Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core U.S. REIT ETF inkluderar Glenmede Investment Management, LP, Toronto Dominion Bank, Signal Advisors Wealth, LLC, Silverlake Wealth Management Llc, Kestra Private Wealth Services, Llc, Mma Asset Management Llc, Prairieview Wealth Partners, Llc, Fisher Asset Management, LLC, NFP Retirement, Inc., Merit Financial Group, LLC, SMILX - SMI 50/40/10 Fund, Principia Wealth Advisory, LLC, Dunhill Financial, LLC, Skopos Labs, Inc., Hantz Financial Services, Inc., Nbc Securities, Inc., Breakwater Investment Management, Legacy Wealth Managment, LLC/ID, och Legacy Investment Solutions, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Buckingham Strategic Partners | 23 243 | 58,76 | 1 315 | 55,87 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1 057 | 60 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 23 948 | 2,34 | 1 354 | 0,52 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 6 748 | 48,57 | 382 | 45,98 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 114 | 6 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 515 | 0,59 | 29 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 759 | 0,66 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 5 514 | 10,48 | 312 | 8,36 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 44 226 | 1,88 | 2 501 | 0,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11 714 | 15,83 | 663 | 13,75 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60 938 | 42,26 | 3 447 | 39,68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 23 066 | 13,55 | 1 305 | 15,91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 95 | 1,06 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 839 331 | 152,04 | 47 473 | 147,49 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 231 | 13 | ||||||
| 2025-07-09 | 13F | Veracity Capital LLC | 4 600 | 260 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 20 | 0 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 13 693 | 774 | ||||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 21 720 | 3,18 | 1 215 | −0,16 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 52 693 | 1,21 | 2 980 | −0,60 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 314 | 18 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 16 324 | 26,28 | 923 | 24,06 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 700 | 72,30 | 153 | 68,89 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 7 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 279 | 4,89 | 16 | 0,00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 426 521 | 6,30 | 24 124 | 4,38 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 49 180 | 63,88 | 2 782 | 60,94 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 1 880 | 105 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 43 172 | 99,22 | 2 442 | 96,70 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 14 289 | 0,44 | 808 | −1,34 | ||||
| 2025-06-23 | NP | ITDJ - iShares LifePath Target Date 2070 ETF | 563 | 48,55 | 31 | 47,62 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 145 460 | 0,27 | 8 227 | −1,54 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-06-23 | NP | ITDB - iShares LifePath Target Date 2030 ETF | 7 682 | 21,63 | 430 | 17,53 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6 926 | 0,10 | 392 | −1,76 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 17 737 | 0,01 | 1 003 | −1,76 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 208 591 | 18,82 | 11 798 | 16,67 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 33 232 | 22,01 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 16 459 | 97,14 | 931 | 93,75 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 495 503 | 0,35 | 28 343 | −0,35 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 83 314 | 10,34 | 4 712 | 8,35 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 231 | 0 | ||||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 108 294 | 1,35 | 6 125 | −0,47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 201 | 577 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 631 332 | 15,68 | 35 708 | 13,60 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4 260 | 241 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 9 663 | 547 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 164 | 0,61 | 9 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 820 | 150,76 | 46 | 155,56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 87 666 | 615,12 | 5 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 429 265 | 4,52 | 24 279 | 2,63 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 513 | 12,83 | 651 | 10,90 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 15 758 | 20,69 | 891 | 18,48 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 16 009 | 58,69 | 905 | 55,77 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 11 663 | 4,14 | 660 | 2,17 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 89 420 | 5 058 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 7 379 | 0,50 | 417 | −1,18 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 15 050 | 0,43 | 851 | −1,39 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 235 741 | 14,42 | 13 334 | 12,36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21 685 | 1 226 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 154 836 | 30,02 | 8 758 | 27,67 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 573 | 0,70 | 32 | 0,00 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 68 507 | 15,84 | 3 875 | 13,74 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 35 257 | 1,11 | 1 994 | 0,25 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3 706 | 0,62 | 210 | −1,42 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 665 918 | 572,52 | 37 664 | 560,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 4 232 | 239 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 555 | 101,82 | 31 | 106,67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 12 180 | 14,91 | 689 | 12,79 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 257 | 15 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3 865 | 219 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 67 538 | 1,78 | 3 820 | −0,08 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 284 106 | 3,16 | 16 069 | 1,30 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 318 723 | 0,20 | 18 027 | −1,61 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 552 | 44,18 | 823 | 41,65 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 70 733 | 150,87 | 4 001 | 146,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 602 846 | 4,53 | 90 657 | 2,65 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 116 153 | 98,21 | 6 570 | 94,64 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 2 220 | 50,00 | 126 | 47,06 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16 676 | 943 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 40 707 | 0,25 | 2 302 | −1,54 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 3 886 | 8,40 | 220 | 6,31 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 26 031 | 50,29 | 1 472 | 47,64 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 218 410 | 24,93 | 12 352 | 22,66 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 738 880 | 1,50 | 41 791 | −0,33 | ||||
| 2025-06-23 | NP | IRTR - iShares LifePath Retirement ETF | 3 378 | 13,05 | 189 | 9,30 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 23 922 | 13,29 | 1 353 | 11,27 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | 0 | ||||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 198 789 | 1,77 | 11 244 | −0,07 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 38 061 | 18,92 | 2 153 | 16,77 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 14 828 | 30,45 | 839 | 28,13 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 60 368 | 3,39 | 3 414 | 1,52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 638 | 3,38 | 432 | 1,65 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 37 708 | 13,12 | 2 146 | 14,15 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 19 174 | 0,86 | 1 085 | −1,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 264 058 | 0,69 | 14 946 | −1,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147 716 | 9,35 | 8 355 | 7,36 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 104 203 | 9,48 | 5 894 | 7,50 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 195 306 | 0,05 | 11 047 | −1,76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 155 | 146,03 | 9 | 166,67 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 10 032 | 0,40 | 567 | −1,39 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 248 495 | 9,94 | 14 055 | 7,95 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 510 | 5,83 | 538 | 4,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 963 | 7,51 | 168 | 21,01 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 118 102 | 1,25 | 6 680 | −0,58 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 8 685 | 491 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28 721 | 2,77 | 1 624 | 0,93 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 24 660 | 6,53 | 1 395 | 4,58 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 16 162 | 92,02 | 914 | 88,84 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 9 443 | 69,29 | 534 | 66,36 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6 414 | 363 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 44 388 | 7,54 | 2 511 | 5,60 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 5 465 | 12,38 | 309 | 10,36 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 7 709 | 55,71 | 436 | 52,98 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 37 | 2 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 18 987 | 0,12 | 1 074 | −1,74 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 328 | 0 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 11 095 | 0,39 | 628 | −1,42 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 50 787 | 2 873 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 068 738 | 12,20 | 60 448 | 10,17 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 6 850 | 47,22 | 387 | 59,26 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 116 | 9,84 | 63 | 8,62 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 229 649 | 10,16 | 12 989 | 8,17 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 368 099 | 11,84 | 20 820 | 9,82 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 34 872 | 22,50 | 1 972 | 20,32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 459 255 | 15,52 | 25 975 | 13,44 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10 505 | 5,06 | 1 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 11 791 | 13,80 | 667 | 11,74 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 7 | 0 | ||||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 5 815 | 28,20 | 329 | 29,13 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 22 082 | 0,07 | 1 272 | 0,55 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 94 718 | 1,54 | 5 357 | −0,28 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 916 | 1 075,46 | 108 | 1 088,89 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 4 095 | 232 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 23 722 | 0,03 | 1 342 | −1,83 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 6 182 | 52,12 | 350 | 49,15 | ||||
| 2025-06-23 | NP | ITDD - iShares LifePath Target Date 2040 ETF | 18 087 | 23,09 | 1 012 | 19,08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 37 758 | 14,12 | 2 136 | 12,07 | ||||
| 2025-06-23 | NP | ITDF - iShares LifePath Target Date 2050 ETF | 10 000 | 20,93 | 559 | 16,95 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 551 | 9,11 | 31 | 6,90 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 8 975 | 1,26 | 508 | −0,59 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 729 | 33,59 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 337 807 | 4,43 | 19 106 | 2,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 302 | 53,78 | 526 | 51,15 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 578 431 | 33,06 | 32 988 | 24,09 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 597 293 | 90 343 | ||||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 12 283 | 3,65 | 695 | 1,76 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 3 998 | 0,13 | 226 | −1,31 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 7 426 | 20,24 | 420 | 18,31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 176 | 282,61 | 10 | 350,00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 310 212 | 0,66 | 17 546 | −1,16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 462 463 | 26,64 | 26 157 | 24,35 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 17 536 | 992 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12 580 | 712 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 351 | 1,66 | 246 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 214 | 5 250,00 | 12 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7 | 0 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 73 730 | 0,92 | 4 170 | −0,90 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 11 013 | 244,16 | 623 | 238,04 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 12 085 | 5,17 | 684 | 3,33 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 7 899 | 5,39 | 447 | 3,48 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 14 967 | 11,47 | 847 | 9,44 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 46 387 | 61,91 | 2 691 | 77,39 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 50 000 | 2 828 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 181 580 | 138,91 | 10 270 | 134,64 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10 709 | 4,97 | 606 | 3,07 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 9 635 | 3,25 | 545 | 1,30 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 47 370 | 18,25 | 2 665 | 16,58 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 561 | 45,61 | 315 | 43,38 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 126 627 | 2,32 | 7 162 | 0,48 | ||||
| 2025-06-23 | NP | ITDE - iShares LifePath Target Date 2045 ETF | 19 915 | 17,33 | 1 114 | 13,56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 251 | 17,55 | 127 | 16,51 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 6 687 | 378 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 80 | 5 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 105 | 6 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 50 315 | 2,13 | 2 846 | 0,28 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 36 840 | 2,41 | 2 084 | 0,53 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 43 255 | 4,20 | 2 446 | 2,30 | ||||
| 2025-06-23 | NP | ITDG - iShares LifePath Target Date 2055 ETF | 3 411 | 6,63 | 191 | 2,70 | ||||
| 2025-06-23 | NP | ITDH - iShares LifePath Target Date 2060 ETF | 1 910 | 20,43 | 107 | 16,48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 049 | 0,54 | 116 | −1,71 | ||||
| 2025-06-23 | NP | ITDI - iShares LifePath Target Date 2065 ETF | 1 779 | 12,17 | 100 | 8,79 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 19 575 | 61,46 | 1 107 | 58,60 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 13 894 | 0,09 | 786 | −1,75 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 212 | 0,95 | 12 | −8,33 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 13 814 | 0,77 | 792 | 0,25 | ||||
| 2025-07-24 | 13F | Trust Co of Tennessee | 996 933 | 0,46 | 56 387 | −1,35 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 175 040 | 6,84 | 236 140 | 4,91 | ||||
| 2025-06-23 | NP | ITDC - iShares LifePath Target Date 2035 ETF | 14 417 | 25,16 | 806 | 21,02 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 300 | 17 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 33 607 | 9,92 | 1 901 | 7,89 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 262 | 4,38 | 15 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 726 | 6 715,00 | 154 | 7 600,00 |
