Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Global REIT ETF inkluderar Hills Bank & Trust Co, TCTMX - Transamerica ClearTrack 2035 R3, TCTQX - Transamerica ClearTrack 2040 R3, TCTZX - Transamerica ClearTrack Retirement Income R3, TCTTX - Transamerica ClearTrack 2045 R3, TCTUX - Transamerica ClearTrack 2050 R3, TCTLX - Transamerica ClearTrack 2030 R3, XY Planning Network, Inc., Peirce Capital Management, LLC, TCTKX - Transamerica ClearTrack 2025 R3, Garrett Investment Advisors LLC, Parkside Advisors LLC, Maseco Llp, Upper Left Wealth Management, LLC, Glenmede Investment Management, LP, TCTC Holdings, LLC, Promus Capital, LLC, Chilton Capital Management Llc, Sofos Investments, Inc., och Evolution Wealth Management Inc. .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1 138 | 28 | ||||||
| 2025-03-27 | NP | TCHDX - Transamerica ClearTrack 2035 R6 | 104 795 | 56,08 | 2 549 | 48,83 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5 902 | 146 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 624 235 | 9,22 | 64 819 | 11,20 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 26 976 | 4,07 | 666 | 6,05 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 876 | 0,46 | 22 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 20 048 | 0,01 | 495 | 1,85 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 330 917 | 4,97 | 8 174 | 6,86 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 36 375 | 1,05 | 898 | 2,86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 889 389 | 24,75 | 21 969 | 27,03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 203 517 | 3,35 | 29 727 | 5,22 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 19 336 | 4,55 | 478 | 6,47 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 764 | 3,66 | 19 | 5,88 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 216 614 | 2,24 | 5 350 | 4,11 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2 758 | 68 | ||||||
| 2025-06-26 | NP | TCTKX - Transamerica ClearTrack 2025 R3 | 41 509 | 1 003 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 181 583 | 11,80 | 29 185 | 13,83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 453 964 | 21,72 | 11 | 22,22 | ||||
| 2025-03-27 | NP | TDITX - Transamerica ClearTrack 2025 R1 | 72 077 | 48,14 | 1 753 | 41,18 | ||||
| 2025-03-27 | NP | TCRTX - Transamerica ClearTrack 2040 R1 | 131 547 | 48,74 | 3 199 | 41,80 | ||||
| 2025-03-27 | NP | TCITX - Transamerica ClearTrack Retirement Income R1 | 112 048 | 254,20 | 2 725 | 238,09 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 15 092 | 10,76 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 500 | 12 | ||||||
| 2025-07-21 | 13F | Red Mountain Financial, LLC | 13 940 | 324 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 415 | 0,73 | 10 | 0,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 649 | 0,78 | 16 | 6,67 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 374 828 | 9,54 | 9 258 | 11,53 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 530 | 1 383,19 | 0 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 18 | 0 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 13 050 | 4,07 | 322 | 5,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 19 694 | 2,07 | 486 | 3,85 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 936 996 | 0,01 | 121 944 | 1,82 | ||||
| 2025-08-14 | 13F | Nepc Llc | 1 851 623 | 18,54 | 45 735 | 20,69 | ||||
| 2025-03-27 | NP | TCSOX - Transamerica ClearTrack 2060 Class R1 | 6 639 | 24,75 | 161 | 19,26 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 79 280 | 3,27 | 1 958 | 5,16 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 853 902 | 4,67 | 21 091 | 6,57 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 272 096 | 9,80 | 6 721 | 11,80 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 100 850 | 3,96 | 2 491 | 5,82 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 431 190 | 6,09 | 10 650 | 8,01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 527 | 0,21 | 334 | 2,14 | ||||
| 2025-08-14 | 13F | UBS Group AG | 93 371 | 88,93 | 2 306 | 92,49 | ||||
| 2025-03-27 | NP | TCPTX - Transamerica ClearTrack 2045 R1 | 90 717 | 47,52 | 2 206 | 40,69 | ||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1 038 021 | 2,10 | 25 639 | 3,95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 816 994 | 1,80 | 143 680 | 3,64 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 187 | 15,86 | 103 | 18,39 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 66 334 | 1 638 | ||||||
| 2025-06-26 | NP | TCTLX - Transamerica ClearTrack 2030 R3 | 65 716 | 1 588 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16 356 | 0,13 | 404 | 1,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33 543 | 1,30 | 1 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 780 | 69 | ||||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 150 000 | 4 770,13 | 3 705 | 4 906,76 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 406 | 99,02 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 8 331 | 206 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 2 016 | 1,36 | 50 | 2,08 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 46 006 | 41,14 | 1 136 | 43,80 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 1 575 201 | 1,05 | 38 907 | 2,88 | ||||
| 2025-06-26 | NP | TCTMX - Transamerica ClearTrack 2035 R3 | 98 874 | 2 390 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 13 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 68 060 | 11,58 | 1 681 | 27,74 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 334 | 8 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 17 860 | 3,45 | 441 | 5,50 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2 951 690 | 10,82 | 73 025 | 13,02 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 57 259 | 0,90 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 287 456 | 7,75 | 7 100 | 9,70 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 235 485 | 135,53 | 5 692 | 134,10 | ||||
| 2025-06-26 | NP | TCTZX - Transamerica ClearTrack Retirement Income R3 | 81 338 | 1 966 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 40 204 | 3,86 | 993 | 5,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 975 311 | 24 090 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 357 | 30,77 | 9 | 33,33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 20 929 | 39,60 | 1 | |||||
| 2025-03-27 | NP | TDFTX - Transamerica ClearTrack 2030 R1 | 84 053 | 50,56 | 2 044 | 43,54 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 460 | 0,46 | 85 | 2,41 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 11 206 | 277 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 11 797 | 1,13 | 294 | 15,29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 84 074 | 80,69 | 2 077 | 84,04 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2 899 | 72 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 33 293 | 19,92 | 822 | 22,14 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 40 993 | 0,03 | 1 013 | 1,81 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 304 540 | 0,82 | 7 522 | 2,66 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 415 990 | 10,12 | 10 275 | 12,11 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 115 379 | 3,68 | 2 850 | 5,56 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 841 329 | 0,40 | 20 781 | 2,22 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 391 | 10 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 58 651 | 1 449 | ||||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 46 134 | 21,99 | 1 119 | 23,51 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 92 492 | 2,40 | 2 285 | 4,24 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9 768 | 241 | ||||||
| 2025-08-08 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 430 936 | 97,28 | 10 644 | 100,87 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 577 488 | 0,62 | 14 264 | 2,43 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | 0 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 000 | 3,63 | 148 | 5,71 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 10 105 | 1,05 | 250 | 2,89 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 33 293 | 17,13 | 822 | 19,30 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 24 277 | 1,28 | 600 | 3,10 | ||||
| 2025-03-27 | NP | TCTOX - Transamerica ClearTrack 2055 Class R1 | 11 877 | 73,31 | 289 | 65,52 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45 553 | 51,50 | 1 105 | 53,47 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 26 773 | 1,08 | 661 | 2,96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 116 | |||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 8 | 0 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 76 635 | 6,76 | 1 893 | 7,20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 730 | 3,00 | 191 | 4,40 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 674 | 190 | ||||||
| 2025-06-26 | NP | TCTQX - Transamerica ClearTrack 2040 R3 | 95 628 | 2 311 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 424 | 10 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 792 184 | 0,25 | 19 567 | 2,07 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1 422 662 | 4,64 | 35 140 | 6,54 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 128 | 0,79 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29 310 | 4,78 | 724 | 6,64 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 158 507 | 4,30 | 3 940 | 15,54 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 8 891 | 0,35 | 220 | 2,34 | ||||
| 2025-06-26 | NP | TCTTX - Transamerica ClearTrack 2045 R3 | 74 568 | 1 802 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 15 906 | 44,14 | 0 | |||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 69 563 | 31,02 | 1 688 | 32,63 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 47 371 | 1 170 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 96 381 | 4,26 | 2 381 | 6,16 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 21 856 | 1,84 | 524 | 0,58 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 425 | 208 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 103 198 | 24,21 | 2 549 | 26,45 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 8 097 | 200 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 12 267 | 7,11 | 303 | 9,39 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 17 236 | 426 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 430 419 | 26,94 | 10 649 | 29,46 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 108 843 | 2 688 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25 252 | 11,91 | 1 | |||||
| 2025-08-14 | 13F | Comerica Bank | 33 995 | 0,60 | 840 | 2,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13 000 | 321 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 5 533 | 5,96 | 137 | 7,94 | ||||
| 2025-06-26 | NP | TCTUX - Transamerica ClearTrack 2050 R3 | 67 506 | 1 632 | ||||||
| 2025-03-27 | NP | TRNTX - Transamerica ClearTrack 2050 R1 | 69 420 | 29,37 | 1 688 | 23,39 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 10 965 | 4,59 | 271 | 6,72 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40 855 | 9,13 | 1 014 | 11,67 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 8 144 | 201 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23 443 | 0,61 | 592 | 4,04 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 20 437 | 3,00 | 505 | 4,78 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 624 804 | 2,03 | 15 433 | 3,88 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15 892 | 393 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 053 734 | 42,14 | 26 027 | 44,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 617 901 | 2,98 | 39 962 | 4,85 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 64 780 | 10,43 | 1 600 | 12,44 | ||||
| 2025-07-15 | 13F | Maseco Llp | 8 999 | 222 | ||||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 26 241 | 648 | ||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 612 418 | 11,11 | 15 127 | 18,05 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 32 426 | 2,05 | 801 | 3,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11 656 | 3,22 | 288 | 5,13 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 56 352 | 1,33 | 1 392 | 3,11 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 309 953 | 15,92 | 7 656 | 18,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 61 945 | 48,36 | 1 523 | 51,14 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 43 | 1 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 10 437 | 4,00 | 258 | 5,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 39 019 | 708,52 | 964 | 723,08 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 10 007 | 150,74 | 247 | 157,29 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 5 457 | 0,17 | 135 | 1,52 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 11 053 | 16,34 | 262 | 13,97 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2 613 | 0,77 | 65 | 3,23 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 20 235 | 5,57 | 500 | 7,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 013 169 | 2,71 | 123 825 | 4,58 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 508 202 | 3,94 | 12 553 | 5,83 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 517 646 | 3,70 | 12 786 | 5,57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 276 997 | 17,96 | 6 842 | 20,10 | ||||
| 2025-08-15 | 13F | Harvest Fund Management Co., Ltd | 11 400 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 93 836 | 11,70 | 2 318 | 13,69 |
