Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Morningstar Small-Cap Growth ETF inkluderar Rockport Wealth LLC, Kendall Capital Management, Fifth Third Securities, Inc., Financial Engines Advisors L.L.C., rebel Financial LLC, CAPROCK Group, Inc., Wealthcare Advisory Partners LLC, Monograph Wealth Advisors, Llc, Strategic Wealth Partners, Ltd., Twin Peaks Wealth Advisors, LLC, Legend Financial Advisors, Inc., Russell Investments Group, Ltd., och AlphaCore Capital 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 382 | 0,15 | 268 | 10,33 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 234 | 0,43 | 12 | 10,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13 690 | 106,27 | 686 | 130,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 41 695 | 32,36 | 2 075 | 46,16 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7 368 | 3,24 | 367 | 14,02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 434 903 | 9,60 | 21 641 | 21,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 256 | 14,94 | 510 | 15,65 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 59 549 | 63,15 | 2 963 | 80,23 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 293 | 15 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 985 | 99 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 719 | 0,11 | 235 | 10,38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 56 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8 830 | 35,24 | 439 | 49,32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 106 795 | 3,67 | 5 314 | 14,53 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4 318 | 215 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 10 971 | 8,62 | 546 | 20,04 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 760 | 39 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 20 230 | 0,12 | 1 007 | 10,55 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4 277 | 40,05 | 213 | 54,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 822 | 42,10 | 338 | 56,48 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 004 | 100 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 14 666 | 6,45 | 730 | 17,58 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 29 689 | 11,40 | 1 337 | −1,40 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 30 280 | 33,39 | 1 507 | 47,36 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9 877 | 82,10 | 491 | 101,23 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 4 122 | 205 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 66 711 | 49,97 | 3 320 | 65,70 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 361 | 38,31 | 18 | 54,55 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 70 162 | 4 876,03 | 1 | −98,41 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 112 | 6 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 9 897 | 492 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 490 694 | 5,45 | 24 417 | 16,47 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 384 | 19 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 167 423 | 1,28 | 8 331 | 11,87 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 618 | 21,00 | 379 | 33,92 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 37 718 | 667,25 | 1 877 | 748,87 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 925 | 0,03 | 146 | 10,69 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 4 374 | 218 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 525 | 225 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 24 203 | 33,84 | 1 204 | 47,91 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 73 332 | 0,40 | 3 649 | 10,88 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 23 500 | 1 169 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 31 | 3 000,00 | 2 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10 068 | 501 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 684 | 84,34 | 233 | 104,39 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 299 710 | 4,88 | 14 914 | 15,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 117 644 | 0,37 | 5 854 | 10,85 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 837 | 241 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 91 296 | 5,33 | 4 543 | 16,34 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 38 863 | 88,55 | 1 934 | 108,30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66 332 | 18,19 | 3 301 | 30,54 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 324 071 | 16 126 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 899 | 121,43 | 45 | 144,44 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3 300 | 2 207,69 | 164 | 10,81 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11 074 | 0,16 | 551 | 10,64 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 771 | 5,76 | 138 | 16,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 888 | 298 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 5 742 | 259 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 762 | 88 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 112 232 | 3,06 | 5 585 | 13,84 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 135 | 7 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 704 | 13,95 | 134 | 25,23 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 151 370 | 7,32 | 7 532 | 18,56 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 421 | 2,85 | 120 | 13,21 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 127 069 | 7,50 | 6 323 | 18,75 | ||||
| 2025-08-08 | 13F | Creative Planning | 28 341 | 28,79 | 1 410 | 42,28 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 295 476 | 4,35 | 14 703 | 15,26 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 167 423 | 1,28 | 8 | 14,29 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 506 | 0,04 | 274 | 10,53 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 20 | 1 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 6 683 | 333 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 36 161 | 2,15 | 1 799 | 12,86 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 31 858 | 1,82 | 1 585 | 12,49 |
