ILCV / iShares Trust - iShares Morningstar Value ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Morningstar Value ETF
US ˙ ARCA ˙ US4642881092

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 Jones Financial Companies Lllp 503 −28,75 42 −26,79
2025-08-14 13F UBS Group AG 496 889 −0,89 41 436 1,47
2025-08-14 13F Stifel Financial Corp 5 976 −3,94 498 −1,58
2025-08-06 13F Legacy Investment Solutions, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 8 609 −8,33 718 −6,15
2025-08-12 13F LPL Financial LLC 436 197 −17,28 36 374 −15,31
2025-07-16 13F GenWealth Group, Inc. 17 994 −2,63 1 501 −0,33
2025-05-15 13F Cantor Fitzgerald, L. P. Put 0 −100,00 0
2025-08-04 13F Jim Saulnier & Associates, Llc 38 655 −6,21 3 223 −3,96
2025-07-21 13F Barrett & Company, Inc. 92 317 −0,84 7 698 1,53
2025-08-14 13F Synovus Financial Corp 3 595 −59,62 300 −58,76
2025-08-11 13F Absolute Gestao de Investimentos Ltda. Put 0 −100,00 0
2025-08-13 13F Lauer Wealth, LLC 137 844 −4,09 11 689 3,27
2025-08-06 13F Quadrant Private Wealth Management, LLC 5 140 −67,28 429 −66,54
2025-08-14 13F Full Sail Capital, LLC 12 977 −1,49 1 082 0,93
2025-07-15 13F Mather Group, Llc. 37 891 −0,12 3 160 2,27
2025-05-15 13F Bracebridge Capital, LLC Call 0 −100,00 0 −100,00
2025-05-05 13F Diversify Advisory Services, LLC 0 −100,00 0
2025-07-09 13F Towerpoint Wealth, LLC 4 803 −0,39 401 2,04
2025-07-25 13F ONE Advisory Partners, LLC 3 126 −65,56 268 −63,87
2025-07-11 13F Farther Finance Advisors, LLC 656 −55,94 55 −55,37
2025-07-30 13F LGT Financial Advisors LLC 23 −74,73 2 −85,71
2025-07-23 13F Prime Capital Investment Advisors, LLC 29 504 −22,12 2 460 −20,26
2025-07-17 13F One Wealth Advisors, LLC 6 599 −75,32 550 −74,75
2025-08-14 13F Integrated Wealth Concepts LLC 0 −100,00 0
2025-07-28 13F Cypress Wealth Services, LLC 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 116 842 −1,60 9 930 2,68
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-07-25 13F Courage Miller Partners, LLC 3 606 −22,48 301 −20,63
2025-08-07 13F Shared Vision Wealth Group LLC 9 065 −18,19 761 −15,63
2025-08-19 13F National Asset Management, Inc. 2 522 −12,43 210 −9,87
2025-08-19 13F Advisory Services Network, LLC 0 −100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 0 −100,00 0
2025-07-17 13F Kelly Financial Services LLC 5 831 −62,29 486 −61,40
2025-08-08 13F Wealth Alliance 5 247 −80,13 438 −79,68
2025-08-12 13F Jpmorgan Chase & Co Call 2 835 000 −71,20 228 643 −70,55
2025-08-04 13F Spire Wealth Management 0 −100,00 0
2025-07-17 13F HB Wealth Management, LLC 10 124 −11,84 844 −9,73
2025-08-14 13F Vision Capital Corp Put 0 −100,00 0
2025-08-04 13F Flagship Harbor Advisors, Llc 17 586 −5,26 1 466 −2,98
2025-08-14 13F Comerica Bank 13 604 −2,46 1 134 −0,18
2025-07-25 13F Ellis Investment Partners, LLC 15 153 −0,51 1 264 1,85
2025-08-04 13F Mayflower Financial Advisors, LLC 3 212 −65,58 268 −64,87
2025-07-11 13F My Legacy Advisors, LLC 0 −100,00 0
2025-07-22 13F Kickstand Ventures, Llc. 3 982 −16,85 332 −14,87
2025-04-29 13F Bank of New York Mellon Corp 0 −100,00 0
2025-05-19 13F/A Jane Street Group, Llc 0 −100,00 0 −100,00
2025-08-01 13F Cedar Point Capital Partners, LLC 8 776 −1,47 732 0,83
2025-07-02 13F Dentgroup LLC 31 053 −13,91 2 589 −11,85
2025-08-11 13F CFS Investment Advisory Services, LLC 2 490 −1,78 0
2025-04-17 13F Avid Wealth Partners LLC 0 −100,00 0 −100,00
2025-07-28 13F RCS Financial Planning, LLC 0 −100,00 0
2025-08-14 13F Bracebridge Capital, LLC Put 5 000 −94,05 40 325 −93,91
2025-07-18 13F Truist Financial Corp 25 729 −46,75 2 146 −45,49
2025-08-07 13F Nwam Llc 2 602 −34,29 221 −31,68
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 703 −15,81 59 −14,71
2025-07-21 13F Ascent Group, LLC 0 −100,00 0
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2025-08-06 13F Hoxton Planning & Management, LLC 0 −100,00 0
2025-08-08 13F SG Americas Securities, LLC Call 250 000 −50,00 0
2025-08-08 13F Larson Financial Group LLC 0 −100,00 0
2025-08-08 13F Gts Securities Llc 11 422 −39,65 952 −38,22
2025-08-14 13F GWM Advisors LLC 7 217 −0,18 602 2,21
2025-07-29 13F Madison Wealth Partners, Inc 34 267 −2,37 2 858 −0,03
2025-08-14 13F Warren Averett Asset Management, LLC 11 804 −2,26 984 0,10
2025-08-12 13F Picton Mahoney Asset Management Put 10 000 000 −16,67 806 −14,80
2025-07-25 13F SPC Financial, Inc. 246 737 −0,89 20 575 1,47
2025-08-14 13F Destination Wealth Management 2 608 −11,74 217 −9,58
2025-08-11 13F Theory Financial Llc 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 26 369 −0,78 2 199 1,57
2025-07-31 13F TSA Wealth Managment LLC 2 472 −62,84 206 −61,92
2025-07-22 13F IMC-Chicago, LLC Put 2 398 600 −30,93 193 447 −29,39
2025-08-06 13F AE Wealth Management LLC 0 −100,00 0
2025-07-22 13F IMC-Chicago, LLC Call 467 000 −41,48 37 664 −40,17
2025-08-05 13F Fullcircle Wealth Llc 0 −100,00 0
2025-08-08 13F Security Financial Services, INC. 3 249 −87,58 271 −87,33
2025-08-04 13F Assetmark, Inc 1 626 −97,84 136 −97,80
2025-04-25 13F RedJay Asset Management Inc. Put 0 −100,00 0
2025-08-15 13F Morgan Stanley 376 525 −6,21 31 399 −3,97
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-08-08 13F SG Americas Securities, LLC Put 900 000 −0,27 0
2025-08-13 13F Baird Financial Group, Inc. 26 869 −1,60 2 241 0,72
2025-08-07 13F W Advisors, Llc 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 83 −76,42 7 −78,57
2025-08-01 13F Envestnet Asset Management Inc 59 010 −12,12 4 921 −10,04
2025-08-12 13F Ci Investments Inc. Put 0 −100,00 0
2025-08-14 13F Group One Trading, L.p. Call 10 600 −57,94 855 −57,04
2025-08-15 13F CI Private Wealth, LLC 104 589 −6,01 8 722 −3,77
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-05-14 13F Maven Securities LTD Call 0 −100,00 0
2025-08-01 13F Transcend Wealth Collective, Llc 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-14 13F Signature Securities Group Corporation 5 579 −1,48 465 0,87
2025-08-14 13F Fmr Llc 8 363 −4,87 697 −2,52
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-07-23 13F Lansing Street Advisors 0 −100,00 0
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
2025-08-07 13F Addison Advisors LLC 0 −100,00 0
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