Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Select Screened S&P 500 ETF inkluderar Sound Stewardship, LLC, EP Wealth Advisors, Inc., Bradley Foster & Sargent Inc/ct, Tribridge Partners Financial LLC, CI Private Wealth, LLC, Taylor, Cottrill, Erickson & Associates, Inc., och Old Mission Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 5 326 | 254 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 40 774 | 5,23 | 1 944 | 17,32 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12 379 | 3,20 | 590 | 15,01 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 9 837 | 0,14 | 469 | 11,67 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 511 | 3,53 | 263 | 15,42 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 7 291 | 1,00 | 348 | 12,66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10 765 | 1,49 | 513 | 13,25 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1 642 | 19,33 | 78 | 34,48 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11 262 | 537 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 523 | 12,43 | 1 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 524 | 103,10 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 10 658 | 0,24 | 508 | 11,89 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 19 516 | 0,23 | 931 | 11,64 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 11 924 | 22,99 | 569 | 37,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 837 | 0,39 | 135 | 12,50 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 23 450 | 14,21 | 1 118 | 27,33 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 10 718 | 33,18 | 511 | 48,55 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 346 | 8,46 | 16 | 23,08 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 11 273 | 1 142,89 | 511 | 1 242,11 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 4 596 | 219 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 279 | 0,26 | 109 | 11,34 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 863 | 14,00 | 41 | 20,59 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 217 | 8,15 | 392 | 20,31 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 10 458 | 499 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 979 | 294,16 | 428 | 341,24 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 726 | 10 545,71 | 177 | 17 500,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 18 698 | 892 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 10 458 | 3,17 | 447 | −2,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6 457 | 21,30 | 308 | 35,24 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 25 779 | 11,44 | 1 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 5 945 | 3,02 | 284 | 15,04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 22 132 | 2,97 | 1 055 | 14,80 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 16 828 | 8,29 | 803 | 20,78 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 67 671 | 0,00 | 3 227 | 11,47 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 911 | 234 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 931 | 13,86 | 92 | 27,78 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 31 236 | 4,55 | 1 336 | −1,26 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26 929 | 0,64 | 1 284 | 12,24 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 88 618 | 2,12 | 4 226 | 13,85 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 9 958 | 0,42 | 475 | 16,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17 205 | 54,32 | 820 | 71,91 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6 286 | 0,22 | 300 | 11,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25 014 | 176,98 | 1 193 | 208,81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 60 714 | 3,18 | 2 895 | 15,02 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 32 506 | 24,26 | 1 550 | 38,52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 45 | 18,42 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 9 903 | 0,31 | 472 | 11,85 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 637 | 9,08 | 269 | 14,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 196 706 | 13,39 | 9 381 | 26,40 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 39 655 | 1,74 | 1 891 | 13,44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 056 | 432 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 5 205 | 248 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 11 812 | 0,24 | 563 | 11,71 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 76 440 | 1,17 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 580 | 314 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 9 250 | 0 |
