Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BlackRock ETF Trust II - iShares Short-Term California Muni Active ETF comprennent Elequin Capital Lp, Ndwm Llc, Global Retirement Partners, LLC, SOL Capital Management CO, Johnson Bixby & Associates, LLC, Axxcess Wealth Management, Llc, Mariner, LLC, Client First Capital LLC, Fairview Capital Investment Management, Llc, Rockefeller Capital Management L.P., Archvest Wealth Advisors, Inc., Wealth Enhancement Advisory Services, Llc, Perigon Wealth Management, LLC, Farther Finance Advisors, LLC, Shira Ridge Wealth Management, Old Mission Capital Llc, Morgan Stanley, Cheviot Value Management, LLC, Wells Fargo & Company/mn, et Strategic Wealth Partners, Ltd. .
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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Old Mission Capital Llc | 3 970 | 200 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 132 761 | 1 063,55 | 6 708 | 1 072,73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 16 497 | 212,09 | 832 | 212,78 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 21 400 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16 427 | 63,11 | 829 | 63,31 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 143 982 | 3,66 | 7 264 | 3,83 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 47 570 | 2 400 | ||||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 9 972 | 503 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 11 073 | 38,12 | 558 | 39,25 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 496 | 25 | ||||||
| 2025-08-08 | 13F | Union Savings Bank | 6 554 | 33,97 | 331 | 34,15 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 37 169 | 1 875 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 888 | 17,16 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48 109 | 198,05 | 2 427 | 198,89 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8 615 | 435 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 005 | 253 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71 799 | 0,50 | 3 622 | 0,70 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 19 922 | 1 005 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 7 761 | 0,69 | 392 | 0,77 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 4 487 | 226 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 915 | 702,63 | 46 | 820,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 000 | 504 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 791 | 242 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 597 | 10,23 | 938 | 10,48 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 15 000 | 757 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15 323 | 773 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 965 | 300 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 000 | 858 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Client First Capital LLC | 15 273 | 771 | ||||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 10 979 | 0,23 | 554 | 0,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12 756 | 34,49 | 644 | 34,80 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 9 603 | 5,10 | 484 | 5,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 102 923 | 409,14 | 5 192 | 410,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22 839 | 1 152 | ||||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 9 602 | 99,38 | 484 | 100,83 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1 750 | 88 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 995 | 50 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 500 | 126 |
