Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares Global Equity Factor ETF inkluderer Daymark Wealth Partners, Llc, Ignite Planners, LLC, 3Chopt Investment Partners, LLC, 5T Wealth, LLC, Blue Oak Capital, LLC, Lake Street Financial Llc, Nwam Llc, Comerica Bank, Whittier Trust Co Of Nevada Inc, Farther Finance Advisors, LLC, Twin Peaks Wealth Advisors, LLC, Paladin Advisory Group, LLC, og National Bank Of Canada /fi/ .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 95 | 5 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 6 122 | 0,94 | 295 | 13,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 820 | 3,70 | 88 | 16,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 23 546 | 0,64 | 1 135 | 13,29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 509 | 73 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16 735 | 1,47 | 807 | 14,16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143 | 7 | ||||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 38 511 | 1 856 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9 117 | 24,63 | 439 | 40,26 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 295 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 393 806 | 74 203,02 | 18 980 | 86 168,18 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 89 174 | 4 298 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57 865 | 6 838,25 | 2 789 | 7 865,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 174 | 4,67 | 780 | 17,85 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 35 862 | 1 728 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 113 624 | 5 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 10 337 | 498 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 418 | 117 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 100 | 5 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 874 | 42 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 529 | 0,86 | 74 | 14,06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 25 078 | 66,34 | 1 209 | 87,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 454 | 22 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9 437 | 463 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 56 921 | 2 767 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 093 | 53 | ||||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 4 321 | 208 | ||||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 37 661 | 1 815 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 561 | 123 |
