Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Russell Top 200 ETF inkluderar Searcy Financial Services Inc /adv, Miracle Mile Advisors, LLC, Bank Of Nova Scotia, Hershey Financial Advisers, LLC, Marshall Wace, Llp, Crumly & Associates Inc., Bank of New York Mellon Corp, DAVENPORT & Co LLC, Buckingham Strategic Partners, Ntv Asset Management Llc, Tradewinds, LLC., Gladstone Institutional Advisory LLC, Legacy Investment Solutions, LLC, Ameritas Advisory Services, LLC, och Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Colony Group, LLC | 3 507 | 3,88 | 537 | 15,77 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 5 895 | 20,36 | 875 | 29,87 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 18 773 | 8,81 | 2 875 | 21,27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 188 | 335 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 204 525 | 9,66 | 31 317 | 22,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 492 | 1 607 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 14 670 | 20,39 | 2 246 | 34,17 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 8 331 | 21,92 | 1 276 | 35,93 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7 019 | 1 075 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 12 360 | 213,47 | 1 893 | 249,72 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 292 | 45 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 1 785 | 273 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 92 960 | 0,21 | 14 234 | 11,67 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8 773 | 1 343 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 6 735 | 673 400,00 | 1 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 1 638 | 251 | ||||||
| 2025-08-07 | 13F | Prescott Group Capital Management, L.l.c. | 134 450 | 48,15 | 20 587 | 65,08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 309 665 | 0,56 | 47 416 | 12,06 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 713 | 4,91 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 40 600 | 6 217 | ||||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 179 041 | 27 415 | ||||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 74 353 | 1,33 | 11 385 | 12,91 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 53 | 2 550,00 | 8 | |||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 3 157 | 0,03 | 483 | 11,55 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 837 | 48,85 | 434 | 66,28 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 1 453 | 222 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 2 291 | 54,69 | 351 | 72,41 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 14 505 | 9,76 | 2 221 | 22,37 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1 400 | 214 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 615 837 | 4,96 | 94 297 | 16,96 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 640 | 0,31 | 98 | 11,49 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 2 255 | 0,22 | 345 | 11,65 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 7 783 | 1 192 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 46 | 7 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 204 097 | 437,01 | 31 251 | 498,45 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 22 043 | 18,65 | 3 375 | 32,25 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 931 | 25,47 | 296 | 39,15 | ||||
| 2025-08-14 | 13F | George Kaiser Family Foundation | 134 450 | 48,15 | 20 587 | 65,08 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 3 372 | 516 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 95 073 | 70,76 | 14 558 | 90,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 324 | 17,82 | 49 | 32,43 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 55 | 8 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 790 | −5,17 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 172 008 | 2,24 | 26 338 | 13,92 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 325 | 356 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 85 163 | 23,29 | 13 | 44,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 660 | 292,86 | 101 | 339,13 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 55 278 | 2,70 | 8 464 | 14,44 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 7 875 | 59,03 | 1 206 | 77,21 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 37 911 | 20,66 | 5 209 | 12,19 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 239 874 | 8,93 | 36 730 | 21,39 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 62 014 | 0,54 | 9 496 | 12,04 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 376 570 | 104,05 | 57 660 | 127,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 209 | 0,50 | 338 | 11,92 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5 418 | 0,02 | 830 | 11,42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 226 | 45,32 | 494 | 61,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11 670 | 12,69 | 1 787 | 25,67 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 93 461 | 14 311 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 1 604 | 0,25 | 246 | 11,87 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 1 446 | 221 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 13 375 | 5,68 | 2 048 | 17,71 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 811 | 0,06 | 277 | 11,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 689 | 0,05 | 871 | 11,52 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 814 | 3,59 | 1 043 | 15,50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 19 353 | 2,85 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 707 | 10,70 | 261 | 23,70 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 3 427 | 525 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 949 | 298 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 4 559 | 1,74 | 698 | 13,50 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2 065 | 11,62 | 284 | 5,99 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 15 310 | 10,03 | 2 344 | 22,59 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 27 186 | 11,58 | 4 163 | 24,35 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 531 477 | 2,86 | 81 380 | 14,62 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 21 072 | 23,63 | 3 227 | 37,75 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 17 000 | 2 603 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 18 738 | 13,43 | 2 869 | 26,39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23 773 | 0,52 | 3 640 | 12,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58 623 | 212,61 | 8 978 | 248,39 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25 052 | 1,99 | 3 836 | 13,63 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 501 | 550 000,00 | 842 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 100 108 | 0,08 | 15 328 | 11,53 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13 919 | 3,46 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 692 | 106 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 665 | 1 634,38 | 255 | 1 853,85 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM Large Cap Index Portfolio Class ADV | 67 389 | 22,32 | 10 319 | 36,30 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 73 466 | 50,59 | 11 249 | 67,82 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 62 014 | 0,54 | 9 496 | 12,04 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4 028 | 1,08 | 617 | 12,61 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6 564 | 6,96 | 1 005 | 19,22 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 000 | 0,87 | 1 378 | 6,74 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 473 | 226 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 34 | 5 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 36 466 | 923,18 | 5 584 | 1 041,72 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 680 | 3,03 | 104 | 15,56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 359 193 | 2,74 | 54 820 | 13,97 |
