Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG MSCI USA Leaders ETF inkluderar Pathstone Holdings, LLC, Duncan Williams Asset Management, LLC, Relyea Zuckerberg Hanson LLC, Aqr Capital Management Llc, Horst & Graben Wealth Management LLC, Angeles Wealth Management, Llc, First Horizon Advisors, Inc., Gladwyn Financial Advisors, Inc., och Biltmore Family Office, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2 247 | 0,04 | 243 | 13,02 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 5 632 | 80,98 | 610 | 104,70 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 127 760 | 7,06 | 13 843 | 21,07 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 8 | 1 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 128 | 14 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 9 500 | 1 029 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 197 | 3,76 | 888 | 17,46 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 8 135 | 0,17 | 881 | 13,24 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 237 | 6,22 | 459 | 20,16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 189 743 | 0,74 | 20 559 | 16,01 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4 719 | 511 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 859 | 4,96 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6 480 | 702 | ||||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 4 378 | 4,19 | 474 | 17,91 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 474 | 78,20 | 51 | 104,00 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 3 853 | 2,17 | 421 | 29,94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 031 | 2,58 | 1 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 476 | 0,07 | 160 | 12,77 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 28 416 | 0,04 | 3 079 | 13,12 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 2 813 | 0,18 | 305 | 13,01 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 420 | 46 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 19 372 | 2 099 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 53 621 | 55,88 | 5 810 | 76,30 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 985 | 35,30 | 107 | 53,62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 848 | 3,58 | 634 | 17,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 241 388 | 0,50 | 26 425 | 14,83 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 57 611 | 3,89 | 6 | 20,00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2 666 | 1,29 | 289 | 14,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 22 527 | 12,44 | 2 441 | 27,15 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 12 010 | 10,08 | 1 301 | 24,50 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 2 812 | 0,25 | 305 | 13,43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 850 | 22,48 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 538 | 11,64 | 817 | 26,32 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 22 327 | 0,50 | 2 419 | 13,67 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12 019 | 0,12 | 1 302 | 13,22 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 771 | 300 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2 152 | 233 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 2 815 | 0,14 | 305 | 13,01 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 13 229 | 5,41 | 1 433 | 19,22 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 567 | 61 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 4 509 | 34,76 | 489 | 52,50 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 4 620 | 9,76 | 501 | 24,07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 874 | 6,51 | 853 | 20,48 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 2 325 | 0,26 | 252 | 13,06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 362 592 | 3,45 | 39 287 | 16,99 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 2 050 | 222 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 46 871 | 284,00 | 5 078 | 334,39 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 1 049 | 0,10 | 114 | 13,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 806 | 0,17 | 521 | 13,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6 866 | 52,31 | 744 | 72,39 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 77 332 | 8 379 | ||||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 13 770 | 3,88 | 1 492 | 17,40 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23 602 | 1,97 | 2 557 | 15,34 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 501 | 0,04 | 488 | 12,99 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 916 | 213,89 | 316 | 343,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17 252 | 5,10 | 1 869 | 18,89 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4 205 | 7,27 | 456 | 21,33 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 43 736 | 2,25 | 4 777 | 25,75 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 23 200 | 5,38 | 2 514 | 19,16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 180 | 3,40 | 886 | 17,04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43 930 | 0,53 | 4 760 | 13,69 | ||||
| 2025-08-14 | 13F | Obsido Oy | 11 647 | 2,93 | 1 262 | 16,33 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 154 | 3,94 | 667 | 17,46 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 587 | 10,75 | 64 | 26,00 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 495 | 6,43 | 379 | 20,38 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 16 194 | 0,73 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 851 | 28,31 | 308 | 44,81 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3 084 | 334 |
