Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI Global Sustainable Development Goals ETF inkluderar Wolff Wiese Magana 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 069 | 5,37 | 612 | 10,47 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11 500 | 25,00 | 872 | 31,13 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 183 | 1,10 | 14 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 713 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 834 | 14,51 | 518 | 19,91 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 640 | 1,11 | 49 | 6,67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 8 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 13 054 | 78,87 | 990 | 87,50 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 124 | 9,73 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 575 | 16,11 | 575 | 21,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 413 | 3,25 | 31 | 10,71 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 14 842 | 41,47 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 33 123 | 39,85 | 2 513 | 46,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15 696 | 18,95 | 1 191 | 24,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 408 | 1,75 | 31 | 3,45 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 153 | 98,70 | 12 | 120,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 5 866 | 14,32 | 445 | 19,68 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7 278 | 9,71 | 552 | 15,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8 738 | 0,26 | 663 | 5,08 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 4 401 | 1,06 | 334 | 4,72 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 4 071 | 1,07 | 309 | 5,84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 56 782 | 14,05 | 4 307 | 19,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 112 | 10,89 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3 541 | 1,08 | 269 | 5,93 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 946 | 117,47 | 71 | 129,03 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 653 | 4,48 | 50 | 8,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 242 | 0,49 | 94 | 5,62 |
