Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în iShares, Inc. - iShares U.S. Power Infrastructure ETF includ AE Wealth Management LLC, StoneX Group Inc., Rational Advisors Llc, Advisory Services Network, LLC, Arrowroot Family Office, LLC, Pathstone Holdings, LLC, Teamwork Financial Advisors, LLC, M Wealth Management, LLC, Clal Insurance Enterprises Holdings Ltd, Silverlake Wealth Management Llc, MAI Capital Management, Private Trust Co Na, Us Bancorp \de\, Sunbelt Securities, Inc., Leo H. Evart, Inc., Nbc Securities, Inc., Triumph Capital Management, și Western Wealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11.336 | 297 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 843 | 22 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 328.219 | 8.609 | ||||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 358 | 9 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 32.950 | 864 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 37.956 | 24,08 | 996 | 38,39 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 40.513 | 120,95 | 1.061 | 146,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 765 | 5,66 | 18 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 15.399 | 133,60 | 404 | 160,00 | ||||
| 2026-04-16 | 13F | ARS Investment Partners, LLC | 70.166 | 1.840 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 34.248 | 39,22 | 898 | 55,36 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 86.920 | 464,34 | 2.280 | 529,56 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 8.180 | 215 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 464 | 12 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 31.080 | 120,49 | 816 | 145,78 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 455.271 | 25,77 | 11.942 | 40,20 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 35.167 | 121,41 | 922 | 147,18 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 53.245 | 1.397 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 376 | 10 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 5.036 | 0,90 | 132 | 12,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 40.302 | 35,65 | 1.057 | 51,22 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 14.390 | 29,60 | 377 | 44,44 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 79.160 | 2.076 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 100 | 3 | ||||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 15.000 | 0 | ||||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 39.205 | 1.028 | ||||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 19.309 | 506 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 100 | 3 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 257 | 25.600,00 | 7 | |||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 32.005 | 839 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 105.620 | 5.450,18 | 2.770 | 6.195,45 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.687 | 44 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 48.546 | 1.273 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9.180 | 241 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 960 | 25 | ||||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 20.626 | 13.121,79 | 120 | 3.866,67 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 17.173 | 247,49 | 450 | 287,93 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 35 | 1 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 108 | 0,93 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 53.525 | 12,43 | 1.404 | 25,27 |
