Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Morningstar Growth ETF inkluderar B&D White Capital Company, LLC, Goodman Advisory Group, LLC, Triad Wealth Partners, LLC, Milestones Private Investment Advisors LLC, Brio Consultants, LLC, Wealthcare Advisory Partners LLC, Twin Peaks Wealth Advisors, LLC, B.O.S.S. Retirement Advisors, LLC, Valpey Financial Services, LLC, Brown Advisory Inc, Edge Financial Advisors LLC, Nilsine Partners, LLC, Diversify Advisory Services, LLC, Exchange Traded Concepts, Llc, Hantz Financial Services, Inc., och Atwood & Palmer 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 18 728 | 1 815 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 43 675 | 490,20 | 1 | |||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 18 135 | 1,73 | 1 757 | 21,76 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 068 | 9,38 | 297 | 30,84 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 347 741 | 1,30 | 33 696 | 21,09 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 11 193 | 0,02 | 1 085 | 19,65 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 068 | 210 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2 515 | 0,12 | 244 | 19,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110 908 | 71,87 | 10 747 | 105,64 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19 425 | 0,02 | 1 882 | 19,72 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 6 546 | 666 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 938 | 0,10 | 478 | 19,80 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-30 | 13F | Retirement Planning Group | 41 653 | 11,34 | 4 036 | 33,25 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 177 | 0,90 | 1 471 | 20,69 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19 429 | 608,57 | 1 883 | 747,75 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3 162 | 306 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 200 | 26,75 | 1 376 | 51,60 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 468 | 239 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 258 | 17,83 | 316 | 41,26 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25 437 | 28,17 | 2 554 | 58,93 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 71 718 | 0,81 | 6 949 | 20,62 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 8 465 | 820 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 661 | 0,71 | 597 | 11,40 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 461 073 | 0,40 | 44 678 | 20,12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 100 967 | 3,03 | 9 838 | 23,97 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 61 416 | 2 904,70 | 5 951 | 3 506,67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 074 | 104 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 8 718 | 0,23 | 845 | 19,89 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 10 863 | 43,18 | 1 056 | 71,99 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6 840 | 45,66 | 663 | 74,21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 928 | 187,62 | 284 | 245,12 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 10 169 | 1,16 | 985 | 21,01 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 358 | 121,71 | 1 294 | 140,07 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 10 094 | 18,64 | 978 | 41,94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 52 551 | 5 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 074 | 685 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 383 000 | 2,32 | 37 113 | 22,43 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 215 | 1,80 | 893 | 21,69 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 278 609 | 0,98 | 27 | 18,18 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 331 | 32 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 899 | 3,08 | 765 | 23,39 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 16 873 | 0,60 | 1 635 | 8,85 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 2 250 | 218 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 246 525 | 182,17 | 23 888 | 237,64 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10 780 | 0,10 | 1 045 | 19,72 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 17 579 | 1,29 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6 151 | 0,23 | 596 | 19,72 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 848 | 86,67 | 852 | 121,61 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 392 | 174,80 | 716 | 229,95 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 27 511 | 480,40 | 2 666 | 595,82 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 2 398 | 232 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 545 | 3,83 | 1 216 | 24,23 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 3 058 | 296 | ||||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 6 770 | 100,00 | 656 | 139,42 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 27 335 | 2,14 | 2 649 | 22,20 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 436 | 0,23 | 42 | 7,69 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 4 583 | 444 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 614 | 820,28 | 1 416 | 1 006,25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 566 | 0,04 | 249 | 19,81 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2 400 | 233 | ||||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 4 135 | 401 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7 632 | 740 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 54 080 | 1,23 | 5 240 | 20,96 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 68 045 | 23,34 | 6 594 | 47,56 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 846 | 566 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 13 637 | 0,10 | 1 321 | 19,76 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 89 600 | 1 078,95 | 8 682 | 1 311,71 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 184 981 | 17 925 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4 626 | 68,83 | 448 | 102,71 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 7 709 | 58,04 | 747 | 89,11 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 150 177 | 1,97 | 14 552 | 22,00 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 19 659 | 1 905 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 20 473 | 119,29 | 1 984 | 162,30 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 410 | 0 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 59 | 6 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 3 497 | 18,58 | 339 | 42,02 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 8 203 | 795 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 91 382 | 11,92 | 8 855 | 33,91 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 348 695 | 33 789 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 43 902 | 4 254 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 200 | 78,57 | 19 | 111,11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 537 | 23,46 | 1 118 | 47,75 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 414 | 22,79 | 1 009 | 47,08 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 2 280 | 221 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 364 | 0,29 | 132 | 20,00 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 29 382 | 0,69 | 2 847 | 20,48 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 35 142 | 0,77 | 3 405 | 20,57 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 16 694 | 0,01 | 1 618 | 19,69 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 751 | 267 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 10 835 | 1 050 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 2 513 | 0,08 | 244 | 15,17 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 939 | 0,10 | 285 | 19,83 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 598 563 | 2,26 | 58 001 | 22,35 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 240 | 0,11 | 702 | 19,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 87 274 | 26,29 | 8 | 60,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 29 | 3 | ||||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 4 847 | 0,12 | 473 | 30,66 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 325 | 1,09 | 225 | 20,97 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 312 | 0,02 | 418 | 19,48 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 327 | 2,53 | 1 388 | 22,72 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 680 | 66 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 468 | 42,79 | 1 014 | 54,57 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 251 940 | 9 590,00 | 3 | −99,05 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 68 347 | 3,08 | 6 623 | 23,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 452 | 0,68 | 445 | 22,59 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 428 | 429 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 33 727 | 0,86 | 3 268 | 20,68 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 24 033 | 43,99 | 2 329 | 72,32 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 009 | 39,57 | 1 164 | 67,10 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 469 | 239 | ||||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 8 955 | 868 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 2 339 | 227 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18 055 | 0,01 | 1 749 | 19,63 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 22 827 | 0,01 | 2 212 | 19,64 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 5 018 | 0,10 | 486 | 9,21 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 269 | 220 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 2 250 | 218 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 167 692 | 11,94 | 16 249 | 33,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 85 | 8 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 100 646 | 11,53 | 9 753 | 33,44 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 4 360 | 0,14 | 422 | 19,89 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 2 968 | 284 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 565 | 103,97 | 55 | 145,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 304 261 | 191,37 | 29 483 | 248,61 |
