Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF inkluderer GenTrust, LLC, National Bank Of Canada /fi/, Raymond James Financial Inc, Tcfg Wealth Management, Llc, Union Bancaire Privee, UBP SA, Bartlett & Co. Wealth Management Llc, Strategic Wealth Partners, Ltd., Jones Financial Companies Lllp, og Fulcrum Asset Management LLP .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Ameriprise Financial Inc | 127 630 | 22,41 | 3 300 | 19,75 | ||||
2025-08-04 | 13F | Assetmark, Inc | 18 944 | 69,90 | 490 | 65,76 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 3 396 | 2,04 | 88 | −1,14 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 234 889 | 200,94 | 6 072 | 193,85 | ||||
2025-07-31 | 13F | GenTrust, LLC | 42 760 | 1 105 | ||||||
2025-08-12 | 13F | Fca Corp /tx | 11 193 | 8,88 | 289 | 6,25 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 10 182 | 7,01 | 263 | 4,78 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 610 | 93 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 51 156 | 30,82 | 1 322 | 27,73 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 647 638 | 16 741 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 831 | 4,16 | 73 | 1,39 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 79 965 | 2,54 | 2 067 | 0,15 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 71 318 | 1,63 | 1 881 | 10,98 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 468 | 12 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 974 | 31,48 | 310 | 28,22 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 22 180 | 28,93 | 573 | 25,93 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 282 | 1,81 | 7 | 0,00 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 59 486 | 22,27 | 1 538 | 19,43 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 195 133 | 8,35 | 5 044 | 5,81 | ||||
2025-04-24 | 13F | Fulcrum Asset Management LLP | Put | 0 | 2 213 | |||||
2025-08-15 | 13F | Morgan Stanley | 240 214 | 2,21 | 6 210 | −0,18 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 495 | 13 | ||||||
2025-06-27 | NP | DAAVX - Dunham Dynamic Macro Fund Class A | 113 800 | 11 280,00 | 2 756 | 10 500,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 9 269 | 240 | ||||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 566 | 2,54 | 15 | 0,00 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 168 007 | 100,79 | 4 343 | 96,12 | ||||
2025-08-08 | 13F | Creative Planning | 12 502 | 323 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 56 100 | 509,78 | 1 450 | 496,71 | |||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 15 100 | 357,58 | 390 | 348,28 | |||
2025-08-14 | 13F | Gotham Asset Management, LLC | 14 391 | 13,31 | 296 | 7,64 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 8 366 | 216 | ||||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 271 061 | 1,71 | 7 007 | −0,68 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 59 518 | 30,51 | 1 539 | 27,42 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 26 168 | 40,86 | 676 | 37,68 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 36 809 | 17,96 | 952 | 15,27 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 161 | 30 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 92 223 | 0,14 | 2 384 | −2,22 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 14 088 | 364 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 51 | 1 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 42 781 | 136,20 | 1 106 | 130,42 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 62 100 | 314,00 | 1 605 | 310,49 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 66 886 | 14,89 | 1 729 | 12,27 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1 530 | 34 | ||||||
2025-08-08 | 13F | Wealth Alliance | 99 059 | 2 561 | ||||||
2025-06-27 | NP | PASIX - PACE Alternative Strategies Investments Class A | 90 720 | 8,03 | 2 197 | 0,05 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 22 085 | 0,56 | 571 | −1,89 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 12 936 | 17,48 | 334 | 14,78 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21 112 | 546 | ||||||
2025-05-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 60 388 | 8,31 | 1 561 | 5,83 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 372 | 10 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 133 848 | 0,62 | 3 388 | −3,78 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8 166 | 211 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 442 | 3 057,14 | 11 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 53 265 | 6,87 | 1 377 | 4,32 |