Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares U.S. Insurance ETF eröffnet haben, gehören Cavalier Investments, LLC, Wealth Enhancement Advisory Services, Llc, Gateway Wealth Partners, LLC, Citadel Advisors Llc, Turtle Creek Wealth Advisors, LLC, Team Financial Group, LLC, Golden State Equity Partners, Princeton Global Asset Management LLC, Tsfg, Llc, und Lloyd Advisory Services, 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 | Transcend Wealth Collective, Llc | 3.426 | 22,62 | 440 | 15,53 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 2.219 | 15,63 | 285 | 8,81 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.534 | 4,24 | 345 | 6,15 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 55.507 | 1,74 | 7.121 | -4,15 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.004 | 71,92 | 514 | 61,83 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | ||||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 452 | 0,44 | 58 | -6,56 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3.152 | 405 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 992 | 14,81 | 127 | 8,55 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 61 | 8 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2.396 | 307 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8.907 | 43,64 | 1.143 | 35,31 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 110 | 14 | ||||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 62.280 | 10,72 | 7.990 | 4,32 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 78 | 10 | ||||||
| 2026-05-12 | 13F | Creative Planning | 2.129 | 0,95 | 273 | -4,88 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 200 | 26 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 66 | 46,67 | 9 | 33,33 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.450 | 4,70 | 314 | -1,26 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9.457 | 6,93 | 1.213 | 0,75 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 406 | 3.960,00 | 52 | 5.100,00 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 17.160 | 11,49 | 2.201 | 5,06 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 10.789 | 21,57 | 1.384 | 14,57 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 3.510 | 8,94 | 450 | 2,74 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 10.113 | 0,60 | 1.298 | -5,19 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 8 | 0 | ||||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 322 | 1,58 | 41 | -4,65 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 43 | 22,86 | 6 | 25,00 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 19.214 | 0,68 | 2.465 | -5,16 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 14.286 | 107,25 | 1.833 | 95,31 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 40 | 5 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2.210 | 284 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 157 | 20 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2.804 | 0,72 | 360 | -5,28 | ||||
| 2026-05-05 | 13F | PFG Advisors | 15.121 | 1,30 | 1.940 | -4,58 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1.561 | 24,38 | 200 | 17,65 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 4.396 | 2,16 | 564 | -3,76 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 1.675 | 5,68 | 215 | -0,47 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1.700 | 218 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 7.638 | 4,79 | 980 | -1,31 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.899 | 66,29 | 244 | 56,77 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 14.194 | 1.821 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 440 | 52,25 | 56 | 43,59 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 645 | 1,57 | 83 | -4,65 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 34.887 | 7,39 | 4.476 | 1,18 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 158 | 1,94 | 20 | -4,76 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 102.087 | 17,53 | 13.097 | 10,74 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | 45.960 | 5.896 | ||||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 29.156 | 4,46 | 3.740 | -1,58 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 20.444 | 2.623 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 58.383 | 55,48 | 7.490 | 46,50 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9.405 | 3,56 | 1.280 | 3,56 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 20.725 | 100,07 | 2.659 | 88,51 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 749 | 1,63 | 96 | -4,00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2.383 | 6,24 | 306 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.021 | 14,85 | 131 | 7,44 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 35.039 | 3,15 | 4.495 | -2,79 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 265 | 1,92 | 34 | -5,71 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 66 | 8 |
