Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares ESG Aware MSCI USA Value ETF eröffnet haben, gehören Creative Planning, Affiance Financial, LLC, Citadel Advisors Llc, Cerity Partners LLC, LexAurum Advisors, LLC, Estate Counselors, LLC, Gateway Wealth Partners, LLC, Skyline Advisors, Inc., Kestra Private Wealth Services, Llc, Patriot Financial Group Insurance Agency, LLC, Navigation Group, LLC, Harbour Investments, Inc., Fifth Third Bancorp, Twin Peaks Wealth Advisors, LLC, Ashton Thomas Private Wealth, LLC, Rossby Financial, LCC, EFG International AG, IFP Advisors, Inc, CVA Family Office, LLC, und Western Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | HighTower Advisors, LLC | 24.131 | 3,85 | 768 | 3,23 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.462 | 36,38 | 47 | 35,29 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 67.259 | 2,80 | 2.155 | 4,72 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9.777 | 311 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 156.705 | 3,71 | 4.988 | 124.600,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 30.131 | 40,78 | 959 | 40,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 9.574 | 0,77 | 307 | 2,68 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9.580 | 11,30 | 324 | 14,54 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 34.877 | 91,94 | 1.110 | 90,72 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 22.025 | 1,63 | 701 | 1,01 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 10.084 | 54,50 | 321 | 53,11 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 71 | 2 | ||||||
| 2026-05-05 | 13F | Navigation Group, LLC | 8.263 | 263 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 20.339 | 119,34 | 647 | 117,85 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.495 | 355,79 | 48 | 370,00 | ||||
| 2026-05-15 | 13F | EFG International AG | 655 | 21 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 17.675 | 54,72 | 563 | 53,55 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.102 | 1,17 | 99 | 0,00 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 10.202 | 0,78 | 325 | 0,00 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 27 | 1 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 901 | 29 | ||||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 13.055 | 416 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12.131 | 386 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 964 | 21,56 | 31 | 20,00 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 19.394 | 59,44 | 621 | 62,57 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 82.521 | 113,50 | 3 | 100,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 107.711 | 334,02 | 3.451 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 336 | 11 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7.594 | 242 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.199 | 70 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 5.310 | 186,25 | 169 | 186,44 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 159 | 5 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 57.973 | 49,49 | 1.845 | 48,55 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 16.385 | 522 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 288 | 9 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2.604 | 57,25 | 83 | 59,62 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 9.940 | 316 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 15.021 | 478 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.048 | 33 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 406 | 20,83 | 13 | 20,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 9.696 | 309 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 7.295 | 7.122,77 | 251 | 8.233,33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 314 | 10 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18.868 | 18,00 | 601 | 17,19 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 32.218 | 3,74 | 1.026 | 3,02 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 35.884 | 20,23 | 1.142 | 19,46 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 42.384 | 415,18 | 1.349 | 412,93 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12.451 | 396 | ||||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 66.912 | 9,79 | 2.130 | 9,07 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 68.429 | 399,45 | 2.178 | 396,13 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 5.213 | 4,32 | 166 | 3,13 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1.704 | 54 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 14.867 | 42,28 | 476 | 42,51 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 41.167 | 1.310 | ||||||
| 2026-05-06 | 13F | Eq Llc | 8.826 | 10,39 | 281 | 9,38 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 17.265 | 550 | ||||||
| 2026-05-06 | 13F | Keystone Financial Services | 10.649 | 32,57 | 339 | 31,52 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.189 | 167,79 | 38 | 171,43 | ||||
| 2026-05-12 | 13F | Creative Planning | 67.881 | 2.161 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.150 | 100 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 17.154 | 21,48 | 546 | 20,80 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 26.684 | 849 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.521.107 | 233,89 | 47.428 | 224,94 |
