Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Ispire Technology Inc. comprennent
Aqr Capital Management Llc,
Virtu Financial LLC,
Pnc Financial Services Group, Inc.,
Private Wealth Management Group, LLC,
Hartland & Co., LLC,
et
IFP Advisors, 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.
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
(%) |
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
933 |
0,76 |
0 |
|
|
| 2025-07-28 |
NP |
MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
2 958 |
348,18 |
7 |
133,33 |
|
| 2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
25 |
8,70 |
0 |
|
|
| 2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
140 |
154,55 |
0 |
|
|
| 2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
45 |
125,00 |
0 |
|
|
| 2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
95 454 |
8,83 |
241 |
-42,17 |
|
| 2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
106 835 |
1,48 |
269 |
-45,98 |
|
| 2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
24 |
|
0 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-12 |
13F |
Virtu Financial LLC
|
|
|
|
12 424 |
|
0 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
27 438 |
9,68 |
69 |
-41,53 |
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
9 738 |
6,09 |
25 |
-4,00 |
|
| 2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
433 079 |
2,62 |
1 109 |
-3,82 |
|
| 2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
14 369 |
|
37 |
|
|
| 2025-05-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
943 |
5,01 |
3 |
-50,00 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
318 552 |
18,07 |
815 |
10,73 |
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
1 443 |
|
4 |
|
|
| 2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
10 248 |
54,04 |
26 |
44,44 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
4 937 |
468,78 |
13 |
550,00 |
|
| 2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
11 606 |
5,05 |
32 |
-38,46 |
|
| 2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
9 255 |
31,18 |
24 |
21,05 |
|
| 2025-08-06 |
13F |
True Wealth Design, LLC
|
|
|
|
44 |
340,00 |
0 |
|
|
| 2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
46 552 |
0,11 |
119 |
-5,56 |
|
| 2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
33 250 |
59,18 |
0 |
|
|
| 2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
2 181 |
2,44 |
6 |
-40,00 |
|
| 2025-08-22 |
NP |
FECGX - Fidelity Small Cap Growth Index Fund
|
|
|
|
12 785 |
6,52 |
33 |
0,00 |
|
| 2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
33 614 |
101,62 |
86 |
91,11 |
|
| 2025-07-29 |
13F |
Private Wealth Management Group, LLC
|
|
|
|
256 |
|
1 |
|
|
| 2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
29 910 |
213,49 |
77 |
192,31 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
9 458 |
175,50 |
24 |
166,67 |
|
| 2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
12 810 |
20,74 |
33 |
14,29 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
178 621 |
275,77 |
457 |
254,26 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
849 |
363,93 |
2 |
|
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Call
|
|
31 300 |
47,64 |
80 |
40,35 |
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
476 416 |
0,35 |
1 220 |
-5,94 |
|
| 2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
5 405 |
73,35 |
15 |
0,00 |
|
| 2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
1 784 |
68,46 |
5 |
100,00 |
|
