Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Core 40/60 Moderate Allocation ETF includono Hanover Advisors Inc, Sightline Wealth Advisors, LLC, Wiley Bros.-aintree Capital, Llc, Aqr Capital Management Llc, Integrity Wealth Solutions LLC, ERNZ - TrueShares Active Yield ETF, UMA Financial Services, Inc., Umb Bank N A/mo, Sound Income Strategies, LLC, Boreal Capital Management LLC, Smartleaf Asset Management LLC, e Vermillion & White Wealth Management Group, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 9.657 | 20,32 | 445 | 26,14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 30 | 1 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 161.042 | 0,62 | 7.414 | 5,58 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 16.388 | 3,79 | 755 | 8,96 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 9.552 | 0,58 | 440 | 5,53 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1.554 | 0,58 | 72 | 5,97 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25 | 1 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 11.158 | 1,44 | 514 | 6,43 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11 | 1.000,00 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18.254 | 19,79 | 840 | 25,75 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8.005 | 0,20 | 369 | 5,14 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 267.607 | 12.321 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21.422 | 6,58 | 986 | 11,79 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6.607 | 0,15 | 304 | 5,19 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 27.346 | 1.259 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 12.042 | 554 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 104.045 | 452,08 | 4.790 | 479,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 81.764 | 1,11 | 3.764 | 6,09 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 57 | 1.325,00 | 3 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19.883 | 4,54 | 914 | 9,47 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8.443 | 0,40 | 389 | 5,43 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 68.457 | 13,50 | 3.152 | 19,09 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 502.887 | 17,78 | 23.153 | 23,58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14.834 | 0,45 | 683 | 5,41 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5.934 | 8,21 | 273 | 13,75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 200.005 | 0,55 | 9.208 | 5,50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.032 | 48 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18.639 | 149,62 | 858 | 162,39 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 8.771 | 0,09 | 404 | 4,95 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 140.861 | 3,52 | 6.485 | 8,63 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 21.517 | 1,09 | 991 | 6,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12.445 | 10,93 | 573 | 16,26 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.057 | 18,70 | 325 | 24,62 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.237 | 47,26 | 57 | 55,56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4.364 | 201 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17.606 | 39,14 | 808 | 45,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231.706 | 2,58 | 10.666 | 7,61 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 20.891 | 35,85 | 962 | 42,58 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 371 | 17 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49.712 | 69,05 | 2.289 | 77,36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132.219 | 0,08 | 6 | 20,00 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 631 | 1.007,02 | 29 | 1.350,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1.130 | 52 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3.867 | 31,13 | 178 | 37,98 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1.683 | 9,43 | 77 | 14,93 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 8.108 | 48,36 | 373 | 56,07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 277.462 | 0,75 | 12.774 | 5,71 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 284 | 0,71 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21.120 | 8,45 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 6.202 | 25,44 | 286 | 31,94 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 7.353 | 1,11 | 339 | 5,96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43.206 | 8,66 | 1.989 | 14,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 45.927 | 441,91 | 2.114 | 469,81 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5.667 | 1,21 | 261 | 6,12 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5.890 | 271 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1.177 | 0,68 | 54 | 5,88 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 77.284 | 2,98 | 3.558 | 8,08 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7.921 | 7,07 | 365 | 12,35 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 4.805 | 0,36 | 221 | 5,24 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1.645 | 76 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 12.818 | 590 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 425 | 507,14 | 20 | 533,33 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 15.115 | 0,03 | 696 | 4,83 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 7.629 | 2,10 | 324 | -1,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93.421 | 15,46 | 4.301 | 21,15 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 18.029 | 3,09 | 830 | 8,21 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 239 | 11 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24.917 | 176,30 | 1.147 | 190,38 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 280.175 | 2,32 | 12.899 | 7,36 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19.319 | 170,76 | 889 | 184,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 955 | 0,21 | 44 | 4,88 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 9.528 | 11,48 | 439 | 16,80 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 3.627 | 0,19 | 167 | 5,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 165.931 | 7,26 | 7.639 | 12,54 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 49.991 | 1,21 | 2.302 | 6,18 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4.914 | 0,53 | 226 | 9,22 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4.384 | 202 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 2.617 | 1,32 | 120 | 6,19 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 41.627 | 77,73 | 1.917 | 86,56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 11.612 | 26,80 | 535 | 33,17 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 45.977 | 6,07 | 2.117 | 11,31 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8.797 | 2,68 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 372 | 5,38 | 17 | 13,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1.163 | 54 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4.466 | 206 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21.410 | 9,01 | 986 | 14,40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29.261 | 12,48 | 1.347 | 18,05 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4.894 | 225 | ||||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 92.966 | 10,39 | 4.280 | 15,83 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1.785 | 1,83 | 82 | 7,89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5.898 | 0,77 | 272 | 5,86 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 106.655 | 2,41 | 4.910 | 7,23 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5.356 | 247 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 90.280 | 0,13 | 4.156 | 5,06 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5.388 | 248 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.487 | 1,71 | 68 | 6,25 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 186 | 0,54 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 5.615 | 2,74 | 259 | 7,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45.472 | 148,26 | 2.094 | 160,65 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 89.455 | 3,45 | 4.119 | 8,54 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 22.006 | 0,07 | 1.013 | 5,08 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 122.171 | 9,81 | 5.625 | 15,22 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 11.244 | 19,78 | 498 | 26,40 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 627 | 0,32 | 29 | 3,70 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 38.787 | 30,91 | 1.786 | 37,31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4.683 | 216 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 868 | 191,28 | 40 | 200,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3.783 | 9,34 | 174 | 15,23 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4.814 | 0,08 | 222 | 4,74 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 25.528 | 3,25 | 1.175 | 8,39 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6.963 | 321 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 5.529 | 7,05 | 255 | 12,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12.229 | 563 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 20.735 | 2,95 | 955 | 8,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17.131 | 33,03 | 789 | 39,47 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4.707 | 0,41 | 217 | 5,37 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.937 | 85,18 | 89 | 97,78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7.343 | 1,27 | 338 | 6,29 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2.926.402 | 0,55 | 134.732 | 5,50 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.317 | 3,59 | 935 | 8,72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5.000 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19.186 | 0,78 | 883 | 5,75 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 31.476 | 2.551,73 | 1.449 | 2.686,54 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 128.093 | 18,26 | 5.897 | 24,10 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2.047 | 94 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10.504 | 2,46 | 484 | 7,57 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 27.882 | 0,09 | 1.284 | 4,99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 69.302 | 0,29 | 3.197 | 5,93 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 17.821 | 0,14 | 820 | 5,13 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 9.179 | 0,38 | 423 | 5,24 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5.655 | 9,83 | 260 | 15,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22.970 | 28,56 | 1.058 | 34,99 | ||||
| 2025-09-03 | 13F | American Trust | 98.085 | 4.516 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6.350 | 0,79 | 292 | 5,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 141.683 | 1,84 | 7 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.908 | 6,49 | 180 | 11,18 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 70.234 | 897,78 | 3.234 | 949,68 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 281.931 | 6,74 | 12.995 | 11,70 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3.154 | 138 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28.849 | 16,43 | 1.328 | 22,17 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11.763 | 0,95 | 542 | 5,87 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 6.528 | 7,53 | 301 | 12,78 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 629 | 0,32 | 29 | 3,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
