ||||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 438 | 2,50 | 183 | 15,92 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 141 667 | 4,09 | 7 534 | 17,81 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 44 978 | 0,66 | 2 113 | −3,56 | ||||
2025-08-12 | 13F | MAI Capital Management | 382 | 0,26 | 20 | 17,65 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 9 075 | 51,48 | 483 | 71,53 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 127 180 | 14,52 | 6 768 | 29,70 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 31 653 | 3,63 | 1 684 | 17,35 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 3 780 | 201 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 855 | 9,22 | 258 | 24,04 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 430 | 48,66 | 1 566 | 68,28 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 386 | 21 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 4 067 | 216 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 85 | 4 | ||||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 221 | 12 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 838 | 45 | ||||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 70 | 4 | ||||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 6 105 | 0,41 | 325 | 13,68 | ||||
2025-08-14 | 13F | Mariner, LLC | 29 486 | 7,90 | 1 569 | 22,21 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 3 921 | 209 | ||||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 14 944 | 1,50 | 795 | 15,05 | ||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 6 043 | 322 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 749 | 0,44 | 306 | 13,81 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 15 460 | 0,98 | 823 | 14,33 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 5 082 | 0 | ||||||
2025-09-02 | 13F | Pvg Asset Management Corp | 7 804 | 415 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 496 | 135,17 | 771 | 166,78 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 7 381 | 0,01 | 393 | 13,29 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 2 497 | 117 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 270 | 0 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 341 669 | 7,39 | 18 180 | 21,64 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 52 638 | 3,39 | 2 801 | 17,11 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 389 | 21 | ||||||
2025-08-14 | 13F | Gould Capital, LLC | 129 | 2,38 | 7 | 20,00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 43 786 | 0,37 | 2 330 | 13,67 | ||||
2025-08-05 | 13F | Huntington National Bank | 50 | −39,02 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 129 798 | 2,74 | 6 907 | 16,36 | ||||
2025-08-13 | 13F | Kilter Group LLC | 0 | 0 | ||||||
2025-08-14 | 13F | Comerica Bank | 11 029 | 1,93 | 587 | 15,35 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 55 144 | 4,93 | 2 934 | 18,88 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 542 | 26,50 | 173 | 31,30 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 17 896 | 952 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 424 | 3,14 | 2 | 0,00 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 12 005 | 2,13 | 639 | 15,58 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 33 169 | 7,51 | 1 765 | 21,74 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1 970 | 6,78 | 105 | 20,93 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 51 752 | 49,71 | 2 754 | 69,52 | ||||
2025-08-14 | 13F | Bnp Paribas | 10 387 | 6,46 | 553 | 20,52 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 182 | 5,20 | 10 | 12,50 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 89 866 | 2,12 | 4 782 | 15,65 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8 763 | 25,19 | 471 | 43,60 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 146 412 | 189,44 | 7 793 | 227,67 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8 533 | 5,25 | 454 | 17,62 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8 331 | 22,53 | 443 | 37,58 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 3 228 | 1 334,67 | 172 | 1 610,00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 77 | 2,67 | 4 | 33,33 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3 928 | 209 | ||||||
2025-08-08 | 13F | Intrua Financial, LLC | 22 481 | 3,76 | 1 196 | 17,60 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 708 | 0 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 378 | 23,34 | 127 | 38,46 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 46 182 | 0,64 | 2 457 | 14,01 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 823 | 16,85 | 576 | 32,18 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 15 898 | 4,16 | 846 | 17,85 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 3 845 | 205 | ||||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 28 215 | 62,42 | 1 501 | 83,95 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 9 411 | 5,98 | 501 | 19,90 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 42 171 | 0,16 | 2 244 | 13,45 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 9 305 | 11,87 | 495 | 26,92 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1 120 | 1 020,00 | 60 | 1 375,00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 14 073 | 9,64 | 749 | 24,05 | ||||
2025-08-13 | 13F | Northern Trust Corp | 5 478 | 2,72 | 291 | 16,40 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 73 | 4,29 | 4 | 0,00 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 11 976 | 637 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 24 405 | 0,33 | 1 299 | 13,66 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 831 781 | 0,74 | 97 469 | 14,10 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 21 932 | 0,00 | 1 167 | 13,30 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 60 471 | 32,69 | 3 163 | 45,58 | ||||
2025-08-13 | 13F | Crosspoint Financial, Llc | 52 181 | 2,44 | 2 777 | 16,01 |