Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Advanced MSCI USA ETF inkluderar Haverford Trust Co, Miracle Mile Advisors, LLC, eCIO, Inc., Citigroup Inc, Cypress Wealth Services, LLC, Macroview Investment Management Llc, Black Diamond Financial, LLC, Rehmann Capital Advisory Group, Colony Group, LLC, Two West Capital Advisors LLC, Insight Wealth Strategies, LLC, Madison Wealth Partners, Inc, Twin Peaks Wealth Advisors, LLC, Wagner Wealth Management, Llc, Evolution Wealth Management Inc., Smartleaf Asset Management LLC, Kilter Group LLC, Investors Research Corp, och Wolff Wiese Magana 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 592 | 3,91 | 248 | 19,90 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 13 920 | 53,93 | 751 | 77,73 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 11 232 | 1,05 | 606 | 16,80 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 16 290 | 2,29 | 879 | 18,17 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 14 562 | 18,15 | 680 | 10,95 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 4 485 | 242 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 830 | 207 | ||||||
| 2025-07-23 | 13F | Optas, LLC | 85 247 | 1,12 | 4 598 | 16,85 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 11 582 | 4,04 | 625 | 20,23 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 38 320 | 18,21 | 2 067 | 36,64 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 943 | 213 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 63 214 | 1,75 | 3 409 | 17,59 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 7 426 | 400 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 3 870 | 216 | ||||||
| 2025-08-04 | 13F | Spinnaker Trust | 280 739 | 3,07 | 15 140 | 19,10 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 673 120 | 0,64 | 36 059 | 15,93 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 216 | 14,04 | 281 | 31,92 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 492 | 26 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 27 807 | 307,37 | 2 | |||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 14 191 | 1,21 | 765 | 16,97 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 4 049 | 218 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 5 864 | 19,58 | 316 | 38,60 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 34 204 | 1 845 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 030 | 56 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47 352 | 2 210 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8 719 | 1,03 | 470 | 16,92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 523 | 142 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 4 041 | 218 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24 442 | 1 318 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 873 | 0,81 | 41 | −6,98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 159 | 74,14 | 390 | 43,01 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 981 | 0,05 | 107 | 15,22 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 3 832 | 206 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 11 607 | 0,21 | 542 | −5,91 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 67 502 | 0,21 | 3 640 | 15,81 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 131 | 6,75 | 439 | 23,38 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 197 | 0,25 | 496 | 15,65 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 5 520 | 298 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 332 | 18,15 | 18 | 30,77 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 597 | 32 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 34 009 | 64,46 | 1 834 | 90,05 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 670 | 144 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 18 502 | 2,37 | 863 | −3,90 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 945 | 105 | ||||||
| 2025-08-08 | 13F | eCIO, Inc. | 13 053 | 704 | ||||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 21 527 | 0,25 | 1 161 | 15,77 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 645 | 10,97 | 304 | 28,27 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 906 | 103 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 64 617 | 3,49 | 3 485 | 19,56 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 59 514 | 56,81 | 3 210 | 81,20 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 707 | 0 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 44 795 | 2,89 | 2 416 | 18,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 109 851 | 0,27 | 5 924 | 15,88 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 442 | 0,42 | 455 | 16,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 86 905 | 53,83 | 4 542 | 72,20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 738 | 63,52 | 200 | 88,68 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 356 | 14,10 | 19 | 35,71 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3 745 | 202 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7 426 | 400 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 332 | 18 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 222 581 | 0,93 | 12 | 20,00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 8 120 | 54,05 | 379 | 44,27 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 416 | 508 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 600 | 356 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5 645 | 10,97 | 303 | 26,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 398 | 62,66 | 183 | 77,67 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 112 976 | 8,41 | 6 093 | 25,27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29 190 | 117,80 | 1 593 | 154,88 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 30 794 | 1 661 | ||||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 24 646 | 1,33 | 1 329 | 17,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 116 126 | 19,91 | 6 263 | 38,57 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 718 | 2,14 | 80 | −3,61 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 18 618 | 0,16 | 1 004 | 15,80 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 123 | 7 | ||||||
| 2025-08-08 | 13F | Creative Planning | 16 039 | 19,49 | 865 | 38,02 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 94 999 | 24,97 | 5 123 | 44,43 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 35 324 | 2,01 | 1 905 | 17,88 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 5 814 | 0,24 | 314 | 15,93 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 83 825 | 30 161,73 | 4 521 | 37 566,67 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 7 735 | 11,41 | 417 | 28,70 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 19 024 | 0,13 | 1 026 | 15,69 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 23 504 | 5,30 | 1 268 | 21,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 879 | 209 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 14 932 | 55,90 | 805 | 80,09 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 14 729 | 36,68 | 794 | 58,17 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 333 | 528,30 | 18 | 750,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 21 275 | 50,40 | 1 147 | 73,79 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 84 | 5 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 817 | 44 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 715 184 | 14,97 | 38 570 | 32,85 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75 590 | 5,68 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20 988 | 46,34 | 1 132 | 69,06 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 22 650 | 3,35 | 1 222 | 19,47 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 22 137 | 1 194 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 54 231 | 16,99 | 2 925 | 35,18 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 53 161 | 14,32 | 2 867 | 32,07 |
