Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Latin America 40 ETF includono CLSM - Cabana Target Leading Sector Moderate ETF, DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main, First American Trust, Fsb, SIRAX - Sierra Tactical All Asset Fund Class A, Highview Capital Management LLC/DE/, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Morningstar Investment Services LLC, DRW Securities, LLC, Ssa Swiss Advisors Ag, Tudor Investment Corp Et Al, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Summit Financial, LLC, Ascent Group, LLC, Skopos Labs, Inc., Patriot Financial Group Insurance Agency, LLC, Ignite Planners, LLC, Crestwood Advisors Group LLC, Swmg, Llc, e Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 946.924 | 200,48 | 23.578 | 225,89 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 11.400 | 290 | ||||||
| 2025-08-14 | 13F | Man Group plc | 154.859 | 4.059 | ||||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 183.700 | 4.815 | ||||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 35.500 | 930 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 72.800 | 1.848 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 331.765 | 8.696 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 41.380 | 48,37 | 1.097 | 67,07 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 58.650 | 1.537 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3.304 | 23,28 | 87 | 36,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 363 | 2,25 | 10 | 12,50 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 340.904 | 341,70 | 8.935 | 391,74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 567.458 | 62,55 | 14.873 | 80,91 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20.799 | 545 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8.286 | 217 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 319.901 | 30,21 | 8.385 | 44,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 556.505 | 31,31 | 14.587 | 46,16 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2.341 | 303,62 | 61 | 369,23 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8.025 | 210 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 8.445 | 211 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -690 | -49,49 | -18 | -43,75 | |||
| 2025-08-15 | 13F | Morgan Stanley | 3.635.724 | 12,64 | 95.292 | 25,36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 435.775 | 134,70 | 11.422 | 161,23 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 377.439 | 9.893 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 58.295 | 1.528 | ||||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 9.796 | 4,60 | 257 | 16,36 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 71.247 | 1,48 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 555.060 | 47,87 | 14.548 | 64,59 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 49.131 | 17,15 | 1.288 | 30,40 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 1.200 | 146,91 | 31 | 181,82 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10.888 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 915.291 | 871,03 | 23.990 | 981,07 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 964.005 | 25.267 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6.624 | 48,19 | 174 | 64,76 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9.421 | 247 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 10.989 | 13,15 | 0 | |||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 743.179 | 18,96 | 18.505 | 29,02 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 242.966 | 6.368 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 188 | 5 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 210 | 6 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 500 | 13 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 1.217 | 32 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 292.360 | 7.663 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 448 | 12 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 44.148 | 1,73 | 1.157 | 13,32 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 267.453 | 4,41 | 7.010 | 16,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 10.900 | 286 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 120 | 3 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 137 | 4 | ||||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 37.099 | 0,25 | 972 | 11,60 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 18.360 | 0,97 | 432 | 13,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21.267 | 29,85 | 548 | 40,87 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 36.200 | 949 | ||||||
| 2025-08-12 | 13F | Prudential Financial Inc | 26.500 | 695 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18.222 | 96,78 | 478 | 147,15 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 30.433 | 1,57 | 798 | 13,05 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.882 | 288,04 | 49 | 345,45 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 83.422 | 2.186 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 306.392 | 7,48 | 8.031 | 19,62 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 370 | 10 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 7.495 | 196 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23.264 | 61,78 | 610 | 80,18 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 24.399 | 639 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 89.059 | 32,72 | 2.334 | 47,72 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 29.700 | 778 | ||||||
| 2025-08-14 | 13F | DRW Securities, LLC | 96.038 | 2.517 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 76.776 | 2.012 | ||||||
| 2025-06-26 | NP | CLSM - Cabana Target Leading Sector Moderate ETF | 1.431.782 | 35.651 | ||||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 677.661 | 4,84 | 17.762 | 16,69 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 24.142 | 73,25 | 633 | 92,68 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 8.105 | 212 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -1.157 | -34,89 | -30 | -26,83 | |||
| 2025-08-11 | 13F | Tidemark, LLC | 76 | 2,70 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 459 | 32,66 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 27.136 | 711 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9.824 | 9,99 | 257 | 22,38 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9.461 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 124.747 | 3.270 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 48.543 | 1.272 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 42.300 | 1.109 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 11.000 | 4,76 | 288 | 16,60 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 70.011 | 0,62 | 1.835 | 11,97 | ||||
| 2025-08-14 | 13F | FIL Ltd | 1.615.797 | 325.010,06 | 42.350 | 384.900,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 161.623 | 9.026,09 | 4.236 | 11.348,65 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1.317 | 3.459,46 | 35 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 241.919 | 468,70 | 6.342 | 532,93 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 13.392 | 351 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 23.150 | 0,21 | 607 | 11,40 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2.500 | 66 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 16.900 | 1.777,78 | 443 | 2.004,76 | |||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 78.858 | 3,20 | 2.067 | 14,84 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 16.701 | 438 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 169.807 | 3,05 | 4.451 | 14,69 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.064.352 | 1.605,16 | 54.107 | 1.797,79 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 11.848 | 0,80 | 311 | 12,32 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16.340 | 428 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 8.052 | 201 | ||||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 97.252 | 2 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 7.279 | 251,13 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 61.588 | 251,77 | 1.614 | 291,75 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 56.120 | 1.770,67 | 1.471 | 2.000,00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 34.220 | 18,78 | 897 | 32,15 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 8.441 | 221 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 11.978 | 1,73 | 311 | 15,24 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 8.247 | 216 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 125.700 | 3.295 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 250.644 | 6.569 | ||||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 130.736 | 3.427 |
