Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Morningstar U.S. Equity ETF inkluderar Exchange Traded Concepts, Llc, Modern Wealth Management, LLC, Tableaux Llc, Edge Financial Advisors LLC, AlphaCore Capital LLC, DAVENPORT & Co LLC, och Silvercrest Asset Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 269 313 | 5,93 | 23 098 | 17,58 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 614 | 0,33 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 109 584 | 1,39 | 9 400 | 12,57 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 595 | 44,95 | 566 | 60,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 526 156 | 1,58 | 45 134 | 12,79 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 918 | 0,31 | 422 | 11,38 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 494 207 | 3,56 | 42 417 | 15,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 485 | 0,21 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 500 | 214 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 81 612 | 76,97 | 7 001 | 96,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45 275 | 3,03 | 3 884 | 14,37 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 105 849 | 9 080 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2 364 | 203 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 782 | 10,42 | 324 | 22,73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34 179 | 994,08 | 2 932 | 1 116,60 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 11 800 | 1 012 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 541 | 0,05 | 561 | 11,09 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 273 | 0,37 | 23 | 9,52 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15 638 | 0,16 | 1 341 | 11,19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 153 | 0,17 | 356 | 11,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 18 205 | 106,34 | 1 562 | 129,22 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 24 000 | 24 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 11 247 | 0,02 | 965 | 11,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 7 818 | 0,26 | 671 | 11,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 384 122 | 0,03 | 32 950 | 11,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 408 | 2,93 | 721 | 14,26 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 272 912 | 23 410 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19 946 | 7,10 | 1 541 | 1,99 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9 346 | 5,16 | 802 | 16,76 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 64 536 | 0,07 | 5 536 | 11,10 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 528 | 303 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36 581 | 175,71 | 3 138 | 206,05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 350 | 202 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 71 150 | 7,31 | 6 103 | 19,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14 050 | 3,65 | 1 205 | 15,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 610 | 0,27 | 224 | 10,95 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 408 | 626,19 | 378 | 721,74 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 158 | 0,22 | 357 | 11,25 | ||||
| 2025-09-03 | 13F | American Trust | 17 226 | 1 478 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 371 | 0,27 | 32 | 10,71 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 2 536 | 218 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 040 | 0,23 | 604 | 11,25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 30 777 | 2 640 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 16 356 | 11,67 | 1 403 | 24,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 399 | 1,79 | 34 | 9,68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 426 | 122 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4 666 | 0,04 | 400 | 11,11 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 575 | 0,23 | 1 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 3 920 | 0,28 | 336 | 11,26 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 118 | 8 479,17 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 281 | 0,02 | 2 426 | 11,03 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 2 694 | 0,04 | 231 | 11,06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 19 972 | 287,81 | 1 713 | 331,49 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 984 | 12,25 | 1 028 | 24,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 872 | 61,80 | 160 | 80,68 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 624 | 225 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 848 | 3,18 | 502 | 14,65 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 226 | 0,44 | 19 | 11,76 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 718 | 147 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 076 | 0,30 | 350 | 11,15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 877 | 25,47 | 161 | 40,00 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4 693 | 402 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4 910 | 0,29 | 421 | 11,38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13 463 | 1,90 | 1 155 | 13,14 |
