Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în iShares Trust - iShares Russell 2500 ETF includ Rogco, Lp, Spartan Wealth Advisory Services LLC, Steward Partners Investment Advisory, Llc, CIBC Bancorp USA Inc., Pinnacle Wealth Management Advisory Group, LLC, Pinnacle Associates Ltd, Qrg Capital Management, Inc., Mechanics Financial Corp, Trust Co Of Oklahoma, Betterment LLC, Renaissance Technologies Llc, STAR Financial Bank, MainStreet Investment Advisors LLC, Wiley Bros.-aintree Capital, Llc, Value Investment Professionals, LLC, Park Edge Advisors, LLC, Stifel Financial Corp, First Citizens Bank & Trust Co, Ieq Capital, Llc, și Savvy Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | MAI Capital Management | 60.132 | 0,15 | 4.591 | 2,04 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 40 | 1.233,33 | 3 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 85 | 7 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 132.395 | 16,36 | 10 | 25,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 47.738 | 18,91 | 3.645 | 21,14 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 660.039 | 2,33 | 50.383 | 4,24 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 6.002 | 4,40 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.058.941 | 485,34 | 233.550 | 496,37 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.293 | -2,27 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 290 | 22 | ||||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 260.967 | 29,15 | 19.925 | 31,58 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 445.063 | 24,69 | 33.971 | 27,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3.937.624 | 74,07 | 295.086 | 108,58 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 513 | 0,20 | 39 | 2,63 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 157.244 | 18,34 | 12.006 | 20,57 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 54.519 | 15,85 | 4.163 | 18,04 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 736 | 3.988,89 | 56 | 5.500,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 8.385 | 12,05 | 640 | 14,29 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 3.750 | 348 | ||||||
| 2026-05-12 | 13F | WorthPointe, LLC | 51.841 | 216,86 | 3.958 | 222,84 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 34 | 3 | ||||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 11.450 | 0,20 | 1 | |||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 23.720 | 1.811 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 665 | 0,15 | 51 | 2,04 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 13.446 | 17,61 | 1.036 | 20,91 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2.799 | 214 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 4.340 | 8,01 | 331 | 9,97 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 25.930 | 12,96 | 1.980 | 15,06 | ||||
| 2026-04-06 | 13F | CX Institutional | 69.706 | 4,04 | 5 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 754 | 58 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 940.389 | 7,21 | 71.799 | 9,23 | ||||
| 2026-05-05 | 13F | UBS Group AG | 583.871 | 46,30 | 44.579 | 49,05 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 5.785 | 442 | ||||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 11.396 | 870 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 64.484 | 4.923 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 3.102 | 237 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 3.770 | 288 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 4.945 | 1,71 | 378 | 3,57 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 382 | 423,29 | 29 | 460,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4.597 | 351 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 358 | 150,35 | 27 | 170,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 123.152 | 39,70 | 9.403 | 42,33 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 31.934 | 286,24 | 2.438 | 293,86 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 3.411 | 260 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 4.846 | 0,25 | 370 | 2,21 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5.768 | 41,75 | 440 | 44,74 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.790 | 76,56 | 581 | 76,06 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.247 | 14,40 | 93 | 16,25 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 4.905 | 374 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 15.868 | 2,25 | 1.199 | 3,18 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 9.114 | 235,07 | 702 | 240,78 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5.083 | 0 | ||||||
| 2026-05-07 | 13F | Little House Capital Llc | 6.251 | 2,37 | 477 | 4,38 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 3.784 | 289 | ||||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 4.816 | 80,44 | 368 | 83,50 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 42.609 | 253,34 | 3.665 | 274,74 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 11.197 | 0,01 | 855 | 1,79 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 7.583 | 10,38 | 579 | 12,45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17.218 | 4,14 | 1.315 | 6,14 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 220 | 17 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2.155 | 165 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.300 | 1,55 | 176 | 3,55 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 21.146 | 1.614 | ||||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 1.927 | 147 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 54.231 | 20,21 | 4.141 | 22,49 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5.231 | 0,02 | 399 | 2,05 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 20.988 | 1.602 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 51.411 | 44,17 | 3.925 | 46,89 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 13.051 | 996 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 27.679 | 0,29 | 2.113 | 2,18 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 74.449 | 244,48 | 5.684 | 251,08 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 111.111 | 8.483 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 22.390 | 1.709 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 90.844 | 1,32 | 6.936 | 3,18 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 24.155 | 12,97 | 1.844 | 15,11 | ||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 5.029 | 1,68 | 384 | -3,28 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6.548 | 12,08 | 500 | 14,19 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 11.147 | 0,04 | 851 | 1,92 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2.733 | 1,04 | 209 | 2,97 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 502.333 | 6,64 | 38.387 | 8,75 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 4.396 | 50,96 | 336 | 53,67 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 354.936 | 0,59 | 27.099 | 2,48 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7.962 | 2,79 | 608 | 4,66 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 45.647 | 1,64 | 3.485 | 3,57 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 780 | 60 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 271.761 | 4,54 | 20.749 | 6,51 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 302.280 | 34,65 | 23.079 | 37,19 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 30.563 | 58,83 | 2.333 | 61,90 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 2.737 | 209 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 26.142 | 14,73 | 1.996 | 16,87 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 540.334 | 6,45 | 41.254 | 8,45 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 757.995 | 53,03 | 56.804 | 55,55 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 7.122 | 22,37 | 1 | |||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 2.660 | 203 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3.116 | 238 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 13.250 | 0,02 | 1.012 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5.121 | 20,58 | 391 | 22,96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 344.333 | 300,97 | 25.395 | 294,62 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2.625 | 200 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 949.678 | 27,07 | 72.508 | 29,46 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 5.000 | 382 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 214.790 | 17,78 | 16.399 | 20,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 13.890 | 56,63 | 1.060 | 59,64 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 21.238 | 7,55 | 1.621 | 9,60 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 11.611 | 23,50 | 886 | 25,85 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 187.140 | 7,86 | 14.288 | 9,89 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 3.245 | 248 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 37 | 3 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 2.768 | 0,22 | 211 | 2,43 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 173.045 | 58,35 | 14.885 | 81,77 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 143.458 | 1,69 | 10.953 | 3,60 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 32.492 | 11,38 | 2.742 | 15,45 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 38.965 | 151,94 | 3.032 | 150,50 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.231 | 247 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 7.258 | 83,24 | 554 | 87,16 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 14.139 | 1,17 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | MWA Asset Management | 878 | 326 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 31.056 | 7,43 | 2.371 | 9,46 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 77.374 | 302,95 | 5.908 | 310,78 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 3.837 | 1,64 | 288 | 1,77 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.730.215 | 147.152,34 | 132.102 | 150.014,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 276.343 | 33,04 | 21.016 | 35,01 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 4.313 | 0,09 | 329 | 2,17 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 164.192 | 28,02 | 12.536 | 30,43 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 20.988 | 1.602 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 88 | 62,96 | 7 | 50,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 379.860 | 11,44 | 29.002 | 13,54 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 18.779 | 5,36 | 1.598 | 19,63 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 775 | 59 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 10.832 | 9,11 | 827 | 11,16 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 87.975 | 12,66 | 6.717 | 14,76 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 44.952 | 3 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 105.042 | 39,14 | 8.020 | 41,77 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 89.459 | 14,12 | 6.830 | 16,28 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 126.214 | 14,96 | 9.724 | 18,18 |
