Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Russell 2500 ETF inkluderar Glenmede Investment Management, LP, Gerber Kawasaki Wealth & Investment Management, Centerpoint Advisors, LLC, Great Lakes Advisors, Llc, Bbr Partners, Llc, Old National Bancorp /in/, Evernest Financial Advisors, LLC, Empowered Funds, LLC, Franklin Resources Inc, Quantinno Capital Management LP, Park Avenue Securities Llc, Exchange Traded Concepts, Llc, Greenwood Capital Associates Llc, Russell Investments Group, Ltd., SRS Capital Advisors, Inc., First Command Advisory Services, Inc., och Qube Research & Technologies 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 477 | 187,35 | 32 | 220,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 560 | 9,75 | 309 | 19,31 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 491 438 | 21,47 | 33 313 | 31,66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 70 830 | 17,69 | 4 801 | 27,56 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95 048 | 36,77 | 6 423 | 47,52 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 171 088 | 21,90 | 11 596 | 32,12 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39 282 | 2,29 | 2 655 | 10,31 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 286 | 0,34 | 223 | 8,82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 7 897 | 14,87 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 92 198 | 10,28 | 6 249 | 22,53 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 30 637 | 2 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 834 | 1,00 | 260 | 9,28 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 933 | 2,84 | 199 | 11,24 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2 630 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 6 874 | 303,64 | 466 | 338,68 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 295 | 851,61 | 18 | 800,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 22 217 | 18,33 | 1 506 | 28,19 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 9 058 | 91,62 | 614 | 107,80 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 028 | 56,84 | 476 | 70,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 121 015 | 0,43 | 8 202 | 8,85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 677 | 46 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 995 | 339 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 14 772 | 30,40 | 1 001 | 41,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30 139 | 37,41 | 2 043 | 48,94 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 264 | 374,63 | 153 | 427,59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 280 032 | 199,87 | 18 974 | 224,82 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 77 867 | 12,17 | 5 278 | 21,56 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 71 026 | 18,90 | 4 814 | 28,89 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 3 428 | 0,12 | 242 | 14,76 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 138 848 | 4,84 | 9 411 | 13,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 158 245 | 19,88 | 10 726 | 29,92 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 37 | 3 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46 169 | 2,47 | 3 129 | 11,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 576 | 60,45 | 1 462 | 73,84 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 41 474 | 22,67 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 2 977 | 202 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 22 279 | 5,29 | 322 | 5,57 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 32 787 | 461,13 | 2 255 | 517,81 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5 020 | 0,50 | 340 | 8,97 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 304 | 299,75 | 427 | 335,71 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7 203 | 7,68 | 496 | 18,42 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 43 462 | 219,90 | 2 946 | 246,88 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 11 206 | 760 | ||||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 25 637 | 1 738 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 648 | 44 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 306 | 224 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 310 495 | 2,46 | 21 045 | 11,05 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 115 875 | 7 854 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 429 | 232 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 210 | 82 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 82 855 | 42,18 | 5 617 | 54,14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4 853 | 329 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1 160 | 1,84 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 35 916 | 24,01 | 2 434 | 34,40 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 171 088 | 20,59 | 11 596 | 30,70 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 236 044 | 8,93 | 15 999 | 18,07 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 62 130 | 26,26 | 4 | 33,33 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 2 975 | 202 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16 173 | 0,30 | 1 096 | 3,40 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 522 | 2,06 | 1 323 | 10,62 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1 637 | 634,08 | 111 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 269 | 27,79 | 87 | 38,71 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 13 192 | 298,19 | 894 | 331,88 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 4 361 | 8,73 | 296 | 18,00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 2 262 153 | 29,37 | 141 475 | 18,98 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 8 977 | 608 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 11 442 | 0,31 | 1 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 3 997 | 12,50 | 271 | 21,62 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 503 388 | 4,44 | 34 120 | 13,19 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5 696 | 386 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 2 983 | 202 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 621 081 | 13,99 | 42 097 | 23,54 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 180 047 | 181,80 | 12 204 | 205,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 930 717 | 198 644 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 38 942 | 20,92 | 2 639 | 31,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 391 | 0 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11 730 | 0,80 | 795 | 9,35 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 330 | 8,55 | 22 | 15,79 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 78 834 | 0,56 | 5 343 | 9,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 772 | 48,83 | 730 | 61,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 256 516 | 1,88 | 17 387 | 10,41 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 11 811 | 17,45 | 800 | 27,39 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 51 384 | 92,46 | 3 483 | 108,63 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 8 520 | 2,18 | 577 | 10,75 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 152 710 | 6,85 | 10 351 | 15,80 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12 585 | 236,23 | 853 | 264,10 | ||||
| 2025-08-14 | 13F | UBS Group AG | 323 310 | 16,97 | 21 914 | 26,77 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 248 | 26,12 | 966 | 36,69 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 59 098 | 2 596,08 | 4 006 | 2 823,36 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 8 598 | 583 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 10 288 | 17,78 | 697 | 27,66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 73 | 1,39 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 816 499 | 1,34 | 55 342 | 9,83 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 004 | 19,76 | 1 424 | 29,84 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 88 183 | 37,19 | 5 977 | 48,72 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 571 | 0,68 | 242 | 9,50 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 4 957 | 26,16 | 345 | 40,82 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 897 | 128,24 | 61 | 150,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 981 | 202 | ||||||
| 2025-08-13 | 13F | First National Advisers, LLC | 3 043 | 206 |
