Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Industrials ETF inkluderar Bnp Paribas Arbitrage, Sa, Gts Securities Llc, Tradewinds, LLC., Spence Asset Management, Kennicott Capital Management Llc, Axxcess Wealth Management, Llc, Capital Asset Advisory Services LLC, Vivaldi Capital Management, LLC, Fountainhead AM, LLC, Carnegie Capital Asset Management, LLC, Qrg Capital Management, Inc., Independent Solutions Wealth Management, LLC, Cardinal Point Capital Management, ULC, Zhang Financial LLC, Wiley Bros.-aintree Capital, Llc, Wealthstream Advisors, Inc., Atlantic Union Bankshares Corp, Glenmede Investment Management, LP, Harbor Asset Planning, Inc., och Exchange Traded Concepts, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 61 | 306,67 | 9 | 700,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 37 583 | 4,18 | 5 320 | 14,22 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 2 118 | 301 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 258 | 2,38 | 37 | 12,50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 591 | 5,81 | 1 365 | 15,69 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 2 630 | 17,36 | 374 | 28,52 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 4 002 | 0,35 | 570 | 9,63 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 45 148 | 28,63 | 6 425 | 40,62 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 34 517 | 0,97 | 4 912 | 10,38 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 398 | 341 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20 000 | 38,16 | 2 846 | 51,06 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 262 | 26,91 | 1 603 | 38,70 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 409 | 2,08 | 343 | 11,40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 965 | 0,07 | 422 | 9,35 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9 066 | 4,05 | 1 313 | 16,40 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 811 | 5,12 | 827 | 15,02 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 1 635 | 233 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 328 | 758 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 24 | 3 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 837 454 | 0,11 | 119 178 | 9,44 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39 501 | 61,60 | 5 621 | 76,71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 17 | 2 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 220 | 0 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 363 | 0,75 | 1 048 | 10,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1 581 | 225 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 1 695 | 0,18 | 241 | 9,55 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 113 | 1 011,30 | 1 582 | 1 116,15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 411 | 5,61 | 343 | 15,49 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1 723 | 245 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 184 | 4,05 | 311 | 28,63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 173 581 | 1,24 | 24 702 | 10,68 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1 410 | 201 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 22 174 | 111,20 | 3 156 | 125,20 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12 001 | 9,88 | 1 708 | 20,13 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 114 | 16 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 13 118 | 1 867 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 1 838 | 262 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 220 413 | 45,76 | 31 | 63,16 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50 357 | 7 166 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 217 | 31 | ||||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 2 021 | 3,06 | 288 | 12,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97 883 | 6,11 | 13 931 | 16,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42 302 | 6,08 | 6 | 20,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 4 283 | 610 | ||||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 7 484 | 1 065 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 764 644 | 14 556,51 | 12 | −99,23 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 144 | 0,56 | 305 | 10,11 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 776 | 9,87 | 1 960 | 20,10 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 4 925 | 2,93 | 701 | 12,54 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 2 387 | 9,55 | 340 | 19,79 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1 751 | 0,23 | 249 | 9,69 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9 218 | 0,61 | 1 312 | 9,98 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 580 | 0,17 | 83 | 9,33 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4 339 | 5,98 | 617 | 15,98 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 534 | 218 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 108 | 15 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 2 986 | 2,93 | 425 | 12,47 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 407 | 0,14 | 200 | 9,89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11 716 | 9,70 | 1 667 | 19,93 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 3 747 | 533 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 2 081 | 1,81 | 296 | 11,28 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 2 237 | 1,08 | 318 | 10,42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 608 | 378 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 814 | 0,39 | 258 | 9,79 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 2 660 | 0,08 | 379 | 9,25 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 381 | 0,26 | 54 | 10,20 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 614 | 13,69 | 799 | 24,30 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 769 | 58,59 | 394 | 73,57 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 674 | 0,15 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 460 | 65 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1 255 | 2,28 | ||||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 30 982 | 0,85 | 4 409 | 10,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 265 | 172,42 | 1 320 | 198,42 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 70 924 | 26,33 | 10 093 | 38,11 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60 084 | 1,67 | 8 551 | 11,14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9 750 | 7,85 | 1 388 | 17,94 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 20 058 | 2 854 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 643 | 92 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 211 | 17,25 | 1 311 | 28,18 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 2 002 | 19,17 | 285 | 30,28 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 8 212 | 1 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 700 | 75,00 | 91 | 71,70 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 41 159 | 11,96 | 5 857 | 19,34 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 341 286 | 40,52 | 48 568 | 53,61 | ||||
| 2025-08-08 | 13F | Creative Planning | 19 019 | 0,01 | 2 707 | 9,33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 38 440 | 79,06 | 5 470 | 95,78 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 18 059 | 372,13 | 2 622 | 426,31 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 600 | 85 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 11 926 | 1 697 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 877 | 596,03 | 125 | 675,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 43 760 | 127,32 | 6 227 | 148,58 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 20 479 | 14,09 | 2 914 | 24,74 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 12 | 2 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 132 637 | 21,87 | 19 204 | 41,49 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 24 208 | 22,36 | 3 | 50,00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 396 | 6,35 | 341 | 16,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 713 | 47,62 | 101 | 60,32 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 13 461 | 1 752 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 249 | 2,47 | 35 | 12,90 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 930 | 1,84 | 417 | 11,23 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 488 | 0,21 | 69 | 9,52 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 719 | 27,62 | 245 | 39,43 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 43 743 | 0,35 | 6 225 | 9,71 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 2 456 | 0,04 | 349 | 9,40 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 4 132 | 588 | ||||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 10 534 | 62,16 | 1 499 | 77,40 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17 113 | 5,77 | 2 435 | 15,62 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 490 | 212 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5 328 | 764 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 642 | 0,06 | 234 | 9,39 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 081 | 1,96 | 296 | 11,70 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 815 | 47,89 | 828 | 61,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 313 437 | 5,57 | 44 605 | 15,41 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11 969 | 0,19 | 1 703 | 9,52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 434 | 76,38 | 204 | 94,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47 871 | 2,04 | 6 812 | 11,54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 642 | 0,16 | 84 | −2,35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 57 701 | 3,31 | 8 211 | 12,94 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 700 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 623 | 231 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 2 282 | 0,22 | 325 | 9,46 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 342 | 0,29 | 49 | 9,09 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 684 | 0,06 | 667 | 9,36 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 3 518 | 0,20 | 501 | 9,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 601 | 21,21 | 1 224 | 32,61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7 232 | 0,07 | 1 029 | 9,47 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 962 | 92,09 | 422 | 110,50 | ||||
| 2025-07-28 | 13F | Essex LLC | 11 582 | 19,90 | 1 648 | 31,11 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1 654 | 235 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 6 187 | 4,69 | 880 | 14,43 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 470 | 50,24 | 352 | 64,02 | ||||
| 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 | 37 718 | 81,81 | 5 368 | 98,78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30 854 | 438,18 | 4 391 | 488,47 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 684 | 0,11 | 382 | 9,17 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 821 | 12,53 | 863 | 31,60 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 042 | 0,37 | 807 | 2,94 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 38 | 5 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 284 | 113,29 | 183 | 127,50 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 716 | 5,60 | 386 | 15,57 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 800 | 256 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 372 | 6,00 | 480 | 15,70 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 329 | 0,30 | 47 | 9,52 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 677 | 36,58 | 381 | 50,00 |
