Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Morningstar Mid-Cap ETF eröffnet haben, gehören Ritholtz Wealth Management, Hrt Financial Lp, SB Capital Management Inc, Tiaa-cref Individual & Institutional Services, Llc, Venture Visionary Partners LLC, Vanguard Advisers Inc, Ashton Thomas Private Wealth, LLC, Mather Group, Llc., und Stephenson National Bank & Trust .
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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4.300 | 124,19 | 359 | 126,58 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 467 | 3,32 | 39 | 2,70 | ||||
| 2026-05-12 | 13F | Creative Planning | 4.175 | 1,07 | 348 | 2,05 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 2.672 | 1,95 | 223 | 2,78 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 8.944 | 11,54 | 746 | 12,52 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 220.648 | 91,60 | 18.409 | 93,22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 211.454 | 3,24 | 17.642 | 4,11 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 4.812 | 1,11 | 401 | 2,04 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 113.351 | 3,49 | 9.457 | 4,36 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 114.271 | 8,44 | 9.599 | 10,11 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 143.117 | 21,30 | 11.940 | 22,32 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 4.131 | 0,73 | 345 | 1,47 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5.628 | 470 | ||||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.403 | 3,97 | 284 | 4,81 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 15.702 | 38,26 | 1.310 | 39,51 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 562 | 47 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 569.148 | 14,24 | 47.484 | 15,21 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 2.599 | 217 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6.853 | 1 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 8.591 | 6,91 | 717 | 7,83 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 968 | 0,31 | 81 | 1,27 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 6.471 | 0,14 | 540 | 0,94 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6.606 | 551 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 5.586 | 7,49 | 466 | 8,62 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 489 | 0,41 | 41 | 0,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15.814 | 1,16 | 1.319 | 2,01 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 187.984 | 36,55 | 15.684 | 37,72 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.662 | 14,38 | 139 | 15,00 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 182.541 | 4,51 | 15.229 | 5,39 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 6.580 | 3,38 | 549 | 4,18 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 222.148 | 89,94 | 18.534 | 91,56 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 179 | 0,56 | 15 | 0,00 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 17.674 | 8,66 | 1.475 | 9,59 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 59.645 | 11,00 | 4.976 | 11,95 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 9.414 | 10,27 | 785 | 11,19 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 191.542 | 1,24 | 15.980 | 2,10 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 24.979 | 19,07 | 2.084 | 20,06 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 432.405 | 1,03 | 36.076 | 1,88 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6.407 | 6,46 | 530 | 6,21 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 240.763 | 1,38 | 20.087 | 2,24 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 8.513 | 756 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 8.604 | 100,56 | 718 | 102,54 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 4.842 | 0,29 | 404 | 1,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.544 | 12,25 | 376 | 11,61 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 83 | 1,22 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 9.224 | 770 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 10.132 | 2,64 | 838 | 2,32 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1.144 | 0,26 | 95 | 1,06 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 7.170 | 4,50 | 598 | 5,47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 44.273 | 7,32 | 3.694 | 8,24 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 520 | 43 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.089 | 9,91 | 425 | 10,70 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.606 | 134 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 3.151 | 1,16 | 263 | 1,95 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 189.793 | 0,32 | 16 | 0,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 49.360 | 9,99 | 4.118 | 10,94 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 676 | 0,15 | 56 | 1,82 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 3.250 | 0,28 | 271 | 1,12 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 485 | 129,86 | 0 | |||||
| 2026-02-20 | 13F | SB Capital Management Inc | 6.756 | 559 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 4.520 | 377 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 95.505 | 14,53 | 8 | 16,67 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 119.402 | 5,89 | 9.965 | 6,76 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.927.513 | 4,40 | 160.812 | 5,28 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 28.038 | 2,66 | 2.282 | 0,97 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 14.751 | 2,60 | 1.231 | 122.900,00 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 488 | 0,41 | 41 | 0,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 4.842 | 0,29 | 0 | |||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 209 | 17 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 3.192 | 10,11 | 266 | 11,30 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 186.408 | 3,88 | 15.552 | 4,76 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.508.981 | 0,49 | 125.894 | 1,35 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 1.738 | 262,08 | 145 | 271,79 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 27.772 | 0,41 | 2.317 | 1,22 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 1.284.701 | 117.280 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.740 | 0,29 | 145 | 1,40 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 3.810 | 25,78 | 318 | 26,80 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 41.024 | 17,88 | 3.394 | 17,85 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 985 | 0,20 | 82 | 1,23 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 19.444 | 49,10 | 1.601 | 48,42 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 413 | 34 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 13.466 | 43,15 | 1.124 | 44,34 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 712 | 0,28 | 59 | 1,72 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 556 | 46 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 81.101 | 22,11 | 6.766 | 23,15 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 117.073 | 14,90 | 9.767 | 15,87 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.364.509 | 2,46 | 113.841 | 3,33 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.604 | 0,19 | 134 | 0,76 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 5.476 | 457 |
