Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Global Comm Services ETF comprennent Midwest Trust Co, Northern Trust Corp, Cascade Financial Partners, LLC, Sequoia Financial Advisors, LLC, Vivaldi Capital Management, LLC, Gotham Asset Management, LLC, Alliancebernstein L.p., Arkadios Wealth Advisors, Moors & Cabot, Inc., Wiley Bros.-aintree Capital, Llc, Parkside Financial Bank & Trust, et Kayne Anderson Rudnick Investment Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wbh Advisory Inc | 4 254 | 70,30 | 478 | 97,11 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15 455 | 1 736 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 331 | 25,97 | 599 | 46,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 510 | 282 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 36 252 | 1,59 | 4 072 | 17,59 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 470 | 1 302 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 41 874 | 50,59 | 5 | 100,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15 652 | 3,27 | 1 758 | 19,59 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1 932 | 217 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 80 951 | 0,04 | 9 092 | 15,82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 32 911 | 92,66 | 3 697 | 123,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 295 753 | 427,49 | 33 219 | 510,74 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 462 | 52 | ||||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 35 723 | 7,20 | 4 012 | 24,10 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 288 000 | 333,08 | 32 155 | 398,30 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 205 | 0,17 | 135 | 16,38 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3 000 | 337 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1 914 | 215 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18 011 | 4,65 | 2 023 | 21,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14 838 | 0,19 | 1 667 | 16,02 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 2 489 | 4,06 | 280 | 20,26 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 2 825 | 10,57 | 318 | 28,23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11 285 | 1,81 | 1 268 | 17,86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25 183 | 21,15 | 2 829 | 40,28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 77 | 9 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6 881 | 0,01 | 773 | 15,74 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2 490 | 4,71 | 280 | 21,30 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 81 399 | 0,21 | 9 143 | 16,02 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 135 | 240 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 77 629 | 8,03 | 8 719 | 25,06 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 130 | 15 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 576 | 30,48 | 514 | 50,88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 065 | 8,45 | 120 | 25,26 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 3 988 | 5,39 | 448 | 21,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 804 | 203 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 23 808 | 16,34 | 2 674 | 34,71 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 952 | 19,75 | 107 | 37,66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 194 359 | 3,35 | 21 830 | 19,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 | 2 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 161 | 10 705,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 2 037 | 229 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 869 | 210 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 389 | 4,31 | 1 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 403 | 270 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 800 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 270 | 104,84 | 143 | 136,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9 555 | 3,96 | 1 073 | 20,43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 564 | 1,67 | 288 | 18,03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 92 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 66 129 | 14,81 | 7 428 | 32,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12 726 | 3,09 | 1 429 | 19,38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7 090 | 55,93 | 792 | 79,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 152 | 17 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 989 | 40,28 | 1 796 | 62,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30 022 | 611,08 | 3 372 | 724,45 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 399 185 | 25,28 | 44 836 | 45,04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 451 | 22,06 | 237 | 21,65 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6 250 | 702 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 1 900 | 209 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 700 747 | 78 708 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 3 953 | 444 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 1 900 | 213 |
