Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Global Tech ETF comprennent Atlantic Union Bankshares Corp, Summit Financial, LLC, Safeguard Financial, LLC, Gamco Investors, Inc. Et Al, Aspiriant, Llc, Glenmede Investment Management, LP, Next Level Wealth Planning, LLC, Wedbush Securities Inc, RiverFront Investment Group, LLC, Clark Capital Management Group, Inc., Kanawha Capital Management Llc, Cardinal Point Capital Management, ULC, Grimes & Company, Inc., Clifford Swan Investment Counsel Llc, Skopos Labs, Inc., Norden Group Llc, Barnes Wealth Management Group, Inc, Traub Capital Management LLC, Kilter Group LLC, et Spectrum Wealth Counsel, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 855 | 0,23 | 79 | 21,88 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 7 050 | 0,09 | 651 | 21,95 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 5 367 | 0,02 | 496 | 21,92 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 959 499 | 0,31 | 273 280 | 22,30 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 50 808 | 1,27 | 4 692 | 23,45 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 13 985 | 2,47 | 1 291 | 24,98 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2 497 | 231 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70 471 | 2,31 | 7 | 20,00 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 6 662 | 505 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19 129 | 7,85 | 1 766 | 31,50 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 44 567 | 0,89 | 4 115 | 23,02 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 400 | 79 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 117 950 | 0,27 | 10 891 | 22,25 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 506 634 | 3,84 | 46 783 | 26,60 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 9 868 | 0,02 | 911 | 21,95 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 249 089 | 0,32 | 23 001 | 22,31 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 2 259 | 0,04 | 209 | 21,64 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 591 | 241 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 10 295 | 3,14 | 961 | 46,34 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 2 611 | 241 | ||||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 88 463 | 7,64 | 8 169 | 31,23 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 668 | 437 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2 334 | 216 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 50 493 | 31,13 | 4 663 | 59,88 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 44 660 | 0,09 | 4 124 | 22,02 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 816 | 62 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 21 355 | 16,17 | 1 972 | 41,59 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 11 175 | 0,17 | 1 032 | 22,16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14 249 | 0,04 | 1 | 0,00 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 19 102 | 0,26 | 1 447 | -10,41 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 281 | 160,19 | 26 | 212,50 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 326 382 | 14 762,57 | 30 138 | 18 055,42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17 812 | 14,50 | 1 645 | 39,56 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 3 372 | 0,60 | 311 | 22,92 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 483 | 13,74 | 783 | 38,83 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 739 | 253 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 850 539 | 0,03 | 78 540 | 21,96 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 65 961 | 2,14 | 6 156 | 25,86 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 285 | 2,75 | 580 | 25,27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 480 006 | 10,14 | 44 324 | 34,28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4 810 | 33,76 | 444 | 63,24 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 971 | 274 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 359 | 0,33 | 310 | 22,53 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 4 667 | 1,35 | 431 | 23,56 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 53 189 | 69,21 | 4 912 | 106,34 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 2 317 | 214 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 300 | 305 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2 505 | 0,20 | 231 | 22,22 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3 673 | 1,49 | 339 | 10,78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 824 | 2,35 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 399 | 0,04 | 960 | 21,98 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35 747 | 1,38 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 179 | 201 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 579 | 238 | ||||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 87 603 | 2,06 | 8 089 | 24,45 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1 860 | 172 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 438 | 40 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 787 | 10,43 | 442 | 34,76 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 891 | 0,35 | 267 | 22,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 92 636 | 11,83 | 8 486 | 35,28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22 767 | 0,15 | 2 102 | 22,14 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 84 181 | 7 773 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 811 | 6,60 | 444 | 30,21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 541 | 183,67 | 973 | 246,26 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4 901 | 9,67 | 453 | 33,73 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 761 | 0,13 | 70 | 22,81 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 749 | 70,03 | 1 639 | 107,34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9 954 | 0,13 | 919 | 22,21 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 3 000 | 277 | ||||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 4 968 | 20,79 | 459 | 47,27 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 10 545 | 0,09 | 974 | 22,08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6 667 | 616 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 30 590 | 2,11 | 2 825 | 24,46 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 349 | 20,14 | 863 | 46,52 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 22 046 | 79,26 | 2 036 | 118,58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 214 393 | 7,49 | 19 796 | 31,02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 21 488 | 238,02 | 1 984 | 312,47 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 8 562 | 791 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 17 427 | 0,18 | 1 609 | 22,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 15 121 | 5,29 | 1 396 | 28,43 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 563 | 6,50 | 975 | 29,83 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 2 185 | 202 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 6 000 | 554 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 5 948 | 42,36 | 549 | 73,73 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 504 | 1,74 | 416 | 23,88 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2 500 | 231 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 398 815 | 8,68 | 221 507 | 32,50 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 167 | 200 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 4 541 | 0,11 | 419 | 22,16 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 42 249 | 0,23 | 3 901 | 22,21 | ||||
| 2025-08-08 | 13F | Creative Planning | 38 884 | 5,17 | 3 591 | 28,21 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13 313 | 24,05 | 1 229 | 51,35 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 2 400 | 222 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7 077 | 35,73 | 654 | 65,74 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2 280 | 211 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 96 769 | 0,99 | 9 | 14,29 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 3 122 | 288 | ||||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 79 600 | 8,30 | 7 292 | 31,01 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5 449 | 0,02 | 503 | 22,09 | ||||
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 27 272 | 2,35 | 2 281 | 6,14 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6 645 | 35,14 | 614 | 64,78 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 3 079 | 284 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 16 064 | 0,07 | 1 483 | 22,06 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5 549 | 512 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 9 762 | 13,33 | 901 | 38,19 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 67 479 | 0,96 | 6 231 | 23,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22 015 | 1,60 | 2 033 | 23,83 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 853 | 171 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 27 701 | 2 558 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 3 804 | 351 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 1 408 | 1 146,02 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 897 | 0,04 | 822 | 21,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33 229 | 4,06 | 3 068 | 26,88 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 13 067 | 15,48 | 1 207 | 40,72 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 34 427 | 603,60 | 1 917 | 418,11 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 438 | 30,96 | 871 | 59,82 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2 700 | 249 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 810 | 0,01 | 998 | 22,00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 791 | 258 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 32 561 | 1,09 | 3 007 | 23,25 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 19 645 | 2,61 | 1 814 | 25,10 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 9 202 | 29,37 | 850 | 57,81 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 52 | 5 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 330 | 30 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 15 914 | 0,19 | 1 469 | 22,11 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 248 | 13,56 | 115 | 59,72 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 594 | 0,17 | 55 | 22,73 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 498 | 0,86 | 1 246 | 23,00 | ||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 2 508 | 232 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149 234 | 0,17 | 13 780 | 22,12 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 75 279 | 1,18 | 6 951 | 23,35 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 95 380 | 0,01 | 8 807 | 21,93 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 4 348 | 55,95 | 401 | 90,05 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 78 811 | 51,64 | 7 278 | 84,88 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 313 | 255,85 | 196 | 300,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 019 | 0,31 | 861 | 25,51 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 790 | 7,13 | 1 550 | 30,69 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6 436 | 0,05 | 594 | 21,97 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 21 895 | 1,81 | 2 022 | 24,14 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3 091 | 0,19 | 285 | 22,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 880 | 7,63 | 543 | 31,23 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 14 640 | 4,98 | 1 352 | 27,94 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 070 | 0 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 87 420 | 0,46 | 8 | 33,33 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 427 | 224 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 110 541 | 1,04 | 10 207 | 23,20 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 22 526 | 3,57 | 2 090 | 26,90 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3 229 | 7,31 | 298 | 31,28 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 2 600 | 239 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 3 534 | 0,14 | 326 | 22,10 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 561 | 8,03 | 144 | 30,91 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 13 989 | 0,42 | 1 292 | 22,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50 193 | 0,61 | 4 635 | 22,66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 25 933 | 3,04 | 2 395 | 25,60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 85 375 | 16,83 | 7 883 | 42,45 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 564 | 18,74 | 52 | 48,57 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 423 | 131 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56 059 | 14,81 | 5 176 | 39,97 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 277 043 | 1,24 | 25 582 | 23,42 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 2 484 | 233 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 4 788 | 7,77 | 442 | 31,55 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 2 208 | 204 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 568 | 14,22 | 791 | 39,26 |
