IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF - Institutionellt ägande - Säljare

iShares Trust - iShares S&P Small-Cap 600 Value ETF
US ˙ ARCA ˙ US4642878791

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
(%)
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-13 13F Per Stirling Capital Management, LLC. 2 271 −88,23 226 −88,03
2025-07-17 13F Investment Research & Advisory Group, Inc. 0 −100,00 0
2025-07-17 13F Coastline Trust Co 1 397 −26,94 139 −25,81
2025-08-14 13F Money Concepts Capital Corp 14 319 −14,01 1 425 −12,26
2025-08-14 13F Citadel Advisors Llc Put 2 600 −43,48 259 −42,41
2025-08-14 13F Harvest Investment Services, LLC 0 −100,00 0
2025-08-11 13F Elequin Capital Lp 0 −100,00 0
2025-07-30 13F D.a. Davidson & Co. 4 163 −10,20 414 −8,20
2025-04-30 13F Sharper & Granite LLC 0 −100,00 0
2025-08-14 13F Camarda Financial Advisors, LLC 0 −100,00 0 −100,00
2025-08-13 13F Sepio Capital, LP 8 757 −87,77 871 −87,52
2025-07-31 13F Ground Swell Capital, LLC 0 −100,00 0
2025-05-09 13F Commonwealth Financial Services, LLC 0 −100,00 0
2025-08-13 13F Northern Trust Corp 21 384 −13,59 2 127 −11,82
2025-07-25 13F Presilium Private Wealth, Llc 0 −100,00 0
2025-07-16 13F Evergreen Private Wealth LLC 1 164 −3,96 116 −2,54
2025-04-10 13F EWG Elevate Inc. 0 −100,00 0 −100,00
2025-08-12 13F Charles Schwab Investment Management Inc 4 830 −10,32 481 −8,57
2025-07-31 13F Oppenheimer & Co Inc 5 236 −22,95 521 −21,45
2025-07-15 13F Evanson Asset Management, LLC 77 392 −0,69 7 700 1,36
2025-07-30 13F Birch Hill Investment Advisors LLC 28 927 −22,37 2 878 −20,79
2025-08-14 13F/A Rockefeller Capital Management L.P. 189 520 −13,06 18 855 −11,27
2025-08-05 13F Marion Wealth Management 0 −100,00 0
2025-08-07 13F Hughes Financial Services, LLC 211 −50,00 21 −48,78
2025-08-14 13F Fmr Llc 1 151 037 −50,24 114 517 −49,21
2025-08-13 13F Capital Analysts, Inc. 11 397 −5,11 1 0,00
2025-08-04 13F One Day In July LLC 71 867 −12,65 7 150 −10,85
2025-07-30 13F Cambridge Capital Management, Llc 4 533 −30,04 451 −28,68
2025-07-11 13F Wealth Management Partners, LLC 9 443 −1,34 964 3,33
2025-08-05 13F Crestwood Advisors Group LLC 8 892 −9,29 885 −7,43
2025-04-22 13F Jmac Enterprises Llc 0 −100,00 0
2025-05-15 13F Vivaldi Capital Management, LLC 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 8 220 −0,17 818 1,87
2025-08-01 13F Zhang Financial LLC 14 281 −0,52 1 421 1,50
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 273 704 −35,14 28 405 −30,95
2025-08-12 13F Retirement Planning Co of New England, Inc. 4 746 −0,15 472 1,94
2025-05-13 13F Watts Gwilliam & Co., LLC 6 305 −3,01 615 −12,66
2025-08-14 13F Betterment LLC 3 169 −39,64 0
2025-08-08 13F Emerald Investment Partners, Llc 6 245 −21,54 621 −19,87
2025-08-05 13F Westside Investment Management, Inc. 1 058 −25,81 105 −24,46
2025-05-13 13F Journey Advisory Group, LLC 0 −100,00 0
2025-04-28 13F Principal Financial Group Inc 0 −100,00 0
2025-05-06 13F M1 Capital Management LLC 0 −100,00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 290 218 −1,87 28 874 0,16
2025-07-18 13F First United Bank Trust/ 150 −25,00 15 −26,32
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-07-09 13F Market Street Wealth Management Advisors Llc 6 118 −9,47 609 −7,60
2025-07-17 13F Janney Montgomery Scott LLC 36 961 −15,65 4 −25,00
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-11 13F Financial Advisory Corp 3 376 −27,85 336 −26,54
2025-08-12 13F Quadcap Wealth Management, LLC 22 627 −0,84 2 251 1,21
2025-08-08 13F Creative Planning 151 569 −5,80 15 080 −3,86
2025-08-06 13F Founders Financial Securities Llc 2 649 −4,71 264 3,14
2025-08-04 13F Spire Wealth Management 7 256 −2,62 722 −0,69
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-08 13F Citizens Financial Group Inc/ri 6 887 −0,23 685 1,93
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-05-14 13F Joseph P. Lucia & Associates, LLC 0 −100,00 0
2025-04-24 13F Jeppson Wealth Management, Llc 0 −100,00 0
2025-05-14 13F Islay Capital Management, Llc 0 −100,00 0
2025-07-24 13F Insight Inv LLC 3 324 −1,39 331 0,61
2025-07-02 13F Dentgroup LLC 10 872 −0,04 1 082 1,98
2025-08-15 13F ROSS\JOHNSON & Associates LLC 0 −100,00 0
2025-08-01 13F Rossby Financial, LCC 0 −100,00 0
2025-08-15 13F Blue Edge Capital, LLC 40 021 −1,17 3 982 0,86
2025-07-17 13F Beacon Capital Management, LLC 44 −63,93 4 −63,64
2025-08-06 13F Hallmark Capital Management Inc 4 784 −3,28 476 −1,45
2025-08-07 13F Allworth Financial LP 62 927 −3,24 6 261 5,16
2025-07-14 13F UMA Financial Services, Inc. 15 303 −3,59 1 523 −1,62
2025-05-02 13F Parcion Private Wealth LLC 0 −100,00 0
2025-07-21 13F Stock Yards Bank & Trust Co 3 506 −2,77 349 −0,85
2025-08-06 13F Moors & Cabot, Inc. 2 616 −1,84 260 0,39
2025-07-10 13F Tompkins Financial Corp 11 046 −8,30 1 099 −6,47
2025-08-14 13F Ieq Capital, Llc 6 848 −0,32 681 1,79
2025-07-15 13F World Equity Group, Inc. 0 −100,00 0
2025-08-13 13F Quadrant Capital Group Llc 2 330 −10,56 232 −8,70
2025-07-09 13F Dynamic Advisor Solutions LLC 4 121 −2,42 410 −0,49
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 42 541 −5,76 4 232 −3,82
2025-08-06 13F Commonwealth Equity Services, Llc 654 365 −4,87 65 −2,99
2025-07-09 13F Summit Financial Consulting LLC 0 −100,00 0
2025-07-29 13F Lutz Financial Services LLC 43 914 −0,62 4 369 1,42
2025-07-24 13F Blair William & Co/il 8 436 −19,08 839 −17,42
2025-08-14 13F Sand Hill Global Advisors, LLC 3 314 −20,76 330 −19,16
2025-04-14 13F Greenspring Advisors, LLC 2 469 −44,52 241 −50,31
2025-08-14 13F Warren Averett Asset Management, LLC 139 916 −9,47 13 920 −7,60
2025-04-29 13F Sharp Financial Services, LLC 0 −100,00 0
2025-08-05 13F Centennial Bank/AR/ 0 −100,00 0
2025-08-13 13F Granite Investment Partners, LLC 480 −0,21 48 2,17
2025-05-06 13F Benningfield Financial Advisors, Llc 0 −100,00 0
2025-08-14 13F EP Wealth Advisors, Inc. 35 936 −10,44 3 575 −8,59
2025-07-18 13F Trust Co Of Vermont 78 −83,54 8 −84,78
2025-05-19 13F/A Jane Street Group, Llc Call 0 −100,00 0 −100,00
2025-04-10 13F Watershed Private Wealth Llc 0 −100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 55 065 −18,96 5 478 −17,29
2025-07-25 13F Atria Wealth Solutions, Inc. 3 565 −94,54 355 −94,44
2025-05-05 13F Foundry Financial Group, Inc. 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 39 692 −28,36 3 949 −26,89
2025-08-04 13F Atria Investments Llc 0 −100,00 0
2025-08-12 13F Vickerman Investment Advisors, Inc. 7 409 −2,09 737 0,00
2025-08-06 13F Prospera Financial Services Inc 9 736 −26,64 969 −25,12
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-08 13F Arlington Trust Co LLC 750 −31,19 75 −30,19
2025-07-25 13F Apollon Wealth Management, LLC 10 339 −15,11 1 029 −13,40
2025-07-22 13F SOL Capital Management CO 4 250 −2,63 0
2025-08-14 13F AllSquare Wealth Management LLC 1 282 −28,06 128 −26,59
2025-07-24 13F Robertson Stephens Wealth Management, LLC 4 193 −1,92 417 0,24
2025-05-07 13F Vawter Financial, Ltd. 0 −100,00 0
2025-07-14 13F GAMMA Investing LLC 522 −11,97 52 −10,53
2025-08-06 13F Stokes Family Office, LLC 52 385 −3,52 5 212 −1,55
2025-08-12 13F Cornerstone Wealth Management, LLC 5 570 −5,09 554 −3,15
2025-07-17 13F Enclave Advisors LLC 3 538 −36,63 352 −35,48
2025-08-06 13F AE Wealth Management LLC 14 657 −76,28 1 458 −75,79
2025-04-23 13F HBK Sorce Advisory LLC 0 −100,00 0 −100,00
2025-07-31 13F Brighton Jones Llc 7 456 −3,43 742 −1,46
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2 840 −6,33 283 −4,41
2025-08-08 13F Pnc Financial Services Group, Inc. 590 875 −9,92 58 786 −8,06
2025-07-24 13F 3Chopt Investment Partners, LLC 10 069 −2,52 1 002 −0,50
2025-08-13 13F American Investment Services, Inc. 12 950 −13,26 1 288 −11,48
2025-07-29 13F Private Trust Co Na 655 −29,04 65 −26,97
2025-04-10 13F Granite Bay Wealth Management, LLC 0 −100,00 0
2025-07-17 13F Smith Chas P & Associates Pa Cpas 3 351 −8,39 333 −6,46
2025-08-14 13F Raymond James Financial Inc 339 292 −18,62 33 756 −16,94
2025-08-05 13F Peregrine Asset Advisers, Inc. 9 329 −0,55 928 1,53
2025-08-07 13F Atala Financial Inc 0 −100,00 0
2025-08-14 13F MGB Wealth Management, LLC 198 −16,46 20 −17,39
2025-08-08 13F King Wealth 14 754 −2,53 1 0,00
2025-08-11 13F Guidance Point Advisors, LLC 2 113 −0,89 210 0,97
2025-08-06 13F Wedbush Securities Inc 3 260 −16,60 0
2025-08-12 13F Forum Private Client Group LLC 7 328 −2,36 729 −0,27
2025-08-01 13F Bessemer Group Inc 3 485 −16,45 0
2025-08-06 13F Agf Management Ltd 15 825 −1,25 1 574 0,77
2025-07-17 13F Sound Income Strategies, LLC 5 621 −80,30 559 −79,90
2025-07-17 13F CogentBlue Wealth Advisors, LLC 2 149 −3,63 214 −1,84
2025-08-13 13F Dana Investment Advisors, Inc. 2 560 −51,14 255 −50,20
2025-08-12 13F Financial Advocates Investment Management 13 117 −33,80 1 305 −32,42
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 5 348 −5,78 532 −3,80
2025-08-14 13F Susquehanna International Group, Llp Put 0 −100,00 0
2025-08-19 13F Asset Dedication, LLC 79 860 −2,21 7 945 −0,19
2025-05-15 13F Millennium Management Llc 0 −100,00 0 −100,00
2025-07-25 13F Hazlett, Burt & Watson, Inc. 9 572 −0,30 1
2025-08-04 13F Savvy Advisors, Inc. 3 713 −0,13 369 1,93
2025-08-08 13F Cetera Investment Advisers 96 518 −46,12 9 603 −45,01
2025-05-07 13F Brandywine Oak Private Wealth Llc 0 −100,00 0
2025-07-23 13F Lansing Street Advisors 45 801 −52,57 4 557 −51,59
2025-07-31 13F Sage Mountain Advisors LLC 5 037 −5,74 501 −3,65
2025-08-14 13F Bragg Financial Advisors, Inc 11 108 −2,80 1 105 −0,81
2025-08-18 13F/A National Bank Of Canada /fi/ 289 −19,94 29 −20,00
2025-07-29 13F May Barnhard Investments LLC 76 613 −0,44 7 622 1,61
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 3 239 −1,25 322 0,94
2025-07-17 13F Greenleaf Trust 36 169 −0,07 3 598 1,98
2025-08-14 13F Two Sigma Investments, Lp 0 −100,00 0
2025-07-16 13F Fortune Financial Advisors, LLC 2 098 −4,72 209 −2,80
2025-08-13 13F Baird Financial Group, Inc. 262 539 −14,05 26 120 −12,28
2025-07-23 13F Heck Capital Advisors, LLC 0 −100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 3 021 −1,11 301 1,01
2025-05-09 13F Acima Private Wealth, Llc 0 −100,00 0 −100,00
2025-07-22 13F Grimes & Company, Inc. 3 133 −3,42 312 −1,58
2025-08-11 13F HighTower Advisors, LLC 371 916 −12,49 37 002 −10,68
2025-07-16 13F Vestia Personal Wealth Advisors 5 510 −6,48 548 −4,53
2025-07-24 13F Financial Connections Group, Inc. 237 −9,54 0
2025-08-12 13F Associated Banc-corp 21 307 −16,11 2 120 −14,38
2025-08-05 13F LTG Capital LLC 37 061 −4,67 3 687 −2,69
2025-08-06 13F Ethos Financial Group, LLC 43 363 −56,24 4 314 −55,33
2025-08-08 13F Renasant Bank 9 827 −4,58 978 −2,59
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-06 13F SJA Financial Advisory, LLC 31 215 −2,32 3 106 −0,32
2025-07-28 13F Sagespring Wealth Partners, Llc 0 −100,00 0
2025-08-14 13F Horizon Investments, LLC 1 151 −18,71 115 −17,39
2025-07-29 13F Regions Financial Corp 494 648 −66,41 49 213 −65,72
2025-07-29 13F Chicago Partners Investment Group LLC 67 222 −0,79 7 077 13,03
2025-08-07 13F Ascension Capital Advisors, Inc. 0 −100,00 0
2025-07-18 13F USA Financial Portformulas Corp 0 −100,00 0
2025-07-25 13F St. Louis Trust Co 20 020 −43,83 1 992 −42,69
2025-08-12 13F Global Retirement Partners, LLC 4 187 −21,75 417 −28,40
2025-07-15 13F MCF Advisors LLC 10 881 −8,88 1 083 −7,04
2025-08-14 13F Beaird Harris Wealth Management, LLC 5 864 −1,35 583 0,69
2025-08-15 13F/A MONECO Advisors, LLC 0 −100,00 0 −100,00
2025-07-15 13F Financial Partners Group, Inc 7 441 −2,52 740 −0,54
2025-07-23 13F Nbt Bank N A /ny 1 781 −0,84 177 1,14
2025-08-12 13F Asset Management Group, Inc. 88 133 −0,82 8 768 1,22
2025-07-30 13F Phillips Financial Management, Llc 129 257 −1,71 12 860 0,32
2025-05-14 13F Heritage Financial Services, LLC 0 −100,00 0
2025-08-06 13F Thompson Siegel & Walmsley Llc 8 237 −20,03 1 −100,00
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-04-25 13F Saxon Interests, Inc. 0 −100,00 0
2025-08-13 13F Cary Street Partners Financial Llc 6 661 −13,54 663 −11,73
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 72 511 −43,88 7 214 −42,72
2025-04-11 13F West Coast Financial LLC 0 −100,00 0
2025-08-14 13F Comerica Bank 91 876 −16,56 9 141 −14,84
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-08-01 13F Centerpoint Advisors, LLC 36 419 −7,64 4 0,00
2025-08-14 13F Susquehanna International Group, Llp Call 6 200 −29,55 617 −28,12
2025-08-13 13F Rsm Us Wealth Management Llc 8 999 −23,11 895 −21,49
2025-08-12 13F Eley Financial Management, Inc 40 831 −0,31 4 062 1,60
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-14 13F Old Mission Capital Llc 0 −100,00 0
2025-04-14 13F Old National Bancorp /in/ 0 −100,00 0
2025-04-16 13F Destiny Capital Corp/CO 0 −100,00 0
2025-08-06 13F Stonebridge Financial Planning Group, LLC 2 189 −26,64 218 −25,17
2025-07-28 13F IFG Advisors, LLC 4 395 −0,43 437 1,63
2025-05-08 13F Cordatus Wealth Management LLC 0 −100,00 0
2025-04-22 13F Register Financial Advisors LLC 0 −100,00 0
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-04-22 13F Petra Financial Advisors Inc 0 −100,00 0
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 2 540 −1,01 253 0,80
2025-07-28 13F Mutual Advisors, LLC 4 628 −23,07 482 −12,39
2025-08-06 13F Financial Advisory Corp /ut/ /adv 15 921 −0,91 2 0,00
2025-08-07 13F Commerce Bank 7 590 −16,55 755 −14,79
2025-08-12 13F Tarbox Family Office, Inc. 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 8 400 −23,62 836 −22,11
2025-05-12 13F First Western Trust Bank 0 −100,00 0
2025-07-16 13F West Branch Capital LLC 0 −100,00 0
2025-08-08 13F Wealth Quarterback LLC 2 481 −57,06 247 −56,31
2025-08-14 13F Modern Wealth Management, LLC 4 461 −77,82 444 −77,40
2025-07-17 13F Smith Anglin Financial, LLC 9 581 −15,93 953 −14,14
2025-07-21 13F Quent Capital, LLC 46 224 −9,31 4 599 −7,45
2025-08-11 13F New Age Alpha Advisors, LLC 0 −100,00 0
2025-08-14 13F BLKBRD Asset Management, LP 0 −100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 2 765 −0,43 275 1,85
2025-07-29 13F Salomon & Ludwin, LLC 46 212 −1,06 4 777 4,94
2025-08-04 13F Pinnacle Associates Ltd 25 487 −5,33 2 536 −3,39
2025-08-14 13F Mariner, LLC 225 686 −8,18 22 454 −6,29
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 103 510 −5,38 10 0,00
2025-07-17 13F First County Bank /CT/ 51 045 −4,68 5 078 −2,72
2025-08-01 13F Ashton Thomas Private Wealth, LLC 29 363 −26,77 2 921 −25,26
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-12 13F Gladstone Institutional Advisory LLC 3 944 −23,18 392 −21,60
2025-05-02 13F Transcendent Capital Group LLC 0 −100,00 0
2025-07-29 13F Quotient Wealth Partners, LLC 4 649 −5,76 463 −3,75
2025-08-13 13F Summit Financial, LLC 21 263 −15,78 2 115 −14,06
2025-07-22 13F Belpointe Asset Management LLC 0 −100,00 0
2025-07-30 13F Evermay Wealth Management Llc 293 −3,62 29 0,00
2025-07-22 13F Evensky & Katz LLC 33 686 −22,31 3 −25,00
2025-05-07 13F Bellwether Advisors, LLC 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 325 179 −0,69 32 353 1,36
2025-07-09 13F Breakwater Capital Group 4 500 −1,29 448 0,68
2025-07-30 13F Cullen/frost Bankers, Inc. 114 −46,48 11 −45,00
2025-08-13 13F Ark & Tlk Investments, Llc 22 936 −0,09 2 282 1,97
2025-07-08 13F Rise Advisors, LLC 1 330 −1,99 132 0,00
2025-07-24 13F Capital Advisors, Ltd. LLC 72 086 −1,47 7 0,00
2025-08-12 13F Wealth Dimensions Group, Ltd. 3 257 −1,33 324 0,93
2025-08-04 13F Cottage Street Advisors LLC 5 014 −1,96 499 0,00
2025-08-05 13F Tiaa Trust, National Association 11 833 −15,97 1 177 −14,21
2025-07-17 13F Catalytic Wealth RIA, LLC 0 −100,00 0
2025-07-21 13F Pacific Financial Group Inc 12 582 −10,54 1 252 −8,69
2025-08-14 13F Main Street Financial Solutions, LLC 7 872 −1,25 783 0,77
2025-07-11 13F Compass Ion Advisors, LLC 3 084 −4,04 307 −2,24
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 22 −97,61 2 −97,75
2025-08-08 13F Mv Capital Management, Inc. 1 797 −32,67 179 −31,54
2025-08-14 13F Ameriprise Financial Inc 672 573 −27,07 66 913 −25,58
2025-08-14 13F Ausdal Financial Partners, Inc. 3 408 −0,73 339 1,50
2025-07-11 13F/A Umb Bank N A/mo 28 125 −6,52 2 798 −4,57
2025-07-15 13F Td Private Client Wealth Llc 9 660 −6,73 961 −4,76
2025-09-04 13F/A Advisor Group Holdings, Inc. 165 946 −23,42 16 526 −21,83
2025-07-30 13F Probity Advisors, Inc. 172 767 −0,46 17 189 1,60
2025-08-08 13F ERTS Wealth Advisors, LLC 8 644 −9,32 860 −7,53
2025-08-11 13F Private Advisor Group, LLC 39 473 −0,11 3 927 1,95
2025-07-25 13F Dynamic Financial Group 2 646 −2,86 263 −0,75
2025-07-23 13F Prime Capital Investment Advisors, LLC 855 227 −3,47 85 087 −1,48
2025-07-24 13F Us Bancorp \de\ 67 174 −13,17 6 683 −11,38
2025-08-08 13F Thoroughbred Financial Services, Llc 0 −100,00 0
2025-07-15 13F Bfsg, Llc 4 075 −11,12 405 −9,19
2025-07-17 13F One Wealth Advisors, LLC 25 887 −3,26 2 575 −1,27
2025-07-23 13F Country Club Bank /gfn 15 376 −1,78 1 533 0,72
2025-08-12 13F Franklin Resources Inc 52 240 −1,16 5 197 0,87
2025-08-06 13F Golden State Wealth Management, LLC 111 −3,48 11 0,00
2025-07-02 13F InvesTrust 30 426 −3,22 3 027 −1,21
2025-07-31 13F Glass Jacobson Investment Advisors llc 20 257 −11,81 2 015 −19,21
2025-08-05 13F GHP Investment Advisors, Inc. 199 510 −2,16 19 849 −0,14
2025-04-10 13F Richard P Slaughter Associates Inc 0 −100,00 0
2025-07-25 13F GFS Advisors, LLC 12 773 −6,47 1 271 −4,51
2025-08-06 13F Cm Wealth Advisors Llc 14 748 −1,01 1 467 1,03
2025-07-30 13F/A KPP Advisory Services LLC 2 573 −9,11 256 −7,27
2025-07-17 13F Global Trust Asset Management, LLC 2 441 −11,27 243 −9,70
2025-07-08 13F/A Salem Investment Counselors Inc 1 115 −12,55 111 −11,29
2025-08-11 13F Blue Bell Private Wealth Management, Llc 2 440 −10,33 243 −8,68
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-07-29 13F Kraft, Davis & Associates, LLC 17 460 −48,86 1 811 −40,25
2025-07-28 13F Founders Grove Wealth Partners, Llc 3 759 −15,91 374 −14,25
2025-08-05 13F Bank Of Montreal /can/ 264 124 −9,00 26 278 −7,13
2025-05-08 13F IFG Advisory, LLC 0 −100,00 0
2025-07-28 13F Courier Capital Llc 45 102 −18,16 4 487 −16,47
2025-08-08 13F Financial Life Planners 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-19 13F Anchor Investment Management, LLC 6 114 −0,81 608 1,33
2025-07-29 13F Tradewinds Capital Management, LLC 100 −74,87 10 −76,32
2025-05-15 13F Marquette Associates, Inc. 0 −100,00 0
2025-08-12 13F Bokf, Na 87 268 −2,40 8 682 −0,38
2025-07-17 13F Campion Asset Management LLC 10 488 −1,64 1 043 0,38
2025-08-13 13F Cerity Partners LLC 194 367 −0,13 19 338 1,94
2025-08-15 13F First Heartland Consultants, Inc. 0 −100,00 0
2025-08-11 13F Novak & Powell Financial Services, Inc. 6 912 −0,33 688 1,78
2025-04-23 13F Mill Capital Management, LLC 0 −100,00 0
2025-07-23 13F Sax Wealth Advisors, Llc 65 120 −17,62 6 479 −15,92
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0
2025-07-17 13F Park Place Capital Corp 11 947 −3,80 1 217 0,58
2025-07-28 13F Fairman Group, LLC 252 −37,62 25 −41,86
2025-08-13 13F Pinkerton Retirement Specialists, LLC 0 −100,00 0
2025-04-11 13F Perkins Coie Trust Co 0 −100,00 0
2025-07-17 13F HB Wealth Management, LLC 2 085 −10,48 207 −8,81
2025-07-23 13F Kingswood Wealth Advisors, Llc 2 910 −2,68 290 −0,69
2025-07-21 13F Ameritas Advisory Services, LLC 5 004 −23,70 498 −25,38
2025-08-01 13F Oarsman Capital, Inc. 20 105 −11,80 2 000 −9,99
2025-07-24 13F Jfs Wealth Advisors, Llc 81 403 −3,99 8 099 −2,01
2025-07-23 13F Clear Creek Financial Management, LLC 0 −100,00 0
2025-07-09 13F Keystone Wealth Services, LLC 3 060 −14,76 304 −12,89
2025-07-16 13F Dakota Wealth Management 3 598 −1,02 358 0,85
2025-08-12 13F O'shaughnessy Asset Management, Llc 6 735 −5,26 670 −3,18
2025-07-28 13F Harbour Investments, Inc. 550 −42,65 55 −41,94
2025-08-05 13F Astra Wealth Partners LLC 24 285 −11,46 2 416 −9,61
2025-08-13 13F SageView Advisory Group, LLC 4 008 −49,88 416 −46,73
2025-07-29 13F Sims Investment Management, Llc 2 881 −94,88 287 −94,79
2025-07-23 13F Sachetta, LLC 0 −100,00 0
2025-08-06 13F Quadrant Private Wealth Management, LLC 0 −100,00 0
2025-07-29 13F Stephens Inc /ar/ 5 135 −9,72 511 −7,94
2025-07-09 13F Bruce G. Allen Investments, LLC 8 890 −5,67 884 −3,70
2025-08-08 13F Maple Capital Management, Inc. 3 695 −7,51 368 −5,66
2025-08-14 13F Wells Fargo & Company/mn 1 323 263 −4,46 131 651 −2,49
2025-07-01 13F Harbor Investment Advisory, Llc 1 779 −7,78 177 −6,38
2025-08-13 13F M&t Bank Corp 595 125 −8,73 59 209 −6,84
2025-07-28 13F Smart Portfolios, LLC 3 115 −7,26 310 −5,50
2025-08-13 13F Oxler Private Wealth LLC 33 691 −50,20 3 352 −49,19
2025-08-05 13F Code Waechter LLC 0 −100,00 0
2025-08-11 13F One Capital Management, LLC 330 573 −15,09 32 889 −13,34
2025-04-14 13F Camelot Technology Advisors, Inc. 0 −100,00 0 −100,00
2025-08-13 13F Allegheny Financial Group LTD 0 −100,00 0
2025-08-14 13F UBS Group AG 1 040 281 −4,47 103 498 −2,50
2025-08-15 13F Captrust Financial Advisors 81 195 −10,54 8 078 −8,69
2025-08-14 13F CoreCap Advisors, LLC 319 −98,10 32 −98,10
2025-08-04 13F Daymark Wealth Partners, Llc 4 469 −0,18 445 1,83
2025-08-08 13F Larson Financial Group LLC 19 906 −9,12 1 980 −7,26
2025-08-14 13F Federation des caisses Desjardins du Quebec 288 −86,81 29 −86,79
2025-05-15 13F Centaurus Financial, Inc. 0 −100,00 0
2025-08-05 13F Beckerman Institutional, LLC 4 696 −1,18 0
2025-05-13 13F Covenant Partners, LLC 0 −100,00 0
2025-07-11 13F Sprinkle Financial Consultants LLC 6 374 −18,57 634 −16,91
2025-07-16 13F Northern Oak Wealth Management Inc 35 560 −4,13 3 538 −2,16
2025-07-29 13F Foster & Motley Inc 2 238 −0,09 0
2025-08-12 13F Integras Partners LLC 0 −100,00 0
2025-07-17 13F Oakworth Capital, Inc. 1 323 −22,72 132 −21,08
2025-08-14 13F Kovitz Investment Group Partners, LLC 136 544 −31,24 13 585 −29,83
2025-07-08 13F Juncture Wealth Strategies, Llc 5 242 −50,39 522 −49,42
2025-07-03 13F First Hawaiian Bank 15 346 −6,90 1 527 −4,98
2025-07-14 13F Clayton Financial Group LLC 37 486 −11,62 3 730 −9,80
2025-08-11 13F Shoker Investment Counsel, Inc. 3 916 −13,80 390 −11,99
2025-07-25 13F Johnson Investment Counsel Inc 5 672 −6,40 564 −4,41
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-04-01 13F Trust Co of the South 0 −100,00 0
2025-07-31 13F/A Avion Wealth 2 608 −5,88 0
2025-08-14 13F Snowden Capital Advisors LLC 5 281 −0,26 525 1,74
2025-04-09 13F Milestone Asset Management, Llc 0 −100,00 0
2025-07-08 13F Corepath Wealth Partners Llc 19 155 −4,12 1 988 12,20
2025-07-22 13F Wealthcare Advisory Partners LLC 0 −100,00 0
2025-08-12 13F Team Hewins, LLC 0 −100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 10 892 −0,12 1 084 19,01
2025-08-11 13F Principal Securities, Inc. 6 733 −0,04 670 −8,48
2025-07-25 13F PrairieView Partners, LLC 21 047 −0,72 2 0,00
2025-08-14 13F Colony Group, LLC 141 373 −5,18 14 065 −3,23
2025-07-10 13F American Financial Advisors, LLC 2 419 −3,39 241 −1,64
2025-04-30 13F Sofos Investments, Inc. 7 −88,14 1 −100,00
2025-05-07 13F Drive Wealth Management, Llc 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 607 573 −3,83 60 447 −1,85
2025-08-14 13F Strive Asset Management, LLC 6 801 −66,21 677 −65,53
2025-08-01 13F Brinker Capital Investments, LLC 0 −100,00 0 −100,00
2025-08-06 13F Cannon Financial Strategists, Inc. 0 −100,00 0
2025-08-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-08-19 13F Cim, Llc 2 404 −24,57 239 −22,90
2025-08-14 13F Mercer Global Advisors Inc /adv 112 023 −5,69 11 153 −3,50
2025-08-08 13F Bailard, Inc. 276 415 −4,00 27 501 −2,02
2025-08-06 13F Savant Capital, LLC 145 095 −13,12 14 435 −11,32
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-28 13F CGC Financial Services, LLC 2 071 −2,59 206 −0,48
2025-08-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-07-25 13F Ellis Investment Partners, LLC 147 294 −0,72 14 654 1,33
2025-08-14 13F Hancock Whitney Corp 3 902 −35,72 388 −34,35
2025-07-15 13F RTD Financial Advisors, Inc. 88 873 −1,89 8 842 0,12
2025-07-17 13F Fifth Third Securities, Inc. 5 302 −5,24 527 −3,30
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 −100,00 0
2025-08-14 13F Integrated Investment Consultants, LLC 2 176 −1,36 217 0,47
2025-07-18 13F Vicus Capital 5 618 −2,02 559 0,00
2025-07-30 13F Pacific Sun Financial Corp 3 510 −3,31 349 −1,13
2025-07-11 13F Farther Finance Advisors, LLC 26 993 −41,37 2 686 −40,25
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-08-11 13F Great Lakes Advisors, Llc 3 810 −3,40 379 −1,30
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-08-06 13F Texas Yale Capital Corp. 35 234 −0,19 3 505 1,86
2025-08-12 13F Jpmorgan Chase & Co 355 716 −12,93 35 390 −11,14
2025-08-14 13F Michelson Medical Research Foundation, Inc. 0 −100,00 0
2025-07-10 13F Polianta Ltd 0 −100,00 0
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 8 702 −2,09 866 −0,12
2025-07-23 13F BankPlus Trust Department 0 −100,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 1 −85,71 0
2025-05-15 13F Keel Point, LLC 0 −100,00 0
2025-08-06 13F SOUTH STATE Corp 3 196 −13,32 318 −11,70
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 4 134 −27,78 411 −26,34
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-08-05 13F Mission Wealth Management, Lp 48 956 −16,64 4 871 −14,93
2025-08-07 13F Panoramic Investment Advisors, Llc 2 345 −57,21 233 −56,37
2025-04-21 13F Means Investment Co., Inc. 0 −100,00 0
2025-08-14 13F Fiduciary Trust Co 0 −100,00 0
2025-07-23 13F First Merchants Corp 19 460 −1,82 1 936 0,21
2025-07-18 13F SOA Wealth Advisors, LLC. 28 765 −6,45 2 862 −4,54
2025-07-21 13F Hilltop National Bank 1 013 −65,82 101 −68,85
2025-07-30 13F Sonata Capital Group Inc 46 194 −0,51 5 0,00
2025-07-18 13F Truist Financial Corp 158 403 −7,86 15 760 −5,96
2025-08-14 13F Silvercrest Asset Management Group Llc 4 716 −1,07 469 1,08
2025-07-28 13F Morris Financial Concepts, Inc. 9 474 −11,94 943 −10,11
2025-07-23 13F Equitable Trust Co 4 896 −42,99 487 −41,82
2025-08-14 13F Coastal Bridge Advisors, LLC 81 936 −1,27 8 152 0,77
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 13 799 −1,46 1 373 0,51
2025-08-15 13F Northeast Financial Consultants Inc 47 151 −8,54 4 691 −6,65
2025-08-04 13F Pensionmark Financial Group, Llc 7 545 −96,10 751 −96,02
2025-07-15 13F Ballentine Partners, LLC 26 076 −2,22 2 594 −0,19
2025-07-30 13F Avidian Wealth Solutions, LLC 37 315 −3,53 3 712 −1,54
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-03 13F TrueWealth Advisors, LLC 3 059 −3,84 304 −1,94
2025-08-13 13F StoneX Group Inc. 13 178 −6,40 1 311 −4,45
2025-05-15 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 59 309 −7,47 5 901 −5,55
2025-04-25 13F Amara Financial, Llc. 0 −100,00 0
2025-07-10 13F Burns J W & Co Inc/ny 43 141 −24,32 4 292 −22,75
2025-08-07 13F Blackston Financial Advisory Group, LLC 5 491 −27,78 546 −26,32
2025-07-31 13F Schoolcraft Capital LLC 6 303 −3,73 627 −1,72
2025-04-21 13F Kentucky Trust Co 0 −100,00 0
2025-04-23 13F Mascagni Wealth Management, Inc. 0 −100,00 0 −100,00
2025-05-15 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0 −100,00
2025-07-11 13F Thomasville National Bank 11 065 −9,95 1 101 −8,10
2025-05-13 13F Brooklyn FI, LLC 0 −100,00 0 −100,00
2025-07-31 13F Ndwm Llc 0 −100,00 0
2025-08-07 13F Parkside Financial Bank & Trust 7 120 −48,55 708 −47,48
2025-07-28 13F Duncker Streett & Co Inc 923 −15,78 92 −14,15
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-05-15 13F Aprio Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Acas, Llc 9 729 −1,39 1 048 15,31
2025-07-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-07-31 13F Cosner Financial Group, LLC 2 201 −0,99 219 0,93
2025-04-21 13F Roman Butler Fullerton & Co 0 −100,00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 4 051 −9,19 403 −7,14
2025-08-15 13F Nikulski Financial, Inc. 7 185 −3,36 715 −1,38
2025-05-06 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 30 599 −11,46 3 044 −9,65
2025-08-13 13F Azimuth Capital Investment Management LLC 38 774 −14,85 3 858 −13,09
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