Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Core Dividend ETF includono E Six Thirteen, Llc, San Luis Wealth Advisors LLC, Peoples Bank /oh, Iron Financial, LLC, NorthRock Partners, LLC, Capital Asset Advisory Services LLC, Axxcess Wealth Management, Llc, Foundations Investment Advisors, LLC, Citizens Financial Group Inc/ri, Orion Portfolio Solutions, LLC, RFG - Bristol Wealth Advisors, LLC, Collier Financial, Brooks, Moore & Associates, Inc., M3 Advisory Group, LLC, Pacific Sun Financial Corp, Farther Finance Advisors, LLC, Spire Wealth Management, Harbor Asset Planning, Inc., Mount Yale Investment Advisors, LLC, e Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 158.542 | 8 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3.881 | 21,13 | 195 | 25,81 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 73.790 | 1,43 | 3.713 | 5,21 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.980 | 100 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 50.555 | 22,92 | 2.544 | 27,47 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 32.602 | 1.641 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.592 | 0,25 | 80 | 3,90 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7.465 | 376 | ||||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 237.358 | 5,36 | 11.944 | 9,27 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4.095 | 206 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 429.967 | 196,17 | 21.636 | 207,18 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 82.823 | 30,21 | 4.168 | 35,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8.117 | 25,26 | 408 | 29,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6.685 | 6,43 | 336 | 10,53 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 117.357 | 12,04 | 5.905 | 16,19 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4.010 | 202 | ||||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 69.785 | 12,35 | 3.512 | 16,53 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 824 | 42 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 13.802 | 0,59 | 695 | 4,36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 708.560 | 16,55 | 35.655 | 20,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36.878 | 454,64 | 1.855 | 476,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.254.861 | 14,25 | 113.465 | 18,49 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 56.981 | 0,58 | 2.867 | 4,33 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12.501 | 629 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 90 | 42,86 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 6.181 | 0,06 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9.319 | 469 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 13.332 | 99,55 | 671 | 106,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6.281 | 305 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 17.188 | 1,14 | 865 | 4,85 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 10.415 | 4,15 | 524 | 8,04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34.357 | 9,01 | 1.729 | 13,02 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 5.226 | 3,18 | 263 | 6,94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.976 | 1,36 | 250 | 5,04 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 17.547 | 883 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 2.990 | 150 | ||||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5.470 | 274 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 13.988 | 713 | ||||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 27.677 | 116,79 | 1.393 | 124,88 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 6.146 | 309 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1.100 | 37,50 | 55 | 44,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17.100 | 1,03 | 880 | 7,06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 38.352 | 8,51 | 1.930 | 12,54 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 183.013 | 3,50 | 9.209 | 7,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 54.289 | 129,94 | 2.732 | 138,52 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 179.341 | 216,29 | 9.024 | 228,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 630.300 | 53,54 | 31.717 | 59,23 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 18.192 | 0,07 | 915 | 3,74 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4.906 | 0,59 | 247 | 4,24 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 34 | 2 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 12.400 | 40,72 | 624 | 45,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.415 | 172 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15.791 | 124,40 | 795 | 132,84 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 21.318 | 1.073 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1.347 | 68 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 375 | 19 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 804 | 28,85 | 40 | 33,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.028 | 52 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4.727 | 238 | ||||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 1.560.380 | 78.518 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 130.774 | 54,26 | 6.581 | 59,98 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1.248 | 63 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6.501 | 20,66 | 327 | 25,29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 17.107 | 861 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22.092 | 335,05 | 1.112 | 351,63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 80.815 | 160,36 | 4.067 | 169,99 | ||||
| 2025-07-17 | 13F | KWB Wealth | 4.924 | 0,33 | 239 | 2,59 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 512.957 | 25.812 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 187.364 | 6,56 | 9 | 12,50 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 38.051 | 9,12 | 1.915 | 13,19 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5.955 | 15,79 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13.988 | 704 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 26.904 | 41,99 | 1.354 | 47,23 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75.450 | 0,23 | 3.797 | 3,94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19.783 | 12,99 | 996 | 17,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14.707 | 7,39 | 740 | 11,45 | ||||
| 2025-04-15 | 13F | Collier Financial | 5.692 | 276 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8.632 | 60,86 | 433 | 66,15 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27.273 | 9,91 | 1.392 | 24,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 249 | 13 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 98.487 | 3,06 | 4.956 | 6,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51.190 | 5,77 | 2.576 | 9,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 453.781 | 0,42 | 22.834 | 4,15 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 34 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29.266 | 53,31 | 1 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 252 | 47,37 | 13 | 50,00 |
