Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Morningstar Mid-Cap ETF comprennent RMG Wealth Management LLC, Hilltop Holdings Inc., Carnegie Capital Asset Management, LLC, Hoxton Planning & Management, LLC, Vise Technologies, Inc., Schneider Downs Wealth Management Advisors, LP, Summit Wealth Group Llc / Co, Edge Financial Advisors LLC, SYM FINANCIAL Corp, Capital Investment Advisory Services, LLC, et O'shaughnessy Asset 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5 841 | 465 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 68 964 | 0,25 | 5 494 | 7,79 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 596 | 1,79 | 127 | 9,48 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53 929 | 16,56 | 4 296 | 25,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83 538 | 4,81 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 309 271 | 3,80 | 104 297 | 11,61 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 47 512 | 2,22 | 3 785 | 10,39 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 705 | 0,43 | 56 | 7,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 402 | 29,78 | 348 | 39,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 498 843 | 9,97 | 39 738 | 18,25 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 911 | 0,10 | 312 | 7,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 108 491 | 2,80 | 8 642 | 10,54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181 928 | 0,89 | 14 492 | 8,49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 671 | 611 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 22 837 | 16,99 | 1 819 | 25,80 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 2 639 | 210 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3 216 | 0,34 | 256 | 8,02 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6 935 | 552 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 55 403 | 0,04 | 4 413 | 7,58 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 618 | 209 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 254 715 | 5,02 | 99 951 | 12,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 736 | 138 | ||||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 958 | 0,42 | 76 | 8,57 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 64 764 | 1,21 | 5 159 | 8,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 348 | 97,65 | 107 | 114,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34 308 | 5,89 | 2 733 | 13,83 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38 738 | 8,69 | 3 086 | 16,86 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 7 963 | 6,27 | 634 | 14,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 425 | 990 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 001 | 0,25 | 159 | 8,16 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 354 | 29,07 | 506 | 39,01 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3 184 | 6,88 | 254 | 15,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 | 0 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 177 217 | 1,39 | 14 117 | 9,03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13 933 | 3,84 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 42 691 | 1 347,15 | 3 401 | 1 452,51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43 592 | 0,00 | 3 473 | 7,53 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 482 | 0,21 | 38 | 8,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 47 602 | 11,28 | 3 792 | 19,63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 370 | 29 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 96 | 8 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 256 | 0,33 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 138 | 4,12 | 489 | 11,93 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 692 | 0,29 | 55 | 7,84 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9 380 | 39,81 | 747 | 50,30 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 860 | 0,18 | 546 | 7,69 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4 978 | 397 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 450 | 20,41 | 753 | 29,43 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 594 | 0,15 | 366 | 7,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 121 599 | 1,08 | 10 | 12,50 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83 245 | 1,08 | 6 631 | 8,69 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 632 | 608 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 4 790 | 0,34 | 382 | 7,93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81 572 | 6 498 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 6,76 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 083 709 | 87 672 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 153 163 | 2 080,88 | 12 201 | 2 246,15 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6 162 | 69,47 | 491 | 82,16 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 39 303 | 4,60 | 3 131 | 12,47 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 163 | 0,84 | 172 | 8,86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 319 053 | 5,32 | 25 416 | 13,25 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 4 053 | 323 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 139 | 1,99 | 1 047 | 9,64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 480 | 100,00 | 357 | 115,76 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 382 | 5,82 | 30 | 15,38 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 11 930 | 0,50 | 950 | 8,08 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3 114 | 250 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20 889 | 0,18 | 1 664 | 7,77 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 10 445 | 2,99 | 832 | 10,79 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 099 | 242,37 | 88 | 278,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 128 821 | 1,29 | 10 266 | 8,91 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 36 400 | 1,20 | 2 900 | 8,82 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 825 | 305 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 707 | 0,11 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 659 | 4,57 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 92 496 | 3,33 | 7 368 | 11,11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 977 | 0,21 | 78 | 6,94 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 177 | 0,57 | 14 | 7,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25 892 | 3,99 | 2 063 | 11,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 592 | 13,95 | 366 | 22,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 077 | 6,15 | 484 | 14,15 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 228 | 18 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 177 216 | 1,39 | 14 | 16,67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38 539 | 3 070 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 893 | 4,82 | 230 | 12,75 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 107 230 | 2,84 | 8 542 | 10,58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67 204 | 31,88 | 5 353 | 41,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27 254 | 10,63 | 2 171 | 18,96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 725 | 7,43 | 2 766 | 15,54 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5 694 | 0,33 | 454 | 7,86 |
