Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares U.S. Healthcare Providers ETF comprennent Altfest L J & Co Inc, Joseph Group Capital Management, Cordatus Wealth Management LLC, Quadrature Capital Ltd, Wexford Capital Lp, Bearing Point Capital, Llc, Lifeworks Advisors, LLC, Rockland Trust Co, Conservest Capital Advisors, Inc., Congress Wealth Management LLC / DE /, YHB Investment Advisors, Inc., Ballast, Inc., AlphaCore Capital LLC, Smartleaf Asset Management LLC, RMG Wealth Management LLC, Boreal Capital Management LLC, Harbor Asset Planning, Inc., et Motco .
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 | Commonwealth Equity Services, Llc | 75 132 | 7,32 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19 176 | 933 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 148 061 | 9,42 | 7 203 | 0,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 384 | 10,90 | 213 | 2,40 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20 026 | 0,01 | 974 | -7,85 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 164 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 128 231 | 38,18 | 6 239 | 27,33 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 19 809 | 964 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4 886 | 0,02 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 4 028 | 213 | ||||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 4 208 | 0,14 | 205 | -7,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 383 556 | 6,22 | 18 660 | -2,12 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33 908 | 106,03 | 1 650 | 89,76 | ||||
| 2025-07-23 | NP | FAAAX - Franklin K2 Alternative Strategies Fund Class A | Short | -65 390 | -15,28 | -3 102 | -20,97 | |||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5 307 | 7,56 | 258 | -0,77 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 335 810 | 0,23 | 16 | -5,88 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 320 | 17 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 73 358 | 3 569 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219 548 | 6,20 | 10 681 | -2,14 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 482 | 33,16 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 161 049 | 5,33 | 7 835 | -2,94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 854 145 | 8,38 | 41 554 | -0,14 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 510 | 0,82 | 560 | -7,14 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 35 029 | 2 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12 199 | 0,08 | 593 | -7,78 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25 660 | 53,95 | 1 248 | 41,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 35 559 | 4,93 | 1 730 | -3,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 55 731 | 27,95 | 2 711 | 17,92 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 62 000 | 3 016 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8 600 | 418 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 554 | 13,98 | 757 | 5,00 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 28 860 | 2,64 | 1 404 | -5,39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8 400 | 409 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 710 | 7,58 | 35 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 443 022 | 706,64 | 21 553 | 643,46 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 8 423 | 410 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 077 | 344 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13 699 | 4,84 | 666 | -3,34 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215 176 | 8,88 | 10 468 | 0,33 | ||||
| 2025-08-01 | 13F | Motco | 250 | 10 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128 741 | 2,60 | 6 263 | -5,46 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 875 | 3,33 | 189 | -5,05 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36 013 | 1,53 | 1 752 | -6,41 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6 703 | 17,00 | 326 | 7,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 34 040 | 29,35 | 1 642 | 19,24 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 5 036 | 3,64 | 245 | -4,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 39 796 | 4,98 | 1 936 | -3,25 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 26 848 | 2,55 | 1 306 | -5,50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 19 322 | 15,12 | 940 | 6,09 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 615 | 132,08 | 30 | 123,08 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 569 | 28 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28 044 | 1 364 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 159 | 50 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 474 | 12,68 | 169 | 3,70 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 11 574 | 563 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 40 350 | 658,32 | 1 963 | 600,71 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 6 915 | 0,10 | 336 | -7,69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 26 346 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 169 548 | 5,25 | 8 249 | -3,02 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 440 | 21 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 4 220 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 503 | 0,07 | 73 | -7,59 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 588 | 86,20 | 1 731 | 71,56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 200 | 58 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 40 461 | 112,81 | 1 968 | 96,21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40 475 | 5,43 | 1 971 | -2,81 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 17 150 | 12,09 | 834 | 3,35 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 009 | 10,76 | 49 | -5,77 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 543 | 26 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 999 | 195 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 762 | 29,08 | 86 | 18,06 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 29 898 | 1 455 | ||||||
| 2025-08-14 | 13F | Wexford Capital Lp | 29 845 | 1 452 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 4 532 | 220 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 525 | 1,00 | 123 | -6,15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 510 | 0,34 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 344 | 29,98 | 65 | 32,65 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 18 350 | 176,73 | 893 | 154,86 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 20 429 | 994 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 107 047 | 5 208 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25 324 | 6,28 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 419 | 3,59 | 507 | 4,98 |
