IYE / iShares Trust - iShares U.S. Energy ETF - Institutionellt ägande - Säljare

iShares Trust - iShares U.S. Energy ETF
US ˙ ARCA ˙ US4642877967

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
(%)
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-07-16 13F Magnus Financial Group LLC 8 204 −1,81 371 −9,98
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 11 355 −2,06 513 −10,16
2025-05-14 13F Brown Brothers Harriman & Co 0 −100,00 0
2025-08-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-07-10 13F Global Financial Private Client, LLC 4 968 −0,40 225 −8,57
2025-07-23 13F Detalus Advisors, LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 9 272 −6,14 419 −13,96
2025-05-13 13F Northern Trust Corp 0 −100,00 0 −100,00
2025-08-14 13F GWM Advisors LLC 40 072 −21,98 1 812 −28,44
2025-08-05 13F Sigma Planning Corp 6 084 −18,87 275 −25,47
2025-08-01 13F Envestnet Asset Management Inc 47 192 −13,81 2 134 −20,93
2025-08-05 13F Counterweight Ventures, LLC 13 212 −5,41 597 −13,23
2025-08-14 13F IHT Wealth Management, LLC 30 635 −0,31 1 385 −4,42
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 189 272 −6,33 8 559 −14,08
2025-08-06 13F Simmons Bank 9 068 −0,59 410 −8,69
2025-08-13 13F Rsm Us Wealth Management Llc 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 60 835 −13,74 2 751 −20,88
2025-05-07 13F Agp Franklin, Llc 0 −100,00 0 −100,00
2025-07-08 13F Lpwm Llc 0 −100,00 0
2025-07-17 13F SC&H Financial Advisors, Inc. 5 335 −5,63 241 −13,31
2025-07-28 13F Rosenberg Matthew Hamilton 5 727 −15,39 259 −22,52
2025-08-08 13F Pnc Financial Services Group, Inc. 3 938 −58,58 178 −61,97
2025-05-08 13F Windward Private Wealth Management Inc. 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 1 149 −52,68 52 −53,64
2025-08-14 13F Ameriprise Financial Inc 375 248 −5,74 16 969 −13,54
2025-08-15 13F Morgan Stanley 2 000 970 −5,35 90 484 −13,18
2025-05-01 13F Quest 10 Wealth Builders, Inc. 2 877 −29,57 142 −24,19
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-08-06 13F AE Wealth Management LLC 4 042 −8,03 183 −15,74
2025-04-15 13F Central Valley Advisors, Llc 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 38 935 −3,31 2 0,00
2025-08-11 13F Private Advisor Group, LLC 25 250 −27,10 1 142 −33,16
2025-08-05 13F Key FInancial Inc 0 −100,00 0
2025-04-11 13F Unique Wealth, Llc 0 −100,00 0
2025-05-14 13F Summit Financial Wealth Advisors, LLC 31 388 −0,28 1 547 5,17
2025-07-29 13F Cottonwood Capital Advisors, Llc 20 905 −0,20 945 −8,43
2025-04-17 13F Montecito Bank & Trust 4 989 −21,05 246 −14,63
2025-08-05 13F Claro Advisors LLC 0 −100,00 0
2025-08-05 13F Westside Investment Management, Inc. 89 −6,32 4 0,00
2025-08-12 13F O'shaughnessy Asset Management, Llc 333 −83,20 15 −84,54
2025-07-11 13F Wealth Management Partners, LLC 20 741 −16,97 952 −22,75
2025-08-12 13F LPL Financial LLC 592 163 −2,62 26 778 −10,68
2025-08-01 13F Yukon Wealth Management, Inc. 10 235 −1,14 463 −9,41
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-23 13F Country Club Bank /gfn 8 285 −2,06 376 −8,52
2025-08-04 13F Spire Wealth Management 5 416 −1,17 245 −9,63
2025-05-14 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 56 −62,67 3 −71,43
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 24 640 −48,72 1 114 −52,98
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-07-10 13F Rockland Trust Co 24 009 −1,67 1 086 −9,81
2025-07-25 13F SPC Financial, Inc. 6 323 −28,19 286 −34,33
2025-05-07 13F Security Financial Services, INC. 0 −100,00 0
2025-08-08 13F Cetera Investment Advisers 135 404 −27,01 6 123 −33,06
2025-07-29 13F Empirical Asset Management, LLC 10 070 −3,45 455 −11,48
2025-07-11 13F Lantz Financial LLC 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 1 166 212 −3,42 52 736 −11,41
2025-08-11 13F Cornerstone Planning Group LLC 131 −86,14 6 −87,50
2025-07-22 13F Grimes & Company, Inc. 9 889 −50,79 447 −54,85
2025-07-29 13F May Barnhard Investments LLC 0 −100,00 0
2025-08-04 13F Mayflower Financial Advisors, LLC 6 494 −9,10 294 −16,76
2025-07-23 13F Watershed Private Wealth Llc 0 −100,00 0
2025-07-30 13F Retirement Planning Group 7 429 −14,73 336 −21,91
2025-05-09 13F GeoWealth Management, LLC 0 −100,00 0
2025-05-14 13F Venture Visionary Partners LLC 0 −100,00 0
2025-04-14 13F ONE Advisory Partners, LLC 0 −100,00 0
2025-08-12 13F Gladstone Institutional Advisory LLC 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 46 445 −9,70 2 100 −17,16
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 31 228 −5,38 1 412 −13,21
2025-04-15 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2025-08-14 13F Fwl Investment Management, Llc 0 −100,00 0
2025-08-13 13F Quadrature Capital Ltd 25 562 −34,65 1 156 −40,03
2025-07-17 13F/A Capital Investment Advisors, LLC 7 363 −3,76 333 −11,94
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-15 13F Equitable Holdings, Inc. 9 289 −19,42 420 −26,06
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-05-02 13F KM Capital Management Ltd. 0 −100,00 0
2025-08-18 13F Hollencrest Capital Management 0 −100,00 0 −100,00
2025-08-19 13F National Asset Management, Inc. 5 006 −25,31 226 −25,90
2025-08-08 13F Larson Financial Group LLC 948 −57,75 43 −61,82
2025-08-08 13F Financial Life Planners 0 −100,00 0
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0 −100,00
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-08-06 13F Ethos Financial Group, LLC 20 750 −12,23 938 −19,48
2025-08-12 13F BlackRock, Inc. 2 153 −11,22 97 −18,49
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-05-07 13F First Heartland Consultants, Inc. 0 −100,00 0
2025-08-05 13F Cassaday & Co Wealth Management LLC 5 888 −6,51 266 −14,19
2025-08-14 13F CoreCap Advisors, LLC 3 931 −22,00 178 −28,63
2025-07-09 13F Market Street Wealth Management Advisors Llc 0 −100,00 0
2025-08-13 13F Green Harvest Asset Management LLC 1 454 612 −2,18 65 778 −10,27
2025-08-13 13F Cerity Partners LLC 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 8 250 −2,30 373 −10,34
2025-05-15 13F Optiver Holding B.V. 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 967 753 −8,27 43 762 −15,86
2025-08-06 13F Commonwealth Equity Services, Llc 177 023 −8,61 8 −11,11
2025-07-18 13F Truist Financial Corp 11 450 −55,63 518 −59,36
2025-07-30 13F Brookstone Capital Management 5 692 −0,97 257 −9,19
2025-07-16 13F/A CX Institutional 0 −100,00 0
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0 −100,00
2025-08-06 13F Adviser Investments LLC 7 100 −0,08 321 −8,29
2025-08-07 13F Resources Investment Advisors, LLC. 23 548 −11,68 1 065 −19,03
2025-07-25 13F Lodestar Private Asset Management Llc 0 −100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 0 −100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-02 13F Dentgroup LLC 32 910 −5,63 1 488 −13,44
2025-08-14 13F Sunbelt Securities, Inc. 39 268 −2,42 1 789 −9,78
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-30 13F Avidian Wealth Solutions, LLC 45 547 −17,88 2 060 −24,69
2025-08-14 13F Fmr Llc 5 144 −17,64 233 −24,43
2025-08-15 13F Captrust Financial Advisors 33 408 −5,78 1 511 −13,62
2025-04-30 13F Sofos Investments, Inc. 97 −71,04 5 −75,00
2025-08-19 13F Advisory Services Network, LLC 4 756 −5,86 220 −11,65
2025-07-23 13F Nbt Bank N A /ny 963 −3,89 44 −12,24
2025-08-11 13F Promethium Advisors,llc 5 670 −5,07 256 −12,93
2025-04-17 13F Sagespring Wealth Partners, Llc 0 −100,00 0
2025-08-15 13F SkyView Investment Advisors, LLC 0 −100,00 0
2025-08-05 13F Allstate Corp 5 850 −50,00 265 −54,17
2025-05-09 13F Sound Financial Strategies Group, LLC 0 −100,00 0
2025-07-28 13F Cypress Wealth Services, LLC 0 −100,00 0
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 0 −100,00 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 1 903 −10,02 86 −10,42
2025-05-08 13F Moors & Cabot, Inc. 0 −100,00 0
2025-05-02 13F Dynasty Wealth Management, Llc 0 −100,00 0
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 2 021 −24,11 91 −30,53
2025-08-13 13F Bernardo Wealth Planning LLC 7 451 −4,13 0
2025-07-24 13F Blair William & Co/il 3 581 −23,43 162 −30,00
2025-08-14 13F Mercer Global Advisors Inc /adv 65 853 −1,86 2 978 −10,01
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-14 13F Aprio Wealth Management, LLC 0 −100,00 0
2025-05-08 13F NorthRock Partners, LLC 0 −100,00 0
2025-07-30 13F Bogart Wealth, LLC 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 4 900 −72,93 222 −75,22
2025-07-17 13F One Wealth Advisors, LLC 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 79 −26,85 4 −40,00
2025-08-14 13F/A Rockefeller Capital Management L.P. 19 720 −31,16 892 −36,90
2025-08-14 13F Mariner, LLC 149 948 −5,82 6 781 −13,61
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0 −100,00
2025-07-23 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-13 13F IAG Wealth Partners, LLC 0 −100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 332 −24,89 15 −28,57
2025-08-14 13F Comerica Bank 4 362 −40,21 197 −45,13
2025-07-21 13F Ascent Group, LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 19 143 −10,56 1 −100,00
2025-07-17 13F Oakworth Capital, Inc. 0 −100,00 0
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-04-22 13F Jfs Wealth Advisors, Llc 0 −100,00 0
2025-07-29 13F ShoreHaven Wealth Partners, LLC 4 934 −22,71 223 −28,98
2025-08-12 13F MAI Capital Management 338 −59,23 15 −62,50
2025-08-12 13F Tradition Wealth Management, LLC 12 762 −1,74 577 −9,84
2025-07-21 13F Ameritas Advisory Services, LLC 4 286 −63,24 194 −63,99
2025-08-04 13F AMG National Trust Bank 109 287 −8,28 4 942 −15,88
2025-07-15 13F Financial Partners Group, Inc 10 236 −7,48 463 −15,23
2025-07-25 13F Apollon Wealth Management, LLC 6 690 −9,69 303 −17,26
2025-04-21 13F Well Done, LLC 0 −100,00 0
2025-07-07 13F First Citizens Financial Corp 37 204 −19,21 1 682 −25,90
2025-07-22 13F Iron Horse Wealth Management, LLC 0 −100,00 0
2025-08-06 13F Founders Financial Securities Llc 13 789 −3,19 624 −0,48
2025-08-14 13F Glenview Trust Co 0 −100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-05-06 13F Quadrant Private Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-30 13F LGT Financial Advisors LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 39 977 −18,80 1 808 −25,55
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-04-14 13F Miracle Mile Advisors, LLC 0 −100,00 0 −100,00
2025-08-11 13F United Capital Financial Advisers, Llc 5 230 −6,51 237 −14,18
2025-08-13 13F Greenwich Wealth Management LLC 4 662 −13,14 0
2025-08-11 13F Eq Llc 6 873 −41,61 311 −46,55
2025-08-14 13F UBS Group AG 586 972 −29,18 26 543 −35,05
2025-07-25 13F Concord Wealth Partners 0 −100,00 0 −100,00
2025-04-11 13F Davis Capital Management 0 −100,00 0
2025-05-14 13F Change Path, LLC 0 −100,00 0 −100,00
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0
2025-04-02 13F/A Picton Mahoney Asset Management 0 −100,00 0
2025-05-06 13F Navellier & Associates Inc 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 6 538 −3,75 301 3,79
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-05 13F Crestwood Advisors Group LLC 178 601 −19,01 8 076 −25,71
2025-08-08 13F Meridian Wealth Management, LLC 7 536 −9,43 341 −17,07
2025-07-10 13F Ferguson Wellman Capital Management, Inc 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
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