Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în iShares Trust - iShares U.S. Oil Equipment & Services ETF includ Monument Capital Management, VestGen Advisors, LLC, Tudor Financial Inc., Lee Johnson Capital Management, Llc, Wagner Wealth Management, Corp, Wealth Management Partners, LLC, Brendel Financial Advisors LLC, Financial Sense Advisors, Inc., Titleist Asset Management, Llc, Amundi, Cetera Investment Advisers, Kovack Advisors, Inc., Global Wealth Management, LLC, Lpwm Llc, Horizon Kinetics Asset Management Llc, Annis Gardner Whiting Capital Advisors, LLC, și Federation des caisses Desjardins du Quebec .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.795 | 52 | ||||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 686.398 | 19.871 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.072.044 | 4.776,92 | 31.036 | 6.676,20 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 426.357 | 1.381,02 | 12.343 | 1.957,17 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 36.254 | 1.050 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 110.062 | 3.457 | ||||||
| 2026-05-15 | 13F | Amundi | 30.237 | 875 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 26.600 | 2,40 | 770 | 42,07 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 732 | 15,82 | 15 | 25,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 15.862 | 57,83 | 291 | 39,23 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 371 | 11 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 14.891 | 785,84 | 431 | 1.131,43 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 16.703 | 184,94 | 498 | 307,38 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 1.366 | 40 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 26.241 | 760 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 310 | 9 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 123.096 | 3,18 | 3.564 | 43,15 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6.971 | 198,29 | 202 | 318,75 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 61.699 | 29,22 | 1.786 | 79,32 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 176.654 | 52,35 | 5.114 | 111,32 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 11.657 | 0 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 598 | 27,78 | 17 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 29.845 | 30 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 502.700 | 14.553 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 408.835 | 11.836 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 108.412 | 3.139 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 111.443 | 47,92 | 3.227 | 105,22 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 16.307 | 472 | ||||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 60.132 | 1.741 | ||||||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 2.000 | 100,00 | 58 | 185,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 30.610 | 886 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.189 | 11,08 | 92 | 55,93 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.096 | 0,18 | 32 | 40,91 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 519.348 | 792,50 | 15.035 | 1.137,45 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 3.131 | 91 | ||||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 14.199 | 411 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 500.506 | 162,02 | 14.490 | 263,50 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 79.410 | 2.299 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 32.095 | 929 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 7.200 | 208 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 496.046 | 502,96 | 14.361 | 736,40 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 49.696 | 92,87 | 1.439 | 167,78 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 52.316 | 1.515 | ||||||
| 2026-04-08 | 13F | Lpwm Llc | 7.903 | 229 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1.195 | 1,27 | 35 | 41,67 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 196.934 | 5.701 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 405.115 | 12.300,21 | 11.728 | 17.145,59 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 57.819 | 1.674 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 17.350 | 502 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.010.117 | 119,36 | 29.243 | 204,29 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 323 | 1.304,35 | 9 | |||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 31.491 | 912 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 86.446 | 17,91 | 2.503 | 63,53 | ||||
| 2026-04-15 | 13F | Brendel Financial Advisors LLC | 45.112 | 1.306 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 36.348 | 0,03 | 759 | 8,29 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 271.745 | 7.867 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 224.874 | 711,91 | 6.510 | 1.026,30 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 45.600 | 289,74 | 1.320 | 440,98 | |||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 44.727 | 1.295 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 75.876 | 2.197 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 122.757 | 41,55 | 3.554 | 96,41 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 17.468 | 496 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 39.734 | 1.150 |
