Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Morningstar Small-Cap ETF inkluderar Pathway Financial Advisors LLC, och Schneider Downs Wealth Management Advisors, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3 572 | 208 | ||||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Put | 187 300 | 48,77 | 13 721 | 20,42 | |||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3 993 | 0,28 | 233 | 7,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71 549 | 3,22 | 4 170 | 11,03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197 039 | 2 079,88 | 11 483 | 2 248,06 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 450 | 4,01 | 318 | 12,01 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 060 | 0,27 | 237 | 7,76 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 139 700 | 49,89 | 13 016 | 549,45 | |||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 688 | 0,09 | 331 | 3,76 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 669 | 0,31 | 1 438 | 7,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 154 202 | 82,94 | 8 986 | 96,80 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 4 350 | 254 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 221 | 2,09 | 71 | 1,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1 677 | 280,27 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 765 | 9,91 | 1 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 48 985 | 0,58 | 2 654 | −7,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22 425 | 0,08 | 1 307 | 7,67 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 266 900 | 696,72 | 22 239 | 1 358,30 | |||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 41 839 | 0,20 | 2 438 | 7,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 275 | 0,25 | 424 | 7,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3 522 | 205 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 8,33 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 189 | 11 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 788 | 0,16 | 221 | 7,84 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 48 985 | 0,58 | 2 654 | −7,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 750 | 93,76 | 626 | 108,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 994 | 24,45 | 990 | 33,96 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | Put | 38 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 65 600 | 13,57 | 3 823 | 22,15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 241 | 33,58 | 72 | 44,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | 7 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 2 700 | 3,85 | 134 | 9,92 | |||
| 2025-08-08 | 13F | Creative Planning | 3 923 | 1,58 | 229 | 9,09 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 3 580 | 209 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59 119 | 11,93 | 3 445 | 20,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 763 | 648,27 | 2 317 | 707,32 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 91 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12 192 | 4,50 | 711 | 12,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 559 | 0,18 | 33 | 6,67 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 7 799 800 | 26,02 | 644 | 27,08 | |||
| 2025-08-05 | 13F | Key FInancial Inc | 772 | 7,67 | 45 | 15,79 |
