Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF inkluderar Miracle Mile Advisors, LLC, Bessemer Group Inc, Caliber Wealth Management, LLC / KS, Wealth Advisory Team LLC, Beta Wealth Group, Inc., Values Added Financial LLC, Bradley Foster & Sargent Inc/ct, Joel Adams & Associates, Inc., Estate Counselors, LLC, Fortress Financial Solutions, LLC, Sound Stewardship, LLC, Signature Estate & Investment Advisors Llc, Berkshire Money Management, Inc., Valley National Advisers Inc, och Harbor Asset Planning, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 6 223 | 258 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1 175 | 571,43 | 49 | 700,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37 055 | 6,00 | 1 538 | 12,59 | ||||
| 2025-07-21 | 13F | Cape Ann Savings Bank | 6 039 | 1,68 | 251 | 7,76 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 75 097 | 1,22 | 3 117 | 7,52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 29 120 | 3,01 | 1 208 | 9,42 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 14 491 | 601 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 272 | 17,75 | 11 | 22,22 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 678 | 0,30 | 28 | 7,69 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 210 | 0,48 | 9 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 690 | 158,95 | 153 | 178,18 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 305 | 0,31 | 54 | 8,00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 19 585 | 40,84 | 813 | 49,54 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 2 594 | 0,31 | 108 | 5,94 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 9 922 | 3,74 | 412 | 10,19 | ||||
| 2025-07-23 | 13F | Optas, LLC | 14 320 | 4,10 | 594 | 10,61 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 6 475 | 5,23 | 269 | 11,67 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 6 821 | 0,98 | 283 | 7,60 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 823 | 34 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26 886 | 38,62 | 1 116 | 47,29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12 245 | 508 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10 046 | 2,85 | 417 | 9,19 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 147 | 214 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 123 | 0,82 | 5 | 25,00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 8 712 | 362 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 588 393 | 9,85 | 24 418 | 16,69 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 18 579 | 133,11 | 771 | 147,91 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 24 | 4,35 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 867 | 126,22 | 575 | 140,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 64 | 20,75 | 3 | 0,00 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 8 991 | 1,79 | 351 | −4,88 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 5 301 | 220 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 80 | 3 | ||||||
| 2025-08-08 | 13F | Creative Planning | 12 589 | 11,77 | 522 | 18,64 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 8 991 | 373 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7 390 | 307 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 773 | 6,77 | 32 | 14,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30 771 | 2,26 | 1 277 | 8,60 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 44 254 | 2,80 | 1 837 | 9,22 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 540 | 0,99 | 105 | 7,14 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 97 066 | 4 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 159 | 15,21 | 48 | 14,29 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 2 816 | 1,15 | 117 | 7,41 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7 243 | 3,58 | 301 | 9,89 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 21 743 | 4,07 | 902 | 10,54 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 23 095 | 14,34 | 994 | 25,86 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 15 450 | 0,05 | 641 | 6,30 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 12 392 | 0,30 | 514 | 6,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 20 394 | 846 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 141 548 | 4,13 | 5 874 | 10,62 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 5 313 | 0,08 | 220 | 6,28 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 17 010 | 706 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 21 985 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 286 555 | 13,45 | 11 892 | 20,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17 940 | 47,50 | 745 | 56,63 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 8 175 | 6,51 | 339 | 13,38 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 11 724 | 37,59 | 487 | 46,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 534 644 | 1,07 | 22 188 | 7,36 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 31 214 | 6,73 | 1 295 | 13,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 594 | 266,67 | 25 | 300,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 971 | 0 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 30 794 | 4,07 | 1 278 | 10,47 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1 000 | 42 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 9 234 | 48,39 | 383 | 57,61 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7 633 | 7,31 | 317 | 14,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 517 | 44,59 | 187 | 43,85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15 091 | 16,85 | 626 | 24,21 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 136 908 | 10,46 | 5 682 | 17,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 961 | 29,10 | 81 | 37,29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23 020 | 6,88 | 955 | 13,56 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 442 | 0,49 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 14 335 | 7,14 | 595 | 13,79 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 27 676 | 1,62 | 1 149 | 7,89 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 16 030 | 3,38 | 665 | 9,92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 143 | 17,64 | 877 | 24,93 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 7 742 | 1,22 | 321 | 7,72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43 066 | 22,74 | 1 787 | 30,44 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 14 217 | 590 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 8 456 | 351 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 4 921 | 0,20 | 204 | 6,81 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 20 792 | 9,93 | 863 | 16,80 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 30 014 | 8,53 | 1 246 | 15,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 214 676 | 13,71 | 8 909 | 20,80 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 339 | 26,47 | 471 | 34,29 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 19 118 | 6,39 | 793 | 12,96 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 39 062 | 14,79 | 1 621 | 21,97 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 11 866 | 6,51 | 492 | 13,10 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 46 848 | 1 944 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 86 289 | 43,13 | 3 222 | 36,82 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11 104 | 5,52 | 461 | 11,92 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 136 719 | 5 674 |
