Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF comprennent Arete Wealth Advisors, LLC, Franklin Resources Inc, Strategic Wealth Partners, Ltd., RMG Wealth Management LLC, Providence Capital Advisors, LLC, Atlantic Union Bankshares Corp, Briaud Financial Planning, Inc, Private Trust Co Na, Concord Wealth Partners, Clarity Asset Management, Inc., et Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 275 | 24 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 | 0 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 457 | 0,66 | 40 | -4,76 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 153 | 14 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8 769 | 5,40 | 777 | -1,27 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 155 | 0,65 | 14 | -7,14 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 7 066 | 626 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 36 875 | 21,50 | 3 267 | 13,83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 278 | 25 | ||||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 8 285 | 0,56 | 734 | -5,78 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 2 500 | 223 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 176 | 0,57 | 16 | -6,25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 25 | 2 | ||||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 6 591 | 1,81 | 584 | -3,32 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 783 | 24,68 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 70 032 | 1,11 | 6 205 | -5,28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 6 200 | 44,19 | 549 | 35,22 | |||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4 663 | 413 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 653 | 0,18 | 589 | -6,21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16 483 | 3,61 | 1 460 | -2,93 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 49 | 2,08 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 250 | 111 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 125 | 0 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 25 723 | 23,61 | 2 279 | 15,80 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 439 | 38,63 | 127 | 29,59 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22 054 | 65,69 | 1 955 | 55,20 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 707 | 910,00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1 139 | 0,53 | 101 | -6,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 131 | 2,40 | 815 | -1,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 321 | 1,77 | 117 | -4,10 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 600 | 21,05 | 408 | 13,37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10 359 | 4,07 | 918 | -2,55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6 479 | 0,48 | 574 | -5,75 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 500 | 44 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 917 | 81 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 187 | 68,47 | 17 | 60,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 46 | 4 | ||||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 2 005 | 2,56 | 178 | -3,80 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50 000 | 4 430 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 14 135 | 1 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 422 | 0 | ||||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 13 297 | 23,84 | 1 178 | 16,06 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8 299 | 59,44 | 744 | 51,02 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 021 | 16,45 | 356 | 9,20 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 300 | 27 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 7 | 1 | ||||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 914 | 258 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 000 | 31,15 | 709 | 22,92 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 52 322 | 191,05 | 4 636 | 172,65 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 306 | 24,39 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 261 | 7 191,93 | 1 441 | 6 757,14 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 82 255 | 0,88 | 7 288 | -5,50 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 24 252 | 97,85 | 2 149 | 85,33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 950 | 0,44 | 261 | -5,78 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 50 | 4 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 145 | 0 | ||||||
| 2025-08-15 | 13F | Audent Global Asset Management, LLC | 18 356 | 0,03 | 1 626 | -6,28 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4 327 | 0,25 | 383 | -6,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 24 100 | 0,84 | 2 135 | -5,53 |
