Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Morningstar Small-Cap ETF includono Pathway Financial Advisors LLC, e Schneider Downs Wealth Management Advisors, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3.572 | 208 | ||||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Put | 187.300 | 48,77 | 13.721 | 20,42 | |||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3.993 | 0,28 | 233 | 7,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71.549 | 3,22 | 4.170 | 11,03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197.039 | 2.079,88 | 11.483 | 2.248,06 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.450 | 4,01 | 318 | 12,01 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.060 | 0,27 | 237 | 7,76 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 139.700 | 49,89 | 13.016 | 549,45 | |||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.688 | 0,09 | 331 | 3,76 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24.669 | 0,31 | 1.438 | 7,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 154.202 | 82,94 | 8.986 | 96,80 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 4.350 | 254 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.221 | 2,09 | 71 | 1,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1.677 | 280,27 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8.765 | 9,91 | 1 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 48.985 | 0,58 | 2.654 | -7,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22.425 | 0,08 | 1.307 | 7,67 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 266.900 | 696,72 | 22.239 | 1.358,30 | |||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 41.839 | 0,20 | 2.438 | 7,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7.275 | 0,25 | 424 | 7,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3.522 | 205 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 8,33 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 189 | 11 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3.788 | 0,16 | 221 | 7,84 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 48.985 | 0,58 | 2.654 | -7,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.750 | 93,76 | 626 | 108,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16.994 | 24,45 | 990 | 33,96 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | Put | 38 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 65.600 | 13,57 | 3.823 | 22,15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.241 | 33,58 | 72 | 44,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | 7 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 2.700 | 3,85 | 134 | 9,92 | |||
| 2025-08-08 | 13F | Creative Planning | 3.923 | 1,58 | 229 | 9,09 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 3.580 | 209 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59.119 | 11,93 | 3.445 | 20,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39.763 | 648,27 | 2.317 | 707,32 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 91 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12.192 | 4,50 | 711 | 12,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 559 | 0,18 | 33 | 6,67 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 7.799.800 | 26,02 | 644 | 27,08 | |||
| 2025-08-05 | 13F | Key FInancial Inc | 772 | 7,67 | 45 | 15,79 |
