Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Self-Driving EV and Tech ETF comprennent Winnow Wealth Llc, Accordant Advisory Group Inc, Moran Wealth Management, LLC, Belvedere Trading LLC, Raymond James Financial Inc, Kilter Group LLC, et Financial Network Wealth Management LLC .
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 | Moran Wealth Management, LLC | 16 758 | 512 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 000 | 31 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 138 | 24,80 | 250 | 29,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 288 | 0,08 | 39 | 5,41 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 56 840 | 1 738 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 107 | 0,94 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 145 | 4 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 11 449 | 2,58 | 350 | 7,36 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 546 | 0,92 | 17 | 6,67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 520 | 7,04 | 46 | 12,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43 745 | 5,69 | 1 338 | 10,59 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 7 100 | 217 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 508 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 771 | 2,37 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 85 015 | 2 600 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 135 | 0 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 259 | 0,08 | 38 | 5,56 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 191 | 9,68 | 648 | 14,89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 906 | 119 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 198 | 4,76 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 507 | 0,20 | 16 | 7,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 177 | 59,46 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 85 015 | 2 600 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12 571 | 0,89 | 383 | 5,22 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 32 505 | 6,54 | 1 095 | 33,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 49 647 | 0,38 | 1 518 | 5,05 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 393 | 287 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 387 | 1,10 | 287 | 5,90 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 347 | 0,87 | 11 | 0,00 |
