Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares Core Dividend ETF inkluderer E Six Thirteen, Llc, San Luis Wealth Advisors LLC, Peoples Bank /oh, Iron Financial, LLC, NorthRock Partners, LLC, Capital Asset Advisory Services LLC, Axxcess Wealth Management, Llc, Foundations Investment Advisors, LLC, Citizens Financial Group Inc/ri, Orion Portfolio Solutions, LLC, RFG - Bristol Wealth Advisors, LLC, Collier Financial, Brooks, Moore & Associates, Inc., M3 Advisory Group, LLC, Pacific Sun Financial Corp, Farther Finance Advisors, LLC, Spire Wealth Management, Harbor Asset Planning, Inc., Mount Yale Investment Advisors, LLC, og Ameritas Advisory Services, LLC .
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.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 158 542 | 8 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 881 | 21,13 | 195 | 25,81 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 73 790 | 1,43 | 3 713 | 5,21 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 980 | 100 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 50 555 | 22,92 | 2 544 | 27,47 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 32 602 | 1 641 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 592 | 0,25 | 80 | 3,90 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 465 | 376 | ||||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 237 358 | 5,36 | 11 944 | 9,27 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4 095 | 206 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 429 967 | 196,17 | 21 636 | 207,18 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 82 823 | 30,21 | 4 168 | 35,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 117 | 25,26 | 408 | 29,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 685 | 6,43 | 336 | 10,53 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 117 357 | 12,04 | 5 905 | 16,19 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4 010 | 202 | ||||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 69 785 | 12,35 | 3 512 | 16,53 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 824 | 42 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 13 802 | 0,59 | 695 | 4,36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 708 560 | 16,55 | 35 655 | 20,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36 878 | 454,64 | 1 855 | 476,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 254 861 | 14,25 | 113 465 | 18,49 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 56 981 | 0,58 | 2 867 | 4,33 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 501 | 629 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 90 | 42,86 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 6 181 | 0,06 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 319 | 469 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 13 332 | 99,55 | 671 | 106,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 281 | 305 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 17 188 | 1,14 | 865 | 4,85 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 10 415 | 4,15 | 524 | 8,04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34 357 | 9,01 | 1 729 | 13,02 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 5 226 | 3,18 | 263 | 6,94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 976 | 1,36 | 250 | 5,04 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 17 547 | 883 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 990 | 150 | ||||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5 470 | 274 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 13 988 | 713 | ||||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 27 677 | 116,79 | 1 393 | 124,88 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 6 146 | 309 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 100 | 37,50 | 55 | 44,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 100 | 1,03 | 880 | 7,06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 38 352 | 8,51 | 1 930 | 12,54 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 183 013 | 3,50 | 9 209 | 7,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 54 289 | 129,94 | 2 732 | 138,52 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 179 341 | 216,29 | 9 024 | 228,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 630 300 | 53,54 | 31 717 | 59,23 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 18 192 | 0,07 | 915 | 3,74 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 906 | 0,59 | 247 | 4,24 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 34 | 2 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 12 400 | 40,72 | 624 | 45,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 415 | 172 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 791 | 124,40 | 795 | 132,84 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 21 318 | 1 073 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 347 | 68 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 375 | 19 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 804 | 28,85 | 40 | 33,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 028 | 52 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4 727 | 238 | ||||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 1 560 380 | 78 518 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 130 774 | 54,26 | 6 581 | 59,98 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 248 | 63 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6 501 | 20,66 | 327 | 25,29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 17 107 | 861 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 092 | 335,05 | 1 112 | 351,63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 80 815 | 160,36 | 4 067 | 169,99 | ||||
| 2025-07-17 | 13F | KWB Wealth | 4 924 | 0,33 | 239 | 2,59 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 512 957 | 25 812 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 187 364 | 6,56 | 9 | 12,50 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 38 051 | 9,12 | 1 915 | 13,19 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5 955 | 15,79 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 988 | 704 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 26 904 | 41,99 | 1 354 | 47,23 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75 450 | 0,23 | 3 797 | 3,94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19 783 | 12,99 | 996 | 17,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 707 | 7,39 | 740 | 11,45 | ||||
| 2025-04-15 | 13F | Collier Financial | 5 692 | 276 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 632 | 60,86 | 433 | 66,15 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27 273 | 9,91 | 1 392 | 24,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 249 | 13 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 98 487 | 3,06 | 4 956 | 6,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51 190 | 5,77 | 2 576 | 9,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 453 781 | 0,42 | 22 834 | 4,15 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 34 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 266 | 53,31 | 1 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 252 | 47,37 | 13 | 50,00 |
