Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Micro-Cap ETF comprennent EBI - Longview Advantage ETF, Haven Private, LLC, Empowered Funds, LLC, Sentinel Wealth Management, Inc., Tillman Hartley LLC, FFOX - FundX Future Fund Opportunities ETF, Future Fund LLC, Quantinno Capital Management LP, Bnp Paribas Arbitrage, Sa, Ballast, Inc., NKMCX - North Square Kennedy MicroCap Fund Class I, et ENDW - Cambria Endowment Style ETF .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | MAI Capital Management | 647 | 37,37 | 83 | 57,69 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 146 444 | 28,05 | 18 695 | 47,40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 161 | 21 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 6 200 | 791 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 47 097 | 159,09 | 6 012 | 198,21 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 223 | 6,77 | 1 816 | 22,88 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 1 735 | 221 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 3 815 | 0 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 18 325 | 4,59 | 2 339 | 20,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 659 | 212 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2 824 | 79,42 | 361 | 106,90 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 9 939 | 0,26 | 1 269 | 15,38 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 41 306 | 0,26 | 5 273 | 15,41 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 578 | 0,87 | 74 | 15,87 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 316 | 0,03 | 423 | 15,57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 502 | 20,54 | 7 851 | 38,76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 18 200 | 343,90 | 2 323 | 411,67 | |||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 1 863 | 0,16 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 192 | 0,52 | 24 | 14,29 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 35 249 | 606,11 | 4 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 620 | 207 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 64 948 | 23,12 | 8 291 | 41,73 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 133 | 17 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 2 377 | 303 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 449 | 54 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 462 | 9,36 | 1 080 | 24,17 | ||||
| 2025-08-25 | NP | TMVAX - RBC Microcap Value Fund A Shares | 16 220 | 2 649,15 | 2 071 | 3 084,62 | ||||
| 2025-07-02 | 13F | Doliver Advisors, Lp | 2 225 | 0,14 | 284 | 15,45 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 4 085 | 521 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 100,00 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 817 | 232 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 50 599 | 6 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 605 | 205 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 1 600 | 0 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 14 421 | 0,15 | 1 841 | 15,35 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 17 430 | 2 225 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 30 111 | 2,35 | 3 844 | 17,78 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2 050 | 5,13 | 262 | 20,83 | ||||
| 2025-07-29 | NP | NKMCX - North Square Kennedy MicroCap Fund Class I | 826 | 99 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 20 887 | 19,57 | 2 666 | 37,64 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 11 971 | 1 475 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4 206 | 53,17 | 537 | 76,32 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 14 637 | 1 869 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 8 970 | 1,29 | 1 145 | 16,60 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 13 306 | 14,99 | 1 699 | 32,35 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 968 | 1 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 89 990 | 0,90 | 12 370 | 24,62 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 30 | 328,57 | 4 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 63 | 53,66 | 8 | 100,00 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 6 072 | 775 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4 649 | 1 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 13 547 | 0,07 | 1 729 | 15,19 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 12 090 | 9,04 | 1 543 | 25,55 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 246 | 287 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5 096 | 0,02 | 651 | 15,04 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 3 185 | 407 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 692 | 22,66 | 471 | 41,44 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5 498 | 0,20 | 702 | 15,30 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 658 | 0,30 | 84 | 15,28 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 215 | 666 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 285 | 292 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 400 | 9,68 | 434 | 26,53 | |||
| 2025-07-29 | 13F | Ballast, Inc. | 1 865 | 238 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 944 | 87,84 | 1 | |||||
| 2025-08-07 | 13F | Future Fund LLC | 2 377 | 303 |
