Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Global 100 ETF inkluderar Twelve Points Wealth Management LLC, Donoghue Forlines LLC, GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A, Golden State Wealth Management, LLC, Matrix Trust Co, DMKC Advisory Services, LLC, Arkadios Wealth Advisors, Glenmede Investment Management, LP, Rsm Us Wealth Management Llc, Bright Futures Wealth Management, LLC., Cozad Asset Management Inc, TCG Advisory Services, LLC, Great Lakes Advisors, Llc, Kovack Advisors, Inc., TFAGX - TFA AlphaGen Growth Fund Class I, Rosenberg Matthew Hamilton, TFAFX - Tactical Growth Allocation Fund Class I, First Horizon Advisors, Inc., Trust Co Of Toledo Na /oh/, och Highline Wealth 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 | BlackDiamond Wealth Management Inc. | 3 388 | 41,05 | 364 | 55,56 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 6 052 | 31,37 | 652 | 47,18 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 133 | 1,64 | 553 | 13,79 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1 422 141 | 30,96 | 153 321 | 46,63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 838 | 0,71 | 198 | 13,14 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 102 854 | 31,86 | 11 089 | 47,64 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 988 | 2,00 | 1 077 | 14,23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 059 | 1 192 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19 435 | 74,41 | 2 095 | 86,72 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9 384 | 0,07 | 1 012 | 12,08 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 1 550 | 167 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133 147 | 1,70 | 14 355 | 13,87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23 258 | 2,05 | 2 507 | 14,27 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 2 716 | 1,31 | 293 | 13,18 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 28 500 | 0,35 | 3 073 | 12,36 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 117 679 | 231,26 | 12 687 | 270,94 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 867 | 5,25 | 417 | 17,85 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 567 | 10,35 | 1 247 | 23,59 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 94 439 | 50,52 | 10 181 | 68,53 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 277 577 | 0,97 | 29 926 | 13,06 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 93 779 | 2,90 | 10 110 | 15,21 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 240 | 605,88 | 26 | 733,33 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 1 932 | 208 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10 775 | 60,10 | 1 162 | 79,17 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 640 | 0,11 | 392 | 12,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 163 | 0,05 | 233 | 12,02 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 650 | 5,89 | 1 364 | 18,52 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 158 151 | 0,48 | 17 046 | 12,49 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 605 | 389 | ||||||
| 2025-08-07 | 13F | Atala Financial Inc | 3 388 | 83,33 | 365 | 106,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 623 | 2,59 | 175 | 9,43 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 136 777 | 8,15 | 14 746 | 21,09 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 263 | 0,67 | 259 | 19,44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 299 842 | 5,98 | 32 327 | 18,65 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 704 | 76 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 657 | 0,61 | 75 | 17,46 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23 668 | 29,16 | 2 552 | 44,61 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 140 | 141,38 | 15 | 200,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 12 608 | 2,61 | 1 359 | 14,88 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3 513 | 0,69 | 379 | 12,84 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 16 694 | 24,08 | 1 800 | 38,92 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 552 | 120,80 | 59 | 145,83 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 2 000 | 216 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 277 641 | 876,44 | 29 932 | 993,61 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 2 000 | 216 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 29 541 | 12,92 | 3 185 | 26,45 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 399 | 582 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14 567 | 0,61 | 1 571 | 12,63 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 29 364 | 233,83 | 3 166 | 274,11 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 194 | 0,59 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11 345 | 3,09 | 1 223 | 15,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 85 102 | 1,97 | 9 175 | 14,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 163 | 58,43 | 664 | 77,54 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 21 389 | 8,83 | 2 306 | 21,83 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15 036 | 4,47 | 1 621 | 17,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 317 | 872,30 | 435 | 935,71 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 290 | 18,93 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 10 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14 154 | 21,94 | 1 526 | 36,53 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 8 529 | 1 | ||||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 2 053 | 221 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 88 161 | 9 505 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 420 | 45 | ||||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 84 221 | 2,61 | 9 061 | 14,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 86 017 | 15,90 | 9 250 | 29,57 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 959 | 0,02 | 535 | 11,95 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2 464 | 266 | ||||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 3 216 | 288 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 30 276 | 1,15 | 3 264 | 9,13 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 4 122 | 53,46 | 444 | 72,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 14 460 | 6,22 | 1 559 | 18,93 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 2 456 | 0,70 | 276 | 17,52 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 24 225 | 3,21 | 2 612 | 15,53 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 5 496 | 9,26 | 593 | 22,31 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3 737 | 403 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 395 | 366 | ||||||
| 2025-08-08 | 13F | Creative Planning | 13 330 | 7,89 | 1 437 | 20,86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 316 947 | 0,01 | 34 170 | 11,98 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 14 291 | 49,96 | 1 541 | 67,94 | ||||
| 2025-08-08 | 13F | Donoghue Forlines LLC | 21 940 | 2 365 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 2 000 | 216 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 3 160 | 341 | ||||||
| 2025-08-28 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 20 099 | 2 167 | ||||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 2 141 | 0,66 | 207 | 8,42 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44 234 | 3,76 | 4 769 | 16,15 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 65 676 | 3,99 | 6 753 | 5,02 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4 245 | 458 | ||||||
| 2025-08-12 | 13F | Sfmg, Llc | 3 272 | 0,71 | 353 | 12,82 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 96 365 | 3,85 | 10 389 | 16,27 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 7 644 | 845 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 846 | 178,25 | 630 | 211,88 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 596 | 0,68 | 64 | 14,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 833 249 | 1,66 | 89 833 | 13,82 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 156 | 15 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 3 195 | 14,23 | 344 | 27,88 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29 022 | 12,18 | 3 130 | 25,61 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 99 | 11 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 18 575 | 2 003 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 387 294 | 11,73 | 41 754 | 25,10 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21 385 | 1,31 | 2 299 | 12,81 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 164 | 18 | ||||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 18 502 | 5,32 | 1 995 | 17,92 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 37 217 | 4 012 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 520 | 703 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 510 | 10 638,10 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 065 | 1,16 | 330 | 13,40 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 324 | 1,01 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 919 | 29,38 | 377 | 23,61 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 56 | 6 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 583 | 18,67 | 494 | 33,15 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 8 482 | 13,94 | 914 | 27,65 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 593 | 259,30 | 387 | 303,13 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 8 115 | 1,17 | 875 | 13,21 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 026 | 338,46 | 111 | 400,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 918 852 | 2,01 | 99 062 | 14,21 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 652 089 | 1,29 | 70 302 | 13,41 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 251 | 0,63 | 243 | 12,56 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 362 | 39 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 338 163 | 4,77 | 36 457 | 17,31 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 156 | 17 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 326 | 0,62 | 35 | 12,90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23 328 | 0,28 | 2 515 | 12,28 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 035 | 1,68 | 2 052 | 13,87 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 196 | 991 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 57 610 | 7,70 | 6 211 | 20,58 |
