SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF - Institutionellt ägande - Säljare

iShares Trust - iShares ESG MSCI USA Leaders ETF
US ˙ NasdaqGM ˙ US46435U2188

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
(%)
2025-04-30 13F Stratos Wealth Advisors, LLC 0 −100,00 0
2025-07-28 13F Harbour Investments, Inc. 267 −50,00 29 −45,10
2025-08-14 13F Bank Of America Corp /de/ 59 741 −7,26 6 473 4,88
2025-08-06 13F Csenge Advisory Group 8 022 −9,84 831 2,47
2025-08-13 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 80 013 −2,17 8 669 10,64
2025-08-11 13F Retirement Capital Strategies 1 911 −81,81 207 −79,50
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 9 718 −5,43 1
2025-07-17 13F HB Wealth Management, LLC 6 053 −0,69 656 12,35
2025-08-14 13F Mercer Global Advisors Inc /adv 794 658 −1,91 86 101 10,93
2025-08-15 13F Tower Research Capital LLC (TRC) 196 −97,81 21 −97,54
2025-07-25 13F We Are One Seven, LLC 9 588 −14,02 1 039 −2,81
2025-08-15 13F Morgan Stanley 3 374 −84,93 366 −82,98
2025-07-16 13F Perigon Wealth Management, LLC 5 622 −5,46 609 7,03
2025-08-06 13F Agf Management Ltd 3 600 −14,29 390 −2,99
2025-05-14 13F Humankind Investments LLC 0 −100,00 0
2025-07-22 13F Kickstand Ventures, Llc. 19 372 −7,33 2 099 4,80
2025-08-14 13F Keebeck Wealth Management, LLC 15 261 −1,02 1 654 11,92
2025-05-13 13F High Falls Advisors, Inc 0 −100,00 0
2025-08-08 13F Principal Financial Group Inc 73 469 −19,52 7 960 −8,99
2025-07-30 13F Strategic Blueprint, LLC 3 065 −7,26 332 5,06
2025-08-11 13F Citigroup Inc 2 354 −22,21 255 −11,76
2025-08-14 13F UBS Group AG 99 −84,41 11 −83,33
2025-07-11 13F Ridgeline Wealth, LLC 2 560 −10,68 277 1,09
2025-08-12 13F Change Path, LLC 3 301 −9,29 358 2,59
2025-08-11 13F Aptus Capital Advisors, LLC 42 460 −0,14 4 601 12,94
2025-05-12 13F Townsquare Capital Llc 0 −100,00 0
2025-08-13 13F Cerity Partners LLC 2 845 −28,41 308 −18,95
2025-08-07 13F Resources Investment Advisors, LLC. 78 194 −10,18 8 472 1,57
2025-07-29 13F Stratos Wealth Partners, LTD. 7 687 −3,41 833 9,19
2025-09-04 13F/A Advisor Group Holdings, Inc. 31 443 −11,65 3 409 −0,09
2025-07-11 13F Diversified Trust Co 2 561 −16,99 277 −6,10
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-09 13F Beacon Financial Group 5 443 −6,25 590 5,94
2025-08-15 13F SkyView Investment Advisors, LLC 4 764 −2,26 1
2025-07-30 13F Brookstone Capital Management 18 312 −6,76 1 984 5,48
2025-08-01 13F Envestnet Asset Management Inc 688 104 −1,26 74 556 11,66
2025-04-22 13F Veridan Wealth LLC 3 203 −16,93 307 −23,31
2025-08-07 13F W Advisors, Llc 68 193 −2,95 7 389 9,76
2025-08-06 13F Walkner Condon Financial Advisors LLC 19 217 −1,32 2 082 11,64
2025-07-09 13F Affinity Capital Advisors, LLC 10 581 −2,66 1 146 14,14
2025-08-13 13F EverSource Wealth Advisors, LLC 4 445 −2,33 482 10,32
2025-08-08 13F Wealth Alliance 4 832 −24,36 524 −14,54
2025-04-17 13F Janney Montgomery Scott LLC 0 −100,00 0
2025-07-11 13F My Legacy Advisors, LLC 9 025 −2,92 990 11,12
2025-07-23 13F Friedenthal Financial 7 880 −44,86 854 −37,69
2025-07-28 13F Cypress Wealth Services, LLC 13 574 −0,12 1 471 12,90
2025-08-01 13F Zhang Financial LLC 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 22 546 −0,79 2 443 12,17
2025-07-17 13F One Wealth Advisors, LLC 64 996 −7,37 7 042 4,76
2025-07-24 13F Robertson Stephens Wealth Management, LLC 63 663 −2,22 6 898 10,58
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-07-23 13F Sax Wealth Advisors, Llc 24 945 −4,29 2 703 8,21
2025-05-05 13F Pictet Asset Management Holding SA 0 −100,00 0
2025-08-14 13F Fmr Llc 388 794 −7,61 42 126 4,48
2025-08-12 13F Jpmorgan Chase & Co 460 643 −4,82 49 911 7,64
2025-04-21 13F Kingswood Wealth Advisors, Llc 0 −100,00 0
2025-08-08 13F Creative Planning 217 973 −3,28 23 617 9,38
2025-08-07 13F Shared Vision Wealth Group LLC 4 479 −0,24 499 15,81
2025-08-01 13F Ashton Thomas Private Wealth, LLC 15 759 −0,04 1 707 13,05
2025-08-13 13F Balance Wealth, LLC 3 747 −4,92 406 7,43
2025-07-22 13F Firethorn Wealth Partners, Llc 4 203 −0,19 455 12,90
2025-05-15 13F Advisory Services Network, LLC 0 −100,00 0
2025-07-29 13F Elevation Capital Advisory, LLC 0 −100,00 0
2025-05-12 13F Regal Investment Advisors LLC 0 −100,00 0 −100,00
2025-07-23 13F Bluestem Financial Advisors, Llc 49 563 −4,64 5 370 7,85
2025-04-22 13F/A NorthRock Partners, LLC 0 −100,00 0 −100,00
2025-08-14 13F Financial Network Wealth Advisors LLC 302 −56,61 33 −51,52
2025-08-12 13F Global Retirement Partners, LLC 217 −37,10 24 −34,29
2025-08-12 13F Ci Investments Inc. 3 519 −35,06 0
2025-07-11 13F Farther Finance Advisors, LLC 13 927 −8,07 1 509 3,36
2025-04-17 13F Dynamic Advisor Solutions LLC 0 −100,00 0
2025-08-13 13F GeoWealth Management, LLC 94 721 −14,93 10 263 −3,80
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