Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Exponential Technologies ETF inkluderar Christopher J. Hasenberg, Inc, NFP Retirement, Inc., Curran Financial Partners, LLC, Atlantic Union Bankshares Corp, StoneX Group Inc., Quantinno Capital Management LP, Oppenheimer & Co Inc, Merit Financial Group, LLC, Perennial Investment Advisors, LLC, Equitable Trust Co, Exchange Traded Concepts, Llc, LOM Asset Management Ltd, Kilter Group LLC, Glenmede Investment Management, LP, Crewe Advisors LLC, Harbor Asset Planning, Inc., Painted Porch Advisors LLC, SRS Capital Advisors, Inc., Toth Financial Advisory Corp, och Quaker Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 635 | 498 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 155 | 75 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9 559 | 0,05 | 624 | 13,27 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 14 938 | 975 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 11 167 | 26,74 | 729 | 43,59 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 268 020 | 856,53 | 17 488 | 977,51 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1 200 | 0 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 16 495 | 0,89 | 1 076 | 14,35 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 13 135 | 4,90 | 857 | 19,03 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 118 | 203 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 39 698 | 10,16 | 2 590 | 24,88 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 750 | 49 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 90 338 | 2,33 | 5 895 | 16,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 173 122 | 0,56 | 11 296 | 14,00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 19 020 | 1 241 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 100 | 7 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 424 | 0,07 | 93 | 13,58 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 111 724 | 3,56 | 7 290 | 17,39 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 780 | 51 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 575 | 0,35 | 38 | 12,12 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18 597 | 6,20 | 1 213 | 20,46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 180 | 11,47 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 20 887 | 39,25 | 1 363 | 57,82 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 9 894 | 35,50 | 1 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 385 | 25 | ||||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 7 676 | 30,41 | 501 | 48,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 133 | 0,80 | 270 | 13,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 157 | 10 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195 373 | 5 483,68 | 12 748 | 6 242,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 491 | 163 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11 387 | 9,74 | 743 | 24,46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34 614 440 | 0,90 | 2 258 592 | 14,38 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 150 | 10 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 463 | 356 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22 427 | 0,13 | 1 463 | 13,50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 73 378 | 3,52 | 4 788 | 17,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641 593 | 143,65 | 41 912 | 176,55 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 3 188 | 208 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 38 | 2 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 461 | 226 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 29 790 | 5,78 | 1 952 | 38,96 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 144 | 401 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4 900 | 0,80 | 320 | 14,34 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7 564 | 0,40 | 494 | 13,86 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4 207 | 0,02 | 275 | 13,22 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 292 585 | 8,31 | 19 091 | 22,79 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 15 | 1 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 97 424 | 36,08 | 6 357 | 54,23 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7 121 | 0,39 | 465 | 13,73 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 9 760 | 637 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252 292 | 2,24 | 16 | 14,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 305 | 20 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3 958 | 258 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 46 844 | 99,97 | 3 057 | 126,71 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 | 3 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 051 | 263 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25 133 | 9,31 | 1 640 | 23,89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6 270 | 40,36 | 409 | 59,14 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 206 | 2,56 | 405 | 16,09 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 15 | 1 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 78 | 5 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9 246 | 14,08 | 603 | 29,40 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 553 | 0,27 | 362 | 8,38 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 503 | 163 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11 201 | 190,03 | 731 | 228,83 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 67 542 | 0,30 | 4 407 | 13,70 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3 085 | 201 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3 092 | 202 | ||||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 19 308 | 0,57 | 1 260 | 13,94 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3 842 | 251 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 549 | 36 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90 384 | 9,96 | 5 898 | 24,65 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 4 023 | 263 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14 691 | 4,79 | 959 | 18,86 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 704 | 0,05 | 377 | 22,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56 506 | 15,43 | 3 672 | 29,52 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5 657 | 271 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 496 | 359 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 500 | 228 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21 743 | 8,03 | 1 419 | 22,45 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 360 | 23 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8 033 | 8,20 | 524 | 22,72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 967 | 0,66 | 455 | 14,07 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 92 252 | 1,29 | 6 019 | 14,82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 551 | 61,06 | 754 | 82,77 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 389 | 0,14 | 286 | 13,49 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85 960 | 6,41 | 5 609 | 20,63 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 676 | 0,30 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 475 | 292 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 737 | 4,95 | 113 | 18,95 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 202 875 | 189,95 | 13 | 225,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 243 773 | 49,62 | 15 906 | 69,61 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 |
