Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Morningstar Small-Cap ETF eröffnet haben, gehören Hrt Financial Lp, Clal Insurance Enterprises Holdings Ltd, Brasada Capital Management, Lp, John A. Wolfe & Associates, Inc., TopTier Wealth Management, LLC, und Vanguard Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 3.855 | 0,13 | 251 | 0,00 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | Call | 36.700 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 22.398 | 3,50 | 1.458 | 3,63 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 22.182 | 2,12 | 1.443 | 2,20 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.548 | 54,53 | 231 | 54,36 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.031 | 0,25 | 262 | 0,38 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 6.198 | 0,28 | 403 | 0,50 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3.538 | 10,18 | 233 | 7,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1.808 | 20,13 | 118 | 20,62 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 2.240 | 146 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.148 | 100,00 | 75 | 100,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 189.650 | 6,34 | 12.344 | 6,46 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 139.700 | 15 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 33.665 | 1,27 | 2.191 | 1,39 | ||||
| 2026-05-15 | 13F | Brasada Capital Management, Lp | Call | 6.000 | 543 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.135 | 139 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5.937 | 0,76 | 387 | 3,49 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 2.239 | 146 | ||||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | Call | 11.000 | 1 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.645 | 237 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 270.252 | 0,08 | 17.591 | 0,19 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4.099 | 0,24 | 267 | 0,38 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.791 | 242,77 | 246 | 251,43 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 4.777 | 0,04 | 311 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 11.632 | 6,11 | 757 | 6,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 374 | 24 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 35.100 | 14,33 | 6.008 | 66,12 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 10.713 | 94,68 | 697 | 95,24 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 64 | 4 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 6.478 | 4,47 | 0 | |||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Put | 6.323.600 | 18,70 | 509.152 | 17,32 | |||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 392 | 26 | ||||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 10.780 | 0,95 | 702 | 1,01 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 6.099 | 397 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 24.936 | 0,27 | 1.623 | -0,49 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 900 | 59 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 8.626 | 0,09 | 561 | 0,18 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 71.704 | 0,43 | 4.667 | 0,56 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 6.955 | 0,01 | 453 | 0,00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 26.648 | 8,53 | 1.734 | 8,65 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.172 | 79,75 | 457 | 76,45 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 29.413 | 1,41 | 1.914 | 1,54 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 3.531 | 0,06 | 230 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 6.684 | 2,72 | 435 | 2,84 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7.728 | 1,59 | 503 | 1,62 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.157 | 28,62 | 140 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 9.318 | 22,77 | 606 | 22,92 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 8.392 | 0,96 | 546 | 1,11 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.378 | 7,82 | 90 | 7,23 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 400 | 26 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1.600 | 104 |
