Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares International Small-Cap Equity Factor ETF comprennent Merit Financial Group, LLC, JBF Capital, Inc., KWB Wealth, Stonebridge Wealth Management, LLC, Colony Group, LLC, Wealth Advisory Team LLC, Vance Wealth, Inc., WorthPointe, LLC, Creative Planning, Signature Estate & Investment Advisors Llc, Avantax Advisory Services, Inc., Comprehensive Money Management Services LLC, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, et Howe & Rusling 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Breakwater Capital Group | 22 531 | 0,34 | 874 | 15,48 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 123 387 | 95,01 | 4 784 | 124,55 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 504 | 213 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 9 787 | 379 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 30 787 | 597,80 | 1 194 | 706,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 381 | 248 | ||||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 21 124 | 819 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 33 | 1 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 27 550 | 1,88 | 1 068 | 17,36 | ||||
| 2025-07-17 | 13F | KWB Wealth | 21 872 | 737 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 505 | 20 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36 738 | 8,04 | 1 424 | 24,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 175 225 | 29,34 | 6 793 | 48,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15 182 | 589 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 687 | 18,22 | 65 | 35,42 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 78 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 58 561 | 2,09 | 2 270 | 17,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 204 716 | 5,32 | 7 937 | 21,23 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 9 251 | 359 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 136 888 | 5,42 | 5 307 | 21,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 417 | 210 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65 505 | 27,50 | 2 540 | 46,76 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 115 893 | 23,10 | 4 493 | 41,74 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 798 | 20,49 | 419 | 38,87 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 855 | 33 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 27 728 | 359,30 | 1 075 | 429,56 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 268 743 | 3,72 | 10 419 | 19,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5 188 | 201 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 12 141 | 471 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 93 017 | 1,56 | 3 606 | 16,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46 167 | 0,74 | 1 790 | 15,94 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 8 403 | 5,51 | 326 | 21,27 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 26 631 | 33,25 | 1 033 | 53,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 224 | 9 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 7 792 | 1,96 | 302 | 17,51 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6 714 | 0,57 | 260 | 16,07 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9 324 | 22,01 | 361 | 40,47 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 326 | 44,89 | 13 | 71,43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 332 | 207 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 156 817 | 2,22 | 6 080 | 17,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137 350 | 5 325 | ||||||
| 2025-08-08 | 13F | JBF Capital, Inc. | 56 312 | 2 183 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26 090 | 1,57 | 1 012 | 16,88 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 11 257 | 0,75 | 436 | 15,96 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 103 647 | 1,34 | 4 018 | 16,67 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 30 477 | 12,66 | 1 182 | 29,64 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 158 882 | 9,30 | 6 160 | 25,82 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 208 182 | 2,58 | 8 117 | 18,70 | ||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 294 918 | 7,86 | 10 467 | 16,29 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 68 158 | 2 642 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2 111 | 9,49 | 82 | 26,56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 731 | 61,37 | 28 | 86,67 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 54 191 | 8,50 | 2 101 | 24,78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 312 | 4,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 182 907 | 961,25 | 7 091 | 1 122,59 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 38 437 | 2,04 | 1 490 | 17,51 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 537 | 331 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21 495 | 833 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 | 0 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 18 016 | 1,89 | 698 | 17,31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 34 806 | 0,68 | 1 349 | 15,89 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 10 870 | 17,29 | 421 | 35,37 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 50 320 | 1,13 | 1 951 | 21,42 |
