Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF inkluderar LifePlan Investment Advisors, Inc., Theory Financial Llc, Maia Wealth LLC, Raymond James Financial Inc, Twin Peaks Wealth Advisors, LLC, Evolution Wealth Management Inc., Ameritas Advisory Services, LLC, och Kilter Group 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Cetera Investment Advisers | 80 148 | 3,41 | 4 077 | 13,85 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 14 326 | 44,33 | 729 | 58,95 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 20 687 | 2,17 | 1 052 | 12,51 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 502 | 76 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 7 956 | 46,06 | 405 | 60,96 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2 159 | 4,70 | 0 | |||||
2025-08-13 | 13F | Elios Financial Group Inc. | 8 711 | 2,09 | 443 | 12,44 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 56 267 | 15,20 | 2 862 | 26,87 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 830 | 20,20 | 500 | 32,36 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 179 | 9 | ||||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 16 340 | 0,05 | 831 | 10,21 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18 907 | 111,91 | 942 | 128,40 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16 472 | 0,96 | 1 | |||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 330 | 56,12 | 169 | 72,45 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7 794 | 6,93 | 396 | 17,86 | ||||
2025-08-04 | 13F | Assetmark, Inc | 30 407 | 6,66 | 1 547 | 17,48 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 81 644 | 2,83 | 4 | 33,33 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 296 | 2,07 | 15 | 15,38 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 376 | 2,34 | 273 | 12,81 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 8 806 | 3,48 | 448 | 13,74 | ||||
2025-08-14 | 13F | UBS Group AG | 1 414 | 5,76 | 72 | 16,39 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 53 | 3 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2 333 | 0,65 | 119 | 10,28 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 3 957 | 201 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 935 | 120,00 | 48 | 161,11 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4 163 | 212 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 138 | 3,66 | 1 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 18 402 | 100,83 | 936 | 121,04 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 456 | 75 | ||||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 19 757 | 3,43 | 1 005 | 13,83 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 13 147 | 59,96 | 669 | 76,25 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 8 156 | 3,69 | 415 | 14,05 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 178 | 1,71 | 9 | 12,50 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 304 | 2,55 | 270 | 13,03 | ||||
2025-08-13 | 13F | Kilter Group LLC | 103 | 5 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 036 | 22,56 | 1 | 0,00 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 229 | 12 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 31 315 | 0,83 | 1 593 | 11,02 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 920 | 0,68 | 98 | 10,23 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 178 | 4,85 | 378 | 11,21 | ||||
2025-07-25 | 13F | Cwm, Llc | 69 073 | 121,10 | 4 | 200,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 296 660 | 16,58 | 15 089 | 28,36 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 797 | 41 | ||||||
2025-08-11 | 13F | Theory Financial Llc | 4 052 | 202 |