Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in BlackRock ETF Trust II - iShares AAA CLO Active ETF includono Inspirion Wealth Advisors, Llc, Vestmark Advisory Solutions, Inc., Goldstone Financial Group, LLC, Charter Trust Co, Duncan Williams Asset Management, LLC, Prevail Innovative Wealth Advisors, Llc, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Impact Partnership Wealth, LLC, Bulwark Capital Corp, U.S. Capital Wealth Advisors, LLC, Allstate Corp, Old Mission Capital Llc, Equitable Holdings, Inc., Buckingham Strategic Partners, Twin Focus Capital Partners, Llc, Insigneo Advisory Services, Llc, Gts Securities Llc, Traub Capital Management LLC, Briaud Financial Planning, Inc, 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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | BlackRock, Inc. | 1.222.022 | 1,81 | 63.447 | 2,08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.741 | 170,76 | 90 | 172,73 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 32.776 | 7,62 | 1.702 | 7,93 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 10.085 | 524 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 4.091 | 212 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 442 | 23 | ||||||
| 2025-07-28 | 13F | Toews Corp /adv | 48.200 | 1,26 | 2.503 | 1,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.900 | 410 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 33.911 | 2,24 | 1.761 | 2,50 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 322.807 | 5,02 | 16.715 | 5,03 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 137 | 280,56 | 7 | 600,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 62 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 807.340 | 76,39 | 41.917 | 76,86 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 341.456 | 6,65 | 16.715 | 0,84 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 636 | 33 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17.535 | 13,92 | 908 | 13,93 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8.482 | 35,34 | 440 | 35,80 | ||||
| 2025-07-16 | 13F | Cox Capital Mgt LLC | 24.827 | 321,73 | 1.289 | 324,01 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 18.600 | 0,76 | 966 | 1,05 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 113.746 | 93,70 | 5.906 | 94,24 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 39.565 | 2.054 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 136.347 | 2,55 | 7.079 | 2,83 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 82 | 1,23 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.119.980 | 30,58 | 58.149 | 30,93 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 526.185 | 7,67 | 27.320 | 7,96 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 138 | 7 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 20.763 | 27,44 | 1.078 | 27,88 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 245.747 | 12.727 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 48.795 | 557,70 | 2.534 | 558,18 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 150.768 | 87,77 | 7.828 | 88,28 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 19.354 | 133,10 | 1.005 | 134,03 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 62.471 | 187,86 | 3.243 | 188,78 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1.355 | 70 | ||||||
| 2025-08-12 | 13F | Graham Capital Wealth Management, Llc | 8.466 | 20,09 | 440 | 20,27 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 135 | 31,37 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 201 | 10 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 5.547 | 41,90 | 288 | 42,57 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 581 | 51,70 | 30 | 57,89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.972 | 11,41 | 102 | 12,09 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 188.955 | 9.811 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1.529 | 99,87 | 79 | 102,56 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.856 | 719 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9.627 | 92,54 | 500 | 93,41 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2.235 | 116 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 294 | 15 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 60.497 | 8,83 | 3.141 | 9,14 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 5.367 | 279 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 170.870 | 3,27 | 8.872 | 3,55 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18.139 | 31,17 | 1 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19.769 | 18,98 | 1.026 | 19,30 | ||||
| 2025-08-14 | 13F | Aureus Asset Management, LLC | 66.403 | 8,79 | 3.448 | 9,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 506.401 | 1,31 | 26.292 | 1,59 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 10.715 | 4,17 | 556 | 4,51 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 18.809 | 213,69 | 977 | 214,84 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 18.486 | 90,54 | 960 | 91,04 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 268.316 | 13.931 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12.478 | 648 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45.002 | 81,76 | 2.337 | 82,22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 33.085 | 97,98 | 2 | |||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 8.584 | 64,41 | 446 | 64,81 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8.102 | 421 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6.126 | 318 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 16.509 | 0,73 | 857 | 1,06 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 6.546 | 11,50 | 340 | 11,51 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 18.822 | 1 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 29.302 | 135,93 | 1.521 | 136,55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.240 | 77,08 | 116 | 78,46 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 477.253 | 9,62 | 24.779 | 9,91 | ||||
| 2025-08-05 | 13F | Allstate Corp | 10.000 | 519 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 67.078 | 42,64 | 3.483 | 43,06 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 40 | 100,00 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 188.762 | 28,01 | 9.801 | 28,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 144.383 | 99,76 | 7.496 | 100,32 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 110.557 | 2,18 | 5.740 | 2,46 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10.020 | 520 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 254.647 | 58,77 | 13.221 | 59,21 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 110.557 | 5.740 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 139.689 | 34,43 | 7.228 | 35,39 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5.750 | 299 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4.617 | 240 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 122 | 6 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 733 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 104.351 | 44,11 | 5 | 66,67 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7.086 | 368 | ||||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 241.960 | 4,57 | 12.563 | 4,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 328.907 | 33.634,05 | 17.077 | 34.052,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 49.517 | 8,64 | 2.571 | 8,90 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 25.934 | 32,03 | 1.347 | 32,35 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8.062 | 48,17 | 419 | 48,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 74.671 | 28,17 | 3.877 | 28,51 | ||||
| 2025-08-07 | 13F | Nwam Llc | 11.048 | 20,60 | 573 | 20,89 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5.644 | 18,97 | 293 | 19,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 189.488 | 81,12 | 10 | 80,00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 27.911 | 2,04 | 1.449 | 2,33 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4.795 | 249 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 83.452 | 136,23 | 4.333 | 136,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 16.187 | 0,31 | 838 | 0,24 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 83.789 | 18,24 | 4.350 | 18,56 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 435.635 | 22.618 |
