Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core Dividend ETF eröffnet haben, gehören PKS Advisory Services, LLC, Nicolet Bankshares Inc, Quotient Wealth Partners, LLC, Merit Financial Group, LLC, Guyasuta Investment Advisors Inc, Total Clarity Wealth Management, Inc., Stifel Financial Corp, CFS Investment Advisory Services, LLC, Catalytic Wealth RIA, LLC, Bank of New Hampshire, Mount Yale Investment Advisors, LLC, EFG International AG, Beacon Investment Advisory Services, Inc., Vanguard Advisers Inc, Dunhill Financial, LLC, und Tidemark, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 5.032 | 6,72 | 271 | 8,40 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 158 | 9 | ||||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 60.592 | 11,68 | 3.269 | 13,35 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 67.305 | 7,37 | 3.631 | 9,01 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 30.986 | 2,92 | 1.672 | 4,44 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6.947 | 7,54 | 375 | 9,04 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5.741 | 166,78 | 310 | 171,05 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 278 | 0,72 | 15 | 0,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 497 | 27 | ||||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 13.527 | 29,88 | 730 | 31,83 | ||||
| 2026-05-12 | 13F | Gouws Capital LLC | 5.200 | 5,05 | 281 | 6,46 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 7.172 | 12,48 | 387 | 14,20 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 302.545 | 5,83 | 16.322 | 7,42 | ||||
| 2026-05-11 | 13F | Collier Financial | 9.409 | 15,17 | 508 | 16,82 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 5.477 | 27,94 | 295 | 29,96 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 165 | 9 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 150 | 8 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 307.611 | 5,74 | 16.596 | 7,33 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 27.355 | 0,12 | 1.476 | 1,58 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 283.952 | 278,46 | 15.319 | 284,22 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 768.556 | 12,39 | 41.464 | 14,08 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 711 | 0,57 | 38 | 2,70 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 5.957 | 1,36 | 321 | 4,56 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 190 | 10 | ||||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 245.446 | 23,41 | 13.242 | 25,27 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 71.089 | 152,07 | 3.835 | 155,77 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 26.778 | 19,60 | 1.445 | 21,45 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 14.938 | 806 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 4.501 | 48,55 | 243 | 50,31 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 0 | 0 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 3.767 | 9,95 | 203 | 45,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 322 | 0 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 6.261 | 7,61 | 338 | 9,06 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 10.755 | 1,13 | 580 | 2,65 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 5.517 | 6,32 | 298 | 8,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.345.888 | 13,41 | 72.611 | 15,11 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 4.460 | 2,29 | 241 | 3,90 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 301 | 736,11 | 16 | 1.500,00 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 18.128 | 15,71 | 978 | 17,55 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 4.985 | 269 | ||||||
| 2026-05-15 | 13F | EFG International AG | 508 | 27 | ||||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 20.403 | 6,70 | 1.101 | 8,27 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 4.515 | 0,29 | 244 | 1,67 | ||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 231.557 | 1,35 | 12.492 | 2,87 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 6.642 | 15,71 | 358 | 17,38 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 76.990 | 3,67 | 4.154 | 5,22 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 3.903 | 219 | ||||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 307.912 | 3,53 | 16.612 | 5,09 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.968 | 214 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 44 | 2 | ||||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 6.139 | 331 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 555.621 | 6,72 | 29.976 | 8,33 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 7.354 | 397 | ||||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 81.320 | 2,01 | 4.387 | 3,56 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 39.551 | 2.134 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 102.567 | 2,62 | 5.533 | 4,16 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 137.622 | 110,90 | 7.425 | 114,07 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 9.514 | 11,57 | 513 | 13,25 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 64.592 | 4,45 | 3.485 | 6,03 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 18.888 | 5,57 | 1.019 | 7,26 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 5.017 | 0,64 | 271 | 2,27 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 274 | 15 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 6.297 | 340 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.020 | 0,65 | 109 | 1,89 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 63.891 | 2,33 | 3.447 | 3,86 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 66.028 | 56,68 | 3.562 | 59,02 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 3.854 | 208 | ||||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 1.248 | 63 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 134.276 | 103,51 | 7.244 | 106,62 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 175.548 | 0,16 | 9.471 | 1,66 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 94.420 | 307,83 | 5.093 | 313,73 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 17.099 | 0,96 | 922 | 2,44 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 32.249 | 0,51 | 1.740 | 1,99 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 104.028 | 0,97 | 5.612 | 2,50 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 249.273 | 12,38 | 13.249 | 120.336,36 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 6.383 | 5,07 | 0 | |||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 39.554 | 0,48 | 2.134 | 1,96 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 6.568 | 2,90 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 66.195 | 25,20 | 3.571 | 27,08 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 18.572 | 0,38 | 1.002 | 1,93 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 37.565 | 2.027 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 11.798 | 0,70 | 637 | 2,25 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 15.698 | 13,60 | 847 | 15,26 | ||||
| 2026-05-12 | 13F | Creative Planning | 4.824 | 260 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 5.230 | 5,64 | 282 | 7,22 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 2.922 | 158 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 13.041 | 168,17 | 704 | 172,48 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 19.240 | 7,53 | 1.038 | 9,04 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 31.670 | 3,12 | 1.709 | 4,66 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4.017 | 217 | ||||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 4.644 | 4,03 | 251 | 5,49 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 184.716 | 0,65 | 9.965 | 2,17 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 5.074 | 32,10 | 274 | 33,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 65.080 | 24,26 | 3.511 | 26,16 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 47.330 | 5,72 | 2.553 | 7,31 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 6.354 | 7,55 | 343 | 8,92 |
