Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares ESG Select Screened S&P 500 ETF eröffnet haben, gehören Keybank National Association/oh, Bank of New York Mellon Corp, Bartlett & Co. Wealth Management Llc, NerdWallet Wealth Partners, LLC, Prosperity Consulting Group, LLC, Wealth Group Ltd, Perigon Wealth Management, LLC, Peak Retirement Planning, Inc., Patriot Financial Group Insurance Agency, LLC, Ellis Investment Partners, LLC, Seeds Investor Llc, Western Wealth Management, LLC, Wells Fargo & Company/mn, Ashton Thomas Private Wealth, LLC, Tidemark, LLC, GW&K Investment Management, LLC, EverSource Wealth Advisors, LLC, und Clarity Asset Management, 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 | Archer Investment Corp | 10.580 | 5.011,11 | 521 | 5.100,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 30.769 | 38,03 | 1.622 | 162.000,00 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1.918 | 0,05 | 94 | -6,93 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 2.776 | 0,07 | 137 | -6,85 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 7.101 | 12,70 | 350 | 5,12 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 22.385 | 1.102 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 46.315 | 12,04 | 2.280 | 4,64 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 23.005 | 20,61 | 1.212 | 23,42 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 15.203 | 7,21 | 748 | 0,13 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 7.339 | 59,44 | 361 | 49,17 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 32.503 | 16,02 | 1.554 | 5,28 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 47.274 | 26,56 | 2.327 | 18,19 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 5.875 | 1,24 | 289 | -5,25 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 11.904 | 0,24 | 586 | -6,40 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 159.517 | 7.851 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 280 | 191,67 | 14 | 160,00 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 4.113 | 202 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6.109 | 0,10 | 301 | -6,54 | ||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 205 | 2,00 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 22.568 | 2,28 | 1.111 | -4,48 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 44.743 | 6,57 | 2.202 | -0,45 | ||||
| 2026-05-14 | 13F | Betterment LLC | 9.267 | 3,43 | 0 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 150 | 87,50 | 7 | 75,00 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 5.225 | 8,29 | 257 | 1,18 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 6.336 | 0,25 | 312 | -6,61 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 4.910 | 242 | ||||||
| 2026-04-22 | 13F | RMR Wealth Builders | 10.897 | 145,65 | 536 | 130,04 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4.979 | 3,36 | 245 | -3,16 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 28.388 | 0,90 | 1.397 | -5,74 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 122 | 6 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 28.061 | 10,49 | 1.381 | 3,21 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 1.655 | 0,24 | 81 | -5,81 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10.766 | 530 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 4.925 | 242 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 32.016 | 46,27 | 1.576 | 36,60 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 30.155 | 25,31 | 1.484 | 17,03 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 30.939 | 1,27 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.569 | 77 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 9.631 | 7,07 | 474 | 0,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 273.521 | 6,79 | 13.463 | -0,27 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 7.227 | 0,21 | 356 | -6,58 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 30.142 | 0,43 | 1.484 | -6,20 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 17.386 | 2,45 | 856 | -4,36 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 17.756 | 4,67 | 874 | -2,24 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 10.905 | 1,39 | 537 | -5,30 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 762 | 0,26 | 37 | -7,50 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.655 | 131 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 4.140 | 204 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 72.370 | 8,52 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 14.069 | 692 | ||||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 8.691 | 0,45 | 428 | -6,15 | ||||
| 2026-04-27 | 13F | University of Cambridge Investment Management Ltd | 108.401 | -43,55 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 39.312 | 1.935 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.567 | 126 | ||||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 13.815 | 31,51 | 680 | 22,78 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 5.053 | 1,81 | 249 | -4,98 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 16.042 | 4,02 | 790 | -2,83 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 14.732 | 40,69 | 725 | 31,58 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 18.843 | 47,86 | 927 | 38,15 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.568 | 77 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 6.602 | 0,11 | 325 | -6,63 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 3.856 | 204 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 152 | 7 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 7.271 | 0,22 | 358 | -6,54 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 15.944 | 4,99 | 785 | -2,00 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 1.298 | 64 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 40.300 | 1.984 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 21.873 | 1.077 | ||||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 16.867 | 27,21 | 830 | 18,91 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 6.244 | 33,82 | 334 | 34,14 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 73.210 | 3.603 | ||||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 7.158 | 1,23 | 352 | -5,38 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 128.320 | 6.296,81 | 6.316 | 5.914,29 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 218.970 | 19,00 | 10.778 | 11,14 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 160 | 8 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 17.666 | 0,18 | 870 | -6,46 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 247.274 | 7,09 | 12.171 | 0,02 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3.023 | 282,66 | 0 | |||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 71.500 | 5,66 | 3.519 | -1,32 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 35.571 | 1.951 | ||||||
| 2026-04-10 | 13F | Wealth Group Ltd | 5.570 | 274 | ||||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 11.997 | 11,70 | 591 | 4,42 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 480 | 464,71 | 24 | 475,00 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 415 | 0 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 493 | 22,33 | 24 | 14,29 |
