Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF eröffnet haben, gehören Burns Matteson Capital Management, LLC, Gts Securities Llc, Advisors Preferred, LLC, SageView Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 81.152 | 1,48 | 3.540 | 2,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.258.841 | 0,21 | 54.907 | 0,88 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 31.089 | 3,93 | 1.356 | 4,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 70.653 | 98,24 | 3.082 | 99,55 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 6.790 | 0,10 | 296 | 0,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 519 | 76,53 | 23 | 83,33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 65.756 | 4,03 | 2.868 | 4,63 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79.583 | 23,65 | 3.471 | 24,45 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 9.915 | 0,33 | 432 | 0,93 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.220 | 15,93 | 97 | 17,07 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 46.540 | 1,42 | 2.030 | 2,06 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 24 | 84,62 | 1 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 20.168 | 15,92 | 880 | 16,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.772 | 1,89 | 165 | 2,50 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.045 | 6,14 | 220 | 7,32 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 908 | 0,44 | 40 | 0,00 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 10.622 | 463 | ||||||
| 2026-04-06 | 13F | CX Institutional | 346 | 0,58 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.388 | 5,25 | 450 | 6,13 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3.751 | 0,32 | 164 | 0,62 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 55.271 | 192,76 | 2.411 | 194,62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 39.215 | 1.710 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22.720 | 59.689,47 | 991 | 99.000,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7.741 | 0 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 47.778 | 2.084 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.031 | 45 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 127.187 | 0,07 | 5.548 | 0,73 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.993 | 11,63 | 218 | 12,44 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 17.955 | 2,24 | 783 | 3,03 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 36.600 | 4,87 | 1.596 | 5,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 32.138 | 70,85 | 1.402 | 71,90 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 12.343 | 36,49 | 538 | 37,60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 198 | 9 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 26.676 | 21,44 | 1.164 | 22,29 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3.519 | 1.410,30 | 153 | 1.430,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 19.601 | 0,90 | 860 | 2,14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5.308 | 235 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 19.163 | 0,43 | 836 | 1,09 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 12.653 | 3,92 | 552 | 4,55 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 372 | 100,00 | 16 | 100,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 570 | 0,18 | 25 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.415 | 0,28 | 62 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.339 | 4,20 | 233 | 4,50 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 537 | 23 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.765 | 77 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 12.391 | 0,48 | 1 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 4.045 | 0,05 | 176 | 0,57 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4.991 | 0,26 | 218 | 0,93 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 3.596 | 157 | ||||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | Call | 50.000 | 4.085 | |||||
| 2026-05-01 | 13F | Sachetta, LLC | 72 | 24,14 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24.587 | 9,72 | 1.072 | 10,52 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 987 | 2,92 | 43 | 4,88 |
