Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Core 40/60 Moderate Allocation ETF comprennent Hanover Advisors Inc, Sightline Wealth Advisors, LLC, Wiley Bros.-aintree Capital, Llc, Aqr Capital Management Llc, Integrity Wealth Solutions LLC, ERNZ - TrueShares Active Yield ETF, UMA Financial Services, Inc., Umb Bank N A/mo, Sound Income Strategies, LLC, Boreal Capital Management LLC, Smartleaf Asset Management LLC, et Vermillion & White Wealth Management Group, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 9 657 | 20,32 | 445 | 26,14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 30 | 1 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 161 042 | 0,62 | 7 414 | 5,58 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 16 388 | 3,79 | 755 | 8,96 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 9 552 | 0,58 | 440 | 5,53 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1 554 | 0,58 | 72 | 5,97 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25 | 1 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 11 158 | 1,44 | 514 | 6,43 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11 | 1 000,00 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18 254 | 19,79 | 840 | 25,75 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8 005 | 0,20 | 369 | 5,14 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 267 607 | 12 321 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21 422 | 6,58 | 986 | 11,79 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 607 | 0,15 | 304 | 5,19 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 27 346 | 1 259 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 12 042 | 554 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 104 045 | 452,08 | 4 790 | 479,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 81 764 | 1,11 | 3 764 | 6,09 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 57 | 1 325,00 | 3 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19 883 | 4,54 | 914 | 9,47 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8 443 | 0,40 | 389 | 5,43 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 68 457 | 13,50 | 3 152 | 19,09 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 502 887 | 17,78 | 23 153 | 23,58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 834 | 0,45 | 683 | 5,41 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 934 | 8,21 | 273 | 13,75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 200 005 | 0,55 | 9 208 | 5,50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 032 | 48 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18 639 | 149,62 | 858 | 162,39 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 8 771 | 0,09 | 404 | 4,95 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 140 861 | 3,52 | 6 485 | 8,63 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 21 517 | 1,09 | 991 | 6,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12 445 | 10,93 | 573 | 16,26 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 057 | 18,70 | 325 | 24,62 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 237 | 47,26 | 57 | 55,56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 364 | 201 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 606 | 39,14 | 808 | 45,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231 706 | 2,58 | 10 666 | 7,61 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 20 891 | 35,85 | 962 | 42,58 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 371 | 17 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49 712 | 69,05 | 2 289 | 77,36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132 219 | 0,08 | 6 | 20,00 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 631 | 1 007,02 | 29 | 1 350,00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 130 | 52 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3 867 | 31,13 | 178 | 37,98 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1 683 | 9,43 | 77 | 14,93 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 8 108 | 48,36 | 373 | 56,07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 277 462 | 0,75 | 12 774 | 5,71 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 284 | 0,71 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21 120 | 8,45 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 6 202 | 25,44 | 286 | 31,94 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 7 353 | 1,11 | 339 | 5,96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43 206 | 8,66 | 1 989 | 14,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 45 927 | 441,91 | 2 114 | 469,81 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 667 | 1,21 | 261 | 6,12 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5 890 | 271 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 177 | 0,68 | 54 | 5,88 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 77 284 | 2,98 | 3 558 | 8,08 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7 921 | 7,07 | 365 | 12,35 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 4 805 | 0,36 | 221 | 5,24 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 645 | 76 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 12 818 | 590 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 425 | 507,14 | 20 | 533,33 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 15 115 | 0,03 | 696 | 4,83 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 7 629 | 2,10 | 324 | -1,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93 421 | 15,46 | 4 301 | 21,15 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 18 029 | 3,09 | 830 | 8,21 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 239 | 11 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24 917 | 176,30 | 1 147 | 190,38 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 280 175 | 2,32 | 12 899 | 7,36 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 319 | 170,76 | 889 | 184,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 955 | 0,21 | 44 | 4,88 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 9 528 | 11,48 | 439 | 16,80 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 3 627 | 0,19 | 167 | 5,70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 165 931 | 7,26 | 7 639 | 12,54 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 49 991 | 1,21 | 2 302 | 6,18 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4 914 | 0,53 | 226 | 9,22 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4 384 | 202 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 2 617 | 1,32 | 120 | 6,19 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 41 627 | 77,73 | 1 917 | 86,56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 11 612 | 26,80 | 535 | 33,17 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 45 977 | 6,07 | 2 117 | 11,31 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 797 | 2,68 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 372 | 5,38 | 17 | 13,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 163 | 54 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4 466 | 206 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21 410 | 9,01 | 986 | 14,40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29 261 | 12,48 | 1 347 | 18,05 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4 894 | 225 | ||||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 92 966 | 10,39 | 4 280 | 15,83 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 785 | 1,83 | 82 | 7,89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 898 | 0,77 | 272 | 5,86 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 106 655 | 2,41 | 4 910 | 7,23 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 356 | 247 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 90 280 | 0,13 | 4 156 | 5,06 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5 388 | 248 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 487 | 1,71 | 68 | 6,25 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 186 | 0,54 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 5 615 | 2,74 | 259 | 7,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45 472 | 148,26 | 2 094 | 160,65 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 89 455 | 3,45 | 4 119 | 8,54 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 22 006 | 0,07 | 1 013 | 5,08 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 122 171 | 9,81 | 5 625 | 15,22 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 11 244 | 19,78 | 498 | 26,40 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 627 | 0,32 | 29 | 3,70 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 38 787 | 30,91 | 1 786 | 37,31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 683 | 216 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 868 | 191,28 | 40 | 200,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 783 | 9,34 | 174 | 15,23 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4 814 | 0,08 | 222 | 4,74 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 25 528 | 3,25 | 1 175 | 8,39 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 963 | 321 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 5 529 | 7,05 | 255 | 12,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 229 | 563 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 20 735 | 2,95 | 955 | 8,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17 131 | 33,03 | 789 | 39,47 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4 707 | 0,41 | 217 | 5,37 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 937 | 85,18 | 89 | 97,78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 343 | 1,27 | 338 | 6,29 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 926 402 | 0,55 | 134 732 | 5,50 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 317 | 3,59 | 935 | 8,72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5 000 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19 186 | 0,78 | 883 | 5,75 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 31 476 | 2 551,73 | 1 449 | 2 686,54 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 128 093 | 18,26 | 5 897 | 24,10 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 047 | 94 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 504 | 2,46 | 484 | 7,57 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 27 882 | 0,09 | 1 284 | 4,99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 69 302 | 0,29 | 3 197 | 5,93 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 17 821 | 0,14 | 820 | 5,13 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 9 179 | 0,38 | 423 | 5,24 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5 655 | 9,83 | 260 | 15,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22 970 | 28,56 | 1 058 | 34,99 | ||||
| 2025-09-03 | 13F | American Trust | 98 085 | 4 516 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6 350 | 0,79 | 292 | 5,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 141 683 | 1,84 | 7 | 0,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 908 | 6,49 | 180 | 11,18 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 70 234 | 897,78 | 3 234 | 949,68 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 281 931 | 6,74 | 12 995 | 11,70 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3 154 | 138 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28 849 | 16,43 | 1 328 | 22,17 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 763 | 0,95 | 542 | 5,87 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 6 528 | 7,53 | 301 | 12,78 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 629 | 0,32 | 29 | 3,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
