Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares Morningstar U.S. Equity ETF inkluderer Exchange Traded Concepts, Llc, Modern Wealth Management, LLC, Tableaux Llc, Edge Financial Advisors LLC, AlphaCore Capital LLC, DAVENPORT & Co LLC, og Silvercrest Asset Management Group 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 269 313 | 5,93 | 23 098 | 17,58 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 614 | 0,33 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 109 584 | 1,39 | 9 400 | 12,57 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 595 | 44,95 | 566 | 60,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 526 156 | 1,58 | 45 134 | 12,79 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 918 | 0,31 | 422 | 11,38 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 494 207 | 3,56 | 42 417 | 15,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 485 | 0,21 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 500 | 214 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 81 612 | 76,97 | 7 001 | 96,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45 275 | 3,03 | 3 884 | 14,37 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 105 849 | 9 080 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2 364 | 203 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 782 | 10,42 | 324 | 22,73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34 179 | 994,08 | 2 932 | 1 116,60 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 11 800 | 1 012 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 541 | 0,05 | 561 | 11,09 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 273 | 0,37 | 23 | 9,52 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15 638 | 0,16 | 1 341 | 11,19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 153 | 0,17 | 356 | 11,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 18 205 | 106,34 | 1 562 | 129,22 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 24 000 | 24 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 11 247 | 0,02 | 965 | 11,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 7 818 | 0,26 | 671 | 11,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 384 122 | 0,03 | 32 950 | 11,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 408 | 2,93 | 721 | 14,26 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 272 912 | 23 410 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19 946 | 7,10 | 1 541 | 1,99 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9 346 | 5,16 | 802 | 16,76 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 64 536 | 0,07 | 5 536 | 11,10 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 528 | 303 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36 581 | 175,71 | 3 138 | 206,05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 350 | 202 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 71 150 | 7,31 | 6 103 | 19,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14 050 | 3,65 | 1 205 | 15,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 610 | 0,27 | 224 | 10,95 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 408 | 626,19 | 378 | 721,74 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 158 | 0,22 | 357 | 11,25 | ||||
| 2025-09-03 | 13F | American Trust | 17 226 | 1 478 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 371 | 0,27 | 32 | 10,71 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 2 536 | 218 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7 040 | 0,23 | 604 | 11,25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 30 777 | 2 640 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 16 356 | 11,67 | 1 403 | 24,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 399 | 1,79 | 34 | 9,68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 426 | 122 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4 666 | 0,04 | 400 | 11,11 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 575 | 0,23 | 1 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 3 920 | 0,28 | 336 | 11,26 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 118 | 8 479,17 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 281 | 0,02 | 2 426 | 11,03 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 2 694 | 0,04 | 231 | 11,06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 19 972 | 287,81 | 1 713 | 331,49 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11 984 | 12,25 | 1 028 | 24,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 872 | 61,80 | 160 | 80,68 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2 624 | 225 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 848 | 3,18 | 502 | 14,65 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 226 | 0,44 | 19 | 11,76 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 718 | 147 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 076 | 0,30 | 350 | 11,15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 877 | 25,47 | 161 | 40,00 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4 693 | 402 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4 910 | 0,29 | 421 | 11,38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13 463 | 1,90 | 1 155 | 13,14 |
