Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Global Healthcare ETF inkluderar Invst, LLC, IHT Wealth Management, LLC, Kcm Investment Advisors Llc, StoneX Group Inc., Evoke Wealth, Llc, Hilltop Holdings Inc., Harbor Asset Planning, Inc., Dunhill Financial, LLC, Mount Yale Investment Advisors, LLC, Glenmede Investment Management, LP, Atlantic Union Bankshares Corp, Strategic Wealth Partners, Ltd., Skopos Labs, Inc., ENDW - Cambria Endowment Style ETF, Aviso Financial Inc., Fairscale Capital, LLC, Transce3nd, LLC, Trust Co Of Toledo Na /oh/, och Keystone Global Partners, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Huntington National Bank | 94 | 1 450,00 | ||||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 67 069 | 0,97 | 6 | −16,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 739 | 1 747,50 | 64 | 2 000,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 987 | 0,13 | 257 | −5,51 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 283 | 110 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 915 169 | 5 522,47 | 78 789 | 5 209,23 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 860 | 332 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12 948 | 1,01 | 1 115 | −4,70 | ||||
| 2025-06-03 | 13F | Invst, LLC | 15 958 | 1 455 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 756 | 7,03 | 727 | −2,55 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 22 381 | 4,46 | 1 927 | −1,43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 846 | 0,02 | 417 | −5,44 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 421 | 36 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 39 | 8,33 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 53 935 | 1,36 | 4 643 | −4,31 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 302 | 0,40 | 456 | −5,20 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 151 | 13 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 179 | 0,56 | 15 | −6,25 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 336 | 0,90 | 29 | −6,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 3 512 | 14,25 | 302 | 7,86 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 528 | 11,51 | 218 | 5,34 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 550 | 399 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 11 557 | 8,66 | 995 | 2,47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 314 | 1,55 | 1 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 363 | 31 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 633 | 54 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 772 | 66 | ||||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 1 349 163 | 10,87 | 116 152 | 4,66 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 952 | 14,76 | 168 | 8,39 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 9 059 | 0,87 | 780 | −4,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 918 | 2,06 | 251 | −3,46 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 132 | 15,40 | 443 | 9,14 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 380 | 9,83 | 33 | 3,23 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 | 0 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 2 | 0 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 122 | 10 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 896 | 10,37 | 249 | 4,18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 24 623 | 95,90 | 2 120 | 84,90 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 533 | 46 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 35 355 | 59,10 | 3 044 | 50,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 077 | 216,76 | 93 | 196,77 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 53 | 5 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 752 | 0,32 | 323 | −5,57 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 2 627 | 226 | ||||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 25 082 | 0,93 | 2 159 | −4,72 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19 426 | 0,78 | 1 672 | −4,84 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5 700 | 491 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17 846 | 21,04 | 1 536 | 14,29 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 5 318 | 1 436,99 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 48 | 4 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 150 | 42,86 | 13 | 33,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 744 | 23,34 | 920 | 16,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 360 | 80,00 | 31 | 66,67 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6 162 | 17,24 | 530 | 10,65 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 9 260 | 8,94 | 797 | 2,84 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 6 292 | 11,74 | 542 | 5,46 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 3 316 | 285 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32 370 | 27,66 | 2 789 | 20,54 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 305 | 285 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 957 | 82 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 634 | 14,24 | 313 | 7,59 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 66 248 | 0,42 | 5 703 | −5,20 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 673 | 16,16 | 402 | 9,84 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14 020 | 11,92 | 1 207 | 5,69 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 7 867 | 677 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 853 | 15,91 | 1 107 | 9,40 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 655 | 5,25 | 487 | −0,82 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 570 | 49 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 450 | 39 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 539 651 | 6,31 | 218 639 | 0,35 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 31 055 | 6,81 | 2 674 | 0,83 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16 516 | 6,59 | 1 422 | 0,57 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 871 | 0,11 | 75 | −6,33 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 12 614 | 1 086 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 629 | 91,98 | 1 345 | 81,27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 523 580 | 6,66 | 45 075 | 0,68 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 363 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 965 | 6,02 | 341 | 0,00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3 677 | 0,79 | 317 | −4,82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 960 | 6,56 | 686 | 0,59 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 720 | 1 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 44 | 4 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 237 238 | 6,07 | 20 424 | 0,13 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 314 949 | 6,91 | 27 114 | 0,92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 276 073 | 5,89 | 23 767 | −0,04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 086 | 3,50 | 438 | −2,46 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 3 261 | 281 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 899 | 3,60 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 37 103 | 1,94 | 3 194 | −3,77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 250 | 3 723 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 298 | 79,52 | 0 | |||||
| 2025-08-14 | 13F | FIL Ltd | 47 123 | 0,14 | 4 057 | −5,48 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 479 | 37,84 | 127 | 30,93 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 140 172 | 52,40 | 12 079 | 43,99 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 609 | 225 | ||||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5 995 | 13,26 | 516 | 7,05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 154 | 23,53 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 118 | 10 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 11 942 | 5,20 | 1 028 | −0,68 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 26 024 | 16,05 | 2 240 | 9,54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4 629 | 399 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 2 946 | 0,24 | 254 | −5,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 131 116 | 2,10 | 11 288 | −3,63 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 982 | 343 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27 830 | 29,97 | 2 396 | 22,69 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2 325 | 200 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 80 | 7 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 064 | 0,64 | 866 | −4,94 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11 121 | 957 | ||||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 4 150 | 12,16 | 357 | 5,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 506 | 216 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 13 361 | 8,05 | 1 150 | 2,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 104 | 140,88 | 525 | 127,27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7 331 | 7,24 | 631 | 1,28 |
