XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF - Institutionellt ägande - Säljare

iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
US ˙ BATS ˙ US46436E5511

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
(%)
2025-07-29 13F Crux Wealth Advisors 4 865 −82,25 202 −81,21
2025-08-08 13F Francis Financial, Inc. 56 138 −40,83 2 330 −37,16
2025-07-25 13F Stephens Consulting, LLC 3 099 −2,36 129 3,23
2025-05-07 13F JSF Financial, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 24 806 −24,66 1 029 −19,98
2025-08-14 13F Balanced Rock Investment Advisor 30 961 −17,27 1 285 −12,18
2025-07-15 13F RVW Wealth, LLC 13 694 −23,93 568 −19,20
2025-08-14 13F Royal Bank Of Canada 21 096 −41,65 876 −38,00
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 28 772 −7,87 1 194 −2,13
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 5 733 −11,92 237 −6,69
2025-08-13 13F Capital Analysts, Inc. 10 723 −0,76 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 20 485 −6,50 850 −0,70
2025-07-18 13F First United Bank Trust/ 5 925 −39,11 246 −35,53
2025-08-11 13F MainStreet Investment Advisors LLC 20 710 −6,44 859 −0,58
2025-07-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 850 −22,73 34 −24,44
2025-08-12 13F Tarbox Family Office, Inc. 8 318 −4,61 345 1,47
2025-07-11 13F Capital Advantage, Inc. 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 0 −100,00 0
2025-08-08 13F Bailard, Inc. 213 721 −0,97 8 869 5,20
2025-08-19 13F Advisory Services Network, LLC 78 934 −9,05 3 329 −1,80
2025-07-30 13F D.a. Davidson & Co. 20 957 −3,74 870 2,24
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 29 446 −30,15 1 0,00
2025-08-01 13F Koss-Olinger Consulting, LLC 135 265 −9,33 5 613 −3,71
2025-08-15 13F Urban Financial Advisory Corp 0 −100,00 0
2025-05-15 13F Captrust Financial Advisors 0 −100,00 0
2025-07-22 13F Mascoma Wealth Management LLC 1 994 −6,87 83 −1,20
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 15 771 −15,09 673 −7,17
2025-08-04 13F Pensionmark Financial Group, Llc 68 178 −10,49 2 829 −4,91
2025-07-15 13F Carr Financial Group Corp 0 −100,00 0
2025-08-12 13F Eley Financial Management, Inc 19 501 −1,25 809 4,39
2025-07-24 13F Us Bancorp \de\ 867 −26,90 36 −23,91
2025-07-24 13F JNBA Financial Advisors 81 126 −6,09 3 367 −0,27
2025-07-29 13F Stratos Wealth Partners, LTD. 14 515 −4,94 602 1,01
2025-08-11 13F Amara Financial, Llc. 8 177 −15,92 339 −10,55
2025-07-24 13F McKinley Carter Wealth Services, Inc. 22 844 −3,58 948 2,49
2025-08-06 13F Commonwealth Equity Services, Llc 63 237 −7,88 3 0,00
2025-04-14 13F Regatta Capital Group, Llc 0 −100,00 0
2025-05-08 13F Wrapmanager Inc 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 29 450 −20,18 1 222 −15,20
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-08-05 13F Gould Asset Management Llc /ca/ 32 270 −0,72 1 339 5,52
2025-08-14 13F Mml Investors Services, Llc 6 037 −30,82 0
2025-07-29 13F Chicago Partners Investment Group LLC 8 420 −2,14 364 8,36
2025-07-24 13F Eastern Bank 321 842 −1,49 13 356 4,64
2025-08-12 13F Franklin Resources Inc 95 824 −3,38 3 977 2,63
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 6 872 −1,09 285 5,17
2025-08-12 13F SRS Capital Advisors, Inc. 2 640 −47,29 110 −44,10
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