USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF - Proprietà istituzionale - Venditori

iShares Trust - iShares ESG Advanced MSCI USA ETF

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.

Esegui l'upgradeper sbloccare i dati premium.

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2026-02-12 13F Commonwealth Equity Services, Llc 53.468 -19,03 3.079 102.500,00
2026-05-05 13F Clarity Asset Management, Inc. 243 -70,40 13 -72,34
2026-02-17 13F Captrust Financial Advisors 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 6.345 -3,88 350 -7,89
2026-05-06 13F Bessemer Group Inc 0 -100,00 0
2026-05-07 13F First National Trust Co 0 -100,00 0
2026-05-13 13F Adviser Investments LLC 100.458 -3,98 5.545 -7,94
2026-04-22 13F Crew Capital Management, Ltd. 8.456 -22,64 467 -25,91
2026-05-05 13F HighTower Advisors, LLC 16.498 -6,03 911 -9,90
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-04-21 13F One Wealth Advisors, LLC 72.193 -3,17 3.985 -7,15
2026-02-06 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-01-16 13F Armstrong, Fleming & Moore, Inc 0 -100,00 0
2026-04-27 13F JB Capital LLC 3.951 -3,63 218 -7,63
2026-04-17 13F Hanson & Doremus Investment Management 1.690 -3,81 0
2026-05-14 13F LifePlan Investment Advisors, Inc. 9.292 -1,68 513 -5,88
2026-05-11 13F Godfrey Financial Associates, Inc. 0 -100,00 0
2026-04-30 13F Accredited Investors Inc. 70.646 -2,01 3.900 -6,07
2026-05-04 13F Mml Investors Services, Llc 165.104 -9,82 9.114 -13,56
2025-12-16 13F Emergent Wealth Advisors, LLC 4.086 -31,20 201 -15,25
2026-05-13 13F Bank Of Montreal /can/ 111 -98,51 6 -98,60
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-01 13F Financial Connections Group, Inc. 227.786 -5,75 13 -7,69
2026-04-10 13F Centurion Wealth Management LLC 5.045 -2,06 278 -6,08
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 77.300 -14,11 4.267 -17,68
2026-04-15 13F Buttonwood Financial Group, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 9.522 -60,09 533 -62,27
2026-05-06 13F Sound View Wealth Advisors Group, LLC 8.189 -0,30 452 -4,24
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 44.836 -11,19 2.475 -14,90
2026-04-08 13F KWB Wealth 7.574 -7,34 436 -7,23
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2026-05-14 13F Dana Investment Advisors, Inc. 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 41.165 -1,06 2.370 -1,09
2026-04-27 13F Wbh Advisory Inc 5.177 -0,71 288 -4,00
2026-02-13 13F Citigroup Inc 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 6.440 -11,70 355 -15,27
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 81.964 -2,41 4 0,00
2026-05-14 13F Betterment LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-16 13F Capital Investment Advisors, LLC 20.982 -1,62 1.158 -5,70
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-14 13F SigFig Wealth Management, LLC 29.588 -95,59 1.633 -95,77
2026-02-09 13F Valtinson Bruner Financial Planning LLC 0 -100,00 0
2026-05-13 13F O'shaughnessy Asset Management, Llc 11.492 -0,39 634 -4,52
2026-01-29 13F Comerica Bank 1.987 -5,74 114 -5,00
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0
2026-04-15 13F Braun-Bostich & Associates Inc. 3.922 -0,23 216 -4,42
2026-04-21 13F Pallas Capital Advisors LLC 3.706 -7,07 205 -10,92
2026-04-20 13F Kestra Private Wealth Services, Llc 11.623 -33,49 642 -36,28
2026-04-23 13F Oregon Pacific Wealth Management, LLC 5.528 -6,62 305 -10,29
2026-04-22 13F Apollon Wealth Management, LLC 4.425 -3,64 244 -7,58
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-15 13F Change Path, LLC 9.749 -4,39 538 -8,35
2026-05-14 13F Regal Investment Advisors LLC 13.866 -3,04 765 -7,05
2026-05-13 13F Federation des caisses Desjardins du Quebec 2.778 -99,29 153 -99,32
2026-05-13 13F SRS Capital Advisors, Inc. 0 -100,00 0
2026-05-15 13F Goldman Sachs Group Inc 66.456 -15,86 3.668 -19,35
2026-04-07 13F Attessa Capital LLC 7.354 -6,32 406 -10,40
2026-04-23 13F Equita Financial Network, Inc. 40.680 -4,46 2.246 -8,40
2026-04-28 13F Tempus Wealth Planning, LLC 6.538 -1,89 361 -6,01
2026-05-04 13F Sigma Planning Corp 0 -100,00 0
2026-04-13 13F CGC Financial Services, LLC 53.270 -4,73 2.941 -8,67
2026-02-06 13F Global Retirement Partners, LLC 1.852 -28,11 107 -27,89
2026-04-08 13F Sandbox Financial Partners, LLC 20.162 -5,36 1.113 -9,30
2026-05-13 13F Mariner, LLC 11.254 -32,93 621 -35,71
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 518.560 -1,36 28.625 -5,43
2026-04-28 13F Goldstein Advisors, LLC 5.118 -1,22 283 -5,37
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-11 13F West Wealth Group, LLC 8.572 -15,90 473 -19,28
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 19.832 -0,10 1 0,00
2026-04-29 13F Horst & Graben Wealth Management LLC 42.655 -1,99 2.717 8,42
2026-05-13 13F AE Wealth Management LLC 3.537 -15,58 195 -19,09
2026-04-22 13F Invera Wealth Advisors, LLC 47.904 -49,99 2.644 -52,06
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 26.493 -4,75 1.462 -8,68
2026-04-07 13F CoreCap Advisors, LLC 10.492 -9,52 582 -12,89
2026-04-23 13F Spinnaker Trust 155.960 -2,87 8.609 -6,89
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-21 13F Venturi Wealth Management, LLC 5.742 -47,24 317 -49,52
2026-04-17 13F RFG Advisory, LLC 15.210 -0,16 840 -4,33
2026-05-07 13F Agf Management Ltd 7.800 -7,14 431 -10,97
2026-04-21 13F Sbe Llc Dba Cedar Cove Wealth Partners 4.700 -1,59 259 -5,82
2026-04-28 13F Pine Harbor Wealth Management, LLC 14.635 -2,52 808 -6,60
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 6.820 -5,15 376 -9,18
2026-05-15 13F Mercer Global Advisors Inc /adv 0 -100,00 0
2026-05-05 13F Milestone Investment Advisors LLC 5.743 -0,16 317 -4,23
2026-04-24 13F UMA Financial Services, Inc. 5.978 -29,30 330 -32,30
2026-04-28 13F Fundamentun, Llc 4.832 -7,47 267 -11,33
2026-05-05 13F Putnam Fl Investment Management Co 11.588 -4,03 640 -8,06
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 59.405 -2,19 3 0,00
2026-04-21 13F RCS Financial Planning, LLC 8.837 -0,16 488 -4,32
2026-05-11 13F Aptus Capital Advisors, LLC 13.049 -1,38 720 -5,39
2026-04-16 13F Lifelong Wealth Advisors, Inc. 8.316 -0,40 459 -4,37
2026-05-15 13F United Capital Financial Advisers, Llc 41.168 -0,50 2.270 -4,70
2026-05-08 13F Steward Partners Investment Advisory, Llc 35.668 -7,44 1.969 -11,27
2026-05-12 13F Creative Planning 17.397 -1,36 960 -5,42
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0 -100,00
2026-01-28 13F Ramiah Investment Group 0 -100,00 0 -100,00
2026-05-15 13F Royal Bank Of Canada 131.211 -27,90 7.243 -30,87
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0
2026-04-21 13F MBE Wealth Management, LLC 7.018 -18,00 387 -21,34
2026-04-10 13F Wealth Group Ltd 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 38.111 -3,04 2.104 -7,07
2026-05-01 13F International Assets Investment Management, Llc 2.346 -75,64 131 -76,53
2026-04-08 13F Sharkey, Howes & Javer 38.685 -0,61 2.135 -4,73
2026-01-20 13F Austin Private Wealth, LLC 20.470 -2,79 1.179 -2,32
2026-05-15 13F Advisor Group Holdings, Inc. 67.306 -2,20 3.716 -6,26
2026-05-11 13F F/M Investments LLC 8.456 -22,64 467 -25,91
2026-04-14 13F eCIO, Inc. 11.346 -6,49 626 -10,32
2026-04-10 13F Insight Wealth Strategies, LLC 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 5.419 -22,80 299 -26,89
2026-05-12 13F One Capital Management, LLC 0 -100,00 0
2026-05-01 13F Sovran Advisors, LLC 3.748 -4,63 236 1,29
2026-05-05 13F Theory Financial Llc 8.221 -0,36 454 -6,60
2026-04-13 13F Creative Financial Designs Inc /adv 282 -8,14 16 -11,76
2026-05-06 13F Wall Street Financial Group, Inc. 3.873 -2,37 214 -6,58
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-15 13F Ascent Group, LLC 5.094 -0,22 281 -4,10
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista