Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares U.S. Financial Services ETF includono Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Two Sigma Investments, Lp, Harbor Asset Planning, Inc., Florida Financial Advisors, Llc, Orrstown Financial Services Inc, Warren Averett Asset Management, LLC, Hartland & Co., LLC, Fiduciary Alliance LLC, Benchmark Financial Wealth Advisors, LLC, Adell Harriman & Carpenter Inc, Royal Capital Wealth Management, LLC, Crescent Grove Advisors, LLC, Glenmede Investment Management, LP, Evolution Wealth Management Inc., West Paces Advisors Inc., Annis Gardner Whiting Capital Advisors, LLC, e Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wbh Advisory Inc | 8.988 | 151,69 | 769 | 174,64 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13.697 | 33,86 | 1.173 | 45,95 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 340 | 0,29 | 29 | 11,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 298.829 | 4,94 | 25.580 | 14,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 32.970 | 13,25 | 2.796 | 23,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 19.200 | 35,21 | 1.644 | 47,35 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11.300 | 175,61 | 967 | 200,31 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7.398 | 139,34 | 633 | 161,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5.934 | 91,05 | 508 | 108,64 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2.725 | 233 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 158.887 | 0,86 | 13.601 | 9,91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 21.149 | 2,25 | 1.810 | 11,45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 | 2 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 950 | 0 | ||||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 6.060 | 3,64 | 519 | 12,85 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 115.807 | 1,98 | 9.913 | 11,14 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 44.347 | 2,17 | 3.796 | 11,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 104.178 | 3,56 | 8.918 | 12,86 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8.898 | 182,21 | 762 | 208,10 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 5.340 | 0,64 | 457 | 9,86 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 383 | 41,85 | 33 | 52,38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21.043 | 53,73 | 1.801 | 67,53 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 2.400 | 205 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1.000 | 53,85 | 85 | 70,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2.379 | 204 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3.812 | 3,93 | 326 | 13,19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 922 | 1,65 | 79 | 9,86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 30.900 | 45,07 | 2.645 | 58,10 | |||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8.877 | 15,59 | 760 | 25,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 163.185 | 5,09 | 13.969 | 14,52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51.300 | 14,25 | 4.391 | 24,53 | |||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 417 | 36 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 104.856 | 5,50 | 8.974 | 14,98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25.008 | 23,45 | 2 | 100,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3.659 | 20,56 | 313 | 31,51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.923 | 62,54 | 955 | 81,02 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.418 | 53,63 | 121 | 68,06 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20.457 | 13,64 | 1.751 | 23,92 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11.225 | 1,41 | 961 | 10,47 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8.103 | 692,86 | 630 | 687,50 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33.509 | 9,78 | 2.868 | 19,65 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 623 | 0,16 | 53 | 10,42 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2.835 | 0,04 | 243 | 9,01 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 306 | 26 | ||||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 2.400 | 205 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 505.496 | 4,24 | 43.270 | 13,60 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 900 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.061.357 | 11,34 | 90.852 | 21,34 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 2.722 | 233 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 493.269 | 0,53 | 42.224 | 9,56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 548 | 3,79 | 47 | 12,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18.831 | 3,47 | 1.612 | 12,74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 30.116 | 1,23 | 2.578 | 10,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.514 | 215 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8.694 | 3,82 | 744 | 13,24 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 13.362 | 4,45 | 1.144 | 13,84 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 23.707 | 3,80 | 2.029 | 13,10 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 6.286 | 11,22 | 537 | 21,22 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32.405 | 17,10 | 2.774 | 27,61 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2.368 | 267,70 | 203 | 304,00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4.604 | 394 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3.471 | 5,95 | 297 | 15,56 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 900 | 77 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 305.036 | 42,17 | 26.111 | 54,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26.384 | 0,97 | 2.258 | 10,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28.084 | 43,76 | 2.444 | 59,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37.544 | 2,91 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 522 | 1.173,17 | 45 | 1.366,67 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 4.913 | 1,53 | 421 | 10,53 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 63.160 | 4,21 | 5.406 | 13,57 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 130.064 | 2,95 | 11.133 | 12,18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 529 | 0,19 | 45 | 9,76 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5.859 | 0,03 | 502 | 8,91 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 714 | 0,28 | 61 | 10,91 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.268 | 8,52 | 194 | 18,29 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2.928 | 0,38 | 251 | 9,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3.085 | 264 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 53.900 | 4.614 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6.166 | 0,28 | 528 | 9,11 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3.941 | 1,52 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6.431 | 550 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 2.849 | 0,21 | 244 | 8,97 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5.035 | 4,87 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9.245 | 0,08 | 791 | 9,10 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3.938 | 41,15 | 337 | 53,88 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.903 | 0,16 | 163 | 8,72 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 26 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2.731 | 5,81 | 234 | 15,35 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 3.683 | 315 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2.891 | 0,03 | 247 | 9,29 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 363 | 31 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 319.466 | 18,51 | 27.554 | 37,94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2.848 | 244 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9.411 | 2,74 | 806 | 11,96 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 72.676 | 8,24 | 6.221 | 17,94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3.514 | 0,06 | 309 | 11,55 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 64.126 | 2,02 | 5.489 | 11,18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10.554 | 1,47 | 903 | 10,66 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 645 | 0,31 | 55 | 10,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24.927 | 1,93 | 2.133 | 11,04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4.655 | 0,02 | 398 | 9,04 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.008 | 44,95 | 343 | 58,06 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.006 | 186,61 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 25.847 | 12,65 | 2.213 | 22,75 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 123.177 | 9.571 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.372 | 64,71 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4.491 | 0,20 | 384 | 9,09 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 44.626 | 26,33 | 3.820 | 37,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 68.204 | 7,78 | 5.838 | 17,46 |
