Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF comprennent Bleakley Financial Group, LLC, Glenmede Investment Management, LP, Aqr Capital Management Llc, Appleton Partners Inc/ma, Quantinno Capital Management LP, Sovran Advisors, LLC, Harbor Asset Planning, Inc., Alpine Bank Wealth Management, Nemes Rush Group LLC, Concord Wealth Partners, Montag A & Associates Inc, Atlantic Trust, LLC, Nordwand Advisors, LLC, Hillsdale Investment Management Inc., et Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8 763 | 3,61 | 550 | 11,56 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 14 972 | 1,40 | 940 | 9,18 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 192 | 3,78 | 12 | 20,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 608 | 0,64 | 227 | 8,13 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18 271 | 5,13 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 762 | 223,42 | 173 | 253,06 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 8 | 1 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 4 569 | 0 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 27 813 | 22,89 | 1 747 | 32,27 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 83 217 | 16,54 | 5 226 | 25,47 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 23 | 1 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 84 | 23,53 | 5 | 66,67 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 434 | 4,33 | 278 | 12,55 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 119 049 | 1,17 | 6 945 | 1,79 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 212 | 13 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 2 292 021 | 0,17 | 144 | 7,52 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 122 726 | 8,64 | 133 307 | 16,94 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 2 029 | 127 | ||||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 119 292 | 3,40 | 7 492 | 11,31 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 50 690 | 24,74 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 35 623 | 13,72 | 2 237 | 22,44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 18 993 | 5,04 | 1 193 | 13,09 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 244 | 15 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 25 403 | 1,48 | 1 595 | 9,25 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 6 963 | 13,46 | 437 | 22,07 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 921 | 246 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | 368,75 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 893 | 53,78 | 119 | 66,20 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 987 | 0 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 029 | 127 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 107 207 | 5,60 | 6 733 | 13,68 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 110 936 | 3,16 | 6 967 | 11,05 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 36 796 | 9,46 | 2 311 | 17,80 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 275 092 | 0,70 | 17 276 | 8,40 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 196 971 | 1,44 | 12 370 | 9,20 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 33 353 | 11,81 | 2 095 | 20,34 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22 271 | 19,12 | 1 399 | 28,26 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 96 | 1,05 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 705 | 37,17 | 170 | 46,96 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 30 536 | 3,93 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5 677 | 357 | ||||||
| 2025-08-08 | 13F | Vestcor Inc | 312 760 | 45,43 | 20 | 58,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 447 393 | 4,33 | 153 696 | 12,31 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 619 | 1,76 | 478 | 9,63 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 5 476 | 18,45 | 326 | 21,27 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 102 | 6 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 24 979 | 25,08 | 1 569 | 34,59 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 44 623 | 2 802 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 333 | 1,22 | 21 | 5,26 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 193 | 12 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 440 | 216 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 27 570 | 14,22 | 1 731 | 22,94 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 3 400 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 66 924 | 2,68 | 4 203 | 10,52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 544 | 1,12 | 34 | 9,68 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 655 367 | 8,60 | 41 157 | 16,90 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 199 | 12 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 164 | 39,23 | 1 325 | 49,44 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 199 | 12 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9 835 | 0,02 | 618 | 7,68 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 21 337 | 11 249,47 | 1 340 | 6,78 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2 730 404 | 8,19 | 171 469 | 16,46 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 108 046 | 10,76 | 6 785 | 19,22 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 10 620 | 100,64 | 667 | 116,56 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 61 188 | 3 848 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 401 | 1,01 | 25 | 8,70 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5 792 | 5,93 | 364 | 13,79 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 18 | 5,88 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28 148 | 7,63 | 1 768 | 15,87 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 999 | 126 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 244 | 15 | ||||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 19 705 | 0,45 | 1 237 | 8,13 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 4 776 | 0,78 | 300 | 8,33 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 5 757 | 1,16 | 362 | 8,73 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 879 | 26,63 | 306 | 36,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 131 | 0,10 | 1 | |||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 36 900 | 2 215 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 14 195 | 10,70 | 891 | 18,17 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 10 141 | 4,83 | 637 | 12,77 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8 780 | 0,70 | 551 | 8,46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 006 | 0,75 | 566 | 8,45 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 3 194 | 201 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 8 048 | 0,15 | 505 | 7,91 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 084 | 4,61 | 256 | 12,78 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 630 | 0,16 | 40 | 8,33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 23 501 | 0,31 | 1 468 | 7,39 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 625 | 39 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 57 208 | 1,11 | 3 593 | 8,85 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 47 | 3 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 43 729 | 2,97 | 2 746 | 10,86 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 760 | 0,01 | 1 115 | 7,63 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 89 | 1,14 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 575 | 413 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 3 820 | 241 | ||||||
| 2025-08-12 | 13F | Rhumbline Advisers | 392 270 | 24,03 | 24 635 | 33,52 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 3 819 | 0,50 | 240 | 8,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36 926 | 58,73 | 2 319 | 70,82 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 76 939 | 0,03 | 4 832 | 7,67 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 167 657 | 1,73 | 10 529 | 17,80 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 4 017 | 0,27 | 252 | 8,15 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 183 | 0 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 167 | 1,21 | 11 | 11,11 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 16 125 | 0,44 | 1 013 | 8,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 200 | 578 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 11 190 | 703 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6 767 | 425 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 373 | 143,79 | 23 | 187,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 343 | 351,60 | 461 | 390,43 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 3 215 | 204 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 132 | 8 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 11 547 | 0,87 | 725 | 8,70 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 57 571 | 1,03 | 3 615 | 8,75 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 5 474 | 3,46 | 344 | 11,36 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 864 | 243 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 10 419 | 1,34 | 654 | 9,18 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 13 807 | 15,37 | 867 | 24,21 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 15 978 | 1 003 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 423 | 27 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 22 693 | 4 393,66 | 1 425 | 4 813,79 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 468 | 3 020,00 | 29 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 406 | 0,74 | 26 | 8,70 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 11 234 | 13,69 | 705 | 22,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 159 643 | 2,07 | 10 026 | 9,86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 247 | 267 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 606 | 10,99 | 38 | 22,58 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 56 422 | 0,03 | 3 543 | 6,33 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 324 | 0,31 | 20 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 008 | 11,01 | 63 | 21,15 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 74 777 | 289,28 | 4 696 | 319,20 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 379 | 3,07 | 1 405 | 10,98 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10 413 | 26,11 | 654 | 35,76 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 22 720 | 1,02 | 1 427 | 8,69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 450 | 21,35 | 154 | 30,77 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 60 194 | 3 780 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 773 | 1,18 | 49 | 9,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10 900 | 685 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 13 181 | 0,24 | 828 | 7,82 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 46 640 | 6,80 | 2 929 | 14,96 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 014 | 589,80 | 64 | 800,00 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 4 780 | 4,57 | 300 | 12,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 647 695 | 1,22 | 40 675 | 8,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 335 762 | 28,03 | 21 086 | 37,81 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 704 | 295 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 393 | 5,57 | 464 | 14,29 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 7 123 | 0,52 | 447 | 8,23 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 796 | 4,56 | 490 | 12,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 14 011 | 2,29 | 880 | 10,01 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 30 397 | 2,55 | 1 909 | 10,35 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 36 490 | 5,34 | 2 292 | 13,42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 676 | 0,05 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 5 441 | 0,13 | 342 | 7,57 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 304 298 | 173,56 | 19 110 | 194,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 50 603 | 613,72 | 3 178 | 669,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 1 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 636 | 0,66 | 668 | 8,28 |
