Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares MSCI USA Quality GARP ETF eröffnet haben, gehören Resonant Capital Advisors, LLC, Mount Yale Investment Advisors, LLC, Cornerstone Advisors Asset Management, Inc, Carr Financial Group Corp, Creative Financial Designs Inc /adv, First Community Trust Na, Geneos Wealth Management Inc., Henderson Brothers Financial Partners, LLC, Wealth Enhancement Trust Services, Inc., Strategic Financial Concepts, LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Impact Capital Partners LLC, Brown Advisory Inc, Moors & Cabot, Inc., Ritholtz Wealth Management, CI Private Wealth, LLC, RFG Advisory, LLC, Us Bancorp \de\, Brookstone Capital Management, und Boston Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Archer Investment Corp | 122 | 8 | ||||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 60.571 | 4,36 | 3.875 | -1,97 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 38.971 | 172,47 | 2.493 | 155,85 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12.646 | 206,42 | 809 | 187,54 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 236.134 | 14,74 | 15.105 | 7,78 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4.664 | 298 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 373.937 | 1,01 | 23.921 | -5,12 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 784.592 | 50.190 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 199.842 | 406,54 | 13.609 | 406,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 502.133 | 47,36 | 32.121 | 38,42 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 61.153 | 9,75 | 3.912 | 3,08 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 22.981 | 40,57 | 1.498 | 30,94 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 29.378 | 5,88 | 1.879 | -0,53 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 158.950 | 4,32 | 10.168 | -2,00 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 190.058 | 12.158 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 111.356 | 28,11 | 7.123 | 20,34 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 45.309 | 119,13 | 2.898 | 105,82 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 14.125 | 81,77 | 904 | 70,70 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 69.517 | 3,04 | 4.447 | -3,20 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.163 | 13,94 | 215 | 18,13 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1.098 | 95,72 | 69 | 81,58 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3.381 | 216 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17.385 | 193,17 | 1.112 | 175,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 798.228 | 200,06 | 51.063 | 181,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 63.437 | 74,72 | 4.058 | 64,16 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4.099 | 262 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 871 | 56 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 756.958 | 72,96 | 48.423 | 62,47 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 16.841 | 32,99 | 1.077 | 24,94 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.070 | 2.553,85 | 132 | 2.540,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 612.564 | 25,32 | 39.186 | 17,72 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 10.620 | 185,10 | 679 | 168,38 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 107 | 7 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 18.599 | 57,41 | 1.190 | 47,89 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 251.100 | 12,54 | 16.063 | 5,71 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 129.075 | 8.257 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 352 | 369,33 | 23 | 340,00 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 467.813 | 5,37 | 29.926 | -1,03 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 38.542 | 377,48 | 2 | |||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 240.831 | 2,37 | 15.406 | -3,84 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14.453 | 40,73 | 925 | 32,19 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 22.283 | 18,75 | 1.425 | 11,59 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 80.861 | 1.176,22 | 5.247 | 1.081,76 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 8.600 | 55,80 | 550 | 46,67 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 102.971 | 3,53 | 6.587 | -2,75 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 409.425 | 24.721 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 6.000 | 409 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 56.717 | 3.628 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 546.192 | 52,03 | 34.940 | 42,81 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 366 | 2.187,50 | 23 | 2.200,00 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 108.795 | 3,30 | 6.960 | -2,97 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 33.837 | 13.940,25 | 2.165 | 13.431,25 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 15.366 | 983 | ||||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 30.107 | 0,73 | 1.926 | -5,41 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6.442 | 412 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.363 | 343 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 7.994 | 511 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 133.439 | 273,31 | 8.536 | 250,70 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 220.429 | 31,05 | 14.101 | 23,10 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6.441 | 43,55 | 412 | 35,08 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 224.439 | 14.357 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 344.709 | 4,49 | 22.051 | -1,85 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 160 | 10 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5.095 | 31,65 | 326 | 23,57 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 169.050 | 6,69 | 10.815 | 0,22 | ||||
| 2026-05-11 | 13F | Boston Partners | 3.905 | 250 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 58.937 | 15,66 | 3.770 | 8,65 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 24.749 | 24,69 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.842 | 182 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11.718 | 750 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 54 | 58,82 | 0 | |||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 22.371 | 2,19 | 1.431 | 143.000,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7.292 | 466 | ||||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 3.707 | 237 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 14.341 | 1.049 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3.253 | 208 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 51.119 | 102,83 | 3.270 | 90,56 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.817 | 0,06 | 116 | -5,69 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 36.566 | 427,27 | 2.339 | 395,55 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 11.238 | 23,20 | 719 | 15,62 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 151.137 | 2,36 | 10 | -10,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.934 | 252 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 2.225 | 20,34 | 142 | 13,60 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 20.567 | 8,48 | 1.316 | 1,86 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 536.662 | 1,33 | 34 | -5,56 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 3.187 | 204 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.784 | 370 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6.366 | 407 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.178.040 | 65,51 | 139.329 | 55,47 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 341.459 | 37,63 | 21.843 | 29,29 | ||||
| 2026-04-13 | 13F | Trust Co | 183 | 258,82 | 12 | 266,67 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 308.082 | 4,30 | 19.708 | -2,02 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 13.253 | 19,94 | 848 | 12,63 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 99.535 | 65,79 | 6.367 | 55,75 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 31.929 | 30,81 | 2.042 | 22,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 109 | 7 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 7.488 | 479 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 17.390 | 1.112 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22.914 | 1.466 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 36.380 | 2.327 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4.785 | 16,00 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 331.017 | 108,83 | 21 | 110,00 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 145 | 9 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 350.588 | 86,95 | 22.427 | 75,62 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 5 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 16.520 | 137.566,67 | 1.070 | |||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 1.020 | 65 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 69.177 | 566,57 | 4.425 | 526,77 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 155 | 10 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3.543 | 227 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 23.358 | 14,63 | 1.494 | 7,71 |
