Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in BlackRock ETF Trust II - iShares Short-Term California Muni Active ETF includono Elequin Capital Lp, Ndwm Llc, Global Retirement Partners, LLC, SOL Capital Management CO, Johnson Bixby & Associates, LLC, Axxcess Wealth Management, Llc, Mariner, LLC, Client First Capital LLC, Fairview Capital Investment Management, Llc, Rockefeller Capital Management L.P., Archvest Wealth Advisors, Inc., Wealth Enhancement Advisory Services, Llc, NWF Advisory Services Inc., Perigon Wealth Management, LLC, Farther Finance Advisors, LLC, Shira Ridge Wealth Management, Old Mission Capital Llc, Morgan Stanley, Cheviot Value Management, LLC, e Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Old Mission Capital Llc | 3.970 | 200 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 132.761 | 1.063,55 | 6.708 | 1.072,73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 16.497 | 212,09 | 832 | 212,78 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 21.400 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16.427 | 63,11 | 829 | 63,31 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 143.982 | 3,66 | 7.264 | 3,83 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 47.570 | 2.400 | ||||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 9.972 | 503 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 11.073 | 38,12 | 558 | 39,25 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 496 | 25 | ||||||
| 2025-08-08 | 13F | Union Savings Bank | 6.554 | 33,97 | 331 | 34,15 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 37.169 | 1.875 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6.888 | 17,16 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48.109 | 198,05 | 2.427 | 198,89 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 5.358 | 270 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8.615 | 435 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5.005 | 253 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71.799 | 0,50 | 3.622 | 0,70 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 19.922 | 1.005 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 7.761 | 0,69 | 392 | 0,77 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 4.487 | 226 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 915 | 702,63 | 46 | 820,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10.000 | 504 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4.791 | 242 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18.597 | 10,23 | 938 | 10,48 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 15.000 | 757 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15.323 | 773 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5.965 | 300 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17.000 | 858 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Client First Capital LLC | 15.273 | 771 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 10.979 | 0,23 | 554 | 0,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12.756 | 34,49 | 644 | 34,80 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 9.603 | 5,10 | 484 | 5,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 102.923 | 409,14 | 5.192 | 410,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22.839 | 1.152 | ||||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 9.602 | 99,38 | 484 | 100,83 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1.750 | 88 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 995 | 50 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2.500 | 126 |
