Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares International Small-Cap Equity Factor ETF includono Merit Financial Group, LLC, JBF Capital, Inc., KWB Wealth, Stonebridge Wealth Management, LLC, Colony Group, LLC, Wealth Advisory Team LLC, Vance Wealth, Inc., WorthPointe, LLC, Creative Planning, Signature Estate & Investment Advisors Llc, Avantax Advisory Services, Inc., Comprehensive Money Management Services LLC, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, e Howe & Rusling 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Breakwater Capital Group | 22.531 | 0,34 | 874 | 15,48 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 123.387 | 95,01 | 4.784 | 124,55 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5.504 | 213 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 9.787 | 379 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 30.787 | 597,80 | 1.194 | 706,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.381 | 248 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 21.124 | 819 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 33 | 1 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 27.550 | 1,88 | 1.068 | 17,36 | ||||
| 2025-07-17 | 13F | KWB Wealth | 21.872 | 737 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 505 | 20 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36.738 | 8,04 | 1.424 | 24,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 175.225 | 29,34 | 6.793 | 48,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15.182 | 589 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.687 | 18,22 | 65 | 35,42 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 78 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 58.561 | 2,09 | 2.270 | 17,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 204.716 | 5,32 | 7.937 | 21,23 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 9.251 | 359 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 136.888 | 5,42 | 5.307 | 21,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5.417 | 210 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65.505 | 27,50 | 2.540 | 46,76 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 115.893 | 23,10 | 4.493 | 41,74 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.798 | 20,49 | 419 | 38,87 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 855 | 33 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 27.728 | 359,30 | 1.075 | 429,56 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 268.743 | 3,72 | 10.419 | 19,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5.188 | 201 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 12.141 | 471 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 93.017 | 1,56 | 3.606 | 16,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46.167 | 0,74 | 1.790 | 15,94 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 8.403 | 5,51 | 326 | 21,27 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 26.631 | 33,25 | 1.033 | 53,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 224 | 9 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 7.792 | 1,96 | 302 | 17,51 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6.714 | 0,57 | 260 | 16,07 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9.324 | 22,01 | 361 | 40,47 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 326 | 44,89 | 13 | 71,43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5.332 | 207 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 156.817 | 2,22 | 6.080 | 17,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137.350 | 5.325 | ||||||
| 2025-08-08 | 13F | JBF Capital, Inc. | 56.312 | 2.183 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26.090 | 1,57 | 1.012 | 16,88 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 11.257 | 0,75 | 436 | 15,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 103.647 | 1,34 | 4.018 | 16,67 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 30.477 | 12,66 | 1.182 | 29,64 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 158.882 | 9,30 | 6.160 | 25,82 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 208.182 | 2,58 | 8.117 | 18,70 | ||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 294.918 | 7,86 | 10.467 | 16,29 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 68.158 | 2.642 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2.111 | 9,49 | 82 | 26,56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 731 | 61,37 | 28 | 86,67 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 54.191 | 8,50 | 2.101 | 24,78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 312 | 4,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 182.907 | 961,25 | 7.091 | 1.122,59 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 38.437 | 2,04 | 1.490 | 17,51 | ||||
| 2025-08-08 | 13F | Creative Planning | 8.537 | 331 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21.495 | 833 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 | 0 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 18.016 | 1,89 | 698 | 17,31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 34.806 | 0,68 | 1.349 | 15,89 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 10.870 | 17,29 | 421 | 35,37 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 50.320 | 1,13 | 1.951 | 21,42 |
