Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI USA Value Factor ETF inkluderar Soundwatch Capital LLC, Congress Wealth Management LLC / DE /, TLT Family Holdco ULC, Kingstone Capital Partners Texas, LLC, Allstate Corp, Claris Advisors, Llc / Mo /, Stark Wealth Management LLC, Squire Investment Management Company, LLC, Friday Financial, Acropolis Investment Management, LLC, Becker Capital Management Inc, Glenmede Investment Management, LP, HMV Wealth Advisors, LLC, Daymark Wealth Partners, Llc, Capital Group Private Client Services, Inc., Novus Advisors, Llc, Atticus Wealth Management, Llc, Atlantic Trust, LLC, Bokf, Na, och Strategic Wealth Partners, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Friday Financial | 3 568 | 404 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3 305 | 0,46 | 374 | 6,86 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 34 | 4 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 4 664 066 | 1,05 | 528 019 | 7,26 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 295 080 | 301 | ||||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 1 772 | 201 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 325 | 69,27 | 37 | 80,00 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 3 844 | 2,75 | 435 | 9,30 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 28 | 3 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3 246 | 367 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2 752 | 0,15 | 312 | 6,14 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 64 292 | 0,62 | 7 278 | 6,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 89 792 | 1,67 | 10 165 | 7,93 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 12 | 9,09 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 473 | 506 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 130 | 4,00 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 205 | 476 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 442 | 63,70 | 50 | 78,57 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 721 | 0,42 | 82 | 6,58 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2 259 | 1,71 | 256 | 8,05 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 69 620 | 15,47 | 7 882 | 22,57 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 29 077 | 0,04 | 3 292 | 6,20 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 242 | 4,76 | 27 | 12,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 140 | 8,95 | 355 | 15,64 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 559 | 52,32 | 516 | 61,76 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 4 221 | 4,25 | 478 | 10,67 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 437 | 0,23 | 49 | 6,52 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 3 998 | 3,04 | 426 | 4,16 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 24 204 | 34,16 | 3 | 100,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 36 | 4 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3 224 | 4,61 | 365 | 10,98 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 149 | 0,68 | 17 | 6,67 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4 813 | 0,38 | 545 | 6,46 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10 832 | 5,26 | 1 226 | 11,76 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1 876 | 212 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4 424 | 0,11 | 501 | 6,16 | ||||
| 2025-08-12 | 13F | Prudential Plc | 14 435 | 59,59 | 1 634 | 69,50 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 17 838 | 12,30 | 2 019 | 19,19 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 582 330 | 4,38 | 2 443 336 | 10,80 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 13 333 | 0,41 | 1 535 | 8,33 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 10 840 | 1 176 | ||||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 19 355 | 3,38 | 2 191 | 9,77 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 138 | 16 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 364 | 0,55 | 41 | 7,89 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 13 839 | 0,11 | 1 567 | 6,24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31 250 | 2,58 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 61 705 | 15,84 | 6 986 | 22,98 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 6 106 | 2,40 | 691 | 8,82 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 1 956 | 221 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10 569 | 1,94 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 29 974 | 139,39 | 3 393 | 154,16 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 898 | 16,20 | 328 | 31,20 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 17 626 | 7,16 | 1 995 | 13,74 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 158 | 18 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 18 489 | 1,30 | 2 093 | 7,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70 272 | 9,03 | 7 960 | 15,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5 020 | 568 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7 083 | 3,81 | 802 | 10,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 276 753 | 43,07 | 31 331 | 51,87 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 10 572 | 0,68 | 1 197 | 6,88 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 576 | 24,14 | 292 | 31,67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 56 327 | 116,12 | 6 377 | 129,44 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 408 | 18,26 | 46 | 27,78 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 790 | 203 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 28 | 3 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 534 094 | 6,30 | 60 465 | 12,84 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 175 147 | 3,82 | 19 828 | 10,20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3 340 | 0,63 | 378 | 7,08 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 003 | 4,26 | 793 | 10,61 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 21 987 | 8,43 | 2 489 | 15,12 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 6 635 | 18,78 | 751 | 26,22 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 72 | 8 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 372 | 42 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 38 647 | 0,67 | 4 375 | 6,86 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 3 381 | 383 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 54 | 1,89 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 3 673 | 416 | ||||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 2 572 | 291 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 83 | 137,14 | 9 | 200,00 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 838 | 208 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 124 480 | 1,30 | 14 092 | 7,51 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5 478 | 0,09 | 620 | 6,35 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 44 595 | 0,88 | 5 049 | 22,14 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 115 | 126 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 835 | 0,41 | 774 | 6,62 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 120 | 14 | ||||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 139 000 | 15 736 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 5 863 | 21,71 | 664 | 29,24 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 27 595 | 10,90 | 3 124 | 10,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 303 215 | 3,66 | 34 327 | 10,03 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 12 798 | 1 449 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 2 596 | 0,70 | 294 | 6,93 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1 949 | 221 | ||||||
| 2025-08-05 | 13F | Allstate Corp | 45 648 | 5 168 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4 693 | 5,11 | 531 | 12,50 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 2 375 | 4,49 | 269 | 10,74 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 375 | 21,68 | 156 | 29,17 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 260 | 1,17 | 28 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 268 524 | 2,71 | 30 | 11,11 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 487 | 0,62 | 55 | 7,84 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 23 187 | 46,59 | 2 625 | 55,60 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 56 199 | 5 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14 000 | 75,00 | 1 585 | 85,70 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 19 200 | 35,07 | 2 048 | 32,06 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 33 | 4 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 217 | 390,91 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 2 336 | 6,23 | 264 | 12,82 | ||||
| 2025-08-05 | 13F | State Of Michigan Retirement System | 566 800 | 27,11 | 64 167 | 34,93 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3 645 | 0,66 | 413 | 6,74 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5 | 1 | ||||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 239 609 | 1,47 | 27 126 | 7,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 774 269 | 3,53 | 87 655 | 9,90 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 977 | 0,41 | 224 | 6,70 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 4 289 | 0,68 | 485 | 7,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 42 886 | 30,32 | 4 855 | 38,36 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6 785 | 47,21 | 768 | 56,42 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 98 279 | 5,10 | 10 482 | 19,51 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 22 | 2 | ||||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 4 357 | 0,46 | 493 | 6,71 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 2 935 | 332 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 070 | 234 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 70 | 8 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 38 620 | 0,01 | 4 372 | 6,17 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 38 272 | 0,38 | 4 333 | 6,54 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 4 411 | 3,47 | 499 | 9,91 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 260 570 | 4,36 | 29 499 | 10,78 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 156 489 | 17 716 | ||||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 73 538 | 106,52 | 8 325 | 119,25 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 173 169 | 0,72 | 19 604 | 6,92 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 6 382 | 0,02 | 723 | 6,18 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 16 542 | 0,88 | 1 873 | 7,09 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20 420 | 1,19 | 2 307 | 7,16 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 3 344 | 0,63 | 379 | 6,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 231 | 26 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 475 | 280 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 250 | 0,40 | 28 | 7,69 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 277 | 2,73 | 1 729 | 9,09 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 40 811 | 10,19 | 4 595 | 17,25 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 105 | 12 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 156 | 1 764,52 | 122 | 1 933,33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 871 955 | 264,04 | 98 715 | 286,45 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 86 415 | 9,19 | 9 783 | 17,05 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 216 | 24 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 2 173 | 0,18 | 246 | 6,49 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 29 | 3 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 802 | 91 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 60 175 | 9,11 | 6 813 | 15,83 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 5 436 | 615 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 13 142 | 3,33 | 1 489 | 9,81 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 11 396 | 0,67 | 1 299 | 10,85 | ||||
| 2025-07-17 | 13F | City Holding Co | 50 | 6 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 143 925 | 3,52 | 16 294 | 9,89 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 100 | 11 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 780 | 88 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 100 | 0 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 23 533 | 2,65 | 2 414 | −4,28 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 772 | 87 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 3 685 | 424 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 190 257 | 3,36 | 21 539 | 9,71 | ||||
| 2025-08-08 | 13F | Creative Planning | 13 837 | 11,71 | 1 566 | 18,55 |
