IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF - Institutionellt ägande - Säljare

iShares Trust - iShares Morningstar Mid-Cap ETF
US ˙ ARCA ˙ US4642882082

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
(%)
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-08-14 13F Diversify Advisory Services, LLC 8 729 −3,06 706 7,29
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-15 13F Pitti Group Wealth Management, LLC 16 507 −2,66 1 315 4,62
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-07-18 13F Truist Financial Corp 23 209 −1,44 1 849 5,96
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 48 553 −2,79 3 868 4,51
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 −100,00 0
2025-08-11 13F Western Wealth Management, LLC 0 −100,00 0
2025-08-11 13F Citigroup Inc 4 103 −2,10 327 5,16
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 74 517 −1,10 5 936 6,36
2025-07-18 13F Parsons Capital Management Inc/ri 17 498 −1,80 1 394 5,53
2025-08-12 13F CIBC Private Wealth Group, LLC 7 264 −23,58 579 −6,92
2025-08-11 13F Principal Securities, Inc. 316 −22,55 25 −19,35
2025-08-14 13F Matrix Private Capital Group Llc 2 617 −3,25 208 4,00
2025-07-10 13F Three Seasons Wealth, LLC 4 686 −0,66 373 6,88
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-05 13F Atlas Private Wealth Advisors 3 882 −34,82 309 −29,93
2025-08-04 13F Jim Saulnier & Associates, Llc 17 856 −7,91 1 422 −0,97
2025-08-19 13F Advisory Services Network, LLC 12 085 −6,91 978 1,77
2025-07-28 13F RFG Advisory, LLC 3 051 −3,91 243 3,40
2025-07-28 13F Private Wealth Asset Management, LLC 1 245 −23,85 99 −18,18
2025-04-29 13F Resources Investment Advisors, LLC. 0 −100,00 0 −100,00
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-08-15 13F Truefg, Llc 9 332 −0,70 743 6,75
2025-08-07 13F Addison Advisors LLC 2 650 −33,50 211 −28,47
2025-04-10 13F EWG Elevate Inc. 0 −100,00 0
2025-07-28 13F Harbour Investments, Inc. 1 930 −1,43 154 5,52
2025-07-23 13F Opulen Financial Group LLC 8 149 −3,34 649 4,01
2025-04-10 13F Portside Wealth Group, LLC 0 −100,00 0 −100,00
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-06-11 13F Fortitude Financial, LLC 70 502 −85,42 5 223 −85,82
2025-05-08 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 −100,00 0
2025-08-14 13F Fmr Llc 14 672 −12,54 1 169 −5,96
2025-04-24 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 −100,00 0
2025-07-17 13F XML Financial, LLC 3 740 −1,24 298 6,07
2025-08-04 13F Pensionmark Financial Group, Llc 19 056 −7,99 1 518 −1,04
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 113 909 −2,91 9 074 4,46
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 317 974 −1,15 25 330 6,29
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 4 711 −0,32 375 7,14
2025-07-22 13F Miracle Mile Advisors, LLC 8 522 −18,80 679 −12,74
2025-04-30 13F Stratos Wealth Partners, LTD. 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 382 362 −4,16 30 3,45
2025-07-25 13F Atria Wealth Solutions, Inc. 8 727 −84,34 695 −83,16
2025-08-04 13F Assetmark, Inc 2 383 −76,52 190 −74,83
2025-08-14 13F Mariner, LLC 7 121 −3,27 567 4,04
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 0 −100,00 0
2025-08-12 13F Gladstone Institutional Advisory LLC 67 124 −0,44 5 347 7,07
2025-08-12 13F Global Retirement Partners, LLC 11 938 −16,70 951 −12,92
2025-07-25 13F Lion Street Advisors, LLC 2 880 −18,53 229 −12,26
2025-05-14 13F Mission Creek Capital Partners, Inc. 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 0 −100,00 0
2025-05-09 13F Bouchey Financial Group Ltd 0 −100,00 0
2025-07-10 13F Marshall Financial Group LLC 5 600 −9,98 450 −2,17
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-14 13F Signature Securities Group Corporation 23 750 −1,80 1 892 5,58
2025-08-05 13F EPG Wealth Management LLC 1 423 −20,86 113 −15,04
2025-08-14 13F Wells Fargo & Company/mn 81 593 −21,23 6 500 −15,30
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 30 634 −1,47 2 482 7,73
2025-07-31 13F Glass Jacobson Investment Advisors llc 957 −2,15 76 2,70
2025-05-08 13F NorthRock Partners, LLC 0 −100,00 0
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