ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares Morningstar Small-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
(%)
2026-05-05 13F UBS Group AG 132.478 -1,46 9.209 -0,01
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-08 13F Towerpoint Wealth, LLC 5.010 -14,85 348 -13,65
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-05-15 13F Harbour Investments, Inc. 4.450 -8,25 309 -6,93
2026-05-06 13F Assetmark, Inc 84 -67,32 6 -70,59
2026-04-28 13F Abel Hall, LLC 9.817 -0,88 682 0,59
2026-05-13 13F Mariner, LLC 15.631 -8,32 1.086 -6,94
2026-04-23 13F Harbor Investment Advisory, Llc 0 -100,00 0
2026-05-04 13F Rodgers & Associates, LTD 41.835 -4,98 2.908 -3,58
2026-05-06 13F LPL Financial LLC 226.955 -1,86 15.776 -0,42
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-05-14 13F Raymond James Financial Inc 111.685 -2,04 7.763 -0,59
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 293.423 -2,51 20.396 -1,08
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 33.664 -0,42 2.340 1,08
2026-02-12 13F Commonwealth Equity Services, Llc 55.143 -0,86 3.777 125.800,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 6.509 -36,76 455 -37,72
2026-05-05 13F Prosperity Consulting Group, LLC 34.637 -6,88 2.408 -5,53
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-13 13F Bank Of Montreal /can/ 503 -9,04 35 -8,11
2026-05-15 13F Summit Financial, LLC 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 4.501 -0,79 313 0,65
2026-05-11 13F Citigroup Inc 4.502 -55,82 313 -55,30
2026-05-15 13F Morgan Stanley 299.793 -5,28 20.839 -3,88
2026-05-15 13F Ameriprise Financial Inc 38.406 -14,93 2.670 -13,68
2026-05-13 13F Transcend Wealth Collective, Llc 4.649 -18,82 323 -17,60
2026-01-29 13F Comerica Bank 16.870 -1,50 1.156 1,23
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-24 13F rebel Financial LLC 6.524 -4,02 453 -2,58
2026-05-19 13F Western Wealth Management, LLC 2.955 -20,24 205 -18,97
2026-05-15 13F Perennial Investment Advisors, LLC 27.895 -0,84 1.939 0,57
2026-04-15 13F Fortitude Family Office, LLC 61 -52,34 4 -50,00
2026-05-06 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-05-15 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2026-02-13 13F Colony Group, LLC 285.323 -30,99 19.545 -28,99
2026-05-05 13F Black Diamond Financial, LLC 19.629 -57,55 1.364 -56,93
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-04-22 13F Janney Montgomery Scott LLC 13.988 -1,47 1
2026-05-14 13F HighPoint Advisor Group LLC 9.631 -7,43 669 -6,04
2026-04-27 13F Pensionmark Financial Group, Llc 0 -100,00 0
2026-05-14 13F Captrust Financial Advisors 34.730 -4,23 2.414 -2,82
2026-05-04 13F Barrett & Company, Inc. 3.154 -3,72 219 -2,23
2026-05-15 13F Richwood Investment Advisors, LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-24 13F Courage Miller Partners, LLC 7.774 -0,72 540 0,75
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-07 13F MONECO Advisors, LLC 4.504 -7,13 313 -5,72
2026-05-07 13F Pacific Sun Financial Corp 9.319 -2,51 648 -1,07
2026-05-14 13F Cwm, Llc 3.497 -0,68 243
2026-05-15 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-29 13F Ipsen Advisor Group LLC 55.811 -0,31 3.879 1,17
2026-04-22 13F Jim Saulnier & Associates, Llc 10.052 -0,12 699 1,31
2026-05-01 13F Evolution Advisers, Inc. 0 -100,00 0
2026-04-15 13F Atwood & Palmer Inc 0 -100,00 0
2026-04-14 13F Twin Cities Retirement Group LLC 29.093 -2,27 2.022 -0,83
2026-01-05 13F Park Avenue Securities Llc 0 -100,00 0
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