Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares MSCI USA Quality GARP ETF comprennent Mount Yale Investment Advisors, LLC, Park National Corp /oh/, Planned Solutions, Inc., Financial Network Wealth Management LLC, Milestones Private Investment Advisors LLC, Stonebridge Wealth Management, LLC, Northwestern Mutual Wealth Management Co, Thoroughbred Financial Services, Llc, Sigma Planning Corp, Atomi Financial Group, Inc., Calton & Associates, Inc., Principal Securities, Inc., Great Valley Advisor Group, Inc., Leavell Investment Management, Inc., Lakeshore Capital Group, Inc., Saxony Capital Management, LLC, Wealth Enhancement Advisory Services, Llc, D.a. Davidson & Co., Wagner Wealth Management, Llc, et Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 122 431 | 146,29 | 7 392 | 191,48 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 147 | 6,74 | 733 | 26,38 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 543 | 878 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 18 952 | 0,01 | 1 144 | 18,43 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 22 948 | 1 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 288 | 138 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 13 164 | 795 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 50 138 | 218,62 | 3 027 | 277,43 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 34 907 | 2 108 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 200 | 71,43 | 72 | 105,71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 102 656 | 5 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 96 682 | 0,96 | 5 838 | 19,49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 858 | 235 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 6 775 | 409 | ||||||
| 2025-08-14 | 13F | Win Advisors, Inc | 43 489 | 2 626 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 209 248 | 17,26 | 13 | 33,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 175 568 | 9,10 | 10 601 | 29,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 136 579 | 1,33 | 8 232 | 19,72 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 424 178 | 3,69 | 25 610 | 22,71 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 282 623 | 17 065 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3 585 | 216 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17 635 | 25,80 | 1 065 | 48,81 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 18 | 1 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 | 0 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 340 | 0,29 | 21 | 17,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 11 905 | 719 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 991 | 232,33 | 181 | 300,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 270 069 | 38,34 | 16 | 77,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26 561 | 1 604 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 5 077 | 307 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15 097 | 912 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16 398 | 307,10 | 1 | |||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 226 228 | 13 660 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 738 | 16,10 | 1 071 | 37,48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 246 | 75 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 997 | 604 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 11 750 | 28,96 | 709 | 52,80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 103 | 5,14 | 550 | 24,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 53 576 | 17,95 | 3 235 | 39,58 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 946 | 9,20 | 118 | 30,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62 689 | 16,55 | 3 785 | 37,99 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 409 425 | 24 721 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 8 782 | 99,36 | 530 | 136,61 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14 018 | 846 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 88 764 | 45,03 | 5 360 | 71,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 461 526 | 32,61 | 28 | 58,82 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 62 355 | 3 765 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24 163 | 124,75 | 1 459 | 166,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 285 | 280,83 | 138 | 315,15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 698 785 | 122,35 | 42 193 | 163,16 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 5 951 | 359 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 40 004 | 18,45 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 407 668 | 53,68 | 24 615 | 81,89 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 148 | 17,80 | 371 | 39,47 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 370 | 3,06 | 22 | 22,22 |
