Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Morningstar Small-Cap Value ETF eröffnet haben, gehören Independent Advisor Alliance, Eagle Strategies LLC, Warren Averett Asset Management, LLC, Pure Portfolios Holdings Llc, Daytona Street Capital LLC, und Litman Gregory Asset Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Fmr Llc | 4.911 | 33,13 | 341 | 35,32 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 11.031 | 2,62 | 767 | 4,08 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 5.833 | 0,38 | 405 | 1,76 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.764 | 0,11 | 123 | 1,67 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 46.233 | 4,16 | 3.214 | 5,69 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 6.588 | 0,30 | 458 | 1,78 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 5.128 | 0,27 | 356 | 1,71 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 43.969 | 1,26 | 3.012 | 4,08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 3.634 | 11,54 | 253 | 13,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12.695 | 882 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3.009 | 5,99 | 204 | 4,08 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.896 | 271 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 176 | 0,57 | 12 | 9,09 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 3.031 | 2,57 | 211 | 3,96 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.752 | 17,56 | 528 | 17,07 | ||||
| 2026-05-12 | 13F | Creative Planning | 4.961 | 0,02 | 345 | 1,47 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 58.356 | 2,71 | 4.056 | 4,24 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 133.805 | 141,93 | 9.301 | 145,51 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3.298 | 207,36 | 229 | 213,70 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 201.871 | 17,11 | 14.032 | 18,84 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 2.925 | 203 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 50.384 | 0,09 | 3.731 | 2,30 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1.000 | 25,00 | 70 | 27,78 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 5.591 | 389 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 345 | 24 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 2.546 | 0,39 | 177 | 1,73 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 5.731 | 0,39 | 398 | 1,79 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 119.235 | 8,09 | 8.288 | 9,70 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 187.603 | 0,23 | 13.040 | 1,71 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 234.525 | 51,08 | 16.302 | 53,32 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 57.300 | 2,74 | 3.983 | 4,24 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 102.633 | 3,38 | 7.134 | 4,91 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 700 | 49 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 2.925 | 200 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 15.568 | 10,51 | 1.082 | 12,12 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 20.730 | 4,24 | 1.420 | 4,26 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 946.217 | 4,16 | 65.772 | 5,69 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 36.535 | 5,21 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 16.836 | 1.170 | ||||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 13.572 | 0,35 | 943 | 1,84 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 85 | 1,19 | 6 | 0,00 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 3.550 | 247 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 8.778 | 610 | ||||||
| 2026-04-28 | 13F | Lansing Street Advisors | 4.873 | 0,21 | 339 | 1,50 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 72 | 105,71 | 5 | 150,00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2.953 | 205 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 13.113 | 2,45 | 911 | 4,00 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 5.539 | 3,44 | 385 | 5,19 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 7.982 | 0,54 | 547 | 3,21 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 187.603 | 0,23 | 13 | 8,33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 432 | 30 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6.846 | 6,29 | 476 | 7,71 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 15.951 | 15,47 | 1.185 | 18,15 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 6.656 | 13,66 | 463 | 15,21 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 148.789 | 5,51 | 10.342 | 7,07 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 9.416 | 0,38 | 654 | 1,87 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 22.290 | 3,74 | 1.549 | 5,30 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 4.882 | 26,08 | 340 | 27,92 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.886 | 239,31 | 341 | 246,94 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 8.586 | 12,62 | 597 | 14,18 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 46.867 | 2,45 | 3.180 | 1,47 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 686 | 0 |
