Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Micro-Cap ETF includono EBI - Longview Advantage ETF, Haven Private, LLC, Empowered Funds, LLC, Sentinel Wealth Management, Inc., Tillman Hartley LLC, FFOX - FundX Future Fund Opportunities ETF, Future Fund LLC, Quantinno Capital Management LP, Bnp Paribas Arbitrage, Sa, Ballast, Inc., NKMCX - North Square Kennedy MicroCap Fund Class I, e ENDW - Cambria Endowment Style ETF .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | MAI Capital Management | 647 | 37,37 | 83 | 57,69 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 146.444 | 28,05 | 18.695 | 47,40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 161 | 21 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 6.200 | 791 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 47.097 | 159,09 | 6.012 | 198,21 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14.223 | 6,77 | 1.816 | 22,88 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 1.735 | 221 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 3.815 | 0 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 18.325 | 4,59 | 2.339 | 20,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1.659 | 212 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2.824 | 79,42 | 361 | 106,90 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 9.939 | 0,26 | 1.269 | 15,38 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 41.306 | 0,26 | 5.273 | 15,41 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 578 | 0,87 | 74 | 15,87 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3.316 | 0,03 | 423 | 15,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61.502 | 20,54 | 7.851 | 38,76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 18.200 | 343,90 | 2.323 | 411,67 | |||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 1.863 | 0,16 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 192 | 0,52 | 24 | 14,29 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 35.249 | 606,11 | 4 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1.620 | 207 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64.948 | 23,12 | 8.291 | 41,73 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 133 | 17 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 2.377 | 303 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 449 | 54 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.462 | 9,36 | 1.080 | 24,17 | ||||
| 2025-08-25 | NP | TMVAX - RBC Microcap Value Fund A Shares | 16.220 | 2.649,15 | 2.071 | 3.084,62 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 2.225 | 0,14 | 284 | 15,45 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 4.085 | 521 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 100,00 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1.817 | 232 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 50.599 | 6 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1.605 | 205 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 1.600 | 0 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 14.421 | 0,15 | 1.841 | 15,35 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 17.430 | 2.225 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 30.111 | 2,35 | 3.844 | 17,78 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2.050 | 5,13 | 262 | 20,83 | ||||
| 2025-07-29 | NP | NKMCX - North Square Kennedy MicroCap Fund Class I | 826 | 99 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 20.887 | 19,57 | 2.666 | 37,64 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 11.971 | 1.475 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4.206 | 53,17 | 537 | 76,32 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 14.637 | 1.869 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8.970 | 1,29 | 1.145 | 16,60 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 13.306 | 14,99 | 1.699 | 32,35 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3.968 | 1 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 89.990 | 0,90 | 12.370 | 24,62 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 30 | 328,57 | 4 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 63 | 53,66 | 8 | 100,00 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 6.072 | 775 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4.649 | 1 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13.547 | 0,07 | 1.729 | 15,19 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 12.090 | 9,04 | 1.543 | 25,55 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2.246 | 287 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5.096 | 0,02 | 651 | 15,04 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 3.185 | 407 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3.692 | 22,66 | 471 | 41,44 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5.498 | 0,20 | 702 | 15,30 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 658 | 0,30 | 84 | 15,28 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5.215 | 666 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2.285 | 292 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3.400 | 9,68 | 434 | 26,53 | |||
| 2025-07-29 | 13F | Ballast, Inc. | 1.865 | 238 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4.944 | 87,84 | 1 | |||||
| 2025-08-07 | 13F | Future Fund LLC | 2.377 | 303 |
