Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF inkluderar Mariner, LLC, Regatta Capital Group, Llc, Cowa, Llc, D.a. Davidson & Co., Coldstream Capital Management Inc, Harbor Asset Planning, Inc., Farther Finance Advisors, LLC, och Premier Financial Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 68 627 | 0,27 | 2 883 | 1,66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 55 625 | 0,46 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7 511 | 316 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 256 | 55,07 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 851 | 5,30 | 414 | 6,72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37 690 | 1 583 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 343 | 9,50 | 140 | 11,11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 153 | 0,09 | 48 | 2,13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34 726 | 2,33 | 1 459 | 3,70 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 12 099 | 508 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 740 | 0,06 | 283 | 1,43 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 605 | 0,50 | 25 | 4,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 140 | 18,64 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 207 254 | 11,59 | 8 708 | 13,11 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 58 | 1,75 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 8 667 | 6,12 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 411 | 311 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 107 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 549 | 0,80 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17 044 | 26,30 | 716 | 28,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 115 | 5 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 895 | 38 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 384 640 | 16 159 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 000 | 23,92 | 252 | 26,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 763 | 1 026 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 47 350 | 17,57 | 1 989 | 19,17 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 221 | 1 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 346 | 0,24 | 435 | 1,87 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7 589 | 0,26 | 319 | 1,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 358 555 | 484,19 | 15 063 | 492,06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 36 302 | 59,67 | 1 525 | 61,89 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 7 230 | 13,54 | 297 | 12,50 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 8 846 | 372 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4 846 | 204 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 1 | 0 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7 951 | 2 632,30 | 334 | 2 683,33 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 36 205 | 3,80 | 1 521 | 5,19 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 13 106 | 0,32 | 551 | 1,66 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 8 936 | 80,38 | 375 | 82,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 163 857 | 17,00 | 6 884 | 18,57 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 63 468 | 2,75 | 2 666 | 4,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 063 | 2,89 | 633 | 4,29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 428 | 0,07 | 228 | 1,79 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 360 | 0,22 | 57 | 1,79 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 289 440 | 1,88 | 12 159 | 3,26 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 032 | 211 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 4 633 | 0,11 | 195 | 1,57 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 18 814 | 10,27 | 790 | 11,74 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 13 306 | 0,05 | 559 | 1,27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 142 | 57,67 | 510 | 59,87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6 780 | 12,16 | 285 | 13,60 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 8 940 | 317,76 | 376 | 331,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 261 708 | 0,06 | 53 004 | 1,41 |
