Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF includono Mariner, LLC, Regatta Capital Group, Llc, Cowa, Llc, D.a. Davidson & Co., Coldstream Capital Management Inc, Harbor Asset Planning, Inc., Farther Finance Advisors, LLC, e Premier Financial Group .
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 | Rehmann Capital Advisory Group | 68.627 | 0,27 | 2.883 | 1,66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 55.625 | 0,46 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7.511 | 316 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.256 | 55,07 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9.851 | 5,30 | 414 | 6,72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37.690 | 1.583 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3.343 | 9,50 | 140 | 11,11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.153 | 0,09 | 48 | 2,13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34.726 | 2,33 | 1.459 | 3,70 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 12.099 | 508 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.740 | 0,06 | 283 | 1,43 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 605 | 0,50 | 25 | 4,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 140 | 18,64 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 207.254 | 11,59 | 8.708 | 13,11 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 58 | 1,75 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 8.667 | 6,12 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7.411 | 311 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 107 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11.549 | 0,80 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17.044 | 26,30 | 716 | 28,09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 115 | 5 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 895 | 38 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 384.640 | 16.159 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6.000 | 23,92 | 252 | 26,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24.763 | 1.026 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 47.350 | 17,57 | 1.989 | 19,17 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12.221 | 1 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10.346 | 0,24 | 435 | 1,87 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7.589 | 0,26 | 319 | 1,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 358.555 | 484,19 | 15.063 | 492,06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 36.302 | 59,67 | 1.525 | 61,89 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 7.230 | 13,54 | 297 | 12,50 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 8.846 | 372 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4.846 | 204 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 1 | 0 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7.951 | 2.632,30 | 334 | 2.683,33 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 36.205 | 3,80 | 1.521 | 5,19 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 13.106 | 0,32 | 551 | 1,66 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 8.936 | 80,38 | 375 | 82,93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 163.857 | 17,00 | 6.884 | 18,57 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 63.468 | 2,75 | 2.666 | 4,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15.063 | 2,89 | 633 | 4,29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5.428 | 0,07 | 228 | 1,79 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1.360 | 0,22 | 57 | 1,79 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 289.440 | 1,88 | 12.159 | 3,26 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5.032 | 211 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 4.633 | 0,11 | 195 | 1,57 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 18.814 | 10,27 | 790 | 11,74 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 13.306 | 0,05 | 559 | 1,27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12.142 | 57,67 | 510 | 59,87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6.780 | 12,16 | 285 | 13,60 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 8.940 | 317,76 | 376 | 331,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.261.708 | 0,06 | 53.004 | 1,41 |
