XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF - Institutionellt ägande - Säljare

iShares Trust - iShares ESG Select Screened S&P 500 ETF
US ˙ BATS ˙ US46436E5693

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
(%)
2026-04-21 13F Alpine Bank Wealth Management 70 342 −11,26 3 462 −17,12
2026-05-14 13F Raymond James Financial Inc 61 610 −10,54 3 032 −16,45
2026-05-07 13F Northwestern Mutual Wealth Management Co 0 −100,00 0
2026-05-13 13F DRW Securities, LLC 0 −100,00 0
2026-04-15 13F Monument Capital Management 0 −100,00 0
2026-05-15 13F Destination Wealth Management 0 −100,00 0
2026-04-07 13F Eastern Bank 4 799 −6,91 236 −12,92
2026-04-22 13F Apollon Wealth Management, LLC 20 310 −29,54 1 000 −34,23
2026-02-09 13F Harbour Investments, Inc. 0 −100,00 0
2026-05-06 13F Topel & Distasi Wealth Management, LLC 5 236 −15,14 258 −20,92
2026-05-15 13F Bank Of America Corp /de/ 29 060 −1,96 1 430 −8,45
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 5 085 −8,18 250 −14,09
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2026-05-06 13F Bessemer Group Inc 0 −100,00 0
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 5 043 −4,43 248 −10,79
2026-05-05 13F Napier Financial, LLC 28 804 −4,99 1 418 −11,27
2026-05-15 13F Citadel Advisors Llc 5 579 −83,68 275 −84,79
2026-05-15 13F Fmr Llc 2 644 −13,51 130 −19,25
2026-04-30 13F Kestra Advisory Services, LLC 17 703 −9,40 871 −15,35
2026-04-10 13F Magnus Financial Group LLC 18 399 −5,78 906 −12,05
2026-01-15 13F Presidio Capital Management, LLC 0 −100,00 0
2026-05-12 13F WCG Wealth Advisors LLC 0 −100,00 0
2026-05-08 13F Curtis Advisory Group, LLC 8 165 −34,33 402 −38,78
2026-04-08 13F Archer Investment Management, LLC 4 222 −73,46 208 −75,30
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 −100,00 0
2026-02-06 13F Global Retirement Partners, LLC 4 125 −27,00 217 −25,43
2026-05-08 13F Cornerstone Financial Management LLC 19 019 −1,06 936 −7,51
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 −100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 0 −100,00 0
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 3 996 −11,50 197 −17,30
2026-02-12 13F Principal Securities, Inc. 0 −100,00 0
2026-04-22 13F JNBA Financial Advisors 85 643 −15,17 4 215 −20,77
2026-05-15 13F Veridan Wealth LLC 10 209 −2,29 502 −8,73
2026-05-15 13F Advisor Group Holdings, Inc. 8 705 −3,89 428 −10,27
2026-05-14 13F EP Wealth Advisors, Inc. 41 433 −42,17 2 039 −45,99
2026-05-15 13F GWM Advisors LLC 7 206 −13,76 7 −98,41
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