Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Global Tech ETF includono Atlantic Union Bankshares Corp, Summit Financial, LLC, Safeguard Financial, LLC, Gamco Investors, Inc. Et Al, Aspiriant, Llc, Glenmede Investment Management, LP, Next Level Wealth Planning, LLC, Wedbush Securities Inc, RiverFront Investment Group, LLC, Clark Capital Management Group, Inc., Kanawha Capital Management Llc, Cardinal Point Capital Management, ULC, Grimes & Company, Inc., Clifford Swan Investment Counsel Llc, Skopos Labs, Inc., Norden Group Llc, Barnes Wealth Management Group, Inc, Traub Capital Management LLC, Kilter Group LLC, e Spectrum Wealth Counsel, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 855 | 0,23 | 79 | 21,88 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 7.050 | 0,09 | 651 | 21,95 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5.367 | 0,02 | 496 | 21,92 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2.959.499 | 0,31 | 273.280 | 22,30 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 50.808 | 1,27 | 4.692 | 23,45 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 13.985 | 2,47 | 1.291 | 24,98 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2.497 | 231 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70.471 | 2,31 | 7 | 20,00 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 6.662 | 505 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19.129 | 7,85 | 1.766 | 31,50 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 44.567 | 0,89 | 4.115 | 23,02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2.400 | 79 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 117.950 | 0,27 | 10.891 | 22,25 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 506.634 | 3,84 | 46.783 | 26,60 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 9.868 | 0,02 | 911 | 21,95 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 249.089 | 0,32 | 23.001 | 22,31 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2.259 | 0,04 | 209 | 21,64 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2.591 | 241 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 10.295 | 3,14 | 961 | 46,34 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 2.611 | 241 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 88.463 | 7,64 | 8.169 | 31,23 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4.668 | 437 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2.334 | 216 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 50.493 | 31,13 | 4.663 | 59,88 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 44.660 | 0,09 | 4.124 | 22,02 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 816 | 62 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21.355 | 16,17 | 1.972 | 41,59 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 11.175 | 0,17 | 1.032 | 22,16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14.249 | 0,04 | 1 | 0,00 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 19.102 | 0,26 | 1.447 | -10,41 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 281 | 160,19 | 26 | 212,50 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 326.382 | 14.762,57 | 30.138 | 18.055,42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17.812 | 14,50 | 1.645 | 39,56 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 3.372 | 0,60 | 311 | 22,92 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8.483 | 13,74 | 783 | 38,83 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2.739 | 253 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 850.539 | 0,03 | 78.540 | 21,96 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 65.961 | 2,14 | 6.156 | 25,86 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6.285 | 2,75 | 580 | 25,27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 480.006 | 10,14 | 44.324 | 34,28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4.810 | 33,76 | 444 | 63,24 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2.971 | 274 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3.359 | 0,33 | 310 | 22,53 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 4.667 | 1,35 | 431 | 23,56 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 53.189 | 69,21 | 4.912 | 106,34 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 2.317 | 214 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3.300 | 305 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2.505 | 0,20 | 231 | 22,22 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3.673 | 1,49 | 339 | 10,78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36.824 | 2,35 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10.399 | 0,04 | 960 | 21,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35.747 | 1,38 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2.179 | 201 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2.579 | 238 | ||||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 87.603 | 2,06 | 8.089 | 24,45 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1.860 | 172 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 438 | 40 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4.787 | 10,43 | 442 | 34,76 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2.891 | 0,35 | 267 | 22,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 92.636 | 11,83 | 8.486 | 35,28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22.767 | 0,15 | 2.102 | 22,14 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 84.181 | 7.773 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4.811 | 6,60 | 444 | 30,21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.541 | 183,67 | 973 | 246,26 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4.901 | 9,67 | 453 | 33,73 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 761 | 0,13 | 70 | 22,81 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17.749 | 70,03 | 1.639 | 107,34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9.954 | 0,13 | 919 | 22,21 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 3.000 | 277 | ||||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 4.968 | 20,79 | 459 | 47,27 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 10.545 | 0,09 | 974 | 22,08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6.667 | 616 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 30.590 | 2,11 | 2.825 | 24,46 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9.349 | 20,14 | 863 | 46,52 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 22.046 | 79,26 | 2.036 | 118,58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 214.393 | 7,49 | 19.796 | 31,02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21.488 | 238,02 | 1.984 | 312,47 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 8.562 | 791 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 17.427 | 0,18 | 1.609 | 22,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 15.121 | 5,29 | 1.396 | 28,43 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10.563 | 6,50 | 975 | 29,83 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2.185 | 202 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 6.000 | 554 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5.948 | 42,36 | 549 | 73,73 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4.504 | 1,74 | 416 | 23,88 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2.500 | 231 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.398.815 | 8,68 | 221.507 | 32,50 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2.167 | 200 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4.541 | 0,11 | 419 | 22,16 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 42.249 | 0,23 | 3.901 | 22,21 | ||||
| 2025-08-08 | 13F | Creative Planning | 38.884 | 5,17 | 3.591 | 28,21 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13.313 | 24,05 | 1.229 | 51,35 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 2.400 | 222 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7.077 | 35,73 | 654 | 65,74 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2.280 | 211 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 96.769 | 0,99 | 9 | 14,29 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3.122 | 288 | ||||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 79.600 | 8,30 | 7.292 | 31,01 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5.449 | 0,02 | 503 | 22,09 | ||||
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 27.272 | 2,35 | 2.281 | 6,14 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6.645 | 35,14 | 614 | 64,78 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 3.079 | 284 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 16.064 | 0,07 | 1.483 | 22,06 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5.549 | 512 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 9.762 | 13,33 | 901 | 38,19 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 67.479 | 0,96 | 6.231 | 23,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22.015 | 1,60 | 2.033 | 23,83 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.853 | 171 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 27.701 | 2.558 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3.804 | 351 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 1.408 | 1.146,02 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8.897 | 0,04 | 822 | 21,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33.229 | 4,06 | 3.068 | 26,88 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 13.067 | 15,48 | 1.207 | 40,72 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 34.427 | 603,60 | 1.917 | 418,11 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9.438 | 30,96 | 871 | 59,82 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2.700 | 249 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10.810 | 0,01 | 998 | 22,00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2.791 | 258 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 32.561 | 1,09 | 3.007 | 23,25 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 19.645 | 2,61 | 1.814 | 25,10 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9.202 | 29,37 | 850 | 57,81 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 52 | 5 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 330 | 30 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15.914 | 0,19 | 1.469 | 22,11 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.248 | 13,56 | 115 | 59,72 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 594 | 0,17 | 55 | 22,73 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13.498 | 0,86 | 1.246 | 23,00 | ||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 2.508 | 232 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149.234 | 0,17 | 13.780 | 22,12 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 75.279 | 1,18 | 6.951 | 23,35 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 95.380 | 0,01 | 8.807 | 21,93 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4.348 | 55,95 | 401 | 90,05 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 78.811 | 51,64 | 7.278 | 84,88 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.313 | 255,85 | 196 | 300,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9.019 | 0,31 | 861 | 25,51 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16.790 | 7,13 | 1.550 | 30,69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6.436 | 0,05 | 594 | 21,97 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 21.895 | 1,81 | 2.022 | 24,14 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3.091 | 0,19 | 285 | 22,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5.880 | 7,63 | 543 | 31,23 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 14.640 | 4,98 | 1.352 | 27,94 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3.070 | 0 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 87.420 | 0,46 | 8 | 33,33 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2.427 | 224 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 110.541 | 1,04 | 10.207 | 23,20 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 22.526 | 3,57 | 2.090 | 26,90 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3.229 | 7,31 | 298 | 31,28 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 2.600 | 239 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 3.534 | 0,14 | 326 | 22,10 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.561 | 8,03 | 144 | 30,91 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 13.989 | 0,42 | 1.292 | 22,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50.193 | 0,61 | 4.635 | 22,66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 25.933 | 3,04 | 2.395 | 25,60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 85.375 | 16,83 | 7.883 | 42,45 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 564 | 18,74 | 52 | 48,57 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.423 | 131 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56.059 | 14,81 | 5.176 | 39,97 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 277.043 | 1,24 | 25.582 | 23,42 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 2.484 | 233 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4.788 | 7,77 | 442 | 31,55 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 2.208 | 204 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.568 | 14,22 | 791 | 39,26 |
