ICF / iShares Trust - iShares Select U.S. REIT ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Select U.S. REIT ETF
US ˙ BATS ˙ US4642875649

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 Steigerwald, Gordon & Koch Inc. 6 084 −5,14 372 −5,58
2025-08-14 13F Raymond James Financial Inc 624 468 −0,31 38 192 −0,91
2025-08-08 13F Bailard, Inc. 21 515 −3,06 1 316 −3,66
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 79 964 −0,11 4 891 −0,71
2025-08-15 13F Kestra Advisory Services, LLC 361 014 −12,69 22 080 −13,21
2025-05-09 13F GeoWealth Management, LLC 0 −100,00 0
2025-08-11 13F Vanguard Group Inc 0 −100,00 0
2025-08-13 13F Quadrature Capital Ltd 6 910 −2,99 423 −3,65
2025-05-12 13F Sandy Spring Bank 4 679 −19,51 288 −18,00
2025-08-11 13F TD Waterhouse Canada Inc. 2 −50,00 0
2025-08-13 13F Northern Trust Corp 103 736 −1,24 6 344 −1,83
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 60 025 −10,59 3 671 −11,11
2025-07-28 13F Innova Wealth Partners 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 1 214 707 −16,57 74 292 −17,07
2025-08-13 13F Cerity Partners LLC 33 327 −3,22 2 038 −3,78
2025-07-25 13F Sequoia Financial Advisors, LLC 5 532 −4,39 338 −5,06
2025-08-13 13F Johnson Financial Group, Inc. 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 8 319 −76,10 509 −76,27
2025-07-30 13F Cullen/frost Bankers, Inc. 131 167 −11,44 8 022 −11,97
2025-07-30 13F Evermay Wealth Management Llc 2 873 −64,83 176 −65,14
2025-08-05 13F Bank of New York Mellon Corp 260 581 −0,61 15 937 −1,20
2025-08-01 13F Bessemer Group Inc 4 000 −4,76 0
2025-07-14 13F GAMMA Investing LLC 246 −17,17 15 −16,67
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6 730 −20,45 412 −20,96
2025-08-05 13F Plante Moran Financial Advisors, LLC 338 −24,55 21 −25,93
2025-08-11 13F ARS Investment Partners, LLC 0 −100,00 0
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 31 695 −5,18 1 939 −5,74
2025-08-04 13F Assetmark, Inc 380 −27,89 23 −28,12
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 24 846 −9,97 2 0,00
2025-07-17 13F Fifth Third Securities, Inc. 7 678 −1,92 470 −2,49
2025-08-12 13F Pathstone Holdings, LLC 219 217 −1,80 13 407 −2,39
2025-08-05 13F Tiaa Trust, National Association 103 070 −7,07 6 304 −7,63
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-13 13F M&t Bank Corp 466 620 −2,70 28 539 −3,28
2025-04-09 13F St Germain D J Co Inc 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 40 141 −12,43 2 476 −12,20
2025-05-13 13F Neuberger Berman Group LLC 0 −100,00 0
2025-08-13 13F Hsbc Holdings Plc 8 914 −3,48 545 −4,05
2025-08-08 13F Pnc Financial Services Group, Inc. 121 670 −0,58 7 441 −1,18
2025-07-28 13F Cornerstone Wealth Group, LLC 73 688 −9,45 4 507 −10,01
2025-07-11 13F Arrow Investment Advisors, LLC 22 663 −6,58 1 386 −7,10
2025-04-29 13F Hm Payson & Co 450 −47,06 28 −47,06
2025-08-13 13F Rsm Us Wealth Management Llc 3 977 −1,19 243 −1,62
2025-08-01 13F Envestnet Asset Management Inc 235 727 −30,30 14 417 −30,71
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 0 −100,00 0
2025-05-05 13F Csenge Advisory Group 0 −100,00 0 −100,00
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-08-28 13F/A Tolleson Wealth Management, Inc. 8 998 −0,87 550 −1,43
2025-08-14 13F Fiduciary Trust Co 63 786 −2,29 3 901 −2,86
2025-05-08 13F SP Asset Management LLC 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-07-22 13F Accel Wealth Management 9 397 −13,85 575 −14,46
2025-04-30 13F Sharkey, Howes & Javer 0 −100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 35 802 −18,38 2 190 −18,90
2025-08-11 13F Brown Brothers Harriman & Co 0 −100,00 0
2025-07-15 13F Peddock Capital Advisors, Llc 0 −100,00 0
2025-04-16 13F Salem Investment Counselors Inc 0 −100,00 0
2025-07-25 13F Transcendent Capital Group LLC 0 −100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 2 415 −3,67 148 −4,55
2025-08-07 13F Topel & Distasi Wealth Management, LLC 0 −100,00 0
2025-08-15 13F CI Private Wealth, LLC 126 125 −49,75 6 229 −59,67
2025-07-24 13F Us Bancorp \de\ 118 850 −0,87 7 269 −1,46
2025-08-06 13F Savant Capital, LLC 24 430 −1,40 1 494 −1,97
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-05-09 13F Charles Schwab Investment Management Inc 0 −100,00 0
2025-04-11 13F Seacrest Wealth Management, Llc 0 −100,00 0
2025-04-22 13F Jmac Enterprises Llc 0 −100,00 0
2025-08-12 13F Change Path, LLC 9 652 −3,43 590 −3,91
2025-07-15 13F Bank Of Stockton 20 361 −18,17 1 245 −18,68
2025-08-13 13F Baird Financial Group, Inc. 89 701 −2,03 5 486 −2,61
2025-07-11 13F BTC Capital Management, Inc. 13 519 −0,14 827 −0,72
2025-08-08 13F Larson Financial Group LLC 1 284 −0,08 79 −1,27
2025-07-22 13F Awm Capital, Llc 165 658 −15,64 10 132 −16,15
2025-07-15 13F James J. Burns & Company, LLC 12 124 −1,04 741 −1,59
2025-07-22 13F Belpointe Asset Management LLC 49 865 −0,17 3 050 −0,78
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-08-06 13F Modera Wealth Management, LLC 15 454 −2,19 945 −2,78
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 11 406 −70,98 698 −71,17
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-07-09 13F Affinity Capital Advisors, LLC 8 924 −5,74 546 0,55
2025-07-18 13F Truist Financial Corp 6 981 −29,21 427 −29,70
2025-08-12 13F Nemes Rush Group LLC 602 −0,66 37 −2,70
2025-07-30 13F Alexis Investment Partners, LLC 0 −100,00 0
2025-04-15 13F School Employees Retirement Board Of Ohio 0 −100,00 0
2025-07-11 13F Trust Co Of Virginia /va 19 329 −0,23 1 182 −0,84
2025-08-14 13F GWM Advisors LLC 16 224 −1,06 992 −1,59
2025-05-08 13F Eastern Bank 0 −100,00 0
2025-07-22 13F McNaughton Wealth Management, LLC 24 895 −0,30 1 523 −0,91
2025-09-12 13F/A Valeo Financial Advisors, LLC 19 371 −22,60 1 185 −23,07
2025-08-14 13F Silvercrest Asset Management Group Llc 4 510 −5,25 276 −5,82
2025-07-17 13F/A Capital Investment Advisors, LLC 24 302 −3,31 1 486 −3,88
2025-07-16 13F Dakota Wealth Management 16 267 −3,48 995 −4,05
2025-08-01 13F Koss-Olinger Consulting, LLC 208 812 −8,06 12 771 −8,62
2025-07-17 13F HB Wealth Management, LLC 5 023 −67,69 307 −67,89
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-08-18 13F/A National Bank Of Canada /fi/ 5 099 −97,47 312 −97,49
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 39 953 −0,05 2 444 −0,65
2025-07-10 13F Fortress Wealth Management, Inc. 15 556 −0,21 951 −0,83
2025-08-13 13F Trustmark National Bank Trust Department 27 700 −10,65 1 694 −11,17
2025-08-06 13F AE Wealth Management LLC 6 351 −0,89 388 −1,52
2025-08-14 13F EP Wealth Advisors, Inc. 6 642 −3,47 406 −4,02
2025-04-14 13F Cetera Trust Company, N.A 0 −100,00 0 −100,00
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 6 421 −1,91 393 −2,49
2025-07-08 13F Range Financial Group LLC 8 881 −4,35 543 −4,90
2025-04-28 13F Principal Financial Group Inc 0 −100,00 0
2025-08-04 13F Partners in Financial Planning 0 −100,00 0
2025-07-23 13F Intergy Private Wealth, LLC 12 596 −3,22 770 −3,75
2025-08-04 13F Keybank National Association/oh 236 653 −2,67 14 474 −3,26
2025-04-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-04-08 13F Rothschild Investment Llc 0 −100,00 0 −100,00
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 718 −16,32 44 −17,31
2025-08-06 13F Commonwealth Equity Services, Llc 197 208 −2,89 12 0,00
2025-08-12 13F Asset Management Group, Inc. 94 187 −1,28 5 760 −1,87
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2025-08-06 13F First Horizon Advisors, Inc. 645 −13,07 39 −13,33
2025-08-11 13F Aptus Capital Advisors, LLC 7 615 −1,79 466 −2,52
2025-08-14 13F Bank Of America Corp /de/ 790 558 −19,13 48 351 −19,62
2025-08-14 13F White Knight Strategic Wealth Advisors, LLC 12 896 −4,05 789 −4,72
2025-08-14 13F Connecticut Wealth Management, LLC 477 270 −0,76 29 190 −1,36
2025-07-24 13F Jfs Wealth Advisors, Llc 6 150 −4,99 376 −5,53
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-13 13F Wambolt & Associates, LLC 7 433 −31,62 457 −31,79
2025-08-19 13F Anchor Investment Management, LLC 295 −20,27 18 −18,18
2025-08-07 13F CENTRAL TRUST Co 6 066 −4,19 371 −4,88
2025-08-13 13F Russell Investments Group, Ltd. 1 658 −31,74 101 −32,21
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 1 476 −86,10 90 −86,22
2025-08-01 13F Gwn Securities Inc. 4 919 −45,06 301 −45,37
2025-08-14 13F Comerica Bank 38 664 −14,12 2 365 −14,66
2025-08-14 13F Pinnacle Family Advisors, LLC 0 −100,00 0
2025-07-11 13F Windsor Capital Management, LLC 0 −100,00 0
2025-07-03 13F Garde Capital, Inc. 86 063 −0,63 5 264 −1,22
2025-08-11 13F One Capital Management, LLC 10 224 −4,26 625 −4,87
2025-07-29 13F Sigma Investment Counselors Inc 14 293 −0,69 874 −1,24
2025-05-19 13F/A Jane Street Group, Llc 0 −100,00 0 −100,00
2025-07-14 13F Sowell Financial Services LLC 4 833 −1,06 296 −1,67
2025-08-04 13F AMG National Trust Bank 315 405 −1,19 19 290 −1,78
2025-07-15 13F Fifth Third Bancorp 202 818 −3,27 12 404 −3,85
2025-08-06 13F Nvwm, Llc 0 −100,00 0
2025-07-29 13F Orin Green Financial, LLC 3 276 −10,07 200 −5,66
2025-07-14 13F AdvisorNet Financial, Inc 1 872 −6,26 114 −6,56
2025-08-12 13F MAI Capital Management 3 677 −1,34 225 −2,18
2025-08-14 13F Family Office Research LLC 13 941 −0,41 853 −1,05
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 2 513 −46,87 154 −47,24
2025-07-15 13F Mather Group, Llc. 5 702 −33,15 349 −33,59
2025-07-21 13F Ameriflex Group, Inc. 966 −57,82 58 −58,57
2025-08-14 13F Mariner, LLC 158 055 −2,92 9 667 −3,50
2025-08-14 13F UBS Group AG 146 827 −6,63 8 980 −7,19
2025-08-08 13F Creative Planning 317 412 −5,21 19 413 −5,78
2025-06-26 NP DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES 23 262 −5,51 1 420 −4,89
2025-07-28 13F BRYN MAWR TRUST Co 685 −82,30 42 −82,77
2025-05-02 13F Midwest Professional Planners, LTD. 0 −100,00 0
2025-04-21 13F Newton One Investments LLC 0 −100,00 0
2025-08-14 13F Fmr Llc 6 265 −19,51 383 −19,87
2025-07-25 13F Atria Wealth Solutions, Inc. 46 103 −39,93 2 820 −40,30
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