Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF includono Beacon Harbor Wealth Advisors, Inc., Keybank National Association/oh, WCG Wealth Advisors LLC, Global Retirement Partners, LLC, Kovitz Investment Group Partners, LLC, Mascagni Wealth Management, Inc., Kestra Advisory Services, LLC, Sovran Advisors, LLC, Fischer Investment Strategies, Llc, Ehrlich Financial Group, Worth Asset Management, LLC, Wealth Enhancement Advisory Services, Llc, Western Wealth Management, LLC, Hilltop Holdings Inc., Bessemer Group Inc, Vestor Capital, Llc, Hoese & Co LLP, Comerica Bank, Belvedere Trading LLC, e IFP Advisors, 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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Sigma Planning Corp | 8.667 | 13,35 | 815 | 42,06 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3.232 | 306 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10.959 | 16,02 | 1.030 | 45,69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 317 | 30 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 22.382 | 10,51 | 2.104 | 38,63 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 14.661 | 2,13 | 1.378 | 28,19 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 21.624 | 70,24 | 2.033 | 113,67 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 4.793 | 13,61 | 451 | 42,41 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 267 | 25 | ||||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 2.790 | 262 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 45.676 | 740,10 | 4.294 | 954,79 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4.840 | 455 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 2.932 | 276 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 137 | 21,24 | 13 | 50,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 2.165 | 0 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3.900 | 367 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 200 | 19 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 100.891 | 73,12 | 9.484 | 117,15 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 54.527 | 20,18 | 5.126 | 50,74 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5.125 | 482 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 123.960 | 16,34 | 11.652 | 45,94 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2.258 | 212 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 2.250 | 212 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10.613 | 998 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4.080 | 34,65 | 384 | 68,72 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8.508 | 2,43 | 800 | 28,46 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10.736 | 1.009 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11.875 | 1.116 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 45 | 4 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3.622 | 11,07 | 340 | 39,34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10.977 | 31,92 | 1.032 | 65,49 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3.199 | 301 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 27.491 | 0,42 | 2.584 | 25,99 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4.428 | 0,05 | 416 | 25,68 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 49.695 | 143,85 | 4.671 | 205,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6.677 | 1.012,83 | 628 | 1.325,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 103.959 | 228,16 | 9.772 | 311,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4.395 | 0,05 | 413 | 25,53 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2.167 | 204 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3.140 | 232,28 | 295 | 321,43 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 2.768 | 260 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 85.517 | 0,93 | 8.039 | 26,60 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1.165 | 110 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2.657 | 250 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.431 | 3.477,50 | 133 | 4.333,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38.972 | 20,93 | 3.648 | 51,01 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 12.331 | 5,82 | 1.159 | 32,76 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9.339 | 13,75 | 878 | 42,14 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 4.234 | 2,64 | 398 | 28,80 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 2.500 | 235 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 66.932 | 323,81 | 6.292 | 431,78 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 10.708 | 4,52 | 1.007 | 23,44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30.224 | 16,86 | 3 | 100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20.427 | 0,19 | 1.920 | 25,74 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4.715 | 0,11 | 443 | 25,85 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.187 | 3.993,10 | 112 | 5.450,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6.374 | 15,16 | 599 | 44,34 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 682.461 | 0,48 | 65.209 | 29,76 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 11.009 | 1,28 | 1.035 | 27,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.465 | 234 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 1.008 | 1,41 | 95 | 27,03 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 27.304 | 2.567 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 17.985 | 62,69 | 1.691 | 104,11 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 129.257 | 12.150 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24.021 | 69,09 | 2.258 | 112,12 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 5.631 | 1,24 | 529 | 27,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3.820 | 359 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 2.034 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 24.717 | 70,15 | 2.323 | 113,51 |
