Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI Intl Value Factor ETF inkluderar TLT Family Holdco ULC, Systelligence, LLC, IHT Wealth Management, LLC, Duncan Williams Asset Management, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, PMG Wealth Management, Inc., EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Commons Capital, Llc, WealthPlan Investment Management, LLC, Meridian Financial Partners LLC, JBF Capital, Inc., Vise Technologies, Inc., EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Verity Asset Management, Inc., J.w. Cole Advisors, Inc., Invenio Wealth Partners Llc, Fullcircle Wealth Llc, Accelerate Investment Advisors LLC, Choate Investment Advisors, och Becker Capital Management 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Custom Index Systems, Llc | 49 452 | 63,65 | 1 626 | 77,70 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 72 192 | 0,00 | 2 470 | 12,89 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 338 038 | 26,99 | 11 118 | 37,80 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 7 999 | 3,28 | 263 | 12,39 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 125 195 | 23,98 | 4 118 | 34,54 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7 174 | 236 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 808 775 | 0,34 | 26 601 | 8,88 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 29 045 | 4,78 | 955 | 13,69 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 7 423 | 5,02 | 244 | 14,02 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 35 877 | 15,39 | 1 180 | 25,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 692 273 | 64,53 | 22 769 | 78,54 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 85 601 | 2 815 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10 253 | 13,34 | 337 | 22,99 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 24 966 | 0,40 | 821 | 9,03 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 538 | 141,32 | 610 | 162,50 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 23 269 | 55,89 | 766 | 67,76 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 95 225 | 11,31 | 3 132 | 20,75 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 205 122 | 974,95 | 7 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 113 674 | 31,19 | 3 739 | 42,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 153 148 | 43,68 | 5 037 | 55,94 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 54 100 | 9,52 | 1 779 | 18,84 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 160 957 | 12,35 | 5 294 | 21,90 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 302 477 | 1,45 | 9 948 | 10,09 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 413 433 | 0,60 | 13 598 | 9,16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 117 546 | 8,02 | 3 866 | 17,22 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 30 424 | 50,94 | 1 001 | 63,93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 52 099 | 57,88 | 1 714 | 71,30 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 24 322 | 19,71 | 800 | 29,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 778 423 | 37,22 | 25 602 | 48,91 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 49 428 | 13,02 | 1 626 | 8,48 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4 151 | 2,29 | 137 | 11,48 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 116 839 | 0,70 | 3 843 | 9,27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 103 | 3 | ||||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 61 207 | 2 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 24 656 | 10,54 | 811 | 19,82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 193 994 | 1,44 | 6 380 | 10,08 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 5 478 | 180 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1 131 | 37 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 51 975 | 0,38 | 1 709 | 8,92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 185 789 | 2 452,05 | 6 111 | 2 677,27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50 534 | 52,01 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 599 | 31,36 | 20 | 46,15 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 98 409 | 59,69 | 3 237 | 73,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 092 | 209 100,00 | 69 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 152 | 2,20 | 169 | 24,26 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 23 825 | 7,11 | 784 | 16,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 52 064 | 0,28 | 1 712 | 6,93 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 28 955 | 952 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 491 | 0 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67 459 | 106,90 | 2 219 | 124,49 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 54 008 | 1 776 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 48 834 | 3,14 | 1 606 | 11,92 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13 868 | 19,25 | 456 | 29,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229 515 | 6,15 | 7 549 | 15,18 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 17 355 | 11,25 | 571 | 20,76 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7 128 | 0,35 | 234 | 8,84 | ||||
| 2025-08-08 | 13F | JBF Capital, Inc. | 60 000 | 1 973 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 9 708 | 19,45 | 319 | 29,67 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 63 565 | 2,15 | 2 091 | 10,82 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14 536 | 2,50 | 478 | 11,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 73 317 | 20,97 | 2 411 | 31,32 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 69 182 | 17,14 | 2 275 | 27,09 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 86 872 | 2 857 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 321 | 7,02 | 339 | 16,10 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 310 429 | 3,26 | 10 210 | 12,05 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 128 | 4 | ||||||
| 2025-07-29 | 13F | Commons Capital, Llc | 74 786 | 2 460 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 672 133 | 29,15 | 22 106 | 40,14 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 154 961 | 5 097 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 45 | 2,27 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 23 653 | 2,17 | 778 | 10,84 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23 497 | 1,08 | 773 | 9,66 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 14 065 | 7,43 | 463 | 16,67 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 84 | 0 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 24 201 | 46,39 | 796 | 58,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 138 344 | 0,84 | 4 550 | 9,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 591 834 | 9,61 | 19 465 | 18,94 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 27 291 | 4,76 | 898 | 13,69 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 237 | 2,16 | 8 | 0,00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 62 342 | 33,37 | 2 050 | 44,77 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 21 245 | 699 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 679 | 253 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 82 883 | 3 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 140 | 57,00 | 103 | 90,74 | ||||
| 2025-08-07 | 13F | Nwam Llc | 17 050 | 14,54 | 566 | 25,28 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 21 233 | 0,04 | 698 | 8,55 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 12 811 | 1,53 | 421 | 10,21 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 323 | 105,11 | 1 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26 | 1 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 606 588 | 9 998,02 | 19 951 | 10 861,54 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 96 305 | 5,66 | 3 167 | 14,66 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 8 255 | 272 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10 061 | 44,24 | 331 | 56,40 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 798 | 5,70 | 26 | 18,18 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 408 500 | 13 436 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 96 305 | 3 167 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 352 895 | 2 961,73 | 11 607 | 3 225,50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 19 498 | 1,68 | 641 | 10,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 14 649 | 4,98 | 0 | |||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 7 793 | 256 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 8 377 | 2,48 | 276 | 11,34 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 88 682 | 9,14 | 2 917 | 18,44 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 26 940 | 0,17 | 886 | 8,71 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 8 567 | 282 | ||||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 8 052 | 265 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 15 545 | 110,04 | 511 | 128,13 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 513 | 214 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 99 | 0 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 8 552 | 281 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 103 317 | 5,34 | 3 398 | 14,33 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7 060 | 0,73 | 232 | 9,43 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 162 903 | 0,17 | 5 358 | 8,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 788 | 59 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 63 634 | 25,07 | 2 093 | 35,67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 165 699 | 31,16 | 5 450 | 42,31 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 14 338 | 71,18 | 435 | 91,19 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 177 249 | 1,90 | 5 830 | 10,57 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 12 050 | 401 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 245 405 | 33,08 | 8 068 | 44,34 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 057 | 35 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 13 619 | 4,75 | 448 | 13,45 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 23 | 1 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 15 151 | 8,01 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 391 | 46 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4 883 | 161 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 637 | 2,25 | 21 | 11,11 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 23 852 | 0,56 | 784 | 9,19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 98 503 | 22,30 | 3 240 | 31,61 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 79 741 | 2 623 | ||||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 24 364 | 5,14 | 801 | 14,10 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5 365 | 176 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 46 045 | 0,12 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 84 464 | 23,00 | 2 778 | 33,49 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8 948 | 6,28 | 294 | 15,29 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 33 565 | 63,18 | 1 104 | 73,16 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 550 | 18 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 206 | 270 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 349 012 | 191,62 | 11 476 | 216,40 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 601 | 11,49 | 53 | 20,93 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35 617 | 112,50 | 1 171 | 157,93 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 223 | 7 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 18 744 | 27,29 | 616 | 38,12 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 700 825 | 1,83 | 23 050 | 10,50 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 18 124 | 16,21 | 596 | 26,27 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 134 637 | 0,30 | 4 428 | 8,85 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 315 | 36 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 15 823 | 2,24 | 520 | 10,87 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18 751 | 617 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 20 441 | 2,16 | 672 | 10,89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 98 410 | 416,45 | 3 237 | 460,83 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 21 638 | 73,63 | 712 | 88,59 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 19 388 | 638 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 47 067 | 2,00 | 1 468 | 13,01 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 207 542 | 6 826 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 19 687 | 1,00 | 648 | 9,66 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 64 335 | 2 116 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 184 435 | 1,23 | 6 066 | 9,85 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 72 393 | 1,09 | 2 381 | 9,72 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 461 | 85 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 16 801 | 553 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 263 649 | 148,23 | 8 671 | 169,37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 62 086 | 151,31 | 2 042 | 172,99 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 6 | −68,75 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 571 | 1,78 | 85 | 10,53 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 678 576 | 18,67 | 153 878 | 28,77 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 304 441 | 10 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 59 | 2 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 84 810 | 1,22 | 2 789 | 9,85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 915 728 | 12,46 | 30 118 | 22,03 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 101 900 | 0,00 | 3 351 | 8,52 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 42 197 | 2,76 | 1 388 | 11,50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 845 | 61 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 109 | 34,57 | 4 | 50,00 |
