Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Morningstar Mid-Cap ETF includono RMG Wealth Management LLC, Hilltop Holdings Inc., Carnegie Capital Asset Management, LLC, Hoxton Planning & Management, LLC, Vise Technologies, Inc., Schneider Downs Wealth Management Advisors, LP, Summit Wealth Group Llc / Co, Edge Financial Advisors LLC, Silicon Valley Capital Partners, SYM FINANCIAL Corp, Capital Investment Advisory Services, LLC, e O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5.841 | 465 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 68.964 | 0,25 | 5.494 | 7,79 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1.596 | 1,79 | 127 | 9,48 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53.929 | 16,56 | 4.296 | 25,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83.538 | 4,81 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.309.271 | 3,80 | 104.297 | 11,61 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 47.512 | 2,22 | 3.785 | 10,39 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 705 | 0,43 | 56 | 7,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.402 | 29,78 | 348 | 39,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 498.843 | 9,97 | 39.738 | 18,25 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3.911 | 0,10 | 312 | 7,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 108.491 | 2,80 | 8.642 | 10,54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181.928 | 0,89 | 14.492 | 8,49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7.671 | 611 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 22.837 | 16,99 | 1.819 | 25,80 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 2.639 | 210 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3.216 | 0,34 | 256 | 8,02 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6.935 | 552 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 55.403 | 0,04 | 4.413 | 7,58 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2.618 | 209 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.254.715 | 5,02 | 99.951 | 12,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1.736 | 138 | ||||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 64.764 | 1,21 | 5.159 | 8,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.348 | 97,65 | 107 | 114,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34.308 | 5,89 | 2.733 | 13,83 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38.738 | 8,69 | 3.086 | 16,86 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 7.963 | 6,27 | 634 | 14,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12.425 | 990 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2.001 | 0,25 | 159 | 8,16 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6.354 | 29,07 | 506 | 39,01 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3.184 | 6,88 | 254 | 15,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 | 0 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 177.217 | 1,39 | 14.117 | 9,03 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 954 | 70 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 13.933 | 3,84 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 42.691 | 1.347,15 | 3.401 | 1.452,51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43.592 | 0,00 | 3.473 | 7,53 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 482 | 0,21 | 38 | 8,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 47.602 | 11,28 | 3.792 | 19,63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 370 | 29 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 96 | 8 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4.256 | 0,33 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6.138 | 4,12 | 489 | 11,93 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 692 | 0,29 | 55 | 7,84 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9.380 | 39,81 | 747 | 50,30 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6.860 | 0,18 | 546 | 7,69 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4.978 | 397 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9.450 | 20,41 | 753 | 29,43 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4.594 | 0,15 | 366 | 7,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 121.599 | 1,08 | 10 | 12,50 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83.245 | 1,08 | 6.631 | 8,69 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7.632 | 608 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 4.790 | 0,34 | 382 | 7,93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81.572 | 6.498 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 6,76 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1.083.709 | 87.672 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 153.163 | 2.080,88 | 12.201 | 2.246,15 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6.162 | 69,47 | 491 | 82,16 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 39.303 | 4,60 | 3.131 | 12,47 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.163 | 0,84 | 172 | 8,86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 319.053 | 5,32 | 25.416 | 13,25 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 4.053 | 323 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13.139 | 1,99 | 1.047 | 9,64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.480 | 100,00 | 357 | 115,76 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 382 | 5,82 | 30 | 15,38 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 11.930 | 0,50 | 950 | 8,08 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3.114 | 250 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20.889 | 0,18 | 1.664 | 7,77 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 10.445 | 2,99 | 832 | 10,79 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1.099 | 242,37 | 88 | 278,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 128.821 | 1,29 | 10.266 | 8,91 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 36.400 | 1,20 | 2.900 | 8,82 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3.825 | 305 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2.707 | 0,11 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11.659 | 4,57 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 92.496 | 3,33 | 7.368 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 977 | 0,21 | 78 | 6,94 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 177 | 0,57 | 14 | 7,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25.892 | 3,99 | 2.063 | 11,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 4.592 | 13,95 | 366 | 22,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6.077 | 6,15 | 484 | 14,15 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 228 | 18 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 177.216 | 1,39 | 14 | 16,67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38.539 | 3.070 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2.893 | 4,82 | 230 | 12,75 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 107.230 | 2,84 | 8.542 | 10,58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67.204 | 31,88 | 5.353 | 41,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27.254 | 10,63 | 2.171 | 18,96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34.725 | 7,43 | 2.766 | 15,54 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5.694 | 0,33 | 454 | 7,86 |
