Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares ESG Advanced MSCI EAFE ETF includono Apella Capital, LLC, Hartland & Co., LLC, Archer Investment Management, LLC, Lido Advisors, LLC, Davis Wealth Advisors, LLC, Gateway Wealth Partners, LLC, OpenArc Corporate Advisory, LLC, Brookstone Capital Management, Navigation Group, LLC, Alesco Advisors Llc, Diversify Wealth Management, Llc, Litman Gregory Asset Management LLC, Acropolis Investment Management, LLC, Fifth Third Bancorp, Western Wealth Management, LLC, CIBC Private Wealth Group, LLC, EFG International AG, Vanguard Advisers Inc, Mather Group, Llc., e Toronto Dominion Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 6.017 | 0,25 | 454 | 0,44 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 32 | 2 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 149.197 | 2,82 | 11.257 | 3,21 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 63.563 | 1,79 | 4.796 | 2,17 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 210.684 | 235,51 | 15.357 | 225,41 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.099 | 0,09 | 83 | 0,00 | ||||
| 2026-04-22 | 13F | Figure 8 Investment Strategies Llc | 16.910 | 3,42 | 1.276 | 3,83 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 29.406 | 105,49 | 2.219 | 106,33 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 3.930 | 312 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 30.772 | 8,71 | 2.322 | 9,12 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 16.496 | 1.245 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3.933 | 35,20 | 297 | 35,78 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1.643 | 124 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 3.767 | 284 | ||||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 3.876 | 292 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 782 | 1,69 | 0 | |||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 13.467 | 1,20 | 1.016 | 1,60 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 55.834 | 414,74 | 4.213 | 416,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.741 | 216 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 111 | 1.010,00 | 8 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 107.325 | 8 | ||||||
| 2026-04-20 | 13F | Values Added Financial LLC | 106.524 | 11,00 | 8.037 | 11,44 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7.330 | 1,47 | 553 | 2,03 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 9.229 | 0,42 | 696 | 0,87 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 15.072 | 37,28 | 1.137 | 37,82 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 359.463 | 322,74 | 27.121 | 324,43 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.106.724 | 7.839,20 | 83.502 | 7.875,36 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 3.388 | 256 | ||||||
| 2026-05-15 | 13F | EFG International AG | 238 | 18 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 609 | 46 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3.497 | 264 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 18.583 | 21,31 | 1.402 | 140.100,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 3.540 | 267 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3.776 | 285 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 75.723 | 6.223 | ||||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 3.105 | 234 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 6.390 | 22,79 | 482 | 23,27 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 9 | 1 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 5.379 | 406 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 100 | 8 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 23.434 | 99,51 | 1.768 | 100,45 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14.792 | 1.112 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.101 | 83 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 6.390 | 482 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2.002 | 1,93 | 151 | 2,72 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 9.823 | 55,16 | 741 | 56,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 943 | 71 | ||||||
| 2026-04-24 | 13F | Optas, LLC | 8.094 | 73,28 | 611 | 73,79 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 727 | 55 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 20.590 | 3,10 | 1.554 | 3,53 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 12.837 | 0,95 | 969 | 1,36 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 33.053 | 3,21 | 2.494 | 3,57 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 178 | 13 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 18.242 | 1.376 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 446 | 34 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 178.041 | 0,63 | 13.433 | 1,02 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 827 | 62 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 5.767 | 435 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2.602 | 210 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 3.970 | 0,03 | 300 | 0,34 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 34.257 | 9,91 | 2.585 | 10,33 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 736.635 | 0,50 | 55.528 | 0,89 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 15.937 | 0,86 | 1.202 | 1,26 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 15 | 1 | ||||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4.761 | 7,37 | 359 | 7,81 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 4.359 | 23,52 | 329 | 23,77 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 798 | 17,70 | 61 | 22,00 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 1.024 | 76 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 20.113 | 1,87 | 1.518 | 2,29 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 49.039 | 2,59 | 3.700 | 2,98 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 5.240 | 39,77 | 395 | 40,57 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 9.582 | 723 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 11.648 | 879 | ||||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 39.420 | 2,60 | 2.974 | 3,01 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.815 | 15,46 | 137 | 0,00 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 15.788 | 1.267 | ||||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 3.847 | 290 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4.000 | 302 | ||||||
| 2026-05-06 | 13F | Keystone Financial Services | 3.847 | 290 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 74.514 | 5.622 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 30.298 | 102,50 | 2.286 | 103,29 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 25.372 | 364,43 | 1.914 | 366,83 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6.881 | 1 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.142 | 490,08 | 156 | 474,07 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 62.331 | 0,49 | 4.703 | 0,88 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 12.861 | 102,22 | 970 | 102,93 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 66.487 | 1,79 | 5.016 | 2,18 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.438 | 20.442,86 | 108 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 55.477 | 4.186 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 8.232 | 0,19 | 621 | 0,65 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 13.941 | 53,82 | 1.052 | 54,33 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 7.648 | 165,37 | 577 | 167,13 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 115 | 9 | ||||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 20.670 | 6,27 | 1.560 | 6,71 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 141.877 | 165,78 | 10.705 | 166,80 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 558 | 1.892,86 | 42 | 2.000,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 43.330 | 6,47 | 3.269 | 6,90 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 4.262 | 322 | ||||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 13.336 | 0,53 | 1.006 | 0,90 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9.087 | 31,35 | 686 | 31,73 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 237.333 | 0,65 | 17.907 | 1,04 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 3.832 | 289 | ||||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 411 | 35,20 | 31 | 40,91 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 0 | 0 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 340 | 26 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.816 | 136 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 212.249 | 16.014 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 21.190 | 141,10 | 2 | |||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 3.396 | 256 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 18.517 | 143,13 | 1.397 | 144,23 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6.051 | 1,20 | 457 | 1,56 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 15.872 | 1.194 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.993 | 75,75 | 150 | 76,47 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.152 | 0 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 8.019 | 0,65 | 605 | 1,17 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11.575 | 155,63 | 873 | 156,76 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 23.880 | 14,70 | 1.802 | 15,15 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 5.608 | 3,95 | 423 | 4,44 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 55.675 | 14,65 | 4.201 | 139.900,00 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 14.610 | 1.102 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 33.590 | 23,18 | 2.534 | 23,67 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 5.545 | 33,84 | 418 | 34,41 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 48.493 | 21,71 | 3.659 | 22,17 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 24.815 | 3,31 | 1.902 | 5,32 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 2.859 | 216 | ||||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 19.663 | 0,23 | 1.484 | -1,79 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 16.071 | 1.213 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 29.397 | 1.343,86 | 2.218 | 1.349,67 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.195 | 467 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13.662 | 26,03 | 1.031 | 26,54 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 47.067 | 63,19 | 3.607 | 66,41 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 2.566 | 6,43 | 194 | 6,63 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 38.494 | 0,13 | 2.904 | 0,52 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 5.411 | 408 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 111.097 | 177,24 | 8.382 | 178,38 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 15.143 | 1.143 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 57.193 | 5,38 | 4.315 | 5,79 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 104.179 | 15,93 | 7.860 | 16,38 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 664 | 0,61 | 50 | 2,04 | ||||
| 2026-05-06 | 13F | Arjuna Capital | 31.078 | 6,29 | 2.345 | 6,69 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 5.899 | 445 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 14.020 | 6,35 | 1.074 | 8,48 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 7.113 | 1,91 | 537 | 2,29 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 12 | 1 | ||||||
| 2026-05-12 | 13F | Fiera Capital Corp | 34.315 | 13,19 | 2.589 | 13,65 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 14.942 | 1.127 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 37.998 | 493,35 | 3 | |||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 33.138 | 136,50 | 2.500 | 137,42 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3.776 | 285 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 10.045 | 758 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 23.526 | 1.775 | ||||||
| 2026-05-05 | 13F | Theory Financial Llc | 3.000 | 226 | ||||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 12.510 | 1,34 | 944 | 1,73 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 84.629 | 1,46 | 6.385 | 1,85 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 18.183 | 110,89 | 1.372 | 111,57 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.440 | 109 | ||||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 44.188 | 5,15 | 3.334 | 5,54 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 33.203 | 2,88 | 2.505 | 3,30 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 357.561 | 9,19 | 26.874 | 8,36 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 899 | 68 |
