Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în iShares Trust - iShares Global Tech ETF includ Banco Santander, S.A., Oak Barrel Wealth Advisory LLC, Dv Equities, Llc, Farmers National Bank, Summit Wealth Group Llc / Co, Exencial Wealth Advisors, Llc, Platform Technology Partners, Uhlmann Price Securities, Llc, Napier Financial, LLC, Marin Bay Wealth Advisors, LLC, Sava Infond d.o.o., Ferguson Wellman Capital Management, Inc, Tiaa-cref Individual & Institutional Services, Llc, Junk Investment Group, LLC, SkyOak Wealth, LLC, Insigneo Advisory Services, Llc, Mesirow Financial Investment Management, Inc., Strategic Financial Concepts, LLC, Gateway Wealth Partners, LLC, și Natixis .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2.203 | 220 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 12.768 | 24,61 | 1.276 | 18,70 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2.103 | 7,35 | 201 | -1,95 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12.463 | 0,03 | 1.246 | -4,82 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3.579 | 0,08 | 358 | -4,80 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 266 | 28 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.545 | 12,24 | 1.527 | 14,21 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 34.604 | 9,09 | 3.459 | 3,87 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 6.650 | 698 | ||||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 64.450 | 0,39 | 6.443 | -4,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2.397 | 5,50 | 240 | 0,42 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6.376 | 637 | ||||||
| 2026-05-15 | 13F | Trexquant Investment LP | 3.176 | 17,63 | 318 | 12,01 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1.064 | 151 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 77.548 | 15,00 | 7.752 | 9,49 | ||||
| 2026-04-24 | 13F | Bayban | 285 | 28 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 6 | 400,00 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 144.278 | 165,87 | 15.149 | 170,47 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3.207 | 2,39 | 321 | -2,44 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 100.149 | 3,04 | 10.012 | -1,89 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 85.024 | 1.208,67 | 8.500 | 1.146,33 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 261.491 | 16,46 | 26.141 | 10,88 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 3.265 | 2,03 | 326 | -2,98 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 6.016 | 601 | ||||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 7.352 | 0,91 | 735 | -3,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.452 | 245 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 49.375 | 100,74 | 4.936 | 91,17 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4.800 | 480 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 1.152.840 | 64,16 | 110.396 | 48,27 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 16.518 | 36,34 | 2 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 654 | 0,46 | 65 | -4,41 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 15.434 | 1.543 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 387 | 39 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 27.738 | 7,67 | 2.773 | 2,48 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 32.246 | 4,03 | 3.224 | -0,95 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8.945 | 2,89 | 894 | -1,97 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 2.660 | 0,49 | 320 | 12,32 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 5.526 | 20,03 | 552 | 14,29 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 150 | 15 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3.872 | 1,87 | 387 | -3,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 250.135 | 222,20 | 25.006 | 206,77 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 41.699 | 4,09 | 4.166 | -0,97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 54.548 | 9,19 | 5.453 | 3,97 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 11 | 1 | ||||||
| 2026-04-06 | 13F | CX Institutional | 2.204 | 129,58 | 0 | |||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 8.837 | 302,60 | 883 | 283,91 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 43 | 4.200,00 | 4 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13.666 | 0,71 | 1.366 | -4,07 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 266.525 | 5.964,28 | 25.522 | 5.436,23 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 208.262 | 7,47 | 20.820 | 2,32 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 4.005.100 | 400.390 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11.811 | 2,28 | 1.181 | -2,64 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2.049 | 205 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.114 | 443,83 | 852 | 453,25 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 2.265 | 226 | ||||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 297.216 | 29.713 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 3.529 | 382,10 | 353 | 363,16 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 195.945 | 0,22 | 20 | -5,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 421 | 42 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 24.648 | 7,74 | 2.464 | 2,58 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 6.640 | 664 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 7.654 | 6,72 | 765 | 1,59 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 98.671 | 12,20 | 9.864 | 6,83 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7.760 | 109,39 | 776 | 99,23 | ||||
| 2026-05-15 | 13F | EFG International AG | 1.686 | 462,00 | 169 | 441,94 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 14.104 | 1,71 | 1.410 | -3,23 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 7.471 | 0,88 | 747 | -3,99 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 2.488 | 249 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10.413 | 122,31 | 1.041 | 111,81 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 12 | 100,00 | 1 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3.605 | 0,14 | 360 | -4,51 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 2.396 | 240 | ||||||
| 2026-04-22 | 13F | James Hambro & Partners | 13.425 | 17,25 | 1.343 | 11,73 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 866 | 724,76 | 87 | -4,44 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 35.972 | 3,07 | 3.596 | -1,86 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 994 | 16,53 | 99 | 11,24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 32.580 | 0,08 | 3.421 | 1,82 | ||||
| 2026-05-15 | 13F | FIL Ltd | 1.139.268 | 51,76 | 113.893 | 43,71 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2.349 | 0,51 | 235 | -4,49 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5.240 | 3,05 | 524 | -1,88 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.759 | 8,65 | 0 | |||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2.120 | 212 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 7.168 | 0,01 | 717 | -4,79 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 2 | 0 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 111.351 | 0,04 | 11.132 | -4,75 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 36.071 | 461,33 | 3.606 | 435,01 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2.213 | 6,04 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.760 | 9,97 | 376 | 4,75 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 2.792 | 10,71 | 279 | 5,68 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 67.541 | 7.092 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 3.629 | 0,17 | 363 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 45.516 | 266,36 | 4.550 | 248,93 | ||||
| 2026-05-14 | 13F | Natixis | 1.985 | 193 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.173 | 67,33 | 117 | 60,27 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 795 | 80 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 200 | 34,23 | 20 | 26,67 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 40.770 | 1,39 | 4.076 | -3,48 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 7.598 | 5,84 | 760 | 0,80 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 567.654 | 0,72 | 56.748 | -4,10 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3.035 | 12,91 | 303 | 7,45 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 24.595 | 26,80 | 2.459 | 20,73 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5.634 | 152,99 | 563 | 141,63 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.130 | 213 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 6.104 | 610 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2.519 | 2,15 | 252 | -2,71 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 18.339 | 0,60 | 1.833 | -4,23 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 11.014 | 1,81 | 1.101 | -3,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 6.202 | 5,31 | 620 | 0,32 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 418.524 | 0,90 | 42 | -4,65 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 14.403 | 10,60 | 1.422 | 3,95 | ||||
| 2026-05-05 | 13F | PFG Advisors | 20.536 | 30,62 | 2.053 | 24,42 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5.982 | 0,02 | 598 | -4,78 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6.205 | 15,27 | 620 | 9,73 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5.934 | 16,63 | 593 | 11,05 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6.703 | 35,72 | 670 | 29,34 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 29.761 | 11,48 | 3.085 | 10,06 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.136 | 6,69 | 217 | 3,33 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 36.907 | 247,79 | 3.690 | 231,15 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 71.378 | 1,38 | 7.136 | -3,48 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 15.963 | 159,22 | 1.596 | 146,90 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 34.280 | 5,60 | 3.599 | 7,43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 52.692 | 31,98 | 5.268 | 25,64 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 17.511 | 10,65 | 1.751 | 5,36 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 329 | 33 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 18.592 | 3,63 | 1.859 | -1,33 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 399 | 40 | ||||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 21.440 | 2.209 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 2.927 | 293 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 15.923 | 0,63 | 1.592 | -4,21 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8.850 | 0,28 | 885 | -4,54 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 9.455 | 7,93 | 945 | 2,83 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 3.434 | 343 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 10.969 | 27,83 | 1.183 | 28,45 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3.846 | 3,72 | 384 | -1,29 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.539 | 2,97 | 554 | -1,95 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 138.103 | 9,28 | 13.459 | 1,42 | ||||
| 2026-05-15 | 13F | Fmr Llc | 31.394 | 5,35 | 3.138 | -0,22 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 600 | 60 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 6.000 | 614 | ||||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 2.833 | 0,71 | 283 | -4,07 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 27.101 | 149,48 | 2.709 | 137,63 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 30.289 | 30,36 | 3.028 | 24,15 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 3.517 | 15,96 | 352 | 10,38 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.376 | 138 | ||||||
| 2026-05-11 | 13F | Sava Infond d.o.o. | 3.600 | 360 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 1.794 | 214 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 9.221 | 6,68 | 922 | 1,54 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 15.022 | 1,25 | 1.502 | -3,60 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 5.342 | 534 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 41.875 | 1,05 | 4.186 | -3,77 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 45.747 | 4.573 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 509.739 | 2,64 | 51.026 | -2,10 | ||||
| 2026-05-05 | 13F | Excalibur Management Corp | 3.867 | 0,26 | 387 | -4,69 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.261 | 10,32 | 126 | 5,88 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 50.000 | 5.250 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17.640 | 53,26 | 1.764 | 45,94 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 11.158 | 5,92 | 1.115 | 0,81 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 32.213 | 6,00 | 3.220 | 0,94 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3.312 | 331 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 570 | 60 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.350 | 135 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 77.001 | 10,18 | 7.698 | 4,89 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 3.698 | 370 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16.868 | 2,33 | 1.686 | -2,54 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 9.828 | 3,45 | 983 | -1,50 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 37.392 | 0,86 | 3.738 | -3,96 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6.074 | 607 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.949 | 19,78 | 1 | |||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 12.783 | 4,59 | 1.278 | -0,47 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3.077.924 | 0,81 | 307.700 | -4,02 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 1.101.320 | 24,05 | 110.099 | 18,10 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 6.480 | 20,85 | 648 | 14,92 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 101.862 | 2,73 | 10.183 | -2,19 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.770 | 1.187,95 | 582 | 1.165,22 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 289 | 29 | ||||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 2.375 | 0,08 | 237 | -4,82 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 628 | 63 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 97.124 | 138,63 | 9.633 | 125,76 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2.359 | 2,03 | 236 | -2,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.936 | 5,47 | 494 | 0,41 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 8.586 | 17,52 | 858 | 11,86 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 169.052 | 0,66 | 16.900 | -4,16 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 100.850 | 1,05 | 10.082 | -3,80 |
