Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Core MSCI Pacific ETF comprennent Perigon Wealth Management, LLC, Quantinno Capital Management LP, Tanager Wealth Management LLP, B&l Asset Management Llc, VisionPoint Advisory Group, LLC, Sapient Capital Llc, Concurrent Investment Advisors, LLC, Coppell Advisory Solutions LLC, Brian Low Financial Group, Llc, Savvy Advisors, Inc., Hoxton Planning & Management, LLC, Security National Bank, et Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 7 730 | 6,47 | 531 | 16,70 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 20 403 | 1,57 | 1 402 | 12,08 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18 392 | 1 264 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 823 056 | 61,26 | 125 244 | 78,00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 050 | 210 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 17 315 | 0,41 | 1 190 | 10,81 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 28 158 | 1 934 | ||||||
| 2025-08-04 | 13F | B&l Asset Management Llc | 8 750 | 601 | ||||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 293 528 | 11,04 | 20 165 | 22,57 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 56 255 | 9,77 | 3 501 | 11,71 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 175 984 | 0,86 | 12 090 | 11,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 93 974 | 7,34 | 6 456 | 18,50 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 9 221 | 0,25 | 633 | 10,66 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 653 467 | 8,97 | 44 893 | 20,28 | ||||
| 2025-07-10 | 13F | Security National Bank | 2 080 | 143 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8 494 | 584 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 140 242 | 2,67 | 9 635 | 13,31 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 340 | 19,72 | 23 | 35,29 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 120 729 | 0,01 | 8 294 | 10,40 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 10 635 | 731 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 8 317 | 571 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 139 | 10 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 142 939 | 0,64 | 9 820 | 11,09 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 37 724 | 7,60 | 2 592 | 18,74 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 3 014 | 207 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13 670 | 7,63 | 939 | 18,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 155 637 | 24,06 | 10 692 | 36,94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 570 | 216,67 | 39 | 254,55 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 24 220 | 1,59 | 1 664 | 12,14 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 476 862 | 24,89 | 32 760 | 37,86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 138 231 | 15,03 | 9 496 | 26,97 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10 241 | 704 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 33 730 | 2 558,00 | 2 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4 974 | 0,48 | 342 | 10,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 313 669 | 1 532,08 | 21 549 | 1 701,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 076 | 1,57 | 417 | 12,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 558 | 24,79 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 882 289 | 0,37 | 60 613 | 10,79 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 998 | 206 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 196 038 | 116,28 | 12 724 | 125,51 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 336 | 229 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 10 | 1 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 900 | 18,47 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 056 | 34,47 | 141 | 48,42 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 973 | 13,80 | 67 | 40,43 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 59 306 | 16,37 | 4 074 | 30,87 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 4 724 | 325 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 56 | 5,66 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3 122 | 214 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 098 | 282 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4 772 | 0,91 | 328 | 11,22 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 194 | 13 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 030 | 0,51 | 552 | 10,87 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 352 399 | 12,00 | 24 | 26,32 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 163 950 | 4,53 | 11 263 | 15,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 732 | 2,70 | 256 | 13,27 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 549 389 | 2,05 | 37 743 | 12,65 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4 164 | 0,87 | 286 | 11,72 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 213 | 16,97 | 83 | 27,69 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3 021 | 208 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 206 182 | 22,26 | 14 | 40,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 594 | 4 142,86 | 41 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 376 | 14,98 | 26 | 25,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 75 291 | 234,42 | 5 172 | 269,16 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3 613 | 248 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 484 | 102 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6 428 | 442 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7 279 | 500 |
