Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Morningstar Small-Cap ETF comprennent Pathway Financial Advisors LLC, et Schneider Downs Wealth Management Advisors, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3 572 | 208 | ||||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Put | 187 300 | 48,77 | 13 721 | 20,42 | |||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3 993 | 0,28 | 233 | 7,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71 549 | 3,22 | 4 170 | 11,03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197 039 | 2 079,88 | 11 483 | 2 248,06 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 450 | 4,01 | 318 | 12,01 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 060 | 0,27 | 237 | 7,76 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 139 700 | 49,89 | 13 016 | 549,45 | |||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 688 | 0,09 | 331 | 3,76 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 669 | 0,31 | 1 438 | 7,88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 154 202 | 82,94 | 8 986 | 96,80 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 4 350 | 254 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 221 | 2,09 | 71 | 1,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1 677 | 280,27 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 765 | 9,91 | 1 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 48 985 | 0,58 | 2 654 | -7,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22 425 | 0,08 | 1 307 | 7,67 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 266 900 | 696,72 | 22 239 | 1 358,30 | |||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 41 839 | 0,20 | 2 438 | 7,78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 275 | 0,25 | 424 | 7,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3 522 | 205 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 8,33 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 189 | 11 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 788 | 0,16 | 221 | 7,84 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 48 985 | 0,58 | 2 654 | -7,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 750 | 93,76 | 626 | 108,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 994 | 24,45 | 990 | 33,96 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | Put | 38 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 65 600 | 13,57 | 3 823 | 22,15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 241 | 33,58 | 72 | 44,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | 7 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 2 700 | 3,85 | 134 | 9,92 | |||
| 2025-08-08 | 13F | Creative Planning | 3 923 | 1,58 | 229 | 9,09 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 3 580 | 209 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59 119 | 11,93 | 3 445 | 20,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39 763 | 648,27 | 2 317 | 707,32 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 91 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12 192 | 4,50 | 711 | 12,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 559 | 0,18 | 33 | 6,67 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 7 799 800 | 26,02 | 644 | 27,08 | |||
| 2025-08-05 | 13F | Key FInancial Inc | 772 | 7,67 | 45 | 15,79 |
