Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF includono Bleakley Financial Group, LLC, Glenmede Investment Management, LP, Aqr Capital Management Llc, Appleton Partners Inc/ma, Quantinno Capital Management LP, Sovran Advisors, LLC, Harbor Asset Planning, Inc., Alpine Bank Wealth Management, Nemes Rush Group LLC, Concord Wealth Partners, Montag A & Associates Inc, Atlantic Trust, LLC, Nordwand Advisors, LLC, Hillsdale Investment Management Inc., e Activest Wealth Management .
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 | EP Wealth Advisors, Inc. | 8.763 | 3,61 | 550 | 11,56 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 14.972 | 1,40 | 940 | 9,18 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 192 | 3,78 | 12 | 20,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3.608 | 0,64 | 227 | 8,13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18.271 | 5,13 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.762 | 223,42 | 173 | 253,06 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 8 | 1 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 4.569 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 27.813 | 22,89 | 1.747 | 32,27 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 83.217 | 16,54 | 5.226 | 25,47 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 23 | 1 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 84 | 23,53 | 5 | 66,67 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4.434 | 4,33 | 278 | 12,55 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 119.049 | 1,17 | 6.945 | 1,79 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 212 | 13 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 2.292.021 | 0,17 | 144 | 7,52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.122.726 | 8,64 | 133.307 | 16,94 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 2.029 | 127 | ||||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 119.292 | 3,40 | 7.492 | 11,31 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 50.690 | 24,74 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 35.623 | 13,72 | 2.237 | 22,44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 18.993 | 5,04 | 1.193 | 13,09 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 244 | 15 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25.403 | 1,48 | 1.595 | 9,25 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 6.963 | 13,46 | 437 | 22,07 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3.921 | 246 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | 368,75 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.893 | 53,78 | 119 | 66,20 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4.987 | 0 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2.029 | 127 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 107.207 | 5,60 | 6.733 | 13,68 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 110.936 | 3,16 | 6.967 | 11,05 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 36.796 | 9,46 | 2.311 | 17,80 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 275.092 | 0,70 | 17.276 | 8,40 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 196.971 | 1,44 | 12.370 | 9,20 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 33.353 | 11,81 | 2.095 | 20,34 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22.271 | 19,12 | 1.399 | 28,26 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 96 | 1,05 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2.705 | 37,17 | 170 | 46,96 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 30.536 | 3,93 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5.677 | 357 | ||||||
| 2025-08-08 | 13F | Vestcor Inc | 312.760 | 45,43 | 20 | 58,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.447.393 | 4,33 | 153.696 | 12,31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7.619 | 1,76 | 478 | 9,63 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 5.476 | 18,45 | 326 | 21,27 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 102 | 6 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 24.979 | 25,08 | 1.569 | 34,59 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 44.623 | 2.802 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 333 | 1,22 | 21 | 5,26 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 193 | 12 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3.440 | 216 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 27.570 | 14,22 | 1.731 | 22,94 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 3.400 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 66.924 | 2,68 | 4.203 | 10,52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 544 | 1,12 | 34 | 9,68 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 655.367 | 8,60 | 41.157 | 16,90 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 199 | 12 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21.164 | 39,23 | 1.325 | 49,44 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 199 | 12 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9.835 | 0,02 | 618 | 7,68 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 21.337 | 11.249,47 | 1.340 | 6,78 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2.730.404 | 8,19 | 171.469 | 16,46 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 108.046 | 10,76 | 6.785 | 19,22 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 10.620 | 100,64 | 667 | 116,56 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 61.188 | 3.848 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 401 | 1,01 | 25 | 8,70 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5.792 | 5,93 | 364 | 13,79 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 18 | 5,88 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28.148 | 7,63 | 1.768 | 15,87 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.999 | 126 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 244 | 15 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 19.705 | 0,45 | 1.237 | 8,13 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 4.776 | 0,78 | 300 | 8,33 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 5.757 | 1,16 | 362 | 8,73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4.879 | 26,63 | 306 | 36,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8.131 | 0,10 | 1 | |||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 36.900 | 2.215 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 14.195 | 10,70 | 891 | 18,17 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 10.141 | 4,83 | 637 | 12,77 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8.780 | 0,70 | 551 | 8,46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9.006 | 0,75 | 566 | 8,45 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 3.194 | 201 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 8.048 | 0,15 | 505 | 7,91 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4.084 | 4,61 | 256 | 12,78 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 630 | 0,16 | 40 | 8,33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 23.501 | 0,31 | 1.468 | 7,39 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 625 | 39 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 57.208 | 1,11 | 3.593 | 8,85 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 47 | 3 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43.729 | 2,97 | 2.746 | 10,86 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17.760 | 0,01 | 1.115 | 7,63 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 89 | 1,14 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6.575 | 413 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3.820 | 241 | ||||||
| 2025-08-12 | 13F | Rhumbline Advisers | 392.270 | 24,03 | 24.635 | 33,52 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 3.819 | 0,50 | 240 | 8,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36.926 | 58,73 | 2.319 | 70,82 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 76.939 | 0,03 | 4.832 | 7,67 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 167.657 | 1,73 | 10.529 | 17,80 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 4.017 | 0,27 | 252 | 8,15 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6.183 | 0 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 167 | 1,21 | 11 | 11,11 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 16.125 | 0,44 | 1.013 | 8,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9.200 | 578 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 11.190 | 703 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6.767 | 425 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 373 | 143,79 | 23 | 187,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7.343 | 351,60 | 461 | 390,43 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 3.215 | 204 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 132 | 8 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 11.547 | 0,87 | 725 | 8,70 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 57.571 | 1,03 | 3.615 | 8,75 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 5.474 | 3,46 | 344 | 11,36 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3.864 | 243 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 10.419 | 1,34 | 654 | 9,18 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 13.807 | 15,37 | 867 | 24,21 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 15.978 | 1.003 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 423 | 27 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22.693 | 4.393,66 | 1.425 | 4.813,79 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 468 | 3.020,00 | 29 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 406 | 0,74 | 26 | 8,70 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 11.234 | 13,69 | 705 | 22,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 159.643 | 2,07 | 10.026 | 9,86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4.247 | 267 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 606 | 10,99 | 38 | 22,58 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 56.422 | 0,03 | 3.543 | 6,33 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 324 | 0,31 | 20 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.008 | 11,01 | 63 | 21,15 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 74.777 | 289,28 | 4.696 | 319,20 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22.379 | 3,07 | 1.405 | 10,98 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10.413 | 26,11 | 654 | 35,76 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 22.720 | 1,02 | 1.427 | 8,69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.450 | 21,35 | 154 | 30,77 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 60.194 | 3.780 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 773 | 1,18 | 49 | 9,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10.900 | 685 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 13.181 | 0,24 | 828 | 7,82 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 46.640 | 6,80 | 2.929 | 14,96 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.014 | 589,80 | 64 | 800,00 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 4.780 | 4,57 | 300 | 12,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 647.695 | 1,22 | 40.675 | 8,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 335.762 | 28,03 | 21.086 | 37,81 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4.704 | 295 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7.393 | 5,57 | 464 | 14,29 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 7.123 | 0,52 | 447 | 8,23 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7.796 | 4,56 | 490 | 12,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 14.011 | 2,29 | 880 | 10,01 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 30.397 | 2,55 | 1.909 | 10,35 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 36.490 | 5,34 | 2.292 | 13,42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27.676 | 0,05 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 5.441 | 0,13 | 342 | 7,57 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 304.298 | 173,56 | 19.110 | 194,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 50.603 | 613,72 | 3.178 | 669,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 1 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10.636 | 0,66 | 668 | 8,28 |
