Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Morningstar U.S. Equity ETF includono Exchange Traded Concepts, Llc, Modern Wealth Management, LLC, Tableaux Llc, Edge Financial Advisors LLC, AlphaCore Capital LLC, DAVENPORT & Co LLC, e Silvercrest Asset Management Group Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 269.313 | 5,93 | 23.098 | 17,58 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 614 | 0,33 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 109.584 | 1,39 | 9.400 | 12,57 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6.595 | 44,95 | 566 | 60,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 526.156 | 1,58 | 45.134 | 12,79 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4.918 | 0,31 | 422 | 11,38 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 494.207 | 3,56 | 42.417 | 15,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 485 | 0,21 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2.500 | 214 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 81.612 | 76,97 | 7.001 | 96,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45.275 | 3,03 | 3.884 | 14,37 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 105.849 | 9.080 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2.364 | 203 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.782 | 10,42 | 324 | 22,73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34.179 | 994,08 | 2.932 | 1.116,60 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 11.800 | 1.012 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6.541 | 0,05 | 561 | 11,09 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 273 | 0,37 | 23 | 9,52 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15.638 | 0,16 | 1.341 | 11,19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4.153 | 0,17 | 356 | 11,25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 18.205 | 106,34 | 1.562 | 129,22 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 24.000 | 24 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 11.247 | 0,02 | 965 | 11,06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 7.818 | 0,26 | 671 | 11,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 384.122 | 0,03 | 32.950 | 11,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8.408 | 2,93 | 721 | 14,26 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 272.912 | 23.410 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19.946 | 7,10 | 1.541 | 1,99 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9.346 | 5,16 | 802 | 16,76 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 64.536 | 0,07 | 5.536 | 11,10 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3.528 | 303 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36.581 | 175,71 | 3.138 | 206,05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2.350 | 202 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 71.150 | 7,31 | 6.103 | 19,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14.050 | 3,65 | 1.205 | 15,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2.610 | 0,27 | 224 | 10,95 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4.408 | 626,19 | 378 | 721,74 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4.158 | 0,22 | 357 | 11,25 | ||||
| 2025-09-03 | 13F | American Trust | 17.226 | 1.478 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 371 | 0,27 | 32 | 10,71 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 2.536 | 218 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7.040 | 0,23 | 604 | 11,25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 30.777 | 2.640 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 16.356 | 11,67 | 1.403 | 24,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 399 | 1,79 | 34 | 9,68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.426 | 122 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4.666 | 0,04 | 400 | 11,11 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6.575 | 0,23 | 1 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 3.920 | 0,28 | 336 | 11,26 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4.118 | 8.479,17 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28.281 | 0,02 | 2.426 | 11,03 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 2.694 | 0,04 | 231 | 11,06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 19.972 | 287,81 | 1.713 | 331,49 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11.984 | 12,25 | 1.028 | 24,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.872 | 61,80 | 160 | 80,68 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2.624 | 225 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5.848 | 3,18 | 502 | 14,65 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 226 | 0,44 | 19 | 11,76 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1.718 | 147 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4.076 | 0,30 | 350 | 11,15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.877 | 25,47 | 161 | 40,00 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4.693 | 402 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4.910 | 0,29 | 421 | 11,38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13.463 | 1,90 | 1.155 | 13,14 |
