Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Morningstar Mid-Cap Value ETF comprennent Clark Capital Management Group, Inc., Dynamic Advisor Solutions LLC, Sovran Advisors, LLC, rebel Financial LLC, D.a. Davidson & Co., Ameritas Advisory Services, LLC, First Horizon Advisors, Inc., Gladwyn Financial Advisors, Inc., Pinnacle Bancorp, Inc., Emerald Investment Partners, Llc, et Cornerstone Planning Group 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 776 | 10,05 | 1 308 | 19,67 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 2 795 | 0,18 | 212 | 2,91 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 154 | 0,65 | 12 | 0,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8 616 | 9,15 | 655 | 11,79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 42 420 | 25,51 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58 333 | 4,63 | 4 432 | 7,16 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25 742 | 1 956 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 56 | 4 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 217 | 16 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9 252 | 70,17 | 703 | 74,19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27 450 | 12,34 | 2 086 | 15,07 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 007 | 3 337,63 | 1 520 | 3 434,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 218 922 | 28,72 | 16 634 | 31,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47 852 | 115,99 | 3 636 | 121,24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 293 | 42,25 | 324 | 46,61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 103 060 | 0,70 | 7 830 | 3,12 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 55 748 | 0,66 | 4 236 | 3,09 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 75 666 | 1,15 | 5 749 | 6,76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43 890 | 554,78 | 3 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 464 | 0,22 | 35 | 2,94 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 5 687 | 13,72 | 432 | 16,44 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 24 024 | 1 858 | ||||||
| 2025-08-05 | 13F | swisspartners Advisors Ltd | 111 620 | 3,25 | 8 471 | 19,43 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 81 441 | 6,12 | 6 188 | 8,68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43 502 | 0,92 | 3 305 | 3,35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 850 | 36,62 | 369 | 39,92 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4 258 | 0,02 | 324 | 2,54 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 201 752 | 1,63 | 15 329 | 4,09 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 31 915 | 6,26 | 2 425 | 8,80 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 202 | 0,50 | 15 | 7,14 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 586 | 272 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4 092 | 11,77 | 312 | 14,76 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 768 | 58 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 60 956 | 4,77 | 4 631 | 7,30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3 197 | 243 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 562 | 37,72 | 575 | 41,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 123 020 | 335,19 | 9 347 | 345,73 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 028 | 0,50 | 230 | 3,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 945 | 0,53 | 72 | 2,90 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12 367 | 0,01 | 940 | 2,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 212 788 | 27,26 | 16 168 | 30,33 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 20 510 | 235,19 | 1 558 | 243,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4 325 | 0,58 | 329 | 3,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 66 651 | 1,94 | 5 068 | 4,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 395 910 | 18,20 | 30 081 | 21,06 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 4 104 | 2,47 | 312 | 4,71 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 801 | 0,04 | 213 | 2,42 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 9 460 | 1,21 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 26 647 | 18,00 | 2 025 | 20,84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 427 | 11,23 | 488 | 14,02 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 317 | 18,82 | 175 | 23,24 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 40 696 | 9,20 | 3 092 | 11,87 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 90 046 | 6 842 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 36 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 270 105 | 33,06 | 21 | 33,33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 482 | 20,20 | 37 | 24,14 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 27 722 | 91,45 | 2 106 | 96,09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17 237 | 21,14 | 1 310 | 24,08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13 272 | 1 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 394 | 98,60 | 410 | 103,48 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 266 | 0,76 | 20 | 5,26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 656 | 430 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 221 | 0,66 | 245 | 2,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92 623 | 146,97 | 7 038 | 152,89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 286 | 4 133,33 | 174 | 4 225,00 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 13 988 | 0,16 | 1 063 | 2,51 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 103 | 24,10 | 8 | 16,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7 021 | 4,51 | 533 | 7,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 218 051 | 4,97 | 16 567 | 7,49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 832 | 16,69 | 63 | 21,15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 52 522 | 78,58 | 3 991 | 82,94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 18 151 | 95,87 | 1 379 | 100,73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 984 | 379 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 82 303 | 2,75 | 6 253 | 5,23 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 2 012 | 0,20 | 153 | 2,01 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 359 977 | 5,71 | 27 351 | 8,27 | ||||
| 2025-08-08 | 13F | Creative Planning | 6 442 | 0,61 | 489 | 2,95 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 254 | 0,79 | 19 | 5,56 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2 836 | 0,18 | 215 | 2,38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13 501 | 1,06 | 1 026 | 3,43 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 8 456 | 0,67 | 642 | 3,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 219 604 | 6,63 | 16 686 | 9,20 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 201 752 | 1,63 | 15 | 7,14 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 15 | 1 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 4 342 | 330 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 72 | 5 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 100 912 | 7,15 | 7 667 | 9,73 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5 592 | 2,57 | 425 | 4,95 |
