ILCG / iShares Trust - iShares Morningstar Growth ETF - Proprietà istituzionale - Venditori

iShares Trust - iShares Morningstar Growth ETF
US ˙ ARCA ˙ US4642871192

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-02-10 13F AdvisorShares Investments LLC 0 -100,00 0
2026-02-09 13F Prospera Financial Services Inc 0 -100,00 0
2026-05-11 13F Brand Asset Management Group, Inc. 32.557 -2,45 3.109 -10,48
2026-05-04 13F Mml Investors Services, Llc 242.103 -15,01 23.116 -22,01
2026-05-12 13F One Capital Management, LLC 0 -100,00 0
2026-04-08 13F Cadent Capital Advisors, LLC 0 -100,00 0
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-05-04 13F Rodgers & Associates, LTD 13.445 -0,04 1.284 -8,29
2026-05-08 13F Russell Investments Group, Ltd. 60 -3,23 6 -16,67
2026-04-23 13F Harbor Investment Advisory, Llc 2.020 -12,93 193 -20,33
2026-04-27 13F Pensionmark Financial Group, Llc 3.460 -7,49 330 -15,17
2026-05-13 13F Adviser Investments LLC 23.798 -9,12 2.272 -16,59
2026-04-15 13F Steinberganna Wealth Management 29.171 -7,51 2.785 -15,12
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-04-08 13F Towerpoint Wealth, LLC 15.906 -5,33 1.519 -13,16
2026-05-15 13F/A Independent Financial Group, Llc 6.892 -4,16 658 -12,03
2026-05-15 13F Advisor Group Holdings, Inc. 250.038 -0,91 23.879 -9,06
2026-04-21 13F Red Tortoise LLC 6.040 -0,56 577 -8,72
2026-05-11 13F Daymark Wealth Partners, Llc 19.255 -3,73 1.838 -11,63
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-14 13F Focus Financial Network, Inc. 21.259 -19,26 2.030 -25,92
2026-01-29 13F Quest 10 Wealth Builders, Inc. 0 -100,00 0
2026-01-20 13F FLP Wealth Management, LLC 0 -100,00 0
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.515 -12,14 431 -19,29
2026-05-04 13F Copia Wealth Management 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp 11.617 -36,81 1.109 -42,00
2026-05-04 13F Milestones Private Investment Advisors LLC 0 -100,00 0
2026-05-04 13F Adell Harriman & Carpenter Inc 8.929 -14,92 853 -21,91
2026-05-11 13F GenWealth Group, Inc. 31.224 -0,51 2.981 -9,97
2026-04-28 13F Kiley Juergens Wealth Management, Llc 142.759 -0,78 13.631 -8,95
2026-05-14 13F Level Four Advisory Services, Llc 19.149 -72,12 1.828 -74,42
2026-05-14 13F Rockefeller Capital Management L.P. 136.367 -19,27 13.020 -25,91
2026-05-06 13F American Financial & Tax Strategies Inc 49.561 -0,73 4.732 -8,89
2026-05-14 13F Captrust Financial Advisors 84.985 -0,71 8.114 -8,88
2026-05-11 13F Citigroup Inc 32.722 -1,79 3.124 -9,87
2026-05-12 13F Kovack Advisors, Inc. 3.255 -16,39 315 -22,47
2026-01-23 13F Bowman & Co S.C. 6.505 -1,68 677 -2,03
2026-04-15 13F Paragon Capital Management Ltd 3.634 -5,22 347 -13,07
2026-04-24 13F National Asset Management, Inc. 12.648 -17,28 1.160 -27,11
2026-04-07 13F CoreCap Advisors, LLC 2.187 -6,58 209 -14,40
2026-05-15 13F Bank Of America Corp /de/ 451.119 -10,10 43.073 -17,50
2026-05-07 13F Northwestern Mutual Wealth Management Co 91.999 -1,81 8.784 -9,88
2026-05-15 13F Equitable Holdings, Inc. 991.892 -57,40 103.196 -57,40
2026-05-15 13F Summit Financial, LLC 8.617 -6,16 823 -13,93
2026-05-05 13F HighTower Advisors, LLC 18.626 -5,53 1.779 -13,31
2026-05-15 13F Royal Bank Of Canada 96.416 -9,54 9.206 -16,99
2026-05-11 13F Elevation Wealth Management LLC 2.762 -4,96 264 -12,91
2026-04-08 13F Accel Wealth Management 4.071 -6,50 389 -14,35
2026-05-13 13F SRS Capital Advisors, Inc. 0 -100,00 0
2026-05-14 13F Kane Investment Management, Inc. 16.803 -5,26 1.604 -13,06
2026-05-12 13F Stifel Financial Corp 27.561 -0,06 2.632 -8,30
2026-05-01 13F Wealthspire Advisors, LLC 4.633 -0,30 442 -8,49
2026-04-30 13F Cedar Mountain Advisors, LLC 1.020 -12,82 97 -19,83
2026-04-30 13F Private Trust Co Na 8.086 -1,32 772 -9,39
2026-04-08 13F JGP Wealth Management, LLC 9.524 -30,54 909 -36,26
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-05-01 13F Johnson Investment Counsel Inc 53.424 -0,24 5.101 -8,45
2026-04-29 13F Horst & Graben Wealth Management LLC 18.222 -2,80 2.015 3,33
2026-05-15 13F Cape Investment Advisory, Inc. 20.455 -2,39 1.953 -10,41
2026-04-13 13F Mlp3, Llc 0 -100,00 0
2026-02-02 13F Del-Sette Capital Management, LLC 0 -100,00 0
2026-05-07 13F Wharton Business Group, LLC 0 -100,00 0
2026-02-17 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-06 13F Cornerstone Planning Group LLC 238 -51,82 26 -50,00
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-14 13F We Are One Seven, LLC 0 -100,00 0
2026-02-10 13F Spectrum Wealth Advisory Group, LLC 0 -100,00 0
2026-04-28 13F Nvest Financial, LLC 8.415 -1,05 803 -9,16
2026-04-16 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-05-13 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2026-05-13 13F Corsicana & Co. 41.135 -5,90 3.332 -26,74
2026-05-13 13F B&D White Capital Company, LLC 347.434 -27,81 33.173 -33,75
2026-05-07 13F Greykasell Wealth Strategies, Inc. 20.366 -0,67 1.945 -8,86
2026-04-15 13F DAVENPORT & Co LLC 14.816 -1,46 1.415 -9,59
2026-04-07 13F Farther Finance Advisors, LLC 31.179 -60,75 3.015 -63,52
2026-05-07 13F New Insight Wealth Advisors 3.902 -11,88 373 -19,13
2026-05-06 13F LPL Financial LLC 1.292.391 -6,43 123.397 -14,13
2026-05-06 13F Dunhill Financial, LLC 129 -0,77 12 -7,69
2026-05-11 13F Commerce Bank 3.703 -10,03 354 -17,52
2026-05-05 13F Prosperity Consulting Group, LLC 17.233 -0,44 1.645 -8,61
2026-04-28 13F Goldstein Advisors, LLC 9.225 -2,59 881 -10,66
2026-04-15 13F LongView Wealth Management 136.102 -7,46 14.330 -7,99
2026-05-14 13F Gladstone Institutional Advisory LLC 15.825 -54,87 1.511 -58,61
2026-04-23 13F Cornerstone Wealth Management, LLC 109.694 -0,57 10.474 -8,76
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 6.191 -11,04 591 -18,37
2026-02-10 13F Operose Advisors LLC 0 -100,00 0
2026-05-05 13F Opinicus Capital, Inc. 2.441 -13,84 233 -20,75
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 73.039 -10,60 7 -25,00
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-13 13F 5T Wealth, LLC 0 -100,00 0
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 692.430 -3,57 66.113 -11,50
2026-04-28 13F Stratos Wealth Partners, LTD. 2.782 -8,25 266 -15,87
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-04-20 13F McKinley Carter Wealth Services, Inc. 270.806 -26,46 25.857 -32,51
2026-05-15 13F Eagle Global Advisors Llc 3.015 -9,05 288 -16,57
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-12 13F Aspiriant, Llc 0 -100,00 0
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 5.485 -1,10 524 -9,36
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-02-18 13F Financial Advisory Service, Inc. 586.634 -2,20 61.033 -2,44
2026-05-14 13F Baird Financial Group, Inc. 3.178 -70,55 303 -72,99
2026-05-06 13F Anb Bank 9.377 -0,11 895 -8,30
2026-05-15 13F AlphaCore Capital LLC 2.850 -25,00 272 -31,14
2026-05-14 13F VestGen Advisors, LLC 31.297 -9,04 3.587 0,20
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-29 13F Invested Advisors 5.408 -3,17 516 -11,19
2026-01-23 13F McCarthy & Cox 0 -100,00 0
2026-04-02 13F Fulcrum Equity Management 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 14.514 -2,41 1.386 -10,47
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-05-13 13F Kingdom Financial Group LLC. 0 -100,00 0
2026-04-22 13F Goodman Advisory Group, LLC 619 -75,01 59 -77,04
2026-05-15 13F Morgan Stanley 1.090.222 -1,98 104.095 -10,05
2026-02-12 13F Commonwealth Equity Services, Llc 349.598 -3,56 36.372 98.202,70
2026-04-30 13F Csenge Advisory Group 12.704 -2,52 1.213 -10,55
2026-01-28 13F Dentgroup LLC 49.380 -1,13 5.137 -1,38
2026-05-13 13F AE Wealth Management LLC 1.972 -23,33 188 -29,59
2026-04-30 13F Money Concepts Capital Corp 44.542 -11,52 4.253 -18,81
2026-06-03 13F/A Wealthquest Corp 9.160 -7,01 875 -14,65
2026-01-15 13F Trinity Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 29.725 -3,62 2.838 -11,53
2026-05-04 13F Geneos Wealth Management Inc. 15.064 -0,57 1.438 -8,76
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-14 13F Cwm, Llc 66.679 -0,70 6.367 106.000,00
2026-05-13 13F Drake & Associates, LLC 7.229 -15,95 690 -22,82
2026-01-27 13F Tred Avon Family Wealth, Llc 0 -100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 61.158 -0,58 5.839 -8,75
2026-05-05 13F Milestone Investment Advisors LLC 4.825 -8,53 461 -16,06
2026-04-15 13F Merit Financial Group, LLC 54.219 -0,77 5.177 -8,94
2026-05-12 13F/A Signature Securities Group Corporation 4.612 -7,32 440 -14,89
2026-05-29 13F Ipsen Advisor Group LLC 52.828 -2,03 5.044 -10,11
2026-04-09 13F Platt Investment Counsel, LLC 2.638 -12,07 252 -19,55
2026-04-22 13F Jim Saulnier & Associates, Llc 32.973 -0,85 3.148 -9,02
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-04-22 13F Spire Wealth Management 455 -27,78 43 -33,85
2026-05-05 13F UBS Group AG 215.883 -39,21 20.613 -44,21
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 0 -100,00 0
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