Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF inkluderar Beta Wealth Group, Inc., Cerity Partners LLC, Mission Wealth Management, Lp, Robertson Stephens Wealth Management, LLC, Creative Planning, och Bradley Foster & Sargent Inc/ct .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6 488 | 3,41 | 257 | 8,47 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 15 373 | 0,38 | 608 | 5,38 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 16 103 | 0,01 | 637 | 5,12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 92 | 268,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 400 | 16 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 10 756 | 2,60 | 425 | 7,87 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 547 | 0,37 | 22 | 5,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 008 | 7,12 | 40 | 11,43 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 7 243 | 3,02 | 286 | 8,33 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 6 694 | 11,85 | 265 | 17,33 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 7 397 | 29,54 | 293 | 36,45 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 5 297 | 0,38 | 209 | 5,56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 11 498 | 1,04 | 455 | 6,07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86 570 | 62,09 | 3 424 | 70,38 | ||||
| 2025-07-23 | 13F | Optas, LLC | 6 580 | 6,04 | 260 | 11,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17 611 | 12,73 | 697 | 18,57 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 007 | 16,15 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 472 | 0,21 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 867 | 0,39 | 113 | −3,42 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 956 | 3,69 | 473 | 9,01 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 38 386 | 28,09 | 1 518 | 34,69 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 213 | 0,34 | 246 | 5,60 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 681 | 20,40 | 185 | 26,71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5 304 | 210 | ||||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 9 680 | 1,68 | 383 | 6,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 33 199 | 13,34 | 1 313 | 19,15 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 8 033 | 318 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 897 | 16,22 | 233 | 22,63 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 6 803 | 0,53 | 269 | 5,91 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 26 250 | 20,32 | 1 038 | 26,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 488 | 0,41 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 261 | 208 | ||||||
| 2025-08-08 | 13F | Creative Planning | 6 941 | 275 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 15 699 | 13,62 | 638 | 22,93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13 500 | 534 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 34 450 | 4,45 | 1 362 | 9,84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 951 | 3,03 | 314 | 8,28 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6 992 | 277 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 57 103 | 2 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6 485 | 24,59 | 256 | 31,28 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 15 308 | 605 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 7 828 | 0,38 | 310 | 5,46 |
