EVUS / iShares Trust - iShares ESG Aware MSCI USA Value ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares ESG Aware MSCI USA Value ETF
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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
(%)
2026-04-20 13F Jfs Wealth Advisors, Llc 2.394 -15,11 76 -15,56
2026-05-04 13F One Wealth Capital Management, Llc 10.905 -10,78 368 -6,14
2026-04-21 13F One Wealth Advisors, LLC 45.575 -12,36 1.451 -12,97
2026-04-17 13F RFG Advisory, LLC 16.211 -10,03 516 -10,57
2026-05-01 13F Emerald Investment Partners, Llc 314 -15,82 10 -18,18
2026-05-13 13F AE Wealth Management LLC 3.643 -31,19 116 -31,95
2026-05-08 13F Maia Wealth LLC 0 -100,00 0
2026-05-04 13F Envestnet Asset Management Inc 3.034.058 -9,00 96.579 -9,59
2026-05-14 13F Kilter Group LLC 276 -8,00 9 -11,11
2026-05-01 13F International Assets Investment Management, Llc 0 -100,00 0
2026-04-29 13F Horst & Graben Wealth Management LLC 38.629 -1,63 1.305 3,66
2026-05-11 13F Aptus Capital Advisors, LLC 621 -11,91 20 -13,64
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 580.773 -12,85 18.487 -13,42
2026-04-21 13F RCS Financial Planning, LLC 8.878 -11,73 283 -12,42
2026-05-08 13F Pnc Financial Services Group, Inc. 908 -2,16 29 -3,45
2026-05-06 13F LPL Financial LLC 773.213 -3,10 24.613 -3,73
2026-04-10 13F Perigon Wealth Management, LLC 45.988 -9,34 1.464 -9,97
2026-05-15 13F Advisory Services Network, LLC 16.643 -1,18 530 -1,86
2026-05-08 13F Resources Investment Advisors, LLC. 36.831 -14,37 1.172 -14,95
2026-04-07 13F Park Avenue Securities Llc 295.814 -10,64 9 -10,00
2026-04-27 13F Pensionmark Financial Group, Llc 12.664 -10,70 403 -11,23
2026-05-15 13F United Capital Financial Advisers, Llc 45.595 -11,11 1.453 -11,63
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 34.886 -15,13 1 0,00
2026-05-15 13F Bank Of America Corp /de/ 0 -100,00 0
2026-05-06 13F Bessemer Group Inc 0 -100,00 0
2026-05-14 13F Regal Investment Advisors LLC 14.940 -15,12 476 -15,63
2026-01-29 13F UBS Group AG 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers 194.564 -10,03 6.193 -10,61
2026-05-13 13F BlackRock, Inc. 1.300 -14,87 41 -14,58
2026-05-12 13F Strategic Wealth Partners, Ltd. 0 -100,00 0
2026-02-05 13F Allworth Financial LP 0 -100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 12.620 -6,51 402 -7,18
2026-05-13 13F Lido Advisors, LLC 230.836 -0,87 7.348 0,22
2026-05-13 13F GeoWealth Management, LLC 52.890 -9,12 1.684 -9,71
2026-05-15 13F Advisor Group Holdings, Inc. 9.946 -14,42 317 -15,05
2026-05-05 13F Atria Investments Llc 10.300 -6,34 328 -7,10
2026-05-07 13F Key Capital Management, INC 41 -12,77 1 0,00
2026-04-30 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-04-08 13F Sharkey, Howes & Javer 38.585 -10,16 1.228 -10,76
2026-05-06 13F Assetmark, Inc 75.093 -10,57 2.390 -11,15
2026-04-23 13F Oregon Pacific Wealth Management, LLC 6.320 -3,25 201 -3,83
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 16.003 -9,70 509 -10,23
2026-05-05 13F Bank of New York Mellon Corp 36.772 -12,35 1.170 -12,95
2026-05-14 13F Capital Analysts, Inc. 5.929 -12,81 0
2026-05-04 13F Mml Investors Services, Llc 133.908 -20,46 4.262 -20,97
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-05-14 13F Davis Wealth Advisors, LLC 27.806 -7,44 885 -8,00
2026-05-07 13F Scarborough Advisors, LLC 0 -100,00 0
2026-05-07 13F Cassaday & Co Wealth Management LLC 12.566 -14,66 400 -15,29
2026-02-06 13F Global Retirement Partners, LLC 0 -100,00 0
2026-05-06 13F Kelsey Financial, LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 31.959 -11,71 1.017 -12,25
2026-05-05 13F Theory Financial Llc 8.871 -8,05 282 -11,87
2026-04-22 13F Janney Montgomery Scott LLC 89.684 -10,56 3 -33,33
2026-05-04 13F Wealthgarden F.s. Llc 6.507 -9,04 207 -12,66
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 21.338 -3,39 1
2026-05-14 13F Wealth Alliance 10.319 -10,95 328 -11,59
2026-05-15 13F/A EverSource Wealth Advisors, LLC 9.336 -8,32 297 -8,90
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
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