Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI USA Size Factor ETF inkluderar Strategic Financial Services, Inc,, First Trust Advisors Lp, OneAscent Family Office, LLC, Raymond James Financial Inc, Briaud Financial Planning, Inc, Signature Resources Capital Management, LLC, och Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 1 458 | 0,21 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 781 | 0,91 | 413 | 3,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 58 311 | 4 044,35 | 9 011 | 4 316,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 395 | 42,93 | 216 | 52,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5 237 | 90,64 | 1 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 40 | 6 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 727 | 115,07 | 267 | 129,31 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1 397 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 48 | 23,08 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 496 477 | 4,62 | 76 726 | 11,17 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 103 600 | 16 010 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 861 | 54,51 | 751 | 64,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 48 190 | 3,42 | 7 447 | 9,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1 512 | 4,64 | 234 | 10,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 725 | 173,60 | 1 647 | 190,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 938 | 14,61 | 0 | |||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 92 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38 825 | 17,31 | 6 000 | 24,66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 358 | 0,34 | 364 | 6,74 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 442 | 223 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 30 670 | 13,33 | 4 376 | 4,84 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 12 224 | 0,04 | 1 889 | 6,30 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 766 | 106,02 | 582 | 119,25 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 167 623 | 5,35 | 25 904 | 11,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 | 2 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1 538 | 5,49 | 238 | 11,79 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 177 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 17 891 | 2,79 | 2 765 | 9,21 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 1 963 | 0,36 | 303 | 6,69 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 115 036 | 2,30 | 17 778 | 8,69 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 1 939 | 0,15 | 300 | 6,41 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 41 803 | 71,48 | 6 460 | 82,23 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 373 667 | 3,04 | 57 746 | 9,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 62 880 | 56,48 | 9 717 | 66,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 975 | 151 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 62 | 9 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 581 | 11,98 | 708 | 19,19 |
