AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Core 60/40 Balanced Allocation ETF
US ˙ ARCA ˙ US4642898674

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
(%)
2025-08-13 13F Beacon Pointe Advisors, LLC 12 213 −0,14 752 6,68
2025-07-30 13F IMG Wealth Management, Inc. 17 105 −14,78 1 053 −8,83
2025-08-14 13F Gould Capital, LLC 2 596 −60,64 160 −58,05
2025-05-08 13F Great Valley Advisor Group, Inc. 0 −100,00 0 −100,00
2025-08-11 13F Summit Wealth Partners, LLC 12 362 −0,84 761 6,14
2025-04-21 13F Janney Capital Management LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-15 13F Centerline Wealth Advisors, LLC 150 756 −40,37 9 282 −36,23
2025-08-04 13F Pensionmark Financial Group, Llc 9 149 −0,98 563 6,03
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 9 014 −23,82 555 −18,65
2025-08-08 13F Avantax Advisory Services, Inc. 41 105 −1,15 2 531 5,68
2025-07-22 13F Aquire Wealth Advisors, LLC 4 653 −3,56 286 3,25
2025-04-29 13F Strategic Blueprint, LLC 0 −100,00 0
2025-08-05 13F EPG Wealth Management LLC 0 −100,00 0
2025-08-14 13F Engineers Gate Manager LP 13 312 −12,58 820 −6,51
2025-07-31 13F Buckingham Strategic Partners 46 379 −3,62 2 856 3,07
2025-07-18 13F GEN Financial Management, INC. 5 659 −7,89 348 −1,42
2025-05-02 13F Whittier Trust Co Of Nevada Inc 0 −100,00 0 −100,00
2025-07-09 13F Fermata Advisors, LLC 3 615 −57,66 223 −54,79
2025-08-12 13F Fca Corp /tx 3 430 −3,57 211 3,43
2025-08-06 13F Richard Bernstein Advisors LLC 9 911 −90,86 610 −90,23
2025-04-22 13F Flagship Harbor Advisors, Llc 0 −100,00 0
2025-08-14 13F Eight 31 Financial Llc 98 218 −0,58 6 047 6,33
2025-08-13 13F MONECO Advisors, LLC 0 −100,00 0
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-16 13F Phil A. Younker & Associates, Ltd. 117 647 −1,19 7 244 5,68
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 9 057 −5,17 558 1,46
2025-08-13 13F Cerity Partners LLC 11 759 −1,27 724 5,69
2025-07-17 13F Worth Financial Advisory Group, LLC 25 655 −1,27 1 580 5,62
2025-08-13 13F Scotia Capital Inc. 11 831 −1,28 728 5,66
2025-07-29 13F Manchester Financial Inc 0 −100,00 0
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-07-15 13F RTD Financial Advisors, Inc. 26 233 −10,42 1 615 −4,15
2025-08-14 13F Kovitz Investment Group Partners, LLC 297 853 −1,37 18 339 5,48
2025-08-14 13F Raymond James Financial Inc 134 189 −6,38 8 262 0,12
2025-08-14 13F Bank Of America Corp /de/ 555 937 −8,33 34 229 −1,96
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 8 032 −50,67 490 −47,81
2025-07-09 13F Burt Wealth Advisors 64 076 −0,58 3 945 6,33
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-07-23 13F WestEnd Advisors, LLC 44 423 −54,25 2 735 −51,07
2025-08-14 13F Mercer Global Advisors Inc /adv 9 979 −9,36 614 −3,00
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-08-07 13F Cahill Financial Advisors Inc 38 402 −1,78 2 364 5,07
2025-07-28 13F Sagespring Wealth Partners, Llc 3 515 −39,67 216 −35,52
2025-04-29 13F Sierra Ocean, Llc 0 −100,00 0
2025-08-12 13F Boston Research & Management Inc 6 886 −19,07 0
2025-08-28 NP MFUL - Mindful Conservative ETF 25 402 −10,73 1 564 −4,52
2025-07-17 13F Oakworth Capital, Inc. 639 −14,80 39 −9,30
2025-07-23 13F Clear Creek Financial Management, LLC 4 544 −2,07 280 4,49
2025-07-24 13F Stonebridge Financial Group, LLC 11 986 −33,31 738 −28,72
2025-08-14 13F Millennium Management Llc 8 159 −12,58 502 −6,52
2025-07-16 13F John W. Brooker & Co., CPAs 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 23 874 −2,75 1 470 3,96
2025-08-27 NP XFLX - FundX Flexible ETF 96 719 −4,29 5 955 2,36
2025-04-01 13F Stonehearth Capital Management, LLC 0 −100,00 0
2025-08-12 13F Park Square Financial Group, LLC 1 220 −14,08 75 −7,41
2025-08-11 13F Bell Investment Advisors, Inc 104 606 −15,59 6 441 −9,73
2025-08-07 13F Greystone Financial Group, LLC 15 649 −6,50 964 0,00
2025-08-12 13F BlueStem Wealth Partners, LLC 68 995 −6,63 4 248 −0,14
2025-08-08 13F IMA Wealth, Inc. 33 222 −3,08 2 027 3,58
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 56 483 −2,68 3 478 4,20
2025-04-11 13F Procyon Private Wealth Partners, LLC 0 −100,00 0
2025-08-04 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 19 581 −5,05 1 206 1,52
2025-07-16 13F Cahaba Wealth Management, Inc. 10 096 −11,97 622 −5,91
2025-07-17 13F Northwest Wealth Management, Llc 37 347 −8,35 2 299 −2,00
2025-08-08 13F Apex Wealth Management, LLC 3 355 −5,68 207 0,98
2025-04-22 13F/A NorthRock Partners, LLC 0 −100,00 0
2025-08-11 13F Wealthspire Advisors, LLC 8 436 −4,16 519 2,57
2025-07-29 13F Salus Financial Advisors, LLC 0 −100,00 0
2025-08-14 13F Mml Investors Services, Llc 3 383 −37,82 0
2025-08-14 13F Warren Averett Asset Management, LLC 254 349 −1,47 15 660 5,38
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-08-12 13F Waterloo Capital, L.P. 19 933 −7,02 1 227 −0,57
2025-08-12 13F Fidato Wealth LLC 12 348 −1,33 760 5,56
2025-04-15 13F Corrigan Financial, Inc. 11 328 −0,52 652 0,00
2025-07-14 13F Harbor Group, Inc. 27 618 −1,76 1 700 5,07
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 291 972 −3,21 17 977 3,52
2025-08-08 13F Pnc Financial Services Group, Inc. 1 010 −14,77 62 −8,82
2025-08-15 13F High Falls Advisors, Inc 15 102 −12,12 930 −6,07
2025-07-30 13F Wbh Advisory Inc 17 034 −1,06 1 049 5,75
2025-03-12 13F/A Private Capital Management Llc 12 519 −19,86 705 −18,87
2025-07-18 13F Philip James Wealth Mangement, LLC 5 973 −2,03 368 4,56
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-16 13F Highline Wealth Partners Llc 444 −60,98 27 −58,46
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 180 843 −1,45 11 10,00
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-18 13F Hershey Financial Advisers, LLC 0 −100,00 0
2025-07-16 13F/A CX Institutional 7 911 −1,57 0
2025-04-10 13F Mkd Wealth Coaches, Llc 0 −100,00 0
2025-08-13 13F Transce3nd, LLC 910 −5,70 56 1,82
2025-07-18 13F Northstar Group, Inc. 18 059 −6,67 1 112 −0,18
2025-08-04 13F Mesirow Financial Investment Management, Inc. 594 241 −1,46 36 588 5,38
2025-05-13 13F Vestmark Advisory Solutions, Inc. 0 −100,00 0
2025-07-10 13F Focus Financial Network, Inc. 21 023 −12,84 1 294 −6,77
2025-07-29 13F Aspiriant, Llc 452 195 −2,53 27 842 4,24
2025-08-14 13F Comerica Bank 3 968 −29,75 244 −24,92
2025-08-14 13F CIBC World Markets Inc. 3 545 −1,94 218 4,81
2025-04-15 13F McKinley Carter Wealth Services, Inc. 0 −100,00 0 −100,00
2025-07-22 13F Ellenbecker Investment Group 98 383 −1,34 6 057 5,50
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 13 836 −2,05 846 4,06
2025-08-06 13F Ethos Financial Group, LLC 42 759 −4,59 2 633 2,49
2025-08-11 13F Lake Street Financial Llc 0 −100,00 0
2025-07-31 13F Cardinal Point Capital Management, ULC 7 901 −20,68 486 −15,18
2025-05-02 13F Victory Capital Management Inc 0 −100,00 0
2025-05-02 13F Bogart Wealth, LLC 0 −100,00 0
2025-08-12 13F Martin Worley Group 17 246 −4,93 1 062 1,63
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-14 13F Lebenthal Global Advisors, LLC 224 477 −34,58 13 821 −30,03
2025-07-17 13F Tempus Wealth Planning, LLC 9 805 −0,94 604 5,98
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 81 978 −38,37 5 037 −34,23
2025-08-15 13F CI Private Wealth, LLC 77 703 −7,27 4 784 −0,81
2025-08-12 13F Integrated Advisors Network LLC 29 049 −0,12 1 789 6,81
2025-08-13 13F Wealthquest Corp 4 975 −0,46 306 6,62
2025-05-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-15 13F Morgan Stanley 436 440 −18,39 26 872 −12,73
2025-08-13 13F Northern Trust Corp 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 53 067 −5,65 3 267 0,93
2025-07-16 13F Dakota Wealth Management 62 098 −24,35 3 823 −19,09
2025-08-11 13F HighTower Advisors, LLC 26 053 −1,76 1 604 5,11
2025-07-18 13F Truist Financial Corp 96 864 −2,62 5 964 4,14
2025-07-17 13F Janney Montgomery Scott LLC 27 936 −29,58 2 −50,00
2025-05-06 13F Atria Investments Llc 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 2 512 −79,66 155 −78,31
2025-07-09 13F Lbmc Investment Advisors, Llc 74 103 −1,14 4 562 5,72
2025-07-15 13F Retireful, LLC 25 402 −10,73 1 564 −4,34
2025-07-08 13F Strategic Advocates LLC 8 039 −0,32 495 6,47
2025-08-04 13F Assetmark, Inc 295 098 −3,25 18 169 3,47
2025-08-27 13F Cypress Capital Advisors, LLC 3 638 −22,10 224 −16,79
2025-08-11 13F Howard Wealth Management, Llc 4 255 −0,68 262 6,50
2025-07-31 13F Brighton Jones Llc 4 439 −0,38 273 6,64
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 15 926 −2,83 981 3,92
2025-08-05 13F Sigma Planning Corp 16 053 −3,96 988 2,70
2025-08-07 13F Allworth Financial LP 24 087 −7,24 1 483 0,14
2025-07-22 13F Merit Financial Group, LLC 7 226 −5,47 445 0,91
2025-07-31 13F Prentice Wealth Management LLC 26 094 −0,90 1 607 6,01
2025-08-07 13F Wealth Forward, LLC 106 735 −0,35 6 572 6,57
2025-08-06 13F Adviser Investments LLC 59 768 −2,70 3 680 4,04
2025-07-18 13F Marino, Stram & Associates Llc 50 318 −0,58 3 098 6,35
2025-08-04 13F Creative Financial Designs Inc /adv 10 −71,43 1 −100,00
2025-07-11 13F Farther Finance Advisors, LLC 5 832 −6,67 359 −0,28
2025-07-24 13F PDS Planning, Inc 14 131 −1,31 870 5,58
2025-08-14 13F Oxford Financial Group Ltd 8 509 −0,63 524 6,30
2025-05-15 13F Fft Wealth Management Llc 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 4 156 −5,76 256 0,79
2025-08-13 13F Capital Analysts, Inc. 4 796 −0,08 0
2025-08-06 13F AE Wealth Management LLC 23 705 −11,88 1 459 −5,75
2025-05-14 13F Zacks Investment Management 0 −100,00 0
2025-07-07 13F New Capital Management LP 8 608 −1,18 530 5,59
2025-07-29 13F Stratos Wealth Partners, LTD. 17 516 −11,04 1 079 −4,85
2025-07-22 13F Global Assets Advisory, LLC 20 447 −64,55 1 258 −60,81
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 9 393 −7,32 578 −0,86
2025-08-05 13F Integrity Financial Corp /WA 22 478 −2,93 1 384 3,75
2025-08-13 13F Nicolet Advisory Services, Llc 5 776 −13,29 353 −3,55
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-07-08 13F Gallacher Capital Management LLC 19 845 −10,19 1 222 −4,01
2025-07-30 13F Mason & Associates, LLC 3 421 −33,44 211 −28,81
2025-08-12 13F SRS Capital Advisors, Inc. 820 −20,00 51 −15,25
2025-08-11 13F One Capital Management, LLC 21 150 −87,87 1 302 −87,02
2025-08-06 13F SOUTH STATE Corp 11 662 −13,02 718 −6,87
2025-08-14 13F Mariner, LLC 11 855 −15,50 730 −9,67
2025-03-28 13F/A Berkeley, Inc 0 −100,00 0
2025-08-05 13F Integrity Wealth Solutions LLC 11 538 −0,60 710 6,29
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-07 13F Efficient Advisors, LLC 4 695 −0,93 289 6,25
2025-07-29 13F Orin Green Financial, LLC 8 082 −1,80 498 9,71
2025-08-01 13F Koss-Olinger Consulting, LLC 5 211 −11,20 321 −5,33
2025-07-25 13F Atria Wealth Solutions, Inc. 8 216 −47,22 506 −43,64
2025-05-02 13F Capital A Wealth Management, LLC 568 −18,39 33 −17,95
2025-08-14 13F UBS Group AG 288 690 −8,66 17 775 −2,31
2025-07-21 13F DHJJ Financial Advisors, Ltd. 460 −1,50 28 7,69
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