Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF includ Gts Securities Llc, Liberty One Investment Management, Llc, Safe Harbor Wealth Advisors, LLC, Ameriprise Financial Inc, Meridian Wealth Management, LLC, Soundwatch Capital LLC, Manchester Capital Management LLC, și TD Waterhouse Canada Inc. .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | UBS Group AG | 5.701 | 533,44 | 504 | 452,75 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 724.457 | 7,53 | 64.028 | -6,45 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2.404 | 1,86 | 212 | -11,30 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 52.534 | 101,28 | 4.643 | 75,10 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 867 | 3,34 | 77 | -10,59 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 307.588 | 4,37 | 27.185 | -9,20 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.809 | 0,04 | 248 | -12,98 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 27.866 | 0,08 | 2.463 | -12,94 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 44.940 | 1,82 | 3.972 | -11,42 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 11.086 | 2.204,78 | 1 | -100,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 85.782 | 2,56 | 7.284 | -14,28 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 40.924 | 84,67 | 3.617 | 60,61 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 28.966 | 2,07 | 2.560 | -11,20 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 6.062 | 1,02 | 536 | -12,15 | ||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 2.415 | 213 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4.217 | 68,68 | 373 | 47,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23.521 | 121,52 | 2.079 | 92,76 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 14.120 | 1.434 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 162 | 14 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 8.133 | 9,91 | 719 | -4,39 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 32.743 | 2.894 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 17.175 | 41,30 | 1.473 | 19,37 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 17.836 | 11,95 | 1.576 | -2,60 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 18.780 | 1.660 | ||||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 22.002 | 17,99 | 1.945 | 2,64 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 2.774 | 11,72 | 245 | -2,78 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 73.625 | 135,84 | 6.507 | 105,17 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 5.509 | 31,92 | 487 | 19,41 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3.886 | 10,59 | 0 | |||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 653.967 | 1,97 | 61.888 | -6,04 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 33.775 | 55,12 | 2.985 | 35,01 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.453 | 128 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 92 | 84,00 | 8 | 60,00 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 222 | 404,55 | 20 | 375,00 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 4.729 | 0,08 | 478 | -0,62 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 7.504 | 663 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 3.506 | 310 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.592 | 10,05 | 1.201 | -4,23 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 10.953 | 149,05 | 968 | 117,04 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 4.952 | 449 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4.705 | 10,03 | 416 | -4,38 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 4.459 | 394 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 26.420 | 2.335 | ||||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 945 | 84 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 119.315 | 15,38 | 10.540 | 0,33 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.520 | 18,28 | 311 | 2,98 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4.644 | 26,71 | 411 | 10,22 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17.326 | 11,09 | 1.760 | 10,76 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 98.000 | 122,73 | 8.661 | 93,80 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 35 | 75,00 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 66.977 | 5.919 |
