Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Exponential Technologies ETF includono Christopher J. Hasenberg, Inc, NFP Retirement, Inc., Curran Financial Partners, LLC, Atlantic Union Bankshares Corp, StoneX Group Inc., Quantinno Capital Management LP, Oppenheimer & Co Inc, Merit Financial Group, LLC, Perennial Investment Advisors, LLC, Equitable Trust Co, Exchange Traded Concepts, Llc, LOM Asset Management Ltd, Kilter Group LLC, Glenmede Investment Management, LP, Crewe Advisors LLC, Harbor Asset Planning, Inc., Painted Porch Advisors LLC, SRS Capital Advisors, Inc., Toth Financial Advisory Corp, e Quaker Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7.635 | 498 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1.155 | 75 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9.559 | 0,05 | 624 | 13,27 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 14.938 | 975 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 11.167 | 26,74 | 729 | 43,59 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 268.020 | 856,53 | 17.488 | 977,51 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1.200 | 0 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 16.495 | 0,89 | 1.076 | 14,35 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 13.135 | 4,90 | 857 | 19,03 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3.118 | 203 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 39.698 | 10,16 | 2.590 | 24,88 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 750 | 49 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 90.338 | 2,33 | 5.895 | 16,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 173.122 | 0,56 | 11.296 | 14,00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 19.020 | 1.241 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 100 | 7 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.424 | 0,07 | 93 | 13,58 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 111.724 | 3,56 | 7.290 | 17,39 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 780 | 51 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 575 | 0,35 | 38 | 12,12 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18.597 | 6,20 | 1.213 | 20,46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29.180 | 11,47 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 20.887 | 39,25 | 1.363 | 57,82 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 9.894 | 35,50 | 1 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 385 | 25 | ||||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 7.676 | 30,41 | 501 | 48,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4.133 | 0,80 | 270 | 13,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 157 | 10 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 195.373 | 5.483,68 | 12.748 | 6.242,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.491 | 163 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11.387 | 9,74 | 743 | 24,46 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34.614.440 | 0,90 | 2.258.592 | 14,38 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 150 | 10 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5.463 | 356 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22.427 | 0,13 | 1.463 | 13,50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 73.378 | 3,52 | 4.788 | 17,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641.593 | 143,65 | 41.912 | 176,55 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 3.188 | 208 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 38 | 2 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3.461 | 226 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 29.790 | 5,78 | 1.952 | 38,96 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6.144 | 401 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 4.900 | 0,80 | 320 | 14,34 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7.564 | 0,40 | 494 | 13,86 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4.207 | 0,02 | 275 | 13,22 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 292.585 | 8,31 | 19.091 | 22,79 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 15 | 1 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 97.424 | 36,08 | 6.357 | 54,23 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7.121 | 0,39 | 465 | 13,73 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 9.760 | 637 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 252.292 | 2,24 | 16 | 14,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 305 | 20 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3.958 | 258 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 46.844 | 99,97 | 3.057 | 126,71 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 | 3 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4.051 | 263 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 25.133 | 9,31 | 1.640 | 23,89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6.270 | 40,36 | 409 | 59,14 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6.206 | 2,56 | 405 | 16,09 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 15 | 1 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 78 | 5 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9.246 | 14,08 | 603 | 29,40 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.553 | 0,27 | 362 | 8,38 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2.503 | 163 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11.201 | 190,03 | 731 | 228,83 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 67.542 | 0,30 | 4.407 | 13,70 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3.085 | 201 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3.092 | 202 | ||||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 19.308 | 0,57 | 1.260 | 13,94 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3.842 | 251 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 549 | 36 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90.384 | 9,96 | 5.898 | 24,65 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 4.023 | 263 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14.691 | 4,79 | 959 | 18,86 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5.704 | 0,05 | 377 | 22,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 56.506 | 15,43 | 3.672 | 29,52 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5.657 | 271 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5.496 | 359 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3.500 | 228 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21.743 | 8,03 | 1.419 | 22,45 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 360 | 23 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 8.033 | 8,20 | 524 | 22,72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6.967 | 0,66 | 455 | 14,07 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 92.252 | 1,29 | 6.019 | 14,82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11.551 | 61,06 | 754 | 82,77 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4.389 | 0,14 | 286 | 13,49 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85.960 | 6,41 | 5.609 | 20,63 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 676 | 0,30 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4.475 | 292 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.737 | 4,95 | 113 | 18,95 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 202.875 | 189,95 | 13 | 225,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 243.773 | 49,62 | 15.906 | 69,61 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 | 0 |
