Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares, Inc. - iShares MSCI Emerging Markets Asia ETF comprennent WestEnd Advisors, LLC, Victory Capital Management Inc, Stifel Financial Corp, Coastal Bridge Advisors, LLC, DAVENPORT & Co LLC, Atria Investments Llc, Transcend Wealth Collective, Llc, AlTi Global, Inc., Simplicity Wealth,LLC, Wealth Enhancement Advisory Services, Llc, Warren Averett Asset Management, LLC, Phillips Wealth Planners LLC, Glaxis Capital Management, LLC, Stephens Inc /ar/, Concurrent Investment Advisors, LLC, Ascent Group, LLC, Harrell Investment Partners, Llc, GeoWealth Management, LLC, GLOW - VictoryShares WestEnd Global Equity ETF, et StoneX Group Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 443 | 119 | ||||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 1 855 227 | 153 151 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 53 794 | 4 441 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 988 | 999 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 902 443 | 2 160,27 | 157 047 | 2 419,19 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8 642 | 713 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 226 | 9,39 | 267 | 22,02 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4 169 | 344 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 731 | 143 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 7 | 500,00 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 100 771 | 15,91 | 8 319 | 29,18 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 37 716 | 3 113 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 33 | 22,22 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 323 387 | 13,02 | 26 696 | 11,45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 200 | 264 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2 849 | 0,25 | 235 | 11,90 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3 424 | 0,20 | 283 | 11,46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 188 | 59,32 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 895 | 487 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 262 | 22 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 361 | 0,28 | 30 | 11,54 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 11 143 | 4,34 | 920 | 16,18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 000 | 12,04 | 330 | 25,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 686 001 | 139 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 300 | 26 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 17 | 1 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 28 760 | 2 381 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 30 763 | 11,12 | 2 635 | 28,60 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 498 | 1 678,57 | 41 | 1 950,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 46 682 | 460,48 | 3 854 | 525,49 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 667 | 220 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 25 043 | 45,07 | 2 067 | 61,74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 22 742 | 4,04 | 1 877 | 15,94 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 229 | 8,66 | 101 | 21,69 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 9 000 | 743 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 9 145 | 101,88 | 755 | 125,07 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 328 | 1,34 | 275 | 12,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12 619 | 240,04 | 1 042 | 279,93 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 678 | 386 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 887 | 42,83 | 73 | 62,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 930 808 | 20 534,18 | 76 838 | 22 905,39 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3 329 | 20,92 | 275 | 34,98 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 79 150 | 4,98 | 6 534 | 16,99 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 568 636 | 3 380,63 | 212 041 | 3 779,25 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 474 | 452 | ||||||
| 2025-07-11 | 13F | Phillips Wealth Planners LLC | 10 229 | 846 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 90 | 7 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 315 329 | 83,62 | 26 030 | 104,65 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 35 297 | 2 914 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 843 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 71 427 | 5 896 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 120 | 10 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 46 149 | 3 810 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 373 679 | 30 847 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 657 | 962 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 271 | 315 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 36 359 | 11 628,71 | 3 001 | 13 540,91 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 14 967 | 7,96 | 1 271 | 23,88 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 194 413 | 13,20 | 16 049 | 26,16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 39 403 | 3 253 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 140 | 259 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 41 548 | 5 529,81 | 3 430 | 6 250,00 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 680 561 | 56 180 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 692 | 0,29 | 57 | 11,76 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 17 008 | 1 404 | ||||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 7 284 | 4,88 | 601 | 16,93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 727 | 2,68 | 60 | 20,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 070 | 83,75 | 336 | 104,27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 294 140 | 128,20 | 24 281 | 154,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 811 | 1 305 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 5 877 | 485 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 54 450 | 774,00 | 4 494 | 878,87 | ||||
| 2025-08-28 | NP | GLOW - VictoryShares WestEnd Global Equity ETF | 4 362 | 360 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 786 089 | 48 995,35 | 147 442 | 54 710,78 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 590 | 49 | ||||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 5 793 | 478 |
