Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Morningstar Mid-Cap Value ETF eröffnet haben, gehören Diversify Wealth Management, Llc, Fifth Third Bancorp, Sentinel Advisory Group, LLC, M. Kulyk & Associates, LLC, Wiley Bros.-aintree Capital, Llc, Glass Jacobson Investment Advisors llc, Bessemer Group Inc, und Richardson Financial Services Inc. .
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 | Clear Investment Research, Llc | 2.035 | 173 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 126.592 | 6,96 | 10.733 | 10,14 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 8.094 | 2,21 | 686 | 5,21 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.411 | 204 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 462 | 39 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 512 | 0,39 | 43 | 4,88 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.584 | 126,93 | 135 | 135,09 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 13.279 | 93,49 | 1.126 | 99,12 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 722 | 1,55 | 61 | 5,17 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 825 | 70 | ||||||
| 2026-04-30 | 13F | Beacon Financial Group | 2.850 | 0,14 | 242 | 2,99 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 119.653 | 7,35 | 10.145 | 10,54 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 575 | 0,17 | 49 | 2,13 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 57.137 | 1,56 | 4.844 | 4,58 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 16.119 | 1 | ||||||
| 2026-05-14 | 13F | Trivant Custom Portfolio Group, LLC | 6.054 | 9,99 | 513 | 13,25 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 370.810 | 9,45 | 31.439 | 12,70 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 407.779 | 72,85 | 34.582 | 78,02 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 55.996 | 2,34 | 5.013 | 6,87 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 97.441 | 4,40 | 8.262 | 7,51 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 2.971 | 5,99 | 252 | 9,13 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 4.769 | 1,32 | 404 | 4,39 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 306 | 26 | ||||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 152.681 | 7,87 | 12.945 | 11,08 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 610.518 | 4,27 | 51.763 | 7,37 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 3.057 | 259 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 506 | 0,40 | 43 | 2,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13.447 | 1.140 | ||||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 91.324 | 5,84 | 7.743 | 8,98 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4.741 | 47,42 | 402 | 50,75 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 2.477 | 210 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.179 | 100 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 3.630 | 0,14 | 308 | 3,02 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 207.319 | 0,32 | 17.578 | 3,30 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 13.852 | 0,11 | 1.174 | 3,07 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 109.815 | 13,88 | 9.311 | 17,27 | ||||
| 2026-05-07 | 13F | swisspartners Advisors Ltd | 128.740 | 0,93 | 10.855 | 3,47 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 7.552 | 7,17 | 640 | 10,34 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 22.513 | 1.985 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53.240 | 247,81 | 4.514 | 258,17 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 230.858 | 6,19 | 19.576 | 9,35 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 4.237 | 0,02 | 359 | 3,16 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 312 | 90,24 | 26 | 100,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 124.401 | 27,80 | 10.547 | 31,61 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 130.251 | 1,63 | 11.043 | 4,65 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.553 | 132 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 22.620 | 47,77 | 1.887 | 49,76 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 58.208 | 15,09 | 5 | 0,00 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 81 | 161,29 | 7 | 200,00 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 207.319 | 0,32 | 18 | 0,00 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 75 | 2,74 | 6 | 20,00 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4.769 | 3,49 | 404 | 6,60 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 27.600 | 1,94 | 2.340 | 4,98 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2.789 | 236 | ||||||
| 2026-04-22 | 13F | DDFG, Inc | 49.896 | 6,53 | 4.230 | 9,70 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.097 | 9,08 | 347 | 12,30 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 291.826 | 7,20 | 24.028 | 114.319,05 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 9 | 1 | ||||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 9.754 | 9,73 | 827 | 13,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 2.119 | 4,59 | 177 | 4,76 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5.059 | 0,18 | 429 | 3,13 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6.172 | 11,77 | 523 | 15,20 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 10.218 | 866 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 82.835 | 1,35 | 7.023 | 4,37 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.659 | 0,06 | 141 | 2,94 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 3.116 | 0,16 | 264 | 3,13 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 6.416 | 0,30 | 544 | 3,23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 804 | 68 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 28.039 | 0,96 | 2.377 | 3,98 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 61.754 | 1,69 | 5.236 | 4,70 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 8.295 | 1,16 | 703 | 4,15 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 84.934 | 1,53 | 7.201 | 4,54 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 205 | 0,49 | 17 | 6,25 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 20.867 | 3,81 | 1.769 | 6,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.245 | 11,30 | 190 | 14,46 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 69.972 | 5,95 | 5.933 | 9,10 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 2.876 | 244 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 621 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 195.305 | 0,95 | 16.559 | 3,96 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 10.341 | 83,91 | 865 | 87,23 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 25.306 | 200,12 | 2.146 | 209,08 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 35.683 | 100,01 | 3.025 | 106,06 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.751 | 148 |
