AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Core 40/60 Moderate Allocation ETF
US ˙ ARCA ˙ US4642898757

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
(%)
2025-08-11 13F Summit Wealth Partners, LLC 16 939 −3,22 780 1,43
2025-08-11 13F Delta Asset Management Llc/tn 465 −2,11 21 5,00
2025-08-06 13F Golden State Wealth Management, LLC 0 −100,00 0
2025-07-07 13F RDA Financial Network 25 915 −0,67 1 193 4,28
2025-07-08 13F Nbc Securities, Inc. 200 −78,95 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 6 078 −0,51 280 4,10
2025-07-18 13F SOA Wealth Advisors, LLC. 2 659 −17,68 122 −13,48
2025-07-24 13F JNBA Financial Advisors 1 027 −0,77 47 4,44
2025-07-31 13F AlTi Global, Inc. 17 704 −41,34 815 −38,44
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0
2025-08-01 13F Brinker Capital Investments, LLC 0 −100,00 0 −100,00
2025-08-14 13F Harwood Advisory Group, LLC 2 526 −9,85 116 −4,13
2025-08-12 13F Gladstone Institutional Advisory LLC 8 193 −15,98 377 −11,71
2025-08-01 13F Gwn Securities Inc. 15 481 −8,61 713 −4,17
2025-05-12 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-08-04 13F Jim Saulnier & Associates, Llc 27 651 −3,00 1 273 1,84
2025-08-07 13F CENTRAL TRUST Co 10 117 −8,05 466 −3,53
2025-07-30 13F Onyx Bridge Wealth Group LLC 76 073 −0,52 3 502 4,38
2025-08-13 13F RFP Financial Group LLC 5 544 −10,39 255 −5,90
2025-07-31 13F Ssa Swiss Advisors Ag 4 433 −93,75 204 −93,44
2025-07-28 13F Ritholtz Wealth Management 19 699 −3,58 907 1,12
2025-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-11 13F Cornerstone Planning Group LLC 4 081 −7,82 188 −1,58
2025-08-14 13F Raymond James Financial Inc 77 212 −14,91 3 555 −10,73
2025-08-13 13F StoneX Group Inc. 9 582 −7,90 441 −3,29
2025-04-22 13F/A NorthRock Partners, LLC 0 −100,00 0
2025-08-13 13F Plan Group Financial, LLC 16 103 −2,84 741 1,93
2025-07-23 13F Clear Creek Financial Management, LLC 13 248 −4,18 610 0,50
2025-04-22 13F Crews Bank & Trust 0 −100,00 0
2025-07-28 13F Sagespring Wealth Partners, Llc 6 803 −0,38 313 4,68
2025-07-22 13F Beacon Financial Advisory LLC 43 451 −1,64 2 000 3,20
2025-08-14 13F Gould Capital, LLC 95 −94,31 4 −94,52
2025-08-05 13F Sigma Planning Corp 13 836 −31,25 637 −27,86
2025-08-13 13F Northwestern Mutual Wealth Management Co 809 −2,06 37 2,78
2025-07-09 13F LifePlan Financial, LLC 37 643 −0,89 1 733 4,02
2025-08-14 13F IHT Wealth Management, LLC 7 938 −7,02 365 −2,41
2025-08-12 13F Weitzel Financial Services, Inc. 277 568 −0,90 12 843 6,04
2025-08-13 13F Summit Financial, LLC 0 −100,00 0
2025-07-29 13F Empirical Asset Management, LLC 5 538 −1,05 255 3,67
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-14 13F Sunbelt Securities, Inc. 2 554 −1,16 111 −2,65
2025-07-22 13F Bay Harbor Wealth Management, LLC 7 889 −1,45 363 3,42
2025-08-12 13F MAI Capital Management 14 851 −7,79 684 −3,26
2025-08-13 13F Capital Analysts, Inc. 373 −1,58 0
2025-07-17 13F Worth Financial Advisory Group, LLC 0 −100,00 0
2025-05-13 13F Compass Financial Group, INC/SD 0 −100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 251 200 −0,90 11 565 3,98
2025-05-08 13F Great Valley Advisor Group, Inc. 0 −100,00 0 −100,00
2025-07-18 13F Northstar Group, Inc. 18 100 −1,66 833 3,22
2025-04-01 13F First Financial Bank - Trust Division 0 −100,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 4 847 −3,43 223 1,36
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-19 13F Advisory Services Network, LLC 7 734 −18,71 354 −15,11
2025-07-08 13F Parallel Advisors, LLC 1 554 −5,88 72 −1,39
2025-08-13 13F Transce3nd, LLC 786 −40,54 36 −37,93
2025-08-04 13F Mesirow Financial Investment Management, Inc. 14 285 −0,24 658 4,62
2025-08-14 13F Citadel Advisors Llc 4 851 −25,12 223 −21,48
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 115 −0,86 5 0,00
2025-07-10 13F Focus Financial Network, Inc. 97 221 −23,04 4 476 −19,25
2025-07-30 13F Brookstone Capital Management 74 295 −8,99 3 421 −4,52
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0
2025-08-05 13F Milestone Asset Management, Llc 34 039 −0,60 1 567 4,33
2025-08-15 13F High Falls Advisors, Inc 0 −100,00 0
2025-08-15 13F Morgan Stanley 408 327 −27,90 18 799 −24,36
2025-07-17 13F Tempus Wealth Planning, LLC 8 394 −3,65 386 1,05
2025-08-08 13F Capital Investment Advisory Services, LLC 1 883 −22,00 87 −18,10
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 91 624 −20,48 4 200 −16,93
2025-08-12 13F LPL Financial LLC 990 640 −0,48 45 609 4,42
2025-08-18 13F N.E.W. Advisory Services LLC 0 −100,00 0
2025-08-08 13F Larson Financial Group LLC 0 −100,00 0
2025-04-10 13F Retireful, LLC 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 19 391 −0,83 893 3,96
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-08-14 13F Comerica Bank 0 −100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 4 494 −64,89 0
2025-08-05 13F Bank Of Montreal /can/ 6 137 −12,04 283 −7,84
2025-05-02 13F Kingsview Wealth Management, LLC 0 −100,00 0
2025-08-12 13F BlueStem Wealth Partners, LLC 28 606 −9,29 1 317 −4,77
2025-07-15 13F Garrett Investment Advisors LLC 5 414 −7,56 249 −3,11
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-04-22 13F Duncker Streett & Co Inc 0 −100,00 0 −100,00
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 355 −85,32 16 −84,91
2025-07-23 13F West Paces Advisors Inc. 0 −100,00 0
2025-07-24 13F Brandywine Oak Private Wealth Llc 0 −100,00 0
2025-05-13 13F Adams Wealth Management 0 −100,00 0
2025-08-12 13F Global Retirement Partners, LLC 2 345 −10,15 108 −5,31
2025-08-11 13F One Capital Management, LLC 33 141 −48,34 1 526 −45,83
2025-04-11 13F Congress Asset Management Co /ma 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 0 −100,00 0
2025-08-07 13F Allworth Financial LP 3 287 −2,26 151 3,42
2025-08-11 13F United Capital Financial Advisers, Llc 8 881 −1,82 409 3,03
2025-08-04 13F Spire Wealth Management 427 −33,49 20 −32,14
2025-08-11 13F TRUE Private Wealth Advisors 58 524 −2,81 2 694 1,97
2025-08-07 13F Wealth Forward, LLC 8 782 −0,19 404 4,66
2025-07-17 13F Smith Anglin Financial, LLC 51 096 −2,15 2 352 2,66
2025-08-06 13F Vestmark Advisory Solutions, Inc. 0 −100,00 0
2025-07-17 13F Archford Capital Strategies, LLC 7 407 −5,58 341 −0,87
2025-08-11 13F Elite Financial, Inc. 0 −100,00 0
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-18 13F Marino, Stram & Associates Llc 17 494 −0,31 805 4,68
2025-08-13 13F Nicolet Advisory Services, Llc 7 714 −4,30 353 3,53
2025-08-14 13F Fort Point Capital Partners LLC 9 951 −4,49 458 0,22
2025-05-14 13F Zacks Investment Management 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 12 534 −14,29 577 −9,98
2025-08-19 13F Asset Dedication, LLC 0 −100,00 0
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-22 13F Unique Wealth, Llc 14 286 −8,34 658 −3,81
2025-07-25 13F Cwm, Llc 3 944 −18,80 0
2025-08-13 13F GeoWealth Management, LLC 16 584 −51,93 763 −49,57
2025-08-05 13F Integrity Financial Corp /WA 12 462 −6,18 574 −1,55
2025-04-14 13F NewSquare Capital LLC 0 −100,00 0
2025-07-22 13F Mascoma Wealth Management LLC 128 −60,37 6 −64,29
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-31 13F Oppenheimer Asset Management Inc. 0 −100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-09 13F Westmount Partners, LLC 4 367 −8,79 201 −4,29
2025-07-30 13F Mason & Associates, LLC 8 271 −25,89 381 −22,29
2025-08-12 13F Wood Tarver Financial Group, LLC 465 −8,28 0 −100,00
2025-08-11 13F Aptus Capital Advisors, LLC 111 −3,48 5 0,00
2025-08-06 13F SOUTH STATE Corp 1 019 −56,86 47 −55,34
2025-05-13 13F CacheTech Inc. 0 −100,00 0
2025-04-22 13F Flagship Harbor Advisors, Llc 0 −100,00 0
2025-07-23 13F TPG Financial Advisors, LLC 4 903 −3,54 226 0,90
2025-07-25 13F Atria Wealth Solutions, Inc. 14 784 −29,26 681 −25,85
2025-08-14 13F UBS Group AG 35 935 −37,74 1 654 −34,68
2025-05-02 13F Capital A Wealth Management, LLC 1 011 −27,27 44 −26,67
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