Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares Morningstar Mid-Cap ETF inkluderer RMG Wealth Management LLC, Hilltop Holdings Inc., Carnegie Capital Asset Management, LLC, Hoxton Planning & Management, LLC, Vise Technologies, Inc., Schneider Downs Wealth Management Advisors, LP, Summit Wealth Group Llc / Co, Edge Financial Advisors LLC, Silicon Valley Capital Partners, SYM FINANCIAL Corp, Capital Investment Advisory Services, LLC, og O'shaughnessy Asset Management, 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 841 | 465 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 68 964 | 0,25 | 5 494 | 7,79 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 596 | 1,79 | 127 | 9,48 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53 929 | 16,56 | 4 296 | 25,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83 538 | 4,81 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 309 271 | 3,80 | 104 297 | 11,61 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 47 512 | 2,22 | 3 785 | 10,39 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 705 | 0,43 | 56 | 7,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 402 | 29,78 | 348 | 39,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 498 843 | 9,97 | 39 738 | 18,25 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 911 | 0,10 | 312 | 7,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 108 491 | 2,80 | 8 642 | 10,54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181 928 | 0,89 | 14 492 | 8,49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 671 | 611 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 22 837 | 16,99 | 1 819 | 25,80 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 2 639 | 210 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3 216 | 0,34 | 256 | 8,02 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6 935 | 552 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 55 403 | 0,04 | 4 413 | 7,58 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 618 | 209 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 254 715 | 5,02 | 99 951 | 12,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 736 | 138 | ||||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 64 764 | 1,21 | 5 159 | 8,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 348 | 97,65 | 107 | 114,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34 308 | 5,89 | 2 733 | 13,83 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38 738 | 8,69 | 3 086 | 16,86 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 7 963 | 6,27 | 634 | 14,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 425 | 990 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 001 | 0,25 | 159 | 8,16 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 354 | 29,07 | 506 | 39,01 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3 184 | 6,88 | 254 | 15,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 | 0 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 177 217 | 1,39 | 14 117 | 9,03 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 954 | 70 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 13 933 | 3,84 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 42 691 | 1 347,15 | 3 401 | 1 452,51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43 592 | 0,00 | 3 473 | 7,53 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 482 | 0,21 | 38 | 8,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 47 602 | 11,28 | 3 792 | 19,63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 370 | 29 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 96 | 8 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 256 | 0,33 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 138 | 4,12 | 489 | 11,93 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 692 | 0,29 | 55 | 7,84 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9 380 | 39,81 | 747 | 50,30 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 860 | 0,18 | 546 | 7,69 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4 978 | 397 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 450 | 20,41 | 753 | 29,43 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 594 | 0,15 | 366 | 7,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 121 599 | 1,08 | 10 | 12,50 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83 245 | 1,08 | 6 631 | 8,69 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 632 | 608 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 4 790 | 0,34 | 382 | 7,93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81 572 | 6 498 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 6,76 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 083 709 | 87 672 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 153 163 | 2 080,88 | 12 201 | 2 246,15 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 162 | 69,47 | 491 | 82,16 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 39 303 | 4,60 | 3 131 | 12,47 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 163 | 0,84 | 172 | 8,86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 319 053 | 5,32 | 25 416 | 13,25 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 4 053 | 323 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 139 | 1,99 | 1 047 | 9,64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 480 | 100,00 | 357 | 115,76 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 382 | 5,82 | 30 | 15,38 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 11 930 | 0,50 | 950 | 8,08 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3 114 | 250 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20 889 | 0,18 | 1 664 | 7,77 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 10 445 | 2,99 | 832 | 10,79 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 099 | 242,37 | 88 | 278,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 128 821 | 1,29 | 10 266 | 8,91 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 36 400 | 1,20 | 2 900 | 8,82 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 825 | 305 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 707 | 0,11 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 659 | 4,57 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 92 496 | 3,33 | 7 368 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 977 | 0,21 | 78 | 6,94 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 177 | 0,57 | 14 | 7,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25 892 | 3,99 | 2 063 | 11,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 592 | 13,95 | 366 | 22,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 077 | 6,15 | 484 | 14,15 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 228 | 18 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 177 216 | 1,39 | 14 | 16,67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38 539 | 3 070 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 893 | 4,82 | 230 | 12,75 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 107 230 | 2,84 | 8 542 | 10,58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67 204 | 31,88 | 5 353 | 41,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27 254 | 10,63 | 2 171 | 18,96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 725 | 7,43 | 2 766 | 15,54 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5 694 | 0,33 | 454 | 7,86 |
