Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Morningstar Small-Cap Value ETF comprennent Exchange Traded Concepts, Llc, rebel Financial LLC, Pensionmark Financial Group, Llc, Atlantic Union Bankshares Corp, et Ameritas Advisory Services, 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 | Bank Of America Corp /de/ | 162 873 | 9,37 | 9 999 | 13,23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17 329 | 1 064 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40 516 | 2 487 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10 652 | 153,14 | 654 | 162,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47 268 | 1,27 | 2 902 | 4,84 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 5 307 | 3,59 | 326 | 7,26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 187 790 | 24,83 | 11 528 | 29,22 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 735 | 0,21 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 130 493 | 19,87 | 8 011 | 24,09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43 430 | 1,07 | 2 666 | 4,63 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 5 561 | 33,84 | 341 | 38,62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 021 | 2,61 | 371 | 6,63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 255 | 98,33 | 445 | 106,02 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 51 568 | 6 039,05 | 1 | -100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6 793 | 23,20 | 417 | 27,91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45 910 | 2 868 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 136 | 8 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 189 512 | 1,71 | 11 634 | 5,29 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5 038 | 12,63 | 310 | 16,60 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 281 895 | 6,10 | 17 306 | 9,84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 19 318 | 3,80 | 1 186 | 7,43 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 311 | 8,57 | 572 | 12,40 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 395 792 | 67,70 | 24 298 | 73,61 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 676 | 0,11 | 226 | 3,69 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 5 639 | 0,50 | 346 | 4,22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3 356 | 206 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 40 506 | 5,05 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 62 117 | 9,02 | 3 813 | 12,88 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 741 | 0,49 | 352 | 4,14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 450 | 29 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 158 315 | 43,38 | 9 718 | 48,43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9 670 | 5,51 | 594 | 9,21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 92 | 5,75 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 317 150 | 19 470 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 27 555 | 2,15 | 1 692 | 5,75 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 621 | 8,31 | 161 | 12,59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204 | 13 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 60 270 | 540,76 | 3 700 | 564,09 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 56 034 | 2,76 | 3 440 | 6,37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35 563 | 1,93 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 50 332 | 49,57 | 3 227 | 61,75 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 854 | 0,06 | 630 | 8,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9 190 | 56,03 | 563 | 61,32 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 355 | 7,50 | 267 | 11,25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 79 | 1,28 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 43 078 | 35,94 | 2 645 | 40,71 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7 780 | 17,10 | 478 | 21,37 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17 740 | 2,67 | 1 089 | 6,35 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 870 | 67,63 | 53 | 76,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17 322 | 44,62 | 1 063 | 49,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 955 | 20,47 | 304 | 25,10 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 189 512 | 1,71 | 12 | 0,00 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 6 379 | 392 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 4 324 | 2,95 | 265 | 6,43 |
