Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares International Equity Factor ETF comprennent Stonebridge Wealth Management, LLC, Mount Yale Investment Advisors, LLC, Newbridge Financial Services Group, Inc., Sigma Planning Corp, Vise Technologies, Inc., Gts Securities Llc, Summit Wealth Group Llc / Co, CIBC World Markets Inc., RMR Wealth Builders, HORAN Wealth, LLC, Sovran Advisors, LLC, Russell Investments Group, Ltd., Private Trust Co Na, Skopos Labs, Inc., HighMark Wealth Management LLC, et Harbour Investments, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 760 428 | 3,89 | 26 029 | 15,03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 7 469 | 1,69 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 815 | 0,04 | 439 | 10,89 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 8 733 | 0,48 | 299 | 11,19 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 123 649 | 3,95 | 4 225 | 14,22 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 6 642 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 151 | 5 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 318 745 | 9,44 | 9 830 | 17,53 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 27 544 | 943 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 203 335 | 8,57 | 6 960 | 20,25 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 129 770 | 0,16 | 4 442 | 11,19 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 241 659 | 11,93 | 8 272 | 24,23 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 13 268 | 0,23 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 145 907 | 28,85 | 4 994 | 43,01 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 30 272 | 0,02 | 1 041 | 15,04 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 13 851 | 2,37 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 485 415 | 0,00 | 50 846 | 10,99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 13 158 | 0,91 | 450 | 11,94 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15 104 | 1,68 | 517 | 12,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 90 606 | 1 085,32 | 3 101 | 1 219,57 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 65 845 | 2 254 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 19 982 | 41,93 | 684 | 57,37 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 81 369 | 2,58 | 2 785 | 13,86 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 059 484 | 61,24 | 36 264 | 78,96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6 141 | 210 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 108 | 1,89 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 6 642 | 227 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15 878 455 | 54 816,15 | 543 519 | 60 901,01 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9 874 | 338 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 42 097 | 136,09 | 1 441 | 162,30 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 226 977 | 1,97 | 7 769 | 13,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 88 910 | 31,82 | 3 | 50,00 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 120 956 | 22,83 | 4 140 | 36,36 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 45 591 | 26,35 | 1 561 | 40,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 250 523 | 179,48 | 8 575 | 210,24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 123 915 | 65,82 | 4 242 | 84,07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 000 | 203 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 320 | 30,40 | 730 | 44,64 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 42 634 | 1,96 | 1 459 | 13,19 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 21 199 | 726 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 248 | 0,01 | 248 | 11,21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 827 | 28 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 976 | 33 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 623 742 | 39,57 | 21 351 | 54,91 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37 914 | 5 129,52 | 1 298 | 6 385,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3 195 954 | 0,44 | 109 397 | 11,47 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 148 756 | 19,17 | 5 092 | 32,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 273 723 | 5,08 | 9 370 | 16,63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 095 | 45,11 | 140 | 60,92 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 108 240 | 2,37 | 3 706 | 13,62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 337 171 | 1,67 | 11 541 | 12,85 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 36 543 | 19,66 | 1 251 | 32,84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 799 | 0,09 | 678 | 10,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 123 437 | 974,95 | 4 209 | 1 088,70 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 603 | 911 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 092 | 0,03 | 380 | 11,14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13 033 | 74,85 | 446 | 93,07 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 2 851 077 | 4,34 | 97 592 | 15,81 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 267 | 0,48 | 43 | 13,16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 344 337 | 11,10 | 46 017 | 23,31 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 32 775 | 39,02 | 1 122 | 54,20 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 831 | 28 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 381 780 | 26,84 | 13 068 | 40,79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 246 | 1,44 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 26 213 | 897 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5 453 | 6,57 | 187 | 18,47 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 412 946 | 16,61 | 14 135 | 29,43 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 59 564 | 363,93 | 2 039 | 415,95 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 069 | 37 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 113 540 | 37,21 | 3 886 | 52,27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 123 974 | 23,30 | 4 236 | 35,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 76 066 | 63,18 | 2 604 | 81,14 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 12 196 | 417 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 771 706 | 2,44 | 60 645 | 13,70 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 13 052 | 447 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 301 413 | 4,14 | 10 317 | 15,60 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 14 015 | 63,54 | 480 | 81,44 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 807 176 | 41,47 | 27 630 | 57,03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15 620 | 10,69 | 535 | 22,76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 055 237 | 8,29 | 36 121 | 20,20 | ||||
| 2025-08-14 | 13F | UBS Group AG | 441 395 | 1,91 | 15 109 | 13,11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 34 102 | 1 167 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 59 350 | 30,35 | 2 087 | 42,10 | ||||
| 2025-08-14 | 13F | Obsido Oy | 259 933 | 1,66 | 8 898 | 12,83 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 563 | 19 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6 395 | 219 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 395 | 14 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 072 | 208 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 56 430 | 1,28 | 1 932 | 12,40 |
