Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Russell Top 200 Value ETF inkluderar Two Sigma Investments, Lp, EP Wealth Advisors, Inc., Miramar Fiduciary Corp, Hrt Financial Lp, Merit Financial Group, LLC, Quantinno Capital Management LP, Gibbs Wealth Management, Glenmede Investment Management, LP, Evoke Wealth, Llc, Argent Trust Co, Colony Group, LLC, Perennial Investment Advisors, LLC, BLB&B Advisors, LLC, Atlantic Trust, LLC, och Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 8 859 | 0,77 | 746 | 3,19 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 471 432 | 11,91 | 39 690 | 14,64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 102 | 1,70 | 514 | 4,06 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 785 | 234 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 377 | 2 512,09 | 200 | 2 757,14 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 415 | 203 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 3 534 | 298 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 733 | 819 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 4 248 | 1,99 | 358 | 4,39 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8 279 | 11,92 | 697 | 14,83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 118 934 | 16,12 | 10 013 | 18,96 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 509 205 | 22,08 | 42 870 | 25,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 153 | 71,63 | 518 | 76,19 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 019 | 6,88 | 170 | 9,03 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 318 | 14,61 | 111 | 18,09 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 17 483 | 17,75 | 1 472 | 20,57 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6 991 | 49,32 | 589 | 53,13 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 5 331 | 43,73 | 449 | 47,37 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 183 593 | 85,53 | 15 457 | 90,06 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 045 | 8,39 | 497 | 12,73 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 238 514 | 0,14 | 20 080 | 2,59 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 2 632 | 3,95 | 222 | 6,25 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 159 893 | 22,82 | 13 461 | 25,83 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 31 000 | 2 610 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25 740 | 2 167 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 387 274 | 8 319,00 | 5 | −98,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 174 | 15 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4 515 | 0,02 | 380 | 2,70 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 12 631 293 | 13,20 | 1 063 429 | 15,97 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 10 384 | 26,56 | 874 | 29,67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 439 | 2 703,45 | 205 | 2 828,57 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 13 780 | 1 132 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9 800 | 825 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 3 113 | 262 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 264 | 25,01 | 1 113 | 28,97 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 564 | 17,90 | 300 | 20,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10 311 | 210,29 | 868 | 217,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 274 444 | 8,45 | 23 105 | 11,10 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15 584 | 1,90 | 1 312 | 4,46 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 878 | 26,89 | 158 | 30,58 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 025 | 157,54 | 86 | 168,75 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 720 | 482 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 53 597 | 57,89 | 4 512 | 61,78 | ||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 8 111 | 388 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 60 826 | 156,49 | 5 121 | 162,83 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6 029 | 508 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 348 | 450 | ||||||
| 2025-07-22 | 13F | JSF Financial, LLC | 256 923 | 1,03 | 21 630 | 3,50 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 13 366 | 149,41 | 1 125 | 155,68 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 819 | 490 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 6 207 939 | 6,26 | 522 646 | 8,86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 129 255 | 729,73 | 10 633 | 730,63 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 37 525 | 3,17 | 3 159 | 5,72 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 830 | 169,12 | 154 | 180,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 671 | 1 297,92 | 56 | 1 766,67 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 388 | 62,97 | 706 | 67,30 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 221 662 | 16,40 | 18 662 | 19,25 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 13 809 | 18,63 | 1 163 | 21,55 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 6 677 | 562 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 16 247 | 8,39 | 1 368 | 11,05 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 48 | 4 | ||||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 2 471 | 0,37 | 208 | 2,48 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 67 148 | 19,15 | 5 518 | 17,98 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 922 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 303 263 | 0,34 | 25 532 | 2,80 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 532 559 | 44 836 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 387 | 201 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 017 400 | 0,57 | 85 655 | 3,03 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 103 | 9 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 341 | 113 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 780 | 42,08 | 66 | 44,44 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 4 148 | 349 | ||||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 247 717 | 0,50 | 20 855 | 2,96 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16 537 | 5,01 | 1 392 | 20,73 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 564 | 23,38 | 889 | 26,46 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17 005 | 1 432 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 338 | 1,56 | 1 712 | 4,07 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 10 855 | 1,77 | 914 | 4,34 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 14 949 | 0,24 | 1 259 | 2,69 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM Large Cap Value Index Portfolio Class I | 39 538 | 3,40 | 3 329 | 5,92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 553 731 | 45 506 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7 652 | 644 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 58 | 107,14 | 5 | 100,00 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4 628 | 0,52 | 390 | 9,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17 510 | 1 474 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 568 250 | 4,74 | 552 981 | 7,30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75 178 | 6,83 | 6 | 20,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 017 | 65,77 | 254 | 70,47 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10 246 | 10,41 | 863 | 13,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 909 | 497 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 596 | 12,00 | 131 | 16,96 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 418 | 204 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 168 732 | 9,79 | 14 206 | 12,48 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 209 | 607 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12 071 | 2,79 | 1 016 | 5,28 |
