AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Core 30/70 Conservative Allocation ETF
US ˙ ARCA ˙ US4642898831

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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 AdvisorNet Financial, Inc 846 −13,76 33 −8,33
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-13 13F Lido Advisors, LLC 166 139 −8,75 6 491 −5,25
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F Valley Financial Group, Inc. 12 442 −2,64 486 1,25
2025-05-13 13F Forefront Analytics, LLC 0 −100,00 0
2025-07-30 13F Brookstone Capital Management 27 393 −3,20 1 070 0,56
2025-08-13 13F Legacy Capital Wealth Partners, LLC 55 324 −4,74 2 162 −1,10
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-04-29 13F Mills Wealth Advisors LLC 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 71 090 −4,00 2 777 −0,32
2025-08-04 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-08-07 13F Lakeridge Wealth Management LLC 0 −100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-04-29 13F Truist Financial Corp 0 −100,00 0
2025-07-31 13F Prentice Wealth Management LLC 0 −100,00 0
2025-08-14 13F Harwood Advisory Group, LLC 7 699 −22,11 301 −18,48
2025-08-11 13F TD Waterhouse Canada Inc. 1 574 −2,66 61 0,00
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-07-17 13F Tempus Wealth Planning, LLC 7 229 −5,45 282 −1,74
2025-08-12 13F LPL Financial LLC 450 750 −4,23 17 611 −0,56
2025-05-13 13F EverSource Wealth Advisors, LLC 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 5 694 −53,13 222 −51,64
2025-08-12 13F Gladstone Institutional Advisory LLC 49 058 −1,64 1 917 2,13
2025-08-14 13F Brinker Capital Investments, LLC 0 −100,00 0
2025-04-17 13F Janney Montgomery Scott LLC 0 −100,00 0
2025-05-20 13F Belpointe Asset Management LLC 0 −100,00 0
2025-08-01 13F Redmond Asset Management, LLC 7 960 −1,24 311 2,31
2025-07-28 13F Rik Saylor Financial, Inc. 30 396 −1,56 1 188 2,24
2025-08-18 13F/A National Bank Of Canada /fi/ 31 103 −0,13 1 214 3,67
2025-05-15 13F Eight 31 Financial Llc 0 −100,00 0
2025-07-16 13F Congress Asset Management Co /ma 50 155 −68,49 1 960 −67,29
2025-08-07 13F CENTRAL TRUST Co 839 −80,09 33 −79,75
2025-08-14 13F Price T Rowe Associates Inc /md/ 0 −100,00 0
2025-07-25 13F Investment Advisory Group, LLC 141 643 −2,02 5 534 1,71
2025-07-07 13F RDA Financial Network 20 066 −2,31 784 1,42
2025-07-21 13F Curran Financial Partners, LLC 252 063 −38,07 9 848 −35,70
2025-07-21 13F Consilium Wealth Advisory, LLC 36 781 −24,24 1 437 −21,30
2025-08-12 13F Archvest Wealth Advisors, Inc. 103 050 −0,28 4 026 3,55
2025-08-11 13F Delta Asset Management Llc/tn 561 −6,50 22 −4,55
2025-08-11 13F One Capital Management, LLC 21 920 −11,55 856 −8,15
2025-08-07 13F/A Joseph Group Capital Management 0 −100,00 0
2025-08-15 13F Equitable Holdings, Inc. 15 669 −17,02 612 −13,80
2025-08-12 13F BlueStem Wealth Partners, LLC 36 393 −2,87 1 422 0,85
2025-04-21 13F Janney Capital Management LLC 0 −100,00 0
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-08-14 13F Qube Research & Technologies Ltd 159 −18,04 6 −14,29
2025-08-04 13F Assetmark, Inc 17 556 −4,19 686 −0,58
2025-07-24 13F JNBA Financial Advisors 0 −100,00 0
2025-07-30 13F Financial Perspectives, Inc 0 −100,00 0
2025-08-11 13F Rothschild Investment Llc 0 −100,00 0
2025-08-13 13F/A StoneX Group Inc. 0 −100,00 0 −100,00
2025-05-15 13F Centaurus Financial, Inc. 0 −100,00 0
2025-08-18 13F N.E.W. Advisory Services LLC 797 −49,94 31 −47,46
2025-05-08 13F BRYN MAWR TRUST Co 0 −100,00 0
2025-08-07 13F Wealth Forward, LLC 17 252 −1,64 674 2,12
2025-08-06 13F Prospera Financial Services Inc 13 115 −13,27 512 −10,02
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-04-25 13F Albion Financial Group /ut 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 82 169 −7,76 3 0,00
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-05-15 13F Atalanta Sosnoff Capital, Llc 0 −100,00 0 −100,00
2025-08-14 13F Glen Eagle Advisors, LLC 1 873 −0,90 73 2,82
2025-05-05 13F WNY Asset Management, LLC 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 317 471 −2,78 12 404 0,94
2025-08-14 13F Sunbelt Securities, Inc. 315 −51,24 12 −54,17
2025-08-12 13F Weaver Consulting Group 142 849 −2,54 5 581 1,20
2025-08-12 13F SRS Capital Advisors, Inc. 1 619 −7,01 63 −3,08
2025-07-21 13F Ameritas Advisory Services, LLC 1 097 −99,34 43 −99,33
2025-08-07 13F Verus Capital Partners, Llc 7 195 −6,78 281 −3,10
2025-07-22 13F Bay Harbor Wealth Management, LLC 3 163 −0,22 124 3,36
2025-08-13 13F GeoWealth Management, LLC 7 912 −70,17 309 −69,04
2025-07-25 13F Cwm, Llc 9 621 −1,03 0
2025-08-12 13F Jpmorgan Chase & Co 0 −100,00 0 −100,00
2025-07-15 13F Retireful, LLC 0 −100,00 0
2025-08-05 13F Integrity Financial Corp /WA 5 438 −10,15 212 −6,61
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 17 660 −44,74 690 −42,68
2025-07-18 13F Trilogy Capital Inc. 5 833 −95,12 228 −94,96
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0 −100,00
2025-05-13 13F United Capital Financial Advisers, Llc 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 44 751 −31,78 1 748 −29,17
2025-05-01 13F Diversify Wealth Management, Llc 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 18 555 −37,06 725 −34,72
2025-08-01 13F Koss-Olinger Consulting, LLC 0 −100,00 0
2025-04-23 13F VisionPoint Advisory Group, LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 13 004 −4,63 508 −0,97
2025-07-16 13F Dakota Wealth Management 0 −100,00 0
2025-04-22 13F Flagship Harbor Advisors, Llc 0 −100,00 0
2025-08-14 13F UBS Group AG 28 241 −2,66 1 103 1,10
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
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