Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Morningstar Value ETF eröffnet haben, gehören Compass Rose Asset Management, LP, Systelligence, LLC, AssuredPartners Investment Advisors, LLC, Fifth Third Bancorp, Oppenheimer & Co Inc, Wiley Bros.-aintree Capital, Llc, Arkadios Wealth Advisors, Gilliland Jeter Wealth Management LLC, Foundations Investment Advisors, LLC, Gateway Wealth Partners, LLC, Aqr Capital Management Llc, U.S. Capital Wealth Advisors, LLC, Beacon Pointe Advisors, LLC, Triad Wealth Partners, LLC, Cerity Partners LLC, Silverlake Wealth Management Llc, Diversify Wealth Management, Llc, PlanVest Financial, Inc, Ubs Asset Management Americas Inc, und Boussard & Gavaudan Investment Management LLP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Key FInancial Inc | 9.482 | 2,99 | 883 | 1,73 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.171 | 109 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 569 | 0,53 | 53 | -1,89 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 154.510 | 18,34 | 14.391 | 16,82 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 53.116 | 4.947 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 5.607 | 87,78 | 522 | 85,77 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 8.085 | 1,21 | 753 | 0,00 | ||||
| 2026-05-15 | 13F | Maven Securities LTD | Put | 103.700 | 72,83 | 8.252 | 70,51 | |||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 83.900 | 155,02 | 7.814 | 151,74 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5.535 | 3,02 | 516 | 1,78 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 44.817 | 1,72 | 4.174 | 0,41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 461.353 | 15,37 | 42.970 | 13,88 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2.192 | 204 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8.231.800 | 1.894,14 | 655 | 1.881,82 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 2.755 | 13,14 | 270 | 17,90 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 73.224 | 4,15 | 6.820 | 2,82 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 10.373 | 0,38 | 966 | -0,92 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 1.405 | 0,14 | 0 | |||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 21.003 | 305,86 | 1.956 | 300,82 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.412 | 0 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4.164 | 388 | ||||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 670.175 | 0,01 | 62.420 | -1,28 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.338 | 0,38 | 125 | -0,80 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 380 | 0,80 | 35 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.336 | 217 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 7.144 | 2,82 | 665 | 1,53 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 217.765 | 1,26 | 20.282 | -0,05 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.220 | 217 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 8.844 | 100,73 | 824 | 98,31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 197.023 | 7,18 | 18.351 | 5,79 | ||||
| 2026-05-14 | 13F | Compass Rose Asset Management, LP | Call | 8.000.000 | 636.480 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 860 | 130,56 | 80 | 128,57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 3.041 | 283 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 323.759 | 15,41 | 29.575 | 11,73 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 15.912 | 0,01 | 1.482 | -1,27 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 55.639 | 3,28 | 5.182 | 1,95 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 3.373 | 0,39 | 314 | -0,95 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6.067 | 9,99 | 565 | 8,65 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 21.363 | 5,43 | 2.016 | 10,53 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 51.195 | 4.768 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 110.482 | 20,70 | 10.298 | 19,11 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 56.112 | 5.270 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 32.447 | 13,74 | 3.022 | 12,30 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 3.225 | 0,40 | 300 | -0,99 | ||||
| 2026-05-15 | 13F | Highbridge Capital Management Llc | Put | 5.500.000 | 37,50 | 433.455 | 34,40 | |||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 28.232 | 2.630 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 6.616 | 616 | ||||||
| 2026-04-23 | 13F | Ewa, Llc | 4.355 | 7,72 | 406 | 6,30 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 2.649 | 0,19 | 247 | -1,20 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 12.857 | 7,55 | 1.255 | 11,36 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 35.064 | 0,97 | 3.266 | -0,34 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 35.922 | 6,75 | 3.346 | 5,35 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4.799 | 447 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3.035 | 283 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 619.140 | 1,43 | 58.422 | 1,43 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 22.223 | 56,84 | 2.070 | 54,87 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17.972 | 0,26 | 1.674 | -1,06 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 60.452 | 1,06 | 5.630 | -0,25 | ||||
| 2026-05-15 | 13F | Fmr Llc | 11.412 | 11,45 | 1.063 | 9,94 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3.582 | 1,42 | 334 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7.135 | 61,35 | 665 | 59,23 | ||||
| 2026-05-15 | 13F | Boussard & Gavaudan Investment Management LLP | Put | 500 | 15 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12.261 | 1.142 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 213.510 | 5,65 | 19.886 | 4,28 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 3.835 | 80,22 | 357 | 78,50 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 432 | 28,57 | 40 | 25,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 2.484 | 231 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 12.212 | 4,37 | 1.137 | 2,99 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 4.609 | 429 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 428.345 | 8,60 | 39.896 | 7,20 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 829 | 77 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 138.049 | 17,16 | 12.905 | 14,17 | ||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 3.252 | 0,40 | 303 | -0,98 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 7.161 | 0,38 | 667 | -1,04 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 950 | 1,60 | 88 | 0,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 10.458 | 974 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 80.837 | 7.529 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2.604 | 10,15 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12.891 | 1.201 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 129 | 12 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.424 | 226 | ||||||
| 2026-04-21 | 13F | Systelligence, LLC | 122.186 | 11.380 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 55.292 | 738,77 | 5.150 | 727,81 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 3.224 | 0,40 | 300 | -0,99 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 12.196 | 35,68 | 1.136 | 33,84 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 2.621 | 244 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 8.905 | 0,02 | 829 | -1,31 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.237 | 208 | ||||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 9.103 | 0,42 | 848 | -2,98 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.936 | 273 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 1.225.700 | 141,47 | 97.654 | 138,61 | |||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 5.788 | 12,02 | 539 | 10,68 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 6.907.600 | 215,52 | 549.719 | 211,41 | |||
| 2026-06-02 | 13F/A | Optiver Holding B.V. | Call | 1.008.400 | 44,00 | 80.228 | 42,08 | |||
| 2026-02-13 | 13F | Colony Group, LLC | 6.258 | 92,20 | 586 | 100,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 57 | 90,00 | 5 | 150,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 7.263 | 19,44 | 676 | 17,98 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 209 | 19 | ||||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | Call | 200 | 16 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 9.005 | 19,57 | 823 | 15,77 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 2.390 | 223 | ||||||
| 2026-02-12 | 13F | Ci Investments Inc. | Put | 44.560 | 152 | |||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | Put | 700 | 133,33 | 56 | 129,17 | |||
| 2026-05-13 | 13F | Lido Advisors, LLC | 9.970 | 0,62 | 929 | 4,04 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 5.508 | 39,27 | 513 | 37,53 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 2.920 | 272 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 117.759 | 0,73 | 10.968 | -0,57 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 306 | 212,24 | 29 | 211,11 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 666.400 | 0,00 | 62 | 0,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 495 | 46 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 31.611 | 3,28 | 2.983 | 8,24 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 4.862 | 0,68 | 453 | -0,66 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 143.906 | 1,41 | 13.753 | 0,97 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 3.307 | 7,75 | 308 | 6,57 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Put | 350.700 | 58,19 | 28.277 | 57,10 | |||
| 2026-02-11 | 13F | Group One Trading, L.p. | Call | 159.600 | 115,97 | 12.869 | 114,50 | |||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 125.388 | 6,55 | 11.684 | 5,22 | ||||
| 2026-05-04 | 13F | Nwam Llc | 2.516 | 234 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1.030 | 96 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13.437 | 18,27 | 1.268 | 23,97 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2.212 | 1,94 | 206 | 0,98 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3.148 | 293 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.013 | 281 |
