Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares MSCI USA Quality GARP ETF includono Resonant Capital Advisors, LLC, Mount Yale Investment Advisors, LLC, Cornerstone Advisors Asset Management, Inc, Carr Financial Group Corp, Creative Financial Designs Inc /adv, First Community Trust Na, Geneos Wealth Management Inc., Henderson Brothers Financial Partners, LLC, Wealth Enhancement Trust Services, Inc., Strategic Financial Concepts, LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Impact Capital Partners LLC, Brown Advisory Inc, Moors & Cabot, Inc., Ritholtz Wealth Management, CI Private Wealth, LLC, RFG Advisory, LLC, Us Bancorp \de\, Brookstone Capital Management, e Boston Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Archer Investment Corp | 122 | 8 | ||||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 60.571 | 4,36 | 3.875 | -1,97 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 38.971 | 172,47 | 2.493 | 155,85 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12.646 | 206,42 | 809 | 187,54 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 236.134 | 14,74 | 15.105 | 7,78 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4.664 | 298 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 373.937 | 1,01 | 23.921 | -5,12 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 784.592 | 50.190 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 199.842 | 406,54 | 13.609 | 406,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 502.133 | 47,36 | 32.121 | 38,42 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 61.153 | 9,75 | 3.912 | 3,08 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 22.981 | 40,57 | 1.498 | 30,94 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 29.378 | 5,88 | 1.879 | -0,53 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 158.950 | 4,32 | 10.168 | -2,00 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 190.058 | 12.158 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 111.356 | 28,11 | 7.123 | 20,34 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 45.309 | 119,13 | 2.898 | 105,82 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 14.125 | 81,77 | 904 | 70,70 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 69.517 | 3,04 | 4.447 | -3,20 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.163 | 13,94 | 215 | 18,13 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1.098 | 95,72 | 69 | 81,58 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3.381 | 216 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17.385 | 193,17 | 1.112 | 175,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 798.228 | 200,06 | 51.063 | 181,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 63.437 | 74,72 | 4.058 | 64,16 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4.099 | 262 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 871 | 56 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 756.958 | 72,96 | 48.423 | 62,47 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 16.841 | 32,99 | 1.077 | 24,94 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.070 | 2.553,85 | 132 | 2.540,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 612.564 | 25,32 | 39.186 | 17,72 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 10.620 | 185,10 | 679 | 168,38 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 107 | 7 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 18.599 | 57,41 | 1.190 | 47,89 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 251.100 | 12,54 | 16.063 | 5,71 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 129.075 | 8.257 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 352 | 369,33 | 23 | 340,00 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 467.813 | 5,37 | 29.926 | -1,03 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 38.542 | 377,48 | 2 | |||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 240.831 | 2,37 | 15.406 | -3,84 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14.453 | 40,73 | 925 | 32,19 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 22.283 | 18,75 | 1.425 | 11,59 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 80.861 | 1.176,22 | 5.247 | 1.081,76 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 8.600 | 55,80 | 550 | 46,67 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 102.971 | 3,53 | 6.587 | -2,75 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 409.425 | 24.721 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 6.000 | 409 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 56.717 | 3.628 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 546.192 | 52,03 | 34.940 | 42,81 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 366 | 2.187,50 | 23 | 2.200,00 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 108.795 | 3,30 | 6.960 | -2,97 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 33.837 | 13.940,25 | 2.165 | 13.431,25 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 15.366 | 983 | ||||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 30.107 | 0,73 | 1.926 | -5,41 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6.442 | 412 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.363 | 343 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 7.994 | 511 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 133.439 | 273,31 | 8.536 | 250,70 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 220.429 | 31,05 | 14.101 | 23,10 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6.441 | 43,55 | 412 | 35,08 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 224.439 | 14.357 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 344.709 | 4,49 | 22.051 | -1,85 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 160 | 10 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5.095 | 31,65 | 326 | 23,57 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 169.050 | 6,69 | 10.815 | 0,22 | ||||
| 2026-05-11 | 13F | Boston Partners | 3.905 | 250 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 58.937 | 15,66 | 3.770 | 8,65 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 24.749 | 24,69 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.842 | 182 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11.718 | 750 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 54 | 58,82 | 0 | |||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 22.371 | 2,19 | 1.431 | 143.000,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7.292 | 466 | ||||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 3.707 | 237 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 14.341 | 1.049 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3.253 | 208 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 51.119 | 102,83 | 3.270 | 90,56 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.817 | 0,06 | 116 | -5,69 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 36.566 | 427,27 | 2.339 | 395,55 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 11.238 | 23,20 | 719 | 15,62 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 151.137 | 2,36 | 10 | -10,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.934 | 252 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 2.225 | 20,34 | 142 | 13,60 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 20.567 | 8,48 | 1.316 | 1,86 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 536.662 | 1,33 | 34 | -5,56 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 3.187 | 204 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.784 | 370 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6.366 | 407 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.178.040 | 65,51 | 139.329 | 55,47 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 341.459 | 37,63 | 21.843 | 29,29 | ||||
| 2026-04-13 | 13F | Trust Co | 183 | 258,82 | 12 | 266,67 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 308.082 | 4,30 | 19.708 | -2,02 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 13.253 | 19,94 | 848 | 12,63 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 99.535 | 65,79 | 6.367 | 55,75 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 31.929 | 30,81 | 2.042 | 22,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 109 | 7 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 7.488 | 479 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 17.390 | 1.112 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22.914 | 1.466 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 36.380 | 2.327 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4.785 | 16,00 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 331.017 | 108,83 | 21 | 110,00 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 145 | 9 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 350.588 | 86,95 | 22.427 | 75,62 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 5 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 16.520 | 137.566,67 | 1.070 | |||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 1.020 | 65 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 69.177 | 566,57 | 4.425 | 526,77 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 155 | 10 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3.543 | 227 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 23.358 | 14,63 | 1.494 | 7,71 |
