Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Global Financials ETF inkluderar LOM Asset Management Ltd, Kcm Investment Advisors Llc, FSM Wealth Advisors, LLC, MontVue Capital Management, Inc., Kestra Private Wealth Services, Llc, Wedmont Private Capital, Resources Investment Advisors, LLC., och Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2 755 | 11,40 | 305 | 20,08 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 88 | 46,67 | 10 | 50,00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 042 | 228 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20 884 | 2,31 | 2 316 | 9,98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 169 | 29,29 | 351 | 39,29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 463 | 9,59 | 162 | 18,25 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 74 100 | 8 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 091 | 1,30 | 121 | 9,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 282 050 | 12,81 | 31 257 | 21,35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 64 386 | 174,90 | 7 145 | 196,19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 27 620 | 57,85 | 3 061 | 69,81 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 42 054 | 54,76 | 4 660 | 66,49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 517 | 9,15 | 944 | 17,43 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 101 304 | 946,31 | 11 226 | 1 025,98 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 4 450 | 3,61 | 494 | 11,76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 291 | 0,69 | 32 | 18,52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6 327 | 3,94 | 701 | 11,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 185 | 18,65 | 1 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6 680 | 6,68 | 740 | 14,73 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 42 054 | 54,76 | 4 660 | 66,49 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9 801 | 12,38 | 1 086 | 20,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 112 | 1,82 | 12 | 9,09 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26 | 4,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 897 | 199,00 | 86 | 186,67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 276 | 4,33 | 141 | 12,80 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2 264 | 0,98 | 251 | 8,23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 18 226 | 1,23 | 2 019 | 8,84 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 308 | 9,22 | 34 | 17,24 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 741 | 6,24 | 304 | 14,34 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 2 375 | 263 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 72 | 1,41 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 73 | 8,96 | 8 | 33,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 35 027 | 13,95 | 3 882 | 22,58 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5 576 | 618 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 735 | 99,62 | 4 847 | 114,71 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 644 | 27,91 | 1 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 16 468 | 9,98 | 1 825 | 18,29 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 129 625 | 2,03 | 14 365 | 9,76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 141 | 237 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2 360 | 262 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 055 | 103,67 | 117 | 118,87 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4 075 | 453 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 262 | 54,09 | 360 | 65,90 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 56 968 | 3,17 | 6 313 | 10,99 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 7 530 | 1 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 403 | 45 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8 094 | 0,65 | 897 | 8,21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 210 | 14,13 | 23 | 27,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 858 | 10,17 | 428 | 18,61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 877 | 208 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 406 602 | 2,59 | 45 060 | 10,35 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 012 | 223 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10 757 | 54,60 | 1 192 | 66,48 | ||||
| 2025-07-31 | 13F | City State Bank | 1 425 | 16,33 | 158 | 24,60 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 656 | 0,31 | 73 | 7,46 |
