Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Mortgage Real Estate ETF inkluderar Aster Capital Management (DIFC) Ltd, Quantessence Capital LLC, Twin Peaks Wealth Advisors, LLC, och Smartleaf Asset Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F/A | CX Institutional | 402 | 1,26 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 70 200 | 1,74 | 1 501 | −3,10 | |||
| 2025-08-14 | 13F | UBS Group AG | 172 058 | 15,01 | 3 679 | 9,56 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28 970 | 19,63 | 619 | 14,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 269 | 6 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 900 | 19 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35 672 | 17,69 | 763 | 12,06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 219 571 | 10,84 | 4 694 | 5,60 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 10 800 | 11,34 | 231 | 5,99 | |||
| 2025-08-12 | 13F | Change Path, LLC | 18 098 | 12,20 | 387 | 6,93 | ||||
| 2025-05-29 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 16 147 | 85,92 | 362 | 95,68 | ||||
| 2025-08-13 | 13F | Bayview Asset Management, Llc | Put | 71 500 | 1 529 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 577 216 | 25,04 | 33 721 | 19,13 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 142 151 | 388,95 | 3 039 | 366,10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29 425 | 2,94 | 629 | −1,87 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 14 646 | 1,78 | 313 | −2,80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22 287 | 39,77 | 476 | 33,33 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 35 243 | 11 766,33 | 753 | 12 450,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12 637 | 0,93 | 270 | −3,57 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 84 876 | 10,51 | 1 815 | 5,28 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 497 | 0,33 | 395 | −4,36 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 22 193 | 3,97 | 474 | −1,04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 576 | 13,01 | 568 | 7,78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15 384 | 2,97 | 329 | −0,61 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 66 184 | 5,77 | 1 416 | 1,07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 528 | 239,56 | 33 | 220,00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 161 494 | 25,91 | 3 453 | 19,94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 741 903 | 0,44 | 15 862 | −4,31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13 800 | 79,22 | 295 | 71,51 | |||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 379 671 | 14,07 | 8 117 | 8,68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 32 214 | 100,46 | 701 | 94,72 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 9 565 | 205 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 133 338 | 85,26 | 2 851 | 76,47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 346 | 0,26 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 51 797 | 0,07 | 1 107 | −4,65 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 321 751 | 6,03 | 6 879 | 1,03 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 340 | 1,10 | 221 | −3,49 | ||||
| 2025-08-14 | 13F | Quantessence Capital LLC | 23 470 | 502 | ||||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 29 250 | 18,18 | 625 | 12,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25 183 | 1 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 68 | 3,03 | 1 | 0,00 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −8 | −71,43 | −0 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15 104 | 323 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 397 414 | 4 415 611,11 | 8 497 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 111 968 | 14,54 | 2 394 | 9,12 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 29 420 | 18,45 | 629 | 13,74 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 223 | 48,67 | 5 | 33,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 600 405 | 8,37 | 12 837 | 3,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 783 | 347,43 | 17 | 433,33 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 33 803 | 0,16 | 723 | −4,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10 881 | 233 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 241 | 94 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 23 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33 758 | 1,05 | 722 | −3,74 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 880 | 12,48 | 318 | 7,43 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 31 279 | 5,88 | 669 | 0,91 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1 980 | 23,75 | 42 | 20,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 149 | 2,76 | 3 | 0,00 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −5 | −76,19 | −0 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 66 044 | 38,99 | 1 412 | 32,46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 523 995 | 1,88 | 11 203 | −2,93 | ||||
| 2025-08-14 | 13F | Aster Capital Management (DIFC) Ltd | 148 992 | 3 185 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 114 073 | 4,73 | 2 | 0,00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 25 924 | 33,57 | 582 | 40,34 |
