Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Global Equity Factor ETF comprennent Daymark Wealth Partners, Llc, Ignite Planners, LLC, 3Chopt Investment Partners, LLC, 5T Wealth, LLC, Blue Oak Capital, LLC, Lake Street Financial Llc, Nwam Llc, Comerica Bank, Whittier Trust Co Of Nevada Inc, Farther Finance Advisors, LLC, Twin Peaks Wealth Advisors, LLC, Paladin Advisory Group, LLC, et National Bank Of Canada /fi/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 95 | 5 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 6 122 | 0,94 | 295 | 13,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 820 | 3,70 | 88 | 16,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 23 546 | 0,64 | 1 135 | 13,29 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 509 | 73 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16 735 | 1,47 | 807 | 14,16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143 | 7 | ||||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 38 511 | 1 856 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9 117 | 24,63 | 439 | 40,26 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 295 | 15 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 393 806 | 74 203,02 | 18 980 | 86 168,18 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 89 174 | 4 298 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57 865 | 6 838,25 | 2 789 | 7 865,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 174 | 4,67 | 780 | 17,85 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 35 862 | 1 728 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 113 624 | 5 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 10 337 | 498 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 418 | 117 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 100 | 5 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 874 | 42 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 529 | 0,86 | 74 | 14,06 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 25 078 | 66,34 | 1 209 | 87,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 454 | 22 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 9 437 | 463 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 56 921 | 2 767 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 093 | 53 | ||||||
| 2025-07-29 | 13F | Cohalo Advisory LLC | 4 321 | 208 | ||||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 37 661 | 1 815 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 561 | 123 |
