Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core 30/70 Conservative Allocation ETF eröffnet haben, gehören Madrid Financial Services, Spartan Wealth Advisory Services LLC, Strategic Blueprint, LLC, Nicolet Bankshares Inc, EP Wealth Advisors, Inc., Advisortrust Partners, Llc, Wiley Bros.-aintree Capital, Llc, Coordinated Financial Services, Inc., Vanguard Advisers Inc, Mosley Wealth Management, Synergy Investment Management, LLC, Mount Yale Investment Advisors, LLC, und Mather Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.218 | 16,38 | 129 | 16,36 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 19.010 | 4,02 | 758 | 3,41 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 4.490 | 179 | ||||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 35.038 | 3,30 | 1.398 | 2,65 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7.469 | 15,51 | 298 | 14,67 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 7.274 | 291 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 15.180 | 75,45 | 597 | 72,05 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 45.398 | 49,77 | 1.811 | 48,85 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7.325 | 39,34 | 292 | 39,05 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5.104 | 0,39 | 204 | -0,49 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 151 | 6 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 4.866 | 32,73 | 194 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21.486 | 857 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 178.434 | 31,38 | 7.118 | 30,59 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4.644 | 0,30 | 185 | 0,00 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 32.878 | 0,53 | 1.312 | -0,08 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.087 | 64,20 | 44 | 65,38 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 103.594 | 11,61 | 4 | 33,33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 477 | 19 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 336 | 2,44 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5.543 | 221 | ||||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 3.318 | 0,42 | 132 | 0,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.238 | 12,04 | 51 | 11,11 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1.238 | 0,41 | 49 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 68.378 | 69,21 | 2.728 | 68,23 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 8.969 | 0,48 | 367 | 1,10 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4.079 | 163 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.574 | 13,75 | 143 | 12,70 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9.243 | 6,17 | 369 | 5,44 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 7.622 | 304 | ||||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 36.450 | 0,43 | 1.454 | -0,21 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 5.517 | 10,03 | 220 | 9,45 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 461 | 0,44 | 0 | |||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 10.570 | 31,80 | 422 | 31,15 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 446 | 0,45 | 18 | 0,00 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 3.169 | 5,63 | 126 | 5,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 37.290 | 7,60 | 1.496 | 149.500,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 8.566 | 0,26 | 342 | -0,29 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 635 | 25 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 20.891 | 20,42 | 833 | 19,68 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 8.384 | 0,20 | 334 | -0,30 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 6.001 | 242 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 6.493 | 7,13 | 259 | 6,17 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 7.260 | 0,23 | 295 | 1,37 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 5.773 | 14,91 | 230 | 14,43 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 6.662 | 0,32 | 266 | -0,38 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 29.489 | 0,12 | 1.176 | -0,51 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 7.891 | 1,53 | 315 | 0,96 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 148.591 | 1,48 | 5.927 | 0,87 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 692 | 28 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8.541 | 341 | ||||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 332 | 13 | ||||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 17.865 | 1 | ||||||
| 2026-04-06 | 13F | CX Institutional | 606 | 4,84 | 0 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3.879 | 2,59 | 155 | 1,97 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 89.901 | 54,22 | 3.587 | 53,31 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 44.425 | 890,08 | 1.752 | 873,33 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 10.426 | 13,44 | 416 | 11,56 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.881 | 0,43 | 75 | 0,00 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 580 | 0,52 | 23 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 200.198 | 1,23 | 7.986 | 0,62 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 11.180 | 446 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 218.371 | 609,71 | 8.711 | 605,83 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 22.411 | 45,98 | 894 | 44,03 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 25.147 | 28,05 | 1.009 | 28,05 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 843 | 1,57 | 34 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4.151 | 474,14 | 167 | 472,41 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 7.625 | 9,15 | 304 | 8,57 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 11.254 | 97,47 | 449 | 96,49 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 14.536 | 0,30 | 580 | -0,34 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 71.015 | 71,65 | 2.833 | 70,60 | ||||
| 2026-05-15 | 13F | Madrid Financial Services | 19.819 | 791 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 56.600 | 29,67 | 2.258 | 28,90 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 7.431 | 0,50 | 304 | 1,00 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 40.052 | 1,08 | 1.598 | 0,44 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 203.036 | 16,31 | 8.099 | 15,62 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.073 | 10,28 | 43 | 7,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 16 | 6,67 | 1 | |||||
| 2026-05-12 | 13F | One Capital Management, LLC | 175.243 | 880,00 | 6.990 | 874,90 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 396.812 | 2,08 | 15.829 | 1,47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.875 | 189,35 | 75 | 196,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 774 | 31 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.243 | 50 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 5.667 | 0,11 | 226 | -0,44 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 51.432 | 2.052 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 816 | 127,93 | 33 | 128,57 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 2.378 | 96 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 79.258 | 3,82 | 3.162 | 3,20 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 147.271 | 2,00 | 5.875 | 1,38 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 102.956 | 295,09 | 4.107 | 292,92 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 6.412 | 256 | ||||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 5.924 | 236 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 343.820 | 7,84 | 13.715 | 7,19 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1.787 | 71 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 5.260 | 210 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 18.195 | 0,01 | 726 | -0,68 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 7.103 | 3,36 | 283 | 2,91 |
