Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF inkluderer Mariner, LLC, Regatta Capital Group, Llc, Cowa, Llc, D.a. Davidson & Co., Coldstream Capital Management Inc, Harbor Asset Planning, Inc., Farther Finance Advisors, LLC, og Premier Financial Group .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 68 627 | 0,27 | 2 883 | 1,66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 55 625 | 0,46 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7 511 | 316 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 256 | 55,07 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9 851 | 5,30 | 414 | 6,72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37 690 | 1 583 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 343 | 9,50 | 140 | 11,11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 153 | 0,09 | 48 | 2,13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34 726 | 2,33 | 1 459 | 3,70 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 12 099 | 508 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 740 | 0,06 | 283 | 1,43 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 605 | 0,50 | 25 | 4,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 140 | 18,64 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 207 254 | 11,59 | 8 708 | 13,11 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 58 | 1,75 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 8 667 | 6,12 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 411 | 311 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 107 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 549 | 0,80 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17 044 | 26,30 | 716 | 28,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 115 | 5 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 895 | 38 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 384 640 | 16 159 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 000 | 23,92 | 252 | 26,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 763 | 1 026 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 47 350 | 17,57 | 1 989 | 19,17 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 221 | 1 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 346 | 0,24 | 435 | 1,87 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7 589 | 0,26 | 319 | 1,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 358 555 | 484,19 | 15 063 | 492,06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 36 302 | 59,67 | 1 525 | 61,89 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 7 230 | 13,54 | 297 | 12,50 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 8 846 | 372 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4 846 | 204 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 1 | 0 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7 951 | 2 632,30 | 334 | 2 683,33 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 36 205 | 3,80 | 1 521 | 5,19 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 13 106 | 0,32 | 551 | 1,66 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 8 936 | 80,38 | 375 | 82,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 163 857 | 17,00 | 6 884 | 18,57 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 63 468 | 2,75 | 2 666 | 4,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 063 | 2,89 | 633 | 4,29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 428 | 0,07 | 228 | 1,79 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 360 | 0,22 | 57 | 1,79 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 289 440 | 1,88 | 12 159 | 3,26 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 032 | 211 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 4 633 | 0,11 | 195 | 1,57 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 18 814 | 10,27 | 790 | 11,74 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 13 306 | 0,05 | 559 | 1,27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 142 | 57,67 | 510 | 59,87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6 780 | 12,16 | 285 | 13,60 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 8 940 | 317,76 | 376 | 331,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 261 708 | 0,06 | 53 004 | 1,41 |
