Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF includono GenTrust, LLC, National Bank Of Canada /fi/, Raymond James Financial Inc, Tcfg Wealth Management, Llc, Union Bancaire Privee, UBP SA, Bartlett & Co. Wealth Management Llc, Strategic Wealth Partners, Ltd., Jones Financial Companies Lllp, e Fulcrum Asset Management LLP .
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 | Ameriprise Financial Inc | 127.630 | 22,41 | 3.300 | 19,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 18.944 | 69,90 | 490 | 65,76 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 3.396 | 2,04 | 88 | -1,14 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 234.889 | 200,94 | 6.072 | 193,85 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 42.760 | 1.105 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 11.193 | 8,88 | 289 | 6,25 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10.182 | 7,01 | 263 | 4,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.610 | 93 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 51.156 | 30,82 | 1.322 | 27,73 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 647.638 | 16.741 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.831 | 4,16 | 73 | 1,39 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 79.965 | 2,54 | 2.067 | 0,15 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 71.318 | 1,63 | 1.881 | 10,98 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 468 | 12 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11.974 | 31,48 | 310 | 28,22 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22.180 | 28,93 | 573 | 25,93 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 282 | 1,81 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 59.486 | 22,27 | 1.538 | 19,43 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 195.133 | 8,35 | 5.044 | 5,81 | ||||
| 2025-04-24 | 13F | Fulcrum Asset Management LLP | Put | 0 | 2.213 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 240.214 | 2,21 | 6.210 | -0,18 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 495 | 13 | ||||||
| 2025-06-27 | NP | DAAVX - Dunham Dynamic Macro Fund Class A | 113.800 | 11.280,00 | 2.756 | 10.500,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9.269 | 240 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 566 | 2,54 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 168.007 | 100,79 | 4.343 | 96,12 | ||||
| 2025-08-08 | 13F | Creative Planning | 12.502 | 323 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 56.100 | 509,78 | 1.450 | 496,71 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 15.100 | 357,58 | 390 | 348,28 | |||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 14.391 | 13,31 | 296 | 7,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8.366 | 216 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 271.061 | 1,71 | 7.007 | -0,68 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 59.518 | 30,51 | 1.539 | 27,42 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 26.168 | 40,86 | 676 | 37,68 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 36.809 | 17,96 | 952 | 15,27 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.161 | 30 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92.223 | 0,14 | 2.384 | -2,22 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 14.088 | 364 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 51 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 42.781 | 136,20 | 1.106 | 130,42 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 62.100 | 314,00 | 1.605 | 310,49 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 66.886 | 14,89 | 1.729 | 12,27 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1.530 | 34 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 99.059 | 2.561 | ||||||
| 2025-06-27 | NP | PASIX - PACE Alternative Strategies Investments Class A | 90.720 | 8,03 | 2.197 | 0,05 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 22.085 | 0,56 | 571 | -1,89 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12.936 | 17,48 | 334 | 14,78 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21.112 | 546 | ||||||
| 2025-05-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 60.388 | 8,31 | 1.561 | 5,83 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 372 | 10 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 133.848 | 0,62 | 3.388 | -3,78 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8.166 | 211 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 442 | 3.057,14 | 11 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53.265 | 6,87 | 1.377 | 4,32 |
