IXC / iShares Trust - iShares Global Energy ETF - Proprietà istituzionale - Venditori

iShares Trust - iShares Global Energy ETF
US ˙ ARCA ˙ US4642873412

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
(%)
2026-05-01 13F Vantage Point Financial LLC 18.828 -9,69 1.085 24,03
2026-05-01 13F Sovran Advisors, LLC 6.231 -6,68 354 20,48
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-04-22 13F Advocate Investing Services LLC 63.178 -0,32 3.640 36,96
2026-05-15 13F Wellington Management Group Llp 3.819 -64,92 220 -51,75
2026-04-21 13F Verity Asset Management, Inc. 11.378 -31,77 655 -6,29
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-02-13 13F Gen-Wealth Partners Inc 0 -100,00 0
2026-04-27 13F Sound Income Strategies, LLC 2.061 -0,48 115 26,37
2026-01-14 13F Jfs Wealth Advisors, Llc 0 -100,00 0
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 0 -100,00 0
2026-04-24 13F James Investment Research Inc 27.202 -1,67 1.567 35,20
2026-05-13 13F/A Jpmorgan Chase & Co 49.704 -9,22 2.886 25,71
2026-05-15 13F Cerity Partners LLC 11.293 -11,23 651 21,95
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 15.265 -3,97 879 31,98
2026-04-27 13F Fiduciary Planning LLC 12.514 -30,11 721 -4,00
2026-02-13 13F Colony Group, LLC 797.421 -4,24 33.436 -3,83
2026-05-07 13F Vision Retirement, LLC 183 -46,49 11 -28,57
2026-05-12 13F Rsm Us Wealth Management Llc 6.363 -7,14 367 27,08
2026-05-06 13F Bessemer Group Inc 5.760 -46,98 0
2026-04-06 13F GAMMA Investing LLC 192 -20,33 11 10,00
2026-02-12 13F CIBC Private Wealth Group, LLC 3.302 -0,63 138 0,00
2026-05-06 13F Fort Sheridan Advisors Llc 11.230 -0,59 647 36,58
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-04-24 13F ProCore Advisors, LLC 4.924 -23,27 284 5,20
2026-04-08 13F Pines Wealth Management, LLC 5.113 -3,93 295 31,84
2026-05-01 13F Emerald Investment Partners, Llc 490 -4,11 28 33,33
2026-05-19 13F Western Wealth Management, LLC 6.902 -52,93 398 -35,34
2026-02-10 13F Hazlett, Burt & Watson, Inc. 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc 229.506 -12,00 13.222 20,92
2026-05-04 13F Northland Securities, Inc. 72.129 -2,85 4.155 33,47
2026-04-24 13F Root Financial Partners, LLC 436 -24,70 25 4,17
2026-05-15 13F/A EverSource Wealth Advisors, LLC 551 -11,70 32 19,23
2026-04-20 13F Sowell Financial Services LLC 12.649 -4,38 729 31,41
2026-05-12 13F Creative Planning 33.067 -14,34 1.905 17,74
2026-05-14 13F Cwm, Llc 10.779 -7,10 621
2026-02-26 13F Ssa Swiss Advisors Ag 21.165 -0,26 888 -0,56
2026-05-08 13F Gsa Capital Partners Llp 0 -100,00 0
2026-01-12 13F Kozak & Associates, Inc. 0 -100,00 0
2026-05-08 13F Moors & Cabot, Inc. 4.980 -4,52 287 31,19
2026-05-01 13F Thrivent Financial For Lutherans 52.324 -8,54 3 50,00
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 2.002 -57,51 115 -41,62
2026-02-11 13F Parallel Advisors, LLC 414 -6,76 17 -5,56
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-05-11 13F Manchester Capital Management LLC 400 -33,33 23 -8,00
2026-05-05 13F Leo Wealth, LLC 0 -100,00 0
2026-05-15 13F Glen Eagle Advisors, LLC 569 -54,08 33 -37,25
2026-05-15 13F Susquehanna International Group, Llp 35.868 -71,72 2.066 -61,14
2026-05-15 13F IMG Wealth Management, Inc. 862 -16,80 50 13,95
2026-05-13 13F Brinker Capital Investments, LLC 16.579 -11,34 955 21,81
2026-04-28 13F Walkner Condon Financial Advisors LLC 12.080 -0,41 696 37,01
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-01-29 13F Comerica Bank 1.605 -7,97 67 -6,94
2025-12-16 13F Emergent Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-04-09 13F Wedmont Private Capital 0 -100,00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 7.368 -3,71 424 32,50
2026-04-07 13F CoreCap Advisors, LLC 6.722 -14,27 387 17,99
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 18.780 -13,77 1.082 18,40
2026-05-15 13F MGO Private Wealth, LLC 0 -100,00 0
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-03-30 13F/A Barclays Plc 0 -100,00 0
2026-02-17 13F Glenmede Trust Co Na 750 -36,66 31 -36,73
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-10 13F Financial Advisory Corp 222.454 -22,66 12.816 6,27
2026-05-14 13F Gladstone Institutional Advisory LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-15 13F Cresset Asset Management, LLC 0 -100,00 0
2026-04-20 13F MBA Advisors LLC 4.848 -16,14 279 15,29
2026-05-15 13F Beacon Pointe Advisors, LLC 87.105 -10,54 5.018 22,93
2026-05-15 13F Parvin Asset Management, LLC 0 -100,00 0
2026-04-22 13F Nicholson Meyer Capital Management, Inc. 0 -100,00 0
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 1.159.227 -2,99 66.783 33,29
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-15 13F Point72 Asset Management, L.P. 0 -100,00 0
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-07 13F Dakota Wealth Management 41.212 -22,72 2.374 6,22
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 61.161 -11,36 4 50,00
2026-05-04 13F Geneos Wealth Management Inc. 12.464 -7,68 718 26,86
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 21.404 -8,71 1.233 25,43
2026-01-23 13F TFC Financial Management 0 -100,00 0 -100,00
2026-04-24 13F UMA Financial Services, Inc. 15 -91,12 1 -100,00
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 10.874 -40,89 626 -18,81
2026-05-15 13F Equitable Holdings, Inc. 46.099 -30,70 1.965 -29,54
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-04-28 13F Stephens Inc /ar/ 6.800 -15,00 392 16,72
2026-04-20 13F Provenance Wealth Advisors, LLC 3.916 -19,31 226 10,84
2026-05-05 13F UBS Group AG 388.949 -22,20 22.407 6,89
2026-05-13 13F Verger Capital Management LLC 564.910 -1,89 32.545 34,80
2026-04-27 13F GenTrust, LLC 106.085 -2,48 6.112 33,98
2026-04-13 13F Creative Financial Designs Inc /adv 13 -13,33 1
2026-05-14 13F Modern Wealth Management, LLC 23.288 -18,83 1.300 7,98
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 31.992 -33,14 1.807 -10,59
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2026-05-08 13F Vontobel Holding Ltd. 26.120 -12,93 1.505 19,65
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-05-06 13F DecisionPoint Financial, LLC 0 -100,00 0
2026-05-15 13F Integrated Wealth Concepts LLC 23.290 -11,22 1.342 22,02
2026-02-17 13F Fairscale Capital, LLC 0 -100,00 0
2026-04-22 13F Spire Wealth Management 3.922 -1,03 226 35,54
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-17 13F Watershed Private Wealth Llc 16.934 -23,50 976 5,06
2026-05-15 13F Goldman Sachs Group Inc 167.048 -18,52 9.624 11,95
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-01-26 13F Private Trust Co Na 0 -100,00 0
2026-05-13 13F Triumph Capital Management 221 -87,96 13 -84,21
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-11 13F Strategic Wealth Designers 179.561 -2,01 10.345 34,63
2026-05-14 13F Renaissance Technologies Llc 20.200 -22,01 1.164 7,19
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-22 13F Ifrah Financial Services, Inc. 12.688 -2,44 731 33,94
2026-05-15 13F Ancora Advisors, LLC 554 -2,81 32 34,78
2026-05-04 13F Sigma Planning Corp 140.467 -4,72 8.092 30,92
2026-05-15 13F Transamerica Financial Advisors, Inc. 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers 272.871 -38,53 15.720 -15,54
2026-05-01 13F Van Cleef Asset Management,Inc 282.705 -0,33 16.287 36,94
2026-05-15 13F Change Path, LLC 21.261 -24,00 1.225 4,44
2026-05-01 13F Mutual Advisors, LLC 5.509 -0,74 317 36,64
2026-05-15 13F Warren Averett Asset Management, LLC 39.087 -7,96 2.252 26,46
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-01-29 13F Sanctuary Advisors, LLC 0 -100,00 0 -100,00
2026-05-12 13F TD Waterhouse Canada Inc. 38.834 -2,80 2.167 29,37
2026-04-28 13F Integrated Advisors Network LLC 0 -100,00 0
2026-05-05 13F Fisher Asset Management, LLC 3.524.710 -76,07 203.059 -67,12
2026-05-12 13F Liberty Wealth Management Llc 4.170 -65,68 240 86,05
2026-05-15 13F AlphaCore Capital LLC 634 -13,62 37 20,00
2026-05-11 13F Aptus Capital Advisors, LLC 24.354 -9,81 1.403 23,94
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