IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares Morningstar Mid-Cap 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
(%)
2026-05-12 13F Stifel Financial Corp 44.779 -2,18 3.797 0,72
2026-05-14 13F Vivaldi Capital Management, LLC 27.109 -1,57 2.298 1,37
2026-05-06 13F Aire Advisors, Llc 40.489 -0,14 3.433 2,82
2026-05-11 13F Vantagepoint Investment Advisers Llc 965.232 -4,27 81.838 -1,43
2026-05-04 13F Retirement Planning Group 15.790 -3,19 1.339 -0,30
2026-05-14 13F Us Bancorp \de\ 3.263 -11,88 277 -9,21
2026-02-11 13F Parallel Advisors, LLC 4.703 -1,36 387 1,04
2026-05-04 13F Gleason Group, Inc. 92 -65,80 8 -68,18
2026-05-14 13F Raymond James Financial Inc 444.547 -0,96 37.691 1,99
2026-05-15 13F Summit Financial, LLC 0 -100,00 0
2026-05-11 13F Godfrey Financial Associates, Inc. 126 -69,57 11 -70,59
2026-05-15 13F Integrated Wealth Concepts LLC 5.107 -10,67 433 -8,09
2026-05-12 13F Creative Planning 44.425 -0,01 3.767 2,95
2026-04-30 13F Private Trust Co Na 750 -12,18 64 -10,00
2026-05-04 13F Mml Investors Services, Llc 26.543 -5,62 2.250 -2,81
2026-04-30 13F Millstone Evans Group, LLC 38.313 -0,23 3.248 2,75
2026-05-15 13F Goldman Sachs Group Inc 7.866 -52,32 667 -50,96
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 11.231 -36,27 956 -35,84
2026-04-21 13F Red Tortoise LLC 0 -100,00 0
2026-04-21 13F GHP Investment Advisors, Inc. 81.317 -1,64 6.895 1,28
2026-05-14 13F Captrust Financial Advisors 45.062 -3,35 3.821 -0,49
2026-05-11 13F Chilton Capital Management Llc 1.225 -68,43 104 -67,71
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-04-27 13F Revisor Wealth Management LLC 2.527 -3,84 214 -4,89
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3.516 -4,20 298 -1,32
2026-05-12 13F WealthTrak Capital Management LLC 4.123 -0,77 350 2,05
2026-05-15 13F Fmr Llc 3.707 -1,23 314 1,62
2026-05-11 13F Wells Fargo & Company/mn 250.708 -4,05 21.256 -1,19
2026-05-15 13F Bank Of America Corp /de/ 202.168 -10,20 17.141 -7,53
2026-01-29 13F Comerica Bank 13.530 -0,44 1.114 2,11
2026-02-06 13F Global Retirement Partners, LLC 2.168 -1,14 179 1,14
2026-05-11 13F Aptus Capital Advisors, LLC 825 -60,55 70 -59,88
2026-05-12 13F Strategic Wealth Partners, Ltd. 0 -100,00 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0 -100,00
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-02-06 13F Larson Financial Group LLC 0 -100,00 0
2026-05-14 13F Level Four Advisory Services, Llc 0 -100,00 0
2026-04-23 13F Caliber Wealth Management, LLC / KS 24.638 -0,57 2.089 2,35
2026-05-13 13F Crews Bank & Trust 205 -32,79 17 -32,00
2026-04-24 13F rebel Financial LLC 4.382 -4,64 372 -1,85
2026-05-04 13F LaFleur & Godfrey LLC 9.786 -0,51 830 2,47
2026-01-20 13F Trust Investment Advisors 0 -100,00 0 -100,00
2026-02-13 13F Colony Group, LLC 24.401 -1,64 2.009 0,80
2026-05-07 13F Sage Financial Group Inc 6.362 -0,47 539 2,47
2026-05-05 13F Black Diamond Financial, LLC 217.137 -2,47 18.410 0,44
2026-01-09 13F Zrc Wealth Management, Llc 0 -100,00 0
2026-05-11 13F Brand Asset Management Group, Inc. 9.292 -3,59 788 -0,76
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-13 13F Runnymede Capital Advisors, Inc. 0 -100,00 0
2026-02-11 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-10 13F Savant Capital, LLC 0 -100,00 0
2026-04-24 13F Courage Miller Partners, LLC 18.515 -1,31 1.570 1,62
2026-04-28 13F Bogart Wealth, LLC 179 -61,59 15 -60,53
2026-05-11 13F Salomon & Ludwin, LLC 153 -4,97 13 0,00
2026-05-12 13F/A Signature Securities Group Corporation 14.728 -8,35 1.249 -5,67
2026-05-14 13F Islay Capital Management, Llc 0 -100,00 0
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-04-22 13F Jim Saulnier & Associates, Llc 24.931 -1,45 2.114 1,44
2026-05-14 13F EP Wealth Advisors, Inc. 43.037 -0,30 3.649 2,64
2026-02-17 13F Blair William & Co/il 0 -100,00 0
2026-05-13 13F Ameritas Investment Partners, Inc. 35 -69,57 3 -77,78
2026-05-15 13F Equitable Holdings, Inc. 330.315 -0,16 27.198 -0,16
2026-04-07 13F Orgel Wealth Management, LLC 342.827 -4,30 29.067 -1,45
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-04-17 13F James J. Burns & Company, LLC 18.922 -0,83 1.604 2,17
2026-05-15 13F CI Private Wealth, LLC 16.287 -6,05 1.381 -3,29
2026-02-17 13F Advisory Services Network, LLC 0 -100,00 0
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