Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF includ Burns Matteson Capital Management, LLC, Gts Securities Llc, Advisors Preferred, LLC, SageView Advisory Group, LLC, și Vanguard Advisers 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 81.152 | 1,48 | 3.540 | 2,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.258.841 | 0,21 | 54.907 | 0,88 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 31.089 | 3,93 | 1.356 | 4,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 70.653 | 98,24 | 3.082 | 99,55 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 6.790 | 0,10 | 296 | 0,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 519 | 76,53 | 23 | 83,33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 65.756 | 4,03 | 2.868 | 4,63 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79.583 | 23,65 | 3.471 | 24,45 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 9.915 | 0,33 | 432 | 0,93 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.220 | 15,93 | 97 | 17,07 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 46.540 | 1,42 | 2.030 | 2,06 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 24 | 84,62 | 1 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 20.168 | 15,92 | 880 | 16,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.772 | 1,89 | 165 | 2,50 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.045 | 6,14 | 220 | 7,32 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 908 | 0,44 | 40 | 0,00 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 10.622 | 463 | ||||||
| 2026-04-06 | 13F | CX Institutional | 346 | 0,58 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.388 | 5,25 | 450 | 6,13 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3.751 | 0,32 | 164 | 0,62 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 55.271 | 192,76 | 2.411 | 194,62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 39.215 | 1.710 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22.720 | 59.689,47 | 991 | 99.000,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7.741 | 0 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 47.778 | 2.084 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.031 | 45 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 127.187 | 0,07 | 5.548 | 0,73 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.993 | 11,63 | 218 | 12,44 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 17.955 | 2,24 | 783 | 3,03 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 36.600 | 4,87 | 1.596 | 5,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 32.138 | 70,85 | 1.402 | 71,90 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 12.343 | 36,49 | 538 | 37,60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 198 | 9 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 26.676 | 21,44 | 1.164 | 22,29 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3.519 | 1.410,30 | 153 | 1.430,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 19.601 | 0,90 | 860 | 2,14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5.308 | 235 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 19.163 | 0,43 | 836 | 1,09 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 12.653 | 3,92 | 552 | 4,55 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 372 | 100,00 | 16 | 100,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 570 | 0,18 | 25 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.415 | 0,28 | 62 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.339 | 4,20 | 233 | 4,50 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 537 | 23 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.765 | 77 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 12.391 | 0,48 | 1 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 4.045 | 0,05 | 176 | 0,57 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4.991 | 0,26 | 218 | 0,93 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 3.596 | 157 | ||||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | Call | 50.000 | 4.085 | |||||
| 2026-05-01 | 13F | Sachetta, LLC | 72 | 24,14 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24.587 | 9,72 | 1.072 | 10,52 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 987 | 2,92 | 43 | 4,88 |
