Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Financial Services ETF inkluderar Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Two Sigma Investments, Lp, Harbor Asset Planning, Inc., Florida Financial Advisors, Llc, Orrstown Financial Services Inc, Warren Averett Asset Management, LLC, Hartland & Co., LLC, Fiduciary Alliance LLC, Benchmark Financial Wealth Advisors, LLC, Adell Harriman & Carpenter Inc, Royal Capital Wealth Management, LLC, Crescent Grove Advisors, LLC, Glenmede Investment Management, LP, Evolution Wealth Management Inc., West Paces Advisors Inc., Annis Gardner Whiting Capital Advisors, LLC, och Strategic Wealth Partners, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wbh Advisory Inc | 8 988 | 151,69 | 769 | 174,64 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13 697 | 33,86 | 1 173 | 45,95 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 340 | 0,29 | 29 | 11,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 298 829 | 4,94 | 25 580 | 14,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 32 970 | 13,25 | 2 796 | 23,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 19 200 | 35,21 | 1 644 | 47,35 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 300 | 175,61 | 967 | 200,31 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 398 | 139,34 | 633 | 161,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 934 | 91,05 | 508 | 108,64 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2 725 | 233 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 158 887 | 0,86 | 13 601 | 9,91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 21 149 | 2,25 | 1 810 | 11,45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 | 2 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 950 | 0 | ||||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 6 060 | 3,64 | 519 | 12,85 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 115 807 | 1,98 | 9 913 | 11,14 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 44 347 | 2,17 | 3 796 | 11,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 104 178 | 3,56 | 8 918 | 12,86 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 898 | 182,21 | 762 | 208,10 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 5 340 | 0,64 | 457 | 9,86 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 383 | 41,85 | 33 | 52,38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21 043 | 53,73 | 1 801 | 67,53 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 2 400 | 205 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 000 | 53,85 | 85 | 70,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 379 | 204 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3 812 | 3,93 | 326 | 13,19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 922 | 1,65 | 79 | 9,86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 30 900 | 45,07 | 2 645 | 58,10 | |||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 877 | 15,59 | 760 | 25,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 163 185 | 5,09 | 13 969 | 14,52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51 300 | 14,25 | 4 391 | 24,53 | |||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 417 | 36 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 104 856 | 5,50 | 8 974 | 14,98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 008 | 23,45 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3 659 | 20,56 | 313 | 31,51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 923 | 62,54 | 955 | 81,02 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 418 | 53,63 | 121 | 68,06 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 457 | 13,64 | 1 751 | 23,92 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11 225 | 1,41 | 961 | 10,47 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 103 | 692,86 | 630 | 687,50 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33 509 | 9,78 | 2 868 | 19,65 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 623 | 0,16 | 53 | 10,42 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 835 | 0,04 | 243 | 9,01 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 306 | 26 | ||||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 2 400 | 205 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 505 496 | 4,24 | 43 270 | 13,60 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 900 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 061 357 | 11,34 | 90 852 | 21,34 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 2 722 | 233 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 493 269 | 0,53 | 42 224 | 9,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 548 | 3,79 | 47 | 12,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 831 | 3,47 | 1 612 | 12,74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 30 116 | 1,23 | 2 578 | 10,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 514 | 215 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8 694 | 3,82 | 744 | 13,24 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 13 362 | 4,45 | 1 144 | 13,84 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 23 707 | 3,80 | 2 029 | 13,10 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 6 286 | 11,22 | 537 | 21,22 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32 405 | 17,10 | 2 774 | 27,61 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 368 | 267,70 | 203 | 304,00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4 604 | 394 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 471 | 5,95 | 297 | 15,56 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 900 | 77 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 305 036 | 42,17 | 26 111 | 54,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26 384 | 0,97 | 2 258 | 10,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28 084 | 43,76 | 2 444 | 59,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37 544 | 2,91 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 522 | 1 173,17 | 45 | 1 366,67 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 4 913 | 1,53 | 421 | 10,53 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 63 160 | 4,21 | 5 406 | 13,57 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 130 064 | 2,95 | 11 133 | 12,18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 529 | 0,19 | 45 | 9,76 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5 859 | 0,03 | 502 | 8,91 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 714 | 0,28 | 61 | 10,91 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 268 | 8,52 | 194 | 18,29 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2 928 | 0,38 | 251 | 9,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 085 | 264 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 53 900 | 4 614 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6 166 | 0,28 | 528 | 9,11 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 941 | 1,52 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6 431 | 550 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 2 849 | 0,21 | 244 | 8,97 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 035 | 4,87 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 245 | 0,08 | 791 | 9,10 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3 273 | 280 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3 938 | 41,15 | 337 | 53,88 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 903 | 0,16 | 163 | 8,72 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 26 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 731 | 5,81 | 234 | 15,35 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 3 683 | 315 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 891 | 0,03 | 247 | 9,29 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 363 | 31 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 319 466 | 18,51 | 27 554 | 37,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 848 | 244 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9 411 | 2,74 | 806 | 11,96 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 72 676 | 8,24 | 6 221 | 17,94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 514 | 0,06 | 309 | 11,55 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 64 126 | 2,02 | 5 489 | 11,18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 554 | 1,47 | 903 | 10,66 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 645 | 0,31 | 55 | 10,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24 927 | 1,93 | 2 133 | 11,04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 655 | 0,02 | 398 | 9,04 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 008 | 44,95 | 343 | 58,06 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 006 | 186,61 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 25 847 | 12,65 | 2 213 | 22,75 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 123 177 | 9 571 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 372 | 64,71 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4 491 | 0,20 | 384 | 9,09 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 44 626 | 26,33 | 3 820 | 37,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 68 204 | 7,78 | 5 838 | 17,46 |
