Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Select U.S. REIT ETF includono Modern Wealth Management, LLC, Glenmede Investment Management, LP, Prostatis Group LLC, Atlantic Union Bankshares Corp, Midwest Trust Co, Breakwater Capital Group, Strategic Wealth Partners, Ltd., Trust Co Of Toledo Na /oh/, Smartleaf Asset Management LLC, e Total Investment Management Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 5.220 | 3,16 | 319 | 2,57 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 59.800 | 3,84 | 3.657 | 3,22 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 256.086 | 0,71 | 15.662 | 0,11 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 7.292 | 446 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.677 | 0,01 | 653 | -0,61 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7.694 | 5,15 | 471 | 4,44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 47.820 | 14,54 | 2.925 | 13,86 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 54.912 | 6,75 | 3.358 | 6,10 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 225.993 | 0,57 | 13.822 | -0,04 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 16.677 | 0,77 | 1.020 | 0,10 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21.826 | 2,89 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 139.516 | 1,32 | 8.533 | 0,71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 101.871 | 11,84 | 6.231 | 10,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8.109 | 496 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 142 | 0,71 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 34.857 | 2,78 | 2.132 | 2,16 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4.689 | 287 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5.098 | 0,26 | 312 | -0,32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 22.786 | 4,99 | 1.394 | 4,34 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 8.799 | 43,24 | 538 | 42,71 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 15.503 | 0,01 | 948 | -0,52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 31.227 | 0,63 | 1.910 | 12,76 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 14.354 | 0,55 | 878 | -0,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15.120 | 24,81 | 925 | 24,03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 32.511 | 8,75 | 1.988 | 10,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13.751 | 4,32 | 841 | 3,70 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5.393 | 6,94 | 330 | 6,13 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 3.690 | 226 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.060 | 2,41 | 493 | 1,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 27.925 | 1,92 | 1.708 | 1,31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 718 | 360,26 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 388.105 | 26,24 | 23.761 | 25,46 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21.740 | 0,20 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4.415 | 1,38 | 270 | 1,12 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 25.168 | 0,82 | 1.539 | 0,20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 391.417 | 10,26 | 23.939 | 9,60 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 3.830 | 0,13 | 234 | -0,43 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19.794 | 0,28 | 1.211 | -0,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7.658 | 468 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 4.700 | 0,19 | 287 | -0,35 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 14.255 | 17,54 | 872 | 16,76 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 13.133 | 0,32 | 803 | -0,25 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 1.069 | 0,66 | 65 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 60.287 | 6,32 | 3.687 | 5,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 506.504 | 6,44 | 30.978 | 5,80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 538.030 | 15,27 | 32.906 | 14,58 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 24.733 | 50,33 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.766 | 165,20 | 169 | 172,58 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 526 | 0,57 | 32 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.235.041 | 4,09 | 136.695 | 3,47 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 386 | 0,52 | 24 | 0,00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 117.680 | 0,58 | 7.197 | -0,03 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 7.282 | 11,14 | 448 | 13,71 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 199 | 0,51 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 594 | 98,00 | 36 | 100,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3.315 | 0,45 | 203 | -0,49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 117.176 | 4,98 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 79.464 | 0,17 | 4.860 | -0,43 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 3.433 | 210 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 11.584 | 17,02 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 153.558 | 9,54 | 9.392 | 8,88 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 63.473 | 48,47 | 3.882 | 47,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10.688 | 10,92 | 654 | 10,30 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 160.195 | 0,93 | 9.798 | 0,32 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 404 | 0,50 | 25 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.639 | 129,16 | 221 | 129,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.394 | 85 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 34.675 | 5,73 | 2.121 | 5,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 18.645 | 824,85 | 1.140 | 819,35 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 21.746 | 17,85 | 1.330 | 17,18 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21.008 | 0,04 | 1.285 | -0,62 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 10.047 | 5,15 | 614 | 4,60 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 41.622 | 10,69 | 2.546 | 10,03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 42.627 | 8,09 | 2.607 | 7,46 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 951 | 161,26 | 58 | 163,64 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 13.415 | 3,87 | 820 | 3,27 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 810 | 30,02 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 14.711 | 4,26 | 900 | 3,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.431.963 | 3,06 | 87.579 | 2,44 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7.973 | 488 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 94.836 | 1,95 | 5.800 | 1,35 | ||||
| 2025-04-28 | NP | LEXI - Alexis Practical Tactical ETF | 103.213 | 14,38 | 6.528 | 9,37 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1.348 | 0,15 | 82 | 0,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 36.509 | 0,10 | 2.233 | -0,53 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 17.245 | 0,49 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22.275 | 1,27 | 1.395 | 6,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4.559 | 0,04 | 279 | -0,71 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 176.021 | 48,18 | 10.765 | 47,28 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 15 | 1 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 8.121 | 8,69 | 497 | 8,06 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 120.367 | 0,38 | 7.362 | -0,23 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 103.944 | 2.919,87 | 6.357 | 2.912,80 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3.946 | 241 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.794 | 152,26 | 232 | 160,67 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 463 | 0,65 | 28 | 0,00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 7.282 | 445 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7.711 | 5,13 | 475 | 4,64 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 270 | 17 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 92.574 | 4,21 | 5.662 | 3,57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 190 | 12 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50.605 | 112,70 | 3.095 | 111,55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 468.055 | 0,63 | 28.626 | 0,02 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 6.045 | 2,89 | 370 | 3,07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.136 | 0,14 | 0 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 351 | 1,15 | 21 | 0,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 21.712 | 2,46 | 1.328 | 1,84 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 97.504 | 6.016,94 | 2 | -98,98 | ||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 14.600 | 160,71 | 893 | 159,30 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 429 | 26 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 412 | 4,04 | 25 | 4,17 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 23.009 | 9,71 | 1.407 | 9,07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32.334 | 40,62 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 233.177 | 0,60 | 14.261 | 0,00 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 6.674 | 2,57 | 408 | 2,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 110.131 | 7,96 | 6.736 | 7,31 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 38.268 | 2,14 | 2.340 | 1,52 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 158.035 | 2,37 | 9.665 | 1,76 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 10.106 | 618 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 54.379 | 366,45 | 3.326 | 363,74 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A) | 41.065 | 0,03 | 2.512 | -0,59 | ||||
| 2025-09-03 | 13F | American Trust | 6.235 | 381 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 86.942 | 0,56 | 5.317 | -0,04 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3.690 | 232 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 92 | 109,09 | 6 | 150,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.811 | 0,18 | 172 | -0,58 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 70.317 | 4.301 | ||||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 8.862 | 542 | ||||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 4.586 | 4,23 | 280 | 3,70 | ||||
| 2025-08-15 | 13F | Audent Global Asset Management, LLC | 15.311 | 0,92 | 936 | 0,32 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 385 | 0,52 | 24 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.581 | 136,36 | 158 | 134,33 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 200 | 12 |
