Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares U.S. Consumer Discretionary ETF eröffnet haben, gehören Gallagher Capital Advisors, LLC, Capital Performance Advisors Llp, Samara Investment Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Arkadios Wealth Advisors, Western Wealth Management, LLC, Reflection Asset Management, Missouri Trust & Investment Co, Piedmont Capital Management, LLC/NC, Hantz Financial Services, Inc., RWM Asset Management, LLC, Cassaday & Co Wealth Management LLC, Evermay Wealth Management Llc, und Tsfg, Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.121 | 0,09 | 206 | -5,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.238 | 702 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 526 | 20,64 | 51 | 13,64 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 9.758 | 1,55 | 1.015 | 0,80 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 5.483 | 1,41 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 34.125 | 1.152,29 | 3.307 | 1.081,07 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 30.641 | 13,91 | 2.970 | 7,03 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 13 | 0 | ||||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 10.702 | 6.991 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 499 | 0,20 | 48 | -5,88 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3.284 | 0,03 | 344 | 1,47 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 537 | 56 | ||||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 70 | 6 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 2.330 | 233 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 2.524 | 0,16 | 245 | -5,79 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 3.982 | 0,10 | 386 | -6,10 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.260 | 413 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 15.106 | 38,03 | 1.464 | 29,79 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6.340 | 0,14 | 614 | -5,83 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 33.807 | 7,19 | 3 | 0,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 21.354 | 78,66 | 2.070 | 67,94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 7.523 | 29,71 | 732 | 22,24 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 17.125 | 72,54 | 1.660 | 62,17 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.038 | 6,87 | 876 | 0,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4.518 | 31,03 | 438 | 23,10 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10.385 | 0,01 | 1.006 | -5,98 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 2.910 | 20,35 | 282 | 13,25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 7.557 | 3,44 | 732 | -2,79 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 554 | 250,63 | 54 | 231,25 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 200 | 19 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 31.620 | 2,10 | 2.983 | -6,58 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 12.615 | 1,09 | 1.223 | -4,98 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 3.269 | 0,12 | 317 | -5,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 824 | 271,17 | 80 | 259,09 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.416 | 26,38 | 331 | 19,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 27.192 | 29,97 | 2.562 | 18,78 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.977 | 0,08 | 385 | -5,87 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 118.380 | 6,07 | 11.473 | -0,32 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 340 | 70,00 | 33 | 60,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 14.964 | 2,98 | 1.450 | -3,20 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.146 | 19,38 | 0 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 2.706 | 262 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 18.288 | 1.772 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2.522 | 12,49 | 244 | 5,63 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 95 | 41,79 | 9 | 50,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.108 | -4,89 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3.339 | 5,50 | 324 | -0,92 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2.516 | 11,67 | 0 | |||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 7.527 | 730 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.671 | 259 | ||||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 11.752 | 0,12 | 1.139 | -5,87 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 3.398 | 329 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.121 | 206 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 100.000 | 9.692 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.831 | 0,07 | 274 | -5,84 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 8.494 | 0,13 | 823 | -5,84 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 41.243 | 6,98 | 3.997 | 0,55 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 409 | 16,19 | 40 | 8,33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 3.398 | 329 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.725 | 0,44 | 281 | -1,06 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 45.907 | 2,30 | 4.449 | -3,85 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 10.000 | 969 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 24.089 | 81,12 | 2.335 | 70,24 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 28 | 3 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 8.384 | 134,52 | 813 | 120,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 60.048 | 27,31 | 5.820 | 19,63 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4.333 | 1,98 | 420 | -4,34 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 50 | 5 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8.744 | 67,51 | 848 | 57,43 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1.058.741 | 12,73 | 103 | 6,25 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 150 | 0 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6.560 | 177,50 | 636 | 161,32 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 4.840 | 2,02 | 469 | -4,09 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 6.544 | 634 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.353 | 228 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 300 | 29 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.257 | 122 | ||||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 6.188 | 3,56 | 600 | -2,76 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 40.819 | 18,01 | 4.210 | 16,14 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 43.334 | 12,70 | 4.200 | 5,90 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2.213 | 0,14 | 214 | -5,73 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 56.270 | 69,69 | 5.454 | 59,49 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.803 | 175 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13.546 | 1 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 164 | 16 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.125 | 0,05 | 206 | -6,39 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 18.041 | 180,58 | 1.749 | 163,65 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 996 | 12,80 | 97 | 5,49 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2.733 | 7,56 | 265 | 0,76 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.511 | 243 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.312 | 0,05 | 418 | -6,08 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 5.357 | 95,94 | 519 | 84,70 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 194.397 | 3,73 | 18.841 | -2,51 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 52 | 5 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 66.345 | 19,31 | 6 | 20,00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2.097 | 203 |
