Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Residential and Multisector Real Estate ETF inkluderar Gamco Investors, Inc. Et Al, TT Capital Management LLC, Comprehensive Wealth Management, LLC, Everstar Asset Management, LLC, Family Wealth Partners, Llc, Park Avenue Securities Llc, GKV Capital Management Co., Inc., Dunhill Financial, LLC, och JDM Financial 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 44 769 | 7,57 | 3 686 | 2,50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 75 | 6 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 7 048 | 1,66 | 580 | −3,17 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 12 384 | 96,98 | 1 020 | 87,66 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 55 730 | 5,22 | 4 589 | 0,24 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 3 942 | 3,09 | 325 | −1,82 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 020 | 48,26 | 84 | 40,68 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 49 216 | 2,21 | 4 052 | −2,62 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67 076 | 48,58 | 6 | 66,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 912 | 0,06 | 0 | |||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 4 587 | 0,61 | 378 | −4,07 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 37 | 3 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 193 | 9,34 | 675 | 4,17 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 2 832 | 16,54 | 233 | 10,95 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 22 973 | 0,16 | 1 892 | −4,59 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 4 201 | 35,78 | 346 | 29,21 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 826 | 18,61 | 476 | 13,06 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 36 | 3 | ||||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 18 891 | 0,58 | 1 556 | −4,19 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 50 468 | 4 156 | ||||||
| 2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 111 429 | 34,29 | 9 175 | 27,96 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25 436 | 1,39 | 2 094 | −3,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 312 | 52,61 | 767 | 45,35 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 3 035 | 0,30 | 250 | −4,60 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 13 731 | 3,13 | 1 131 | −1,74 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 236 | 23 500,00 | 19 | |||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 38 515 | 10,08 | 3 171 | 4,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 712 | 0 | ||||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 94 756 | 0,59 | 7 802 | −4,15 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 7 458 | 614 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 31 310 | 8,39 | 2 577 | 13,37 | ||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 2 430 | 210 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 114 | 0,88 | 9 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 19 | 35,71 | 0 | |||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 51 136 | 2,30 | 4 210 | 0,24 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23 941 | 1 971 | ||||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 24 430 | 0,86 | 2 012 | −3,92 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 545 | 210 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 3 524 | 290 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 85 460 | 1,79 | 7 037 | −3,02 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 100 | 8 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 8 968 | 738 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 453 | 0,12 | 284 | −4,05 | ||||
| 2025-07-25 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 474 807 | 0,64 | 39 096 | −4,12 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 764 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 938 | 89,11 | 77 | 83,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 47 286 | 85,13 | 3 894 | 76,39 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 162 276 | 8,47 | 13 362 | 3,35 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 658 | 0,97 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 35 777 | 10,69 | 2 946 | 5,44 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 218 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 293 202 | 22,89 | 24 142 | 17,09 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 7 792 | 5,43 | 642 | 0,47 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 6 724 | 0,24 | 554 | −4,49 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 10 683 | 3,82 | 880 | −1,12 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 7 839 | 1,67 | 646 | −3,15 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 87 | 244,00 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 180 | 15 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 529 067 | 12,97 | 43 563 | 7,64 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 7 899 | 650 | ||||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 14 398 | 7,01 | 1 199 | 10,41 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 908 | 0,51 | 322 | −4,46 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 119 020 | 21,55 | 9 800 | 15,83 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 12 454 | 19,33 | 1 025 | 13,76 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 267 | 22 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 167 757 | 10,79 | 13 857 | 10,89 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121 617 | 30,55 | 10 018 | 24,39 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 111 | 0,91 | 9 | 0,00 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 3 797 | 313 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 110 453 | 33,62 | 9 | 28,57 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2 715 | 4,87 | 224 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 31 922 | 1,26 | 2 628 | −3,52 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7 221 | 13,66 | 595 | 8,20 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 239 | 0,84 | 20 | −5,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 73 113 | 27,13 | 6 020 | 21,13 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 37 573 | 8,84 | 3 094 | 3,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 24 744 | 6,96 | 2 037 | 1,90 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 499 | 2,03 | 617 | −2,83 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 13 672 | 1,28 | 1 126 | −3,52 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 12 | 1 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 756 | 113,26 | 474 | 103,00 |
