AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares Core 40/60 Moderate Allocation ETF
US ˙ ARCA ˙ US4642898757

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
(%)
2026-05-11 13F Delta Asset Management Llc/tn 405 -5,81 19 -5,00
2026-05-07 13F BlueStem Wealth Partners, LLC 26.110 -0,07 1.237 -0,88
2026-05-14 13F Captrust Financial Advisors 8.104 -4,40 384 -5,20
2026-04-13 13F Mkd Wealth Coaches, Llc 5.683 -5,49 269 -5,94
2026-05-04 13F Archer Investment Corp 522 -17,80 25 -20,00
2026-04-10 13F RTD Financial Advisors, Inc. 8.172 -6,64 387 -7,19
2026-05-14 13F Gwn Securities Inc. 9.207 -3,77 436 -4,39
2026-04-13 13F Sherman Wealth Management LLC 5.383 -0,24 255 -1,17
2026-04-13 13F Kmg Fiduciary Partners, Llc 22.695 -1,74 1.075 -2,45
2026-05-13 13F O'shaughnessy Asset Management, Llc 1.183 -5,89 56 -5,08
2026-04-20 13F Jfs Wealth Advisors, Llc 3.965 -6,92 188 -7,88
2026-02-13 13F RFP Financial Group LLC 0 -100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 4.990 -5,67 236 -6,35
2026-05-15 13F Mission Wealth Management, Lp 4.785 -21,35 227 -22,07
2026-01-14 13F Northwest Wealth Management, Llc 0 -100,00 0
2026-05-14 13F Cwm, Llc 5.156 -33,97 244
2026-05-11 13F Nomura Asset Management Co Ltd 0 -100,00 0
2026-04-06 13F Private Client Services, Llc 0 -100,00 0
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 0 -100,00 0
2026-05-05 13F Atria Investments Llc 4.548 -6,52 215 -7,33
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 15.234 -19,56 722 -20,16
2026-04-20 13F Financial Enhancement Group LLC 0 -100,00 0 -100,00
2026-01-27 13F Elevate Wealth Advisory, Inc 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 11.659 -19,26 552 -19,88
2026-05-13 13F Federation des caisses Desjardins du Quebec 8.093 -17,00 383 -17,63
2026-05-15 13F Ameriprise Financial Inc 262.366 -28,84 12.429 -29,39
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-30 13F Elevated Capital Advisors, LLC 367 -0,27 17 0,00
2026-02-13 13F Colony Group, LLC 77.739 -0,57 3.711 -0,24
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-04-16 13F VVR Holdings LLC 61.321 -5,57 2.905 -6,29
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-04-13 13F Plan Group Financial, LLC 8.390 -12,59 397 -13,32
2026-04-29 13F Efficient Advisors, LLC 5.340 -27,06 253 -27,79
2026-04-22 13F Janney Montgomery Scott LLC 4.497 -75,37 0
2026-04-17 13F Summit Wealth Partners, LLC 12.078 -6,82 572 -7,44
2026-05-13 13F GeoWealth Management, LLC 7.743 -5,93 367 -6,63
2026-04-20 13F Consilium Wealth Advisory, LLC 76.627 -16,90 3.630 -17,54
2026-05-07 13F Sagespring Wealth Partners, Llc 6.797 -0,77 322 -1,53
2026-05-07 13F Hanover Advisors Inc 32.696 -58,48 1.549 -58,81
2026-01-21 13F Mason & Associates, LLC 0 -100,00 0
2026-05-19 13F McIlrath & Eck, LLC 1.249 -30,61 59 -30,59
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-04-10 13F Aquire Wealth Advisors, LLC 0 -100,00 0
2026-05-11 13F National Wealth Management Group, LLC 4.781 -29,74 226 -30,25
2026-05-08 13F Steward Partners Investment Advisory, Llc 14.152 -11,64 670 -12,30
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-05-11 13F Salomon & Ludwin, LLC 1.738 -0,34 82 -1,20
2026-05-12 13F Creative Planning 5.567 -26,60 264 -27,15
2026-05-12 13F One Capital Management, LLC 21.860 -19,00 1.036 -19,64
2026-05-07 13F AlTi Global, Inc. 15.014 -1,19 711 -1,93
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-05-05 13F Steel Peak Wealth Management LLC 12.953 -9,99 614 -10,64
2026-02-26 13F Ssa Swiss Advisors Ag 4.003 -9,70 191 -9,05
2026-05-01 13F Harwood Advisory Group, LLC 2.097 -12,30 99 -13,16
2026-05-05 13F Gallacher Capital Management LLC 25.270 -5,48 1.197 -6,19
2026-02-12 13F Commonwealth Equity Services, Llc 145.030 -0,06 6.922 115.266,67
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 10.574 -6,73 501 -7,58
2026-01-23 13F Octavia Wealth Advisors, LLC 0 -100,00 0
2026-02-13 13F Umb Bank N A/mo 0 -100,00 0
2026-05-01 13F American Trust 23.589 -7,73 1.117 -8,44
2026-05-11 13F Adams Wealth Management 0 -100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 109 -3,54 5 0,00
2026-04-13 13F Fiduciary Financial Group, Llc 5.156 -0,08 244 -0,81
2026-02-17 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 0 -100,00 0
2026-05-12 13F KilterHowling LLC 5.000 -91,97 237 -92,05
2026-05-13 13F AE Wealth Management LLC 12.586 -4,59 596 -5,25
2026-04-21 13F Laurel Oak Wealth Management, Llc 12.833 -13,75 608 -14,51
2026-04-17 13F AdvisorNet Financial, Inc 2.250 -20,16 107 -20,90
2026-05-04 13F Syverson Strege & Co 6.419 -28,10 304 -28,64
2026-04-13 13F Creative Financial Designs Inc /adv 52 -28,77 2 -33,33
2026-05-14 13F Raymond James Financial Inc 102.147 -76,82 4.839 -76,99
2026-05-05 13F Sanctuary Advisors, LLC 4.285 -13,12 203 -13,25
2026-05-13 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 0 -100,00 0
2026-05-15 13F Morgan Stanley 714.713 -16,55 33.856 -17,18
2026-02-17 13F Ancora Advisors, LLC 0 -100,00 0
2026-05-11 13F CacheTech Inc. 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 4.786 -1,60 227 -2,59
2026-04-29 13F Axxcess Wealth Management, Llc 19.110 -7,26 905 -7,93
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-15 13F TCG Advisory Services, LLC 35.415 -87,42 1.678 -87,52
2026-05-14 13F Fort Point Capital Partners LLC 8.412 -1,21 398 -3,16
2026-05-01 13F Mutual Advisors, LLC 66.229 -2,02 3.137 -2,76
2026-04-23 13F Oppenheimer Asset Management Inc. 0 -100,00 0
2026-04-27 13F Thrive Capital Management, LLC 20.257 -0,65 960 -1,44
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-05-15 13F MAI Capital Management 14.027 -4,58 664 -5,28
2026-05-01 13F HFM Investment Advisors, LLC 1.631 -37,84 77 -38,40
2026-04-15 13F Archford Capital Strategies, LLC 6.283 -7,66 298 -8,33
2026-02-13 13F Nicolet Advisory Services, Llc 4.690 -36,09 227 -35,06
2026-04-22 13F Onyx Bridge Wealth Group LLC 77.729 -0,47 3.682 -1,21
2026-05-13 13F Cetera Investment Advisers 215.782 -1,20 10.222 -1,95
2026-04-15 13F Bright Futures Wealth Management, LLC. 6.697 -12,59 317 -13,15
2026-05-14 13F Beaird Harris Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 68.471 -24,54 3.236 -25,90
2026-04-15 13F Milestone Asset Management, Llc 31.952 -0,57 1.514 -1,30
2026-02-05 13F Evensky & Katz LLC 0 -100,00 0
2026-05-14 13F Rockefeller Capital Management L.P. 5.866 -2,70 278 -3,48
2026-01-21 13F Stonebridge Financial Group, LLC 0 -100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 8.341 -2,88 395 -3,42
2026-05-11 13F Seeds Investor Llc 70.828 -11,31 3.442 -9,68
2026-04-21 13F Wedbush Securities Inc 9.490 -58,74 0 -100,00
2026-05-12 13F Stifel Financial Corp 37.816 -5,15 1.791 -5,84
2026-04-13 13F Enclave Advisors LLC 46.253 -2,31 2.191 -3,01
2026-02-02 13F CX Institutional 0 -100,00 0
2026-04-17 13F Sovereign Financial Group, Inc. 21.907 -1,09 1.038 -1,89
2026-05-04 13F Paragon Advisors, LLC 0 -100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 24.602 -0,40 1.165 -1,19
2026-04-20 13F McKinley Carter Wealth Services, Inc. 5.013 -4,04 237 -4,82
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-05-06 13F DecisionPoint Financial, LLC 0 -100,00 0
2026-04-21 13F Patton Albertson Miller Group, Llc 30.560 -27,65 1.448 -28,22
2026-05-15 13F Eight 31 Financial Llc 20.863 -0,11 988 -0,80
2026-05-15 13F Bank Of America Corp /de/ 287.469 -1,90 13.617 -2,64
2026-05-12 13F Ameritas Advisory Services, LLC 75.906 -2,35 3.596 -3,10
2026-04-21 13F Unique Wealth, Llc 10.501 -28,71 497 -29,30
2026-04-30 13F Manske Wealth Management 42.011 -1,18 1.990 -1,92
2026-05-15 13F Keating Financial Advisory Services, Inc. 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 293.205 -46,20 13.889 -46,61
2026-05-15 13F TRUE Private Wealth Advisors 49.511 -1,77 2.345 -2,49
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 61 -6,15 3 -33,33
2026-02-02 13F Estate Counselors, LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-27 13F Truist Financial Corp 89.285 -1,54 4.229 -2,29
2026-05-15 13F Advisory Services Network, LLC 13.430 -1,90 636 -2,60
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-15 13F Sightline Wealth Advisors, LLC 5.113 -6,56 242 -7,28
2026-04-20 13F Ritholtz Wealth Management 19.370 -5,57 918 -6,33
2026-04-22 13F Clear Creek Financial Management, LLC 10.453 -5,08 495 -5,71
2026-05-05 13F HighTower Advisors, LLC 18.201 -7,19 862 -7,81
2026-04-17 13F Legacy Wealth Partners, LLC 31.035 -6,86 1.470 -7,55
2026-05-19 13F Royal Fund Management, LLC 110.496 -3,06 5.234 -3,79
2026-04-28 13F Northstar Group, Inc. 15.295 -8,14 725 -8,82
2026-05-15 13F United Capital Financial Advisers, Llc 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 3.379 -24,07 160 -24,53
2026-05-11 13F Smith Partners Wealth Management, LLC 4.803 -27,89 228 -28,39
2026-05-06 13F LPL Financial LLC 1.257.761 -1,18 59.580 -1,92
2026-01-05 13F Noble Wealth Management PBC 0 -100,00 0
2026-04-08 13F RDA Financial Network 24.270 -1,62 1.150 -2,38
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