Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Telecommunications ETF inkluderar Zurich Insurance Group Ltd/FI, Oribel Capital Management, LP, USA Financial Portformulas Corp, Forefront Analytics, LLC, Equitable Holdings, Inc., Lifestyle Asset Management, Inc., Foundations Investment Advisors, LLC, KKM Financial LLC, Fountainhead AM, LLC, Midwest Trust Co, Smartleaf Asset Management LLC, Gladstone Institutional Advisory LLC, Family Legacy Financial Solutions, LLC, Strategic Wealth Partners, Ltd., West Paces Advisors Inc., Curat Global, LLC, EBI - Longview Advantage ETF, och Eukles Asset Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 140 407 | 9,43 | 4 191 | 19,27 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 32 775 | 114,61 | 976 | 133,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 104 | 67,74 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 33 535 | 999 | ||||||
| 2025-08-06 | 13F | Eukles Asset Management | 281 | 8 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 18 452 | 15,13 | 550 | 25,34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 46 139 | 30,09 | 1 374 | 41,50 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 88 699 | 2 641 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 465 395 | 181,50 | 13 860 | 206,16 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 350 290 | 10 397 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 826 858 | 19,86 | 54 404 | 30,32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 203 | 0,39 | 155 | 9,22 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 39 073 | 2,52 | 1 164 | 11,51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9 006 | 268 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 17 190 | 110,33 | 512 | 129,15 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 753 | 231 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 184 398 | 14,40 | 5 491 | 24,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 961 | 63,55 | 58 | 81,25 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 957 | 14 792,50 | 177 | 17 600,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29 747 | 886 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 35 312 | 3,55 | 1 052 | 12,53 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 135 327 | 480,50 | 4 030 | 531,66 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 23 750 | 707 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 7 177 | 214 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 462 | 0,14 | 44 | 10,26 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 43 289 | 58,39 | 1 289 | 72,33 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 14 441 | 0,40 | 430 | 9,41 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 36 234 | 55,78 | 1 079 | 69,39 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 727 | 0,29 | 51 | 8,51 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 780 | 0,52 | 23 | 9,52 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 8 458 | 0,25 | 252 | 8,66 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 463 019 | 13 789 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7 213 | 85,76 | 215 | 101,89 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 425 982 | 26,70 | 12 686 | 37,76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 159 725 | 501,65 | 4 757 | 554,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30 528 | 286,82 | 909 | 320,83 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 388 671 | 11 575 | ||||||
| 2025-08-14 | 13F | KKM Financial LLC | 28 330 | 844 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 129 576 | 444,85 | 3 859 | 492,63 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 42 014 | 2,63 | 1 251 | 11,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 539 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25 967 | 0,00 | 773 | 8,72 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 122 001 | 3 633 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 24 592 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2 572 | 8,57 | 77 | 18,75 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 29 018 | 21,15 | 864 | 31,71 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 371 | 11 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 33 543 | 999 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 270 626 | 48,03 | 8 | 60,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 428 782 | 15,42 | 12 769 | 25,49 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 35 231 | 1 048 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6 327 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 199 | 270 | ||||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 13 399 | 44,06 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 567 609 | 77,87 | 16 903 | 93,40 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 200 | 2 031 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 132 014 | 8,02 | 3 931 | 17,45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 28 750 | 856 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 39 181 | 0,02 | 1 167 | 8,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8 150 | 243 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 80 469 | 2 396 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 4 800 | 200,00 | 143 | 230,23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 850 | 25 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 36 421 | 61,10 | 1 085 | 74,56 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 6 886 | 205 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 1 105 | 33 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 250 | 37 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1 891 | 56 | ||||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 861 | 26 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 75 634 | 2 252 | ||||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 33 | 3,12 | 1 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 72 515 | 94,73 | 2 159 | 111,87 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 12 112 | 361 | ||||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 1 080 | 0 | ||||||
| 2025-07-30 | NP | EMPB - Efficient Market Portfolio Plus ETF | Short | −43 206 | 137,64 | −1 210 | 134,50 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 229 | 202,29 | 126 | 228,95 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 1 154 002 | 34 366 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 18 487 | 551 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 168 618 | 30,09 | 5 021 | 41,44 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19 020 | 0,43 | 566 | 9,27 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 51 233 | 0,04 | 1 526 | 8,77 | ||||
| 2025-08-13 | 13F | Oribel Capital Management, LP | Call | 187 500 | 44 756 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14 460 | 22,31 | 424 | 31,37 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11 971 | 356 | ||||||
| 2025-08-08 | 13F | Croban | 75 634 | 0,60 | 2 252 | 9,38 |
