Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares MSCI USA Size Factor ETF includono Strategic Financial Services, Inc,, First Trust Advisors Lp, OneAscent Family Office, LLC, Raymond James Financial Inc, Briaud Financial Planning, Inc, Signature Resources Capital Management, LLC, e Russell Investments Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 1.458 | 0,21 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.781 | 0,91 | 413 | 3,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 58.311 | 4.044,35 | 9.011 | 4.316,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.395 | 42,93 | 216 | 52,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5.237 | 90,64 | 1 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 40 | 6 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.727 | 115,07 | 267 | 129,31 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1.397 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 48 | 23,08 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 496.477 | 4,62 | 76.726 | 11,17 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 103.600 | 16.010 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4.861 | 54,51 | 751 | 64,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 48.190 | 3,42 | 7.447 | 9,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1.512 | 4,64 | 234 | 10,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10.725 | 173,60 | 1.647 | 190,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1.938 | 14,61 | 0 | |||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 92 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38.825 | 17,31 | 6.000 | 24,66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2.358 | 0,34 | 364 | 6,74 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1.442 | 223 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 30.670 | 13,33 | 4.376 | 4,84 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 12.224 | 0,04 | 1.889 | 6,30 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3.766 | 106,02 | 582 | 119,25 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 167.623 | 5,35 | 25.904 | 11,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 | 2 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1.538 | 5,49 | 238 | 11,79 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3.177 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 17.891 | 2,79 | 2.765 | 9,21 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 1.963 | 0,36 | 303 | 6,69 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 115.036 | 2,30 | 17.778 | 8,69 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 1.939 | 0,15 | 300 | 6,41 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 41.803 | 71,48 | 6.460 | 82,23 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 373.667 | 3,04 | 57.746 | 9,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 62.880 | 56,48 | 9.717 | 66,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 975 | 151 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 62 | 9 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 4.581 | 11,98 | 708 | 19,19 |
