AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares Core 30/70 Conservative Allocation ETF
US ˙ ARCA ˙ US4642898831

Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.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
(%)
2026-05-07 13F BlueStem Wealth Partners, LLC 30.427 -3,04 1.214 -3,65
2026-05-14 13F Endeavor Private Wealth, Inc. 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 1.394 -0,57 56 -1,79
2026-05-15 13F CI Private Wealth, LLC 30.021 -14,23 1.198 -14,74
2026-05-15 13F National Bank Of Canada /fi/ 31.119 -20,05 1.241 -20,82
2026-05-15 13F Integrated Wealth Concepts LLC 14.287 -28,31 570 -28,79
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 23.198 -0,15 925 -0,75
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-05-08 13F Wall Street Access Asset Management, LLC 0 -100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 1.337 -3,54 53 -3,64
2026-04-17 13F Sovereign Financial Group, Inc. 21.092 -25,65 841 -26,10
2026-05-14 13F Camarda Financial Advisors, LLC 17.899 -3,24 714 -3,91
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-04-27 13F Thrive Capital Management, LLC 25.970 -3,35 1.036 -3,99
2026-05-04 13F Mml Investors Services, Llc 7.827 -12,70 312 -13,09
2026-02-03 13F Plan Group Financial, LLC 0 -100,00 0
2026-05-11 13F Valpey Financial Services, LLC 9.836 -14,22 392 -14,78
2026-05-12 13F Bnp Paribas Arbitrage, Sa 28 -6,67 1 0,00
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-05-13 13F Archvest Wealth Advisors, Inc. 7.825 -29,22 312 -29,57
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 0 -100,00 0
2026-05-14 13F Integrity Financial Corp /WA 4.230 -2,04 169 -2,89
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 29.764 -22,88 1.187 -23,32
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-10 13F RTD Financial Advisors, Inc. 0 -100,00 0
2026-04-14 13F Well Done, LLC 6.538 -3,11 261 -3,70
2026-05-06 13F Assetmark, Inc 495 -1,59 20 -5,00
2026-05-13 13F Bank Of Montreal /can/ 7.744 -5,64 309 -6,38
2026-04-13 13F Creative Financial Designs Inc /adv 10.826 -27,71 432 -28,17
2026-05-04 13F Envestnet Asset Management Inc 14.067 -85,66 561 -85,75
2026-04-22 13F Janney Montgomery Scott LLC 5.025 -80,62 0 -100,00
2026-05-13 13F Lido Advisors, LLC 55.500 -64,59 2.214 -64,83
2026-01-26 13F Moss Adams Wealth Advisors LLC 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 71.533 -25,01 2.853 -25,47
2026-05-15 13F Royal Bank Of Canada 24.943 -36,59 996 -36,88
2026-05-04 13F Wealth Forward, LLC 15.266 -0,93 609 -1,62
2026-05-08 13F Steward Partners Investment Advisory, Llc 12.702 -52,61 507 -52,93
2026-05-15 13F Bank Of America Corp /de/ 165.955 -9,17 6.620 -9,72
2026-05-12 13F Waterloo Capital, L.P. 35.302 -2,10 1.408 -2,70
2026-04-27 13F USAdvisors Wealth Management, LLC 5.868 -1,89 0
2026-05-11 13F Wells Fargo & Company/mn 108.224 -31,37 4.317 -31,78
2026-05-15 13F Morgan Stanley 172.626 -28,42 6.886 -28,84
2026-04-24 13F Private Advisor Group, LLC 71.809 -4,59 2.864 -5,17
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-21 13F Unique Wealth, Llc 12.255 -0,14 489 -0,81
2026-05-13 13F Forefront Analytics, LLC 0 -100,00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 11.943 -1,40 476 -2,06
2026-04-22 13F Spire Wealth Management 6.392 -10,12 255 -10,88
2026-05-11 13F Aptus Capital Advisors, LLC 365 -39,27 15 -41,67
2026-05-13 13F Visionary Wealth Advisors 28.075 -41,97 1.120 -42,35
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-04-17 13F Legacy Wealth Partners, LLC 17.680 -1,23 705 -1,81
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-05 13F UBS Group AG 28.337 -1,29 1.130 -1,91
2026-04-28 13F Golden State Wealth Management, LLC 0 -100,00 0
2026-01-27 13F WestEnd Advisors, LLC 0 -100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 0 -100,00 0
2026-04-27 13F Denver Wealth Management, Inc. 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 107 -87,60 4 -88,24
2026-05-13 13F Mariner, LLC 38.373 -3,22 1.531 -3,83
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-14 13F Raymond James Financial Inc 22.647 -94,31 903 -94,35
2026-05-21 13F Verus Capital Partners, Llc 11.455 -1,08 457 -1,72
2026-05-13 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2026-05-06 13F LPL Financial LLC 638.539 -1,30 25.471 -1,89
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