IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF - Institutionellt ägande - Säljare

iShares Trust - iShares S&P Mid-Cap 400 Value ETF
US ˙ ARCA ˙ US4642877058

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
(%)
2025-08-15 13F Kestra Advisory Services, LLC 96 318 −5,32 11 903 −2,27
2025-08-14 13F Camarda Financial Advisors, LLC 0 −100,00 0
2025-08-06 13F Founders Financial Securities Llc 2 728 −0,44 337 7,67
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 0 −100,00 0 −100,00
2025-08-14 13F Harvest Investment Services, LLC 0 −100,00 0
2025-08-06 13F Adviser Investments LLC 20 063 −0,34 2 479 2,86
2025-08-13 13F River Wealth Advisors LLC 29 457 −1,26 3 640 1,93
2025-08-14 13F Money Concepts Capital Corp 12 615 −14,14 1 559 −11,43
2025-08-05 13F Smith Shellnut Wilson Llc /adv 16 514 −30,63 2 041 −28,42
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-08-13 13F Beacon Pointe Advisors, LLC 8 055 −3,20 995 −0,10
2025-08-08 13F Kingsview Wealth Management, LLC 15 629 −2,70 1 931 0,42
2025-08-13 13F Capital Analysts, Inc. 9 941 −6,84 1 0,00
2025-07-31 13F Buckingham Strategic Partners 5 895 −1,31 729 1,82
2025-08-13 13F B&D White Capital Company, LLC 0 −100,00 0
2025-04-30 13F Pineridge Advisors LLC 0 −100,00 0
2025-07-22 13F Innovative Wealth Building LLC 11 810 −10,57 1 459 −7,72
2025-04-10 13F EWG Elevate Inc. 0 −100,00 0
2025-08-07 13F PFG Advisors 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 8 944 −7,21 1 105 −4,25
2025-07-25 13F Midwest Capital Advisors, LLC 49 −75,25 6 −73,91
2025-04-17 13F Montecito Bank & Trust 4 460 −0,67 534 −4,99
2025-08-08 13F Emerald Investment Partners, Llc 7 826 −19,09 967 −16,49
2025-08-12 13F Change Path, LLC 5 665 −0,02 700 3,24
2025-08-11 13F Anb Bank 27 640 −19,82 3 416 −17,25
2025-07-15 13F Bank Of Stockton 8 415 −9,02 1 040 −6,14
2025-04-22 13F Veridan Wealth LLC 3 385 −2,93 405 −8,99
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-07-23 13F Bear Mountain Capital, Inc. 258 −70,78 33 −68,32
2025-08-07 13F Runnymede Capital Advisors, Inc. 0 −100,00 0 −100,00
2025-08-08 13F Creative Planning 224 837 −4,32 27 785 −1,25
2025-07-16 13F ORG Partners LLC 48 −80,08 6 −82,14
2025-08-05 13F GPS Wealth Strategies Group, LLC 645 −13,42 80 −11,24
2025-08-14 13F Citadel Advisors Llc 1 995 −93,30 247 −93,10
2025-08-08 13F Larson Financial Group LLC 3 133 −1,57 387 1,57
2025-05-13 13F Journey Advisory Group, LLC 0 −100,00 0 −100,00
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-14 13F Aqr Capital Management Llc 7 632 −60,86 943 −59,60
2025-07-17 13F Janney Montgomery Scott LLC 40 784 −0,17 5 25,00
2025-08-08 13F Citizens Financial Group Inc/ri 8 500 −1,32 1 050 1,84
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-08-04 13F Spire Wealth Management 4 748 −5,63 587 −2,66
2025-07-24 13F Insight Inv LLC 3 799 −1,30 469 1,96
2025-08-15 13F Blue Edge Capital, LLC 92 024 −22,56 11 372 −20,07
2025-07-29 13F Fundamentun, Llc 4 877 −30,43 603 −28,25
2025-08-04 13F Keybank National Association/oh 187 734 −1,56 23 200 1,61
2025-08-04 13F Hantz Financial Services, Inc. 25 −16,67 0
2025-07-21 13F Stock Yards Bank & Trust Co 2 122 −2,21 262 1,16
2025-07-29 13F AssuredPartners Investment Advisors, LLC 3 812 −59,37 471 −58,06
2025-08-14 13F Warren Averett Asset Management, LLC 39 809 −0,96 4 920 2,22
2025-08-12 13F JMG Financial Group, Ltd. 6 471 −3,16 800 −0,12
2025-07-29 13F Lutz Financial Services LLC 120 569 −0,55 14 900 2,64
2025-08-06 13F Commonwealth Equity Services, Llc 308 340 −7,64 38 −2,56
2025-07-29 13F Aspiriant, Llc 4 165 −9,24 515 −6,38
2025-07-11 13F Rockwood Wealth Management, LLC 2 333 −0,17 288 3,23
2025-08-07 13F Allworth Financial LP 17 343 −0,26 2 143 7,47
2025-08-14 13F Quantinno Capital Management LP 5 557 −1,80 687 1,33
2025-07-25 13F Apollon Wealth Management, LLC 15 695 −27,46 1 940 −25,14
2025-08-14 13F Integrated Wealth Concepts LLC 2 871 −1,34 355 1,72
2025-07-24 13F Blair William & Co/il 14 278 −9,07 1 764 −6,17
2025-07-18 13F Trust Co Of Vermont 4 317 −7,97 533 −4,99
2025-08-13 13F MONECO Advisors, LLC 6 081 −8,03 751 −5,06
2025-07-28 13F BRYN MAWR TRUST Co 320 576 −0,70 39 617 2,49
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-07-09 13F Summit Financial Consulting LLC 0 −100,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 36 352 −18,17 4 492 −15,53
2025-08-04 13F AMG National Trust Bank 11 483 −0,23 1 419 3,05
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 155 −17,55 19 −13,64
2025-08-06 13F Stokes Family Office, LLC 19 978 −0,33 2 469 2,88
2025-08-04 13F Mesirow Financial Investment Management, Inc. 212 409 −1,29 26 250 1,89
2025-08-06 13F Wsfs Capital Management, Llc 39 452 −0,75 4 875 2,44
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 1 715 −33,29 212 −31,27
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-07-25 13F Fifth Third Wealth Advisors LLC 37 936 −13,07 4 688 −10,28
2025-07-24 13F Morton Brown Family Wealth, LLC 0 −100,00 0
2025-08-12 13F Vickerman Investment Advisors, Inc. 2 149 −2,63 266 0,38
2025-08-08 13F Hartland & Co., LLC 12 667 −15,98 1 565 −13,30
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 6 740 −2,97 833 0,12
2025-08-15 13F First Heartland Consultants, Inc. 2 326 −86,67 287 −86,25
2025-07-30 13F Insight Advisors, LLC/ PA 1 997 −6,64 247 −3,91
2025-08-07 13F Nwam Llc 3 042 −0,78 382 4,09
2025-07-29 13F Ifrah Financial Services, Inc. 39 464 −0,05 4 877 3,15
2025-08-06 13F Prospera Financial Services Inc 12 837 −78,28 1 588 −77,58
2025-08-12 13F Cornerstone Wealth Management, LLC 3 402 −4,22 420 −1,18
2025-08-14 13F Raymond James Financial Inc 849 192 −3,17 104 943 −0,05
2025-08-12 13F Associated Banc-corp 51 342 −15,49 6 345 −12,79
2025-05-09 13F Briaud Financial Planning, Inc 0 −100,00 0
2025-05-07 13F Allen Investment Management LLC 0 −100,00 0
2025-07-29 13F Private Trust Co Na 4 889 −9,76 604 −6,79
2025-07-25 13F Concurrent Investment Advisors, LLC 10 651 −0,16 1 316 3,05
2025-07-17 13F Smith Chas P & Associates Pa Cpas 37 427 −0,13 4 625 3,08
2025-08-14 13F Two Sigma Investments, Lp 0 −100,00 0
2025-07-09 13F Alesco Advisors Llc 27 999 −0,41 3 460 2,79
2025-08-04 13F Creative Financial Designs Inc /adv 313 −5,15 39 −2,56
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-15 13F CI Private Wealth, LLC 114 077 −3,32 14 098 −0,22
2025-08-11 13F Citigroup Inc 9 620 −45,43 1 189 −43,70
2025-08-08 13F Pnc Financial Services Group, Inc. 1 299 637 −8,20 160 609 −5,25
2025-08-04 13F Atria Investments Llc 0 −100,00 0
2025-08-08 13F ERTS Wealth Advisors, LLC 0 −100,00 0
2025-07-29 13F Kanawha Capital Management Llc 5 479 −1,15 677 2,11
2025-06-02 13F/A Modern Wealth Management, LLC 14 482 −97,33 1 734 −97,50
2025-08-06 13F Wedbush Securities Inc 3 639 −16,42 0
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-12 13F/A Brightwater Advisory LLC 33 402 −0,63 4 128 2,56
2025-08-05 13F Peregrine Asset Advisers, Inc. 11 586 −0,55 1 432 2,65
2025-08-14 13F Susquehanna International Group, Llp 28 854 −4,62 3 566 −1,57
2025-08-13 13F Per Stirling Capital Management, LLC. 0 −100,00 0
2025-08-08 13F King Wealth 35 507 −1,86 4 0,00
2025-05-14 13F Susquehanna International Group, Llp Call 0 −100,00 0 −100,00
2025-08-14 13F Comerica Bank 96 826 −1,16 11 966 2,02
2025-08-14 13F Smartleaf Asset Management LLC 623 −14,19 77 −11,63
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-23 13F Eagle Strategies LLC 3 477 −0,60 430 2,63
2025-08-13 13F Dana Investment Advisors, Inc. 1 812 −50,87 224 −49,43
2025-08-13 13F Sepio Capital, LP 0 −100,00 0
2025-08-12 13F Financial Advocates Investment Management 9 992 −18,39 1 235 −15,77
2025-07-30 13F Alexis Investment Partners, LLC 5 093 −21,16 629 −18,63
2025-07-25 13F Hazlett, Burt & Watson, Inc. 8 381 −6,34 1 0,00
2025-08-12 13F LPL Financial LLC 800 652 −2,06 98 945 1,09
2025-07-30 13F Phillips Financial Management, Llc 11 876 −3,59 1 468 −0,47
2025-07-10 13F NorthCrest Asset Manangement, LLC 33 321 −3,96 4 264 2,65
2025-07-18 13F PBMares Wealth Management LLC 2 663 −0,60 329 2,81
2025-08-08 13F Cetera Investment Advisers 80 724 −51,04 9 976 −49,47
2025-07-31 13F Sage Mountain Advisors LLC 1 338 −34,89 165 −32,93
2025-07-22 13F Romano Brothers And Company 2 385 −0,83 295 2,44
2025-08-14 13F Bragg Financial Advisors, Inc 19 819 −0,22 2 449 2,99
2025-08-13 13F Baird Financial Group, Inc. 334 571 −1,91 41 346 1,24
2025-07-09 13F Bank of New Hampshire 48 −94,34 6 −95,05
2025-07-15 13F Graypoint LLC 2 463 −24,52 304 −22,05
2025-07-15 13F Cranbrook Wealth Management, LLC 30 854 −1,70 3 813 1,46
2025-08-11 13F Bradley Foster & Sargent Inc/ct 4 028 −4,28 498 −1,19
2025-07-17 13F Catalytic Wealth RIA, LLC 15 731 −12,18 1 944 −9,33
2025-08-04 13F Creekmur Asset Management LLC 130 −4,41 16 0,00
2025-07-17 13F Sound Income Strategies, LLC 2 624 −32,44 324 −30,32
2025-07-21 13F Mechanics Financial Corp 1 008 −8,20 125 −5,34
2025-08-05 13F LTG Capital LLC 29 197 −5,35 3 608 −2,30
2025-07-14 13F AdvisorNet Financial, Inc 1 811 −16,93 224 −14,56
2025-07-17 13F Greenleaf Trust 51 651 −2,07 6 383 1,09
2025-08-11 13F von Borstel & Associates, Inc. 0 −100,00 0
2025-08-11 13F Sierra Capital LLC 32 958 −7,29 4 0,00
2025-08-11 13F HighTower Advisors, LLC 398 083 −9,15 49 195 −6,23
2025-08-08 13F Renasant Bank 7 679 −34,22 949 −32,14
2025-08-04 13F Whalen Wealth Management Inc. 3 012 −94,68 372 −94,51
2025-08-14 13F Horizon Investments, LLC 1 510 −1,82 187 1,09
2025-08-14 13F Arete Wealth Advisors, LLC 0 −100,00 0
2025-05-09 13F NewEdge Wealth, LLC 0 −100,00 0
2025-08-07 13F Ascension Capital Advisors, Inc. 0 −100,00 0
2025-08-07 13F Resources Investment Advisors, LLC. 10 758 −1,46 1 329 1,68
2025-07-18 13F Naples Global Advisors, Llc 4 177 −0,93 516 2,38
2025-07-02 13F Doliver Advisors, Lp 3 950 −4,47 488 −1,41
2025-08-08 13F Avantax Advisory Services, Inc. 17 808 −18,57 2 201 −15,97
2025-08-12 13F PKS Advisory Services, LLC 5 045 −1,87 623 1,30
2025-08-14 13F Ruggaard & Associates LLC 0 −100,00 0
2025-07-14 13F Chapin Davis, Inc. 1 949 −2,16 241 0,84
2025-08-06 13F First Horizon Advisors, Inc. 9 826 −9,40 1 214 −6,47
2025-08-01 13F FSA Advisors, Inc. 0 −100,00 0
2025-08-06 13F SNS Financial Group, LLC 23 897 −0,33 2 953 2,89
2025-07-18 13F USA Financial Portformulas Corp 0 −100,00 0
2025-08-14 13F Aprio Wealth Management, LLC 2 001 −3,33 247 0,00
2025-08-14 13F Beaird Harris Wealth Management, LLC 37 −65,74 5 −66,67
2025-05-13 13F Boston Partners 0 −100,00 0
2025-08-12 13F Asset Management Group, Inc. 89 449 −0,92 11 054 2,28
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-30 13F BlueChip Wealth Advisors LLC 2 806 −33,43 347 −31,35
2025-04-28 13F Mutual Advisors, LLC 0 −100,00 0
2025-08-06 13F Thompson Siegel & Walmsley Llc 2 301 −69,46 0
2025-08-11 13F Ironsides Asset Advisors, LLC 2 000 −50,00 247 −48,33
2025-05-14 13F Heritage Financial Services, LLC 0 −100,00 0
2025-07-30 13F Strategic Blueprint, LLC 1 852 −75,59 229 −74,89
2025-08-01 13F First Command Advisory Services, Inc. 4 933 −6,80 610 −3,79
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 16 473 −20,80 2 036 −18,27
2025-08-13 13F Rsm Us Wealth Management Llc 3 397 −2,24 420 0,72
2025-08-01 13F Centerpoint Advisors, LLC 32 113 −5,43 4 −25,00
2025-08-04 13F Beirne Wealth Consulting Services, LLC 6 386 −5,45 789 −2,35
2025-08-11 13F Mill Creek Capital Advisors, LLC 72 186 −0,06 8 921 3,16
2025-05-12 13F Maia Wealth LLC 0 −100,00 0
2025-07-16 13F Essex Financial Services, Inc. 1 929 −19,56 238 −17,07
2025-07-15 13F Financial Partners Group, Inc 9 069 −2,58 1 121 0,54
2025-07-23 13F Independent Solutions Wealth Management, LLC 0 −100,00 0
2025-04-22 13F Register Financial Advisors LLC 0 −100,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 0 −100,00 0
2025-07-17 13F Smith Anglin Financial, LLC 5 093 −27,33 629 −25,03
2025-08-13 13F Wellspring Financial Advisors, LLC 9 785 −17,90 1 209 −15,28
2025-08-11 13F United Capital Financial Advisers, Llc 5 632 −5,65 696 −2,66
2025-08-14 13F Great Valley Advisor Group, Inc. 5 209 −9,68 643 −6,81
2025-07-31 13F United Community Bank 2 215 −2,64 274 0,37
2025-08-14 13F IHT Wealth Management, LLC 3 346 −6,27 413 −3,28
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 4 179 −5,96 516 −3,01
2025-08-07 13F Commerce Bank 22 567 −11,53 2 789 −8,68
2025-07-14 13F Farmers & Merchants Investments Inc 11 637 −0,01 1 438 3,23
2025-05-14 13F Tme Financial, Inc. 0 −100,00 0
2025-07-23 13F ETF Portfolio Partners, Inc. 40 217 −6,60 4 970 −3,61
2025-08-12 13F Gladstone Institutional Advisory LLC 3 186 −13,64 394 −10,88
2025-08-12 13F Shakespeare Wealth Management, Inc. 12 834 −0,05 1 586 3,19
2025-08-14 13F Stifel Financial Corp 103 037 −5,58 12 736 −2,53
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Atomi Financial Group, Inc. 7 408 −0,31 915 2,92
2025-08-14 13F Fiduciary Trust Co 2 974 −17,27 368 −14,65
2025-07-29 13F Salomon & Ludwin, LLC 105 218 −2,92 13 410 3,34
2025-08-13 13F Russell Investments Group, Ltd. 1 994 −0,05 246 3,36
2025-07-17 13F First County Bank /CT/ 2 091 −1,60 258 1,57
2025-08-07 13F Nuance Investments, Llc 0 −100,00 0
2025-07-25 13F Sequoia Financial Advisors, LLC 31 647 −9,09 3 911 −6,17
2025-05-15 13F Alamar Capital Management, LLC 0 −100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 9 469 −0,11 1 170 3,08
2025-07-21 13F Qrg Capital Management, Inc. 2 261 −11,05 279 −8,22
2025-07-22 13F Evensky & Katz LLC 452 939 −23,52 56 −21,43
2025-08-11 13F Cordatus Wealth Management LLC 0 −100,00 0
2025-08-04 13F Assetmark, Inc 1 632 −56,08 202 −54,73
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-05 13F Tiaa Trust, National Association 8 975 −1,63 1 109 1,56
2025-08-11 13F Morling Financial Advisors, LLC 0 −100,00 0
2025-07-21 13F Pacific Financial Group Inc 11 363 −17,74 1 404 −15,11
2025-08-14 13F Wells Fargo & Company/mn 3 695 938 −0,66 456 744 2,53
2025-07-22 13F Mascoma Wealth Management LLC 873 −20,13 108 −17,69
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-02 13F InvesTrust 59 640 −3,40 7 370 −0,30
2025-08-11 13F Vanguard Group Inc 6 606 −0,97 816 2,26
2025-08-08 13F Mv Capital Management, Inc. 4 027 −16,68 498 −14,01
2025-07-24 13F Capital Advisors, Ltd. LLC 113 178 −5,97 14 −7,14
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-05-15 13F Gts Securities Llc 0 −100,00 0
2025-07-15 13F North Star Investment Management Corp. 187 −13,82 23 −8,00
2025-08-05 13F Claro Advisors LLC 6 766 −36,16 836 −34,12
2025-08-14 13F Ameriprise Financial Inc 832 656 −9,62 103 403 −6,37
2025-08-11 13F Factorial Partners, Llc 18 900 −42,20 2 336 −40,36
2025-07-11 13F/A Umb Bank N A/mo 21 662 −0,40 2 677 2,76
2025-07-15 13F Td Private Client Wealth Llc 13 869 −22,90 1 714 −20,44
2025-08-11 13F Private Advisor Group, LLC 35 868 −12,50 4 433 −9,70
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 93 303 −10,26 12 −8,33
2025-08-14 13F Pinnacle Family Advisors, LLC 5 433 −2,88 671 0,30
2025-09-04 13F/A Advisor Group Holdings, Inc. 121 623 −28,84 15 039 −26,55
2025-04-17 13F Dynamic Advisor Solutions LLC 0 −100,00 0
2025-08-07 13F Weil Company, Inc. 2 135 −12,46 264 −9,62
2025-08-05 13F Astra Wealth Partners LLC 28 993 −22,78 3 583 −20,29
2025-08-12 13F Ameritas Investment Partners, Inc. 7 670 −0,13 948 3,05
2025-04-15 13F Noble Wealth Management PBC 79 −26,85 9 −30,77
2025-07-23 13F Prime Capital Investment Advisors, LLC 3 328 −72,74 411 −71,87
2025-05-14 13F Hobbs Group Advisors, LLC 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 12 789 −73,11 1 581 −72,25
2025-08-12 13F Founders Financial Alliance, LLC 409 −24,95 51 −23,08
2025-07-31 13F Glass Jacobson Investment Advisors llc 29 029 −4,12 3 587 −5,18
2025-07-24 13F Us Bancorp \de\ 73 139 −5,08 9 046 −2,01
2025-05-14 13F REAP Financial Group, LLC 0 −100,00 0
2025-08-05 13F MidAtlantic Capital Management, Inc. 10 441 −1,39 1 290 1,82
2025-07-15 13F StoneCrest Wealth Management, Inc. 6 494 −2,45 803 0,63
2025-07-30 13F/A KPP Advisory Services LLC 2 618 −12,12 324 −9,27
2025-08-08 13F Foundations Investment Advisors, LLC 0 −100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 5 564 −12,02 688 −9,25
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-07-28 13F Founders Grove Wealth Partners, Llc 15 502 −3,58 1 916 −0,52
2025-08-14 13F Wealth Preservation Advisors, LLC 2 479 −0,40 306 3,03
2025-07-22 13F Sage Financial Group Inc 3 314 −0,45 410 2,76
2025-05-05 13F Transce3nd, LLC 0 −100,00 0
2025-08-05 13F GHP Investment Advisors, Inc. 106 052 −0,47 13 106 2,73
2025-08-01 13F Ashton Thomas Private Wealth, LLC 28 715 −6,02 3 549 −3,01
2025-08-08 13F Financial Life Planners 0 −100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 65 451 −25,38 8 088 −22,98
2025-07-30 13F Bleakley Financial Group, LLC 34 087 −0,09 4 212 3,11
2025-08-12 13F Putnam Fl Investment Management Co 0 −100,00 0
2025-07-25 13F Northwest Capital Management Inc 104 −32,47 13 −33,33
2025-08-12 13F SRS Capital Advisors, Inc. 5 330 −21,59 665 −18,33
2025-07-25 13F Griffin Asset Management, Inc. 6 927 −3,87 856 −0,70
2025-07-17 13F Campion Asset Management LLC 27 635 −1,18 3 415 2,00
2025-07-14 13F Wealth Advisory Solutions, LLC 18 593 −87,83 2 298 −87,44
2025-07-23 13F Clear Creek Financial Management, LLC 0 −100,00 0
2025-07-17 13F Park Place Capital Corp 9 767 −30,32 1 228 −26,82
2025-08-13 13F Vance Wealth, Inc. 18 618 −17,60 2 301 −14,97
2025-04-16 13F New Century Financial Group, LLC 0 −100,00 0
2025-08-13 13F Cerity Partners LLC 222 738 −3,62 27 527 −0,52
2025-08-11 13F Novak & Powell Financial Services, Inc. 5 805 −55,88 717 −54,48
2025-08-12 13F Bokf, Na 317 319 −1,37 39 214 1,80
2025-07-11 13F Busey Wealth Management 2 549 −3,30 315 0,00
2025-07-23 13F Valmark Advisers, Inc. 12 145 −0,76 1 501 2,39
2025-07-08 13F Heartwood Wealth Advisors LLC 2 928 −7,81 362 −5,00
2025-04-15 13F Transform Wealth, LLC 2 299 −2,63 275 −6,78
2025-08-08 13F Advisors Capital Management, LLC 2 207 −15,67 273 −13,10
2025-08-11 13F Wescott Financial Advisory Group, LLC 0 −100,00 0
2025-08-12 13F Bravias Capital Group, LLC 2 163 −5,17 267 −2,20
2025-08-07 13F Kestra Private Wealth Services, Llc 4 251 −6,14 525 −3,14
2025-08-11 13F Wealthspire Advisors, LLC 261 290 −1,42 32 290 1,75
2025-07-28 13F Harbour Investments, Inc. 1 592 −23,94 197 −21,60
2025-07-22 13F MBL Wealth, LLC 1 750 −1,41 216 1,89
2025-08-13 13F Lido Advisors, LLC 151 737 −20,51 18 752 −17,95
2025-07-30 13F MEMBERS Trust Co 25 942 −2,44 3 206 0,69
2025-07-29 13F BKM Wealth Management, LLC 41 160 −0,27 5 087 2,93
2025-07-23 13F Kingswood Wealth Advisors, Llc 2 022 −15,89 250 −13,24
2025-08-14 13F Sunbelt Securities, Inc. 2 842 −0,04 355 4,41
2025-08-13 13F Boston Family Office Llc 4 370 −3,66 1
2025-08-14 13F Hancock Whitney Corp 4 036 −26,60 499 −24,32
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16 662 −1,03 2 059 2,18
2025-08-13 13F M&t Bank Corp 69 559 −2,36 8 596 0,79
2025-07-16 13F Meridian Financial, LLC 7 011 −1,79 866 1,41
2025-07-21 13F Ameritas Advisory Services, LLC 1 785 −4,55 221 −4,35
2025-08-07 13F Alpha Financial Advisors, LLC 2 336 −26,63 289 −24,41
2025-08-13 13F Oxler Private Wealth LLC 18 335 −7,35 2 266 −4,39
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-07-11 13F Prosperity Planning, Inc. 23 319 −0,16 2 882 3,04
2025-08-14 13F Ieq Capital, Llc 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 1 867 −19,39 231 −16,97
2025-08-14 13F Mariner, LLC 170 061 −0,97 21 016 2,22
2025-08-14 13F UBS Group AG 2 043 734 −2,32 252 565 0,82
2025-08-04 13F Simon Quick Advisors, Llc 10 584 −1,17 1 308 1,95
2025-08-14 13F CoreCap Advisors, LLC 1 702 −89,38 210 −89,05
2025-08-13 13F Pinkerton Retirement Specialists, LLC 0 −100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 79 050 −0,58 9 769 2,62
2025-07-30 13F Cookson Peirce & Co Inc 4 129 −4,11 510 −0,97
2025-07-29 13F Stephens Inc /ar/ 1 779 −26,82 220 −24,74
2025-08-11 13F FineMark National Bank & Trust 0 −100,00 0
2025-07-16 13F Northern Oak Wealth Management Inc 111 954 −6,63 13 835 −3,63
2025-04-22 13F LVZ Advisors, Inc. 0 −100,00 0
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1 483 −0,80 183 2,81
2025-08-27 13F/A Brinker Capital Investments, LLC 4 633 −5,22 572 −2,22
2025-07-11 13F Pinnacle Bancorp, Inc. 15 565 −7,49 1 923 −4,52
2025-08-13 13F Brown Advisory Inc 3 187 −6,98 394 −4,15
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-07-22 13F Relyea Zuckerberg Hanson LLC 1 634 −53,51 202 −52,14
2025-08-12 13F Integras Partners LLC 0 −100,00 0
2025-07-03 13F First Hawaiian Bank 27 555 −1,62 3 405 1,55
2025-04-30 13F First National Bank & Trust Co Of Newtown 0 −100,00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 14 760 −9,04 1 824 −6,12
2025-08-06 13F Texas Yale Capital Corp. 112 117 −1,68 13 855 1,48
2025-08-12 13F Jpmorgan Chase & Co 422 787 −1,47 52 248 1,70
2025-08-08 13F Family Firm, Inc. 18 734 −4,58 2 315 −1,49
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-31 13F Allied Investment Advisors, LLC 1 784 −6,55 220 −3,51
2025-04-21 13F Roman Butler Fullerton & Co 0 −100,00 0
2025-08-15 13F Earnest Partners Llc 0 −100,00 0
2025-08-06 13F Quadrant Private Wealth Management, LLC 18 572 −16,77 2 295 −14,08
2025-07-17 13F C2C Wealth Management, LLC 13 974 −0,58 1 727 2,62
2025-07-14 13F Clayton Financial Group LLC 0 −100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 14 919 −0,76 1 844 18,07
2025-08-13 13F Hsbc Holdings Plc 1 727 −38,03 213 −36,04
2025-08-01 13F Envestnet Asset Management Inc 1 888 341 −4,58 233 361 −1,51
2025-08-11 13F Principal Securities, Inc. 2 567 −4,43 317 −5,37
2025-07-21 13F Jmac Enterprises Llc 22 533 −63,44 2 785 −62,28
2025-07-25 13F Johnson Investment Counsel Inc 14 629 −0,97 1 808 2,21
2025-05-12 13F Hirtle Callaghan & Co LLC 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 0 −100,00 0
2025-08-11 13F Avantax Planning Partners, Inc. 4 495 −0,31 556 2,97
2025-08-11 13F Rothschild Investment Llc 780 −17,02 96 −14,29
2025-05-07 13F Objective Capital Management, LLC 0 −100,00 0
2025-04-21 13F PSI Advisors, LLC 0 −100,00 0
2025-08-15 13F Equitable Holdings, Inc. 28 895 −71,59 3 571 −70,68
2025-07-25 13F Ellis Investment Partners, LLC 91 636 −1,50 11 324 1,66
2025-07-14 13F Mechanics Bank Trust Department 0 −100,00 0
2025-07-29 13F Rodgers & Associates, LTD 13 586 −1,32 1 679 1,82
2025-08-13 13F Stenger Family Office, LLC 13 128 −1,88 1 650 −1,26
2025-07-24 13F JNBA Financial Advisors 35 960 −1,26 4 444 1,90
2025-08-14 13F First Citizens Asset Management, Inc. 0 −100,00 0
2025-04-23 13F Penobscot Investment Management Company, Inc. 0 −100,00 0
2025-07-18 13F Truist Financial Corp 232 672 −1,78 28 754 1,38
2025-07-29 13F Stratos Wealth Advisors, LLC 15 339 −1,57 1 896 1,61
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-07-22 13F Belpointe Asset Management LLC 3 245 −78,95 401 −78,27
2025-08-11 13F Great Lakes Advisors, Llc 5 418 −0,62 670 2,61
2025-07-11 13F Farther Finance Advisors, LLC 1 531 −91,18 189 −90,93
2025-08-14 13F BancorpSouth Bank 6 169 −0,32 762 2,83
2025-07-28 13F Rik Saylor Financial, Inc. 13 398 −3,14 1 656 −0,06
2025-07-29 13F Dumont & Blake Investment Advisors Llc 18 293 −1,22 2 261 1,94
2025-07-30 13F Whittier Trust Co 12 998 −0,44 1 606 2,75
2025-08-05 13F Mission Wealth Management, Lp 5 418 −0,24 670 2,92
2025-08-07 13F Panoramic Investment Advisors, Llc 2 900 −51,14 358 −49,58
2025-08-12 13F BlackRock, Inc. 22 428 −1,97 2 772 1,17
2025-07-23 13F First Merchants Corp 115 234 −2,83 14 241 0,29
2025-08-12 13F AlphaCore Capital LLC 3 142 −1,29 388 1,84
2025-08-14 13F Jane Street Group, Llc 19 024 −44,00 2 351 −42,22
2025-07-18 13F SOA Wealth Advisors, LLC. 13 762 −12,49 1 701 −9,72
2025-08-06 13F SOUTH STATE Corp 6 856 −7,43 847 −4,40
2025-07-30 13F Sonata Capital Group Inc 17 140 −0,81 2 0,00
2025-07-23 13F Equitable Trust Co 2 632 −24,82 325 −22,43
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-08-14 13F Hamilton Capital, LLC 0 −100,00 0
2025-08-15 13F Nikulski Financial, Inc. 26 423 −7,75 3 265 −4,78
2025-08-13 13F Royal Fund Management, LLC 2 625 −13,76 324 −11,23
2025-08-04 13F Pensionmark Financial Group, Llc 4 648 −97,91 574 −97,84
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-05-15 13F Strive Asset Management, LLC 0 −100,00 0
2025-08-05 13F Centennial Bank/AR/ 475 −17,82 59 −15,94
2025-08-05 13F Trail Ridge Investment Advisors, LLC 31 123 −4,19 3 879 −0,26
2025-08-14 13F CIBC World Markets Inc. 41 451 −1,85 5 123 1,31
2025-08-13 13F Renaissance Technologies Llc 7 800 −50,63 964 −49,07
2025-07-17 13F Mattern Wealth Management LLC 0 −100,00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 69 354 −1,58 8 571 1,58
2025-08-06 13F Anchor Capital Advisors Llc 1 781 −52,29 220 −50,67
2025-08-06 13F Washington Trust Bank 3 304 −3,76 408 −0,73
2025-08-12 13F Argent Trust Co 3 150 −5,01 389 −2,02
2025-08-15 13F Tower Research Capital LLC (TRC) 5 163 −60,03 638 −58,73
2025-08-07 13F Blackston Financial Advisory Group, LLC 6 590 −27,22 814 −24,91
2025-07-31 13F Oppenheimer & Co Inc 19 708 −3,16 2 436 −0,04
2025-05-08 13F HHM Wealth Advisors, LLC 0 −100,00 0
2025-08-13 13F Independent Family Office, LLC 2 340 −0,43 289 2,85
2025-07-28 13F Essex LLC 8 577 −1,18 1 060 1,92
2025-07-11 13F Ullmann Financial Group, Inc. 56 207 −3,61 6 946 −0,50
2025-07-25 13F Presilium Private Wealth, Llc 9 912 −33,86 1 225 −31,77
2025-07-11 13F Thomasville National Bank 5 431 −14,89 671 −12,06
2025-07-11 13F Grove Bank & Trust 791 −39,39 98 −37,82
2025-07-17 13F Venture Visionary Partners LLC 7 492 −1,27 926 1,87
2025-08-14 13F Acas, Llc 10 289 −1,77 1 324 10,06
2025-07-31 13F Cosner Financial Group, LLC 2 112 −1,81 261 1,56
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 2 323 −11,44 287 −8,60
2025-08-12 13F Steward Partners Investment Advisory, Llc 106 454 −1,42 13 156 1,75
2025-08-11 13F New Age Alpha Advisors, LLC 6 740 −2,97 833 0,12
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 25 040 −5,05 3 094 −2,00
2025-08-01 13F Clark Asset Management, LLC 1 684 −0,06 208 3,48
2025-08-15 13F Keel Point, LLC 10 657 −0,84 1 317 2,33
2025-08-12 13F Nemes Rush Group LLC 0 −100,00 0
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