Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares U.S. Healthcare ETF comprennent Adams Wealth Management, CacheTech Inc., Forte Asset Management Llc, LOM Asset Management Ltd, Tradewinds, LLC., Boreal Capital Management LLC, Strategic Advocates LLC, Optiver Holding B.V., Summit Wealth Group, LLC, Atlantic Union Bankshares Corp, Midwest Trust Co, StoneX Group Inc., Owen LaRue, LLC, BTG Pactual Asset Management US LLC, Winnow Wealth Llc, Financial Perspectives, Inc, RMG Wealth Management LLC, EBI - Longview Advantage ETF, Glenmede Investment Management, LP, et Access 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 104 891 | 15,59 | 5 892 | 7,54 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4 370 | 247 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3 593 | 203 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 281 | 18 | ||||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 5 680 | 67,06 | 323 | 55,56 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 400 018 | 1,68 | 22 593 | -5,68 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 20 415 | 0,17 | 1 153 | -7,02 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 512 | 0,39 | 29 | -9,68 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 95 824 | 7,68 | 5 412 | -0,11 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 8 617 | 0,01 | 487 | -7,25 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 236 | 239 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 846 | 0,27 | 104 | -7,14 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 34 955 | 8,91 | 1 974 | 1,02 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 26 106 | 1 474 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 16 077 | 2,52 | 908 | -4,82 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 027 | 0,15 | 227 | -6,97 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14 830 | 4,47 | 838 | -3,12 | ||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 265 096 | 2,72 | 14 973 | -4,72 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 23 110 | 2,09 | 1 305 | -5,30 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 70 257 | 2,97 | 3 968 | -4,48 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14 163 | 800 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 304 | 0,33 | 17 | -5,56 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 384 | 7,36 | 530 | -0,38 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 14 410 | 0,98 | 814 | -6,34 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 22 812 | 6,09 | 1 288 | -1,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 734 | 98,38 | 41 | 86,36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 756 | 31,04 | 99 | 22,22 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 45 116 | 25,61 | 2 548 | 16,51 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 485 | 310 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 4 638 | 262 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5 960 | 0,07 | 330 | -2,66 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3 978 | 0,40 | 225 | -7,05 | ||||
| 2025-07-28 | 13F | Essex LLC | 34 778 | 12,49 | 1 964 | 4,36 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 102 845 | 0,09 | 5 809 | -7,16 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19 680 | 10,64 | 1 112 | 2,59 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 10 443 | 13 288,46 | 590 | 14 625,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21 336 | 3,10 | 1 205 | -4,37 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 109 334 | 6,53 | 6 184 | 7,42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 660 603 | 4,74 | 37 311 | -2,84 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 10 658 | 19,77 | 602 | 22,15 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 799 | 0,25 | 45 | -6,25 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39 374 | 247,61 | 2 224 | 222,64 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 3 950 | 13,02 | 223 | -7,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 421 350 | 12,60 | 23 810 | 4,47 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 41 748 | 3,41 | 2 358 | -4,11 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11 489 | 649 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4 818 | 0,15 | 276 | 1,48 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 124 250 | 488,28 | 7 018 | 445,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 130 075 | 2,68 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 940 | 110 | ||||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 20 910 | 32,85 | 1 181 | 23,17 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 947 096 | 6 342,22 | 34 | -98,15 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 189 | 144,99 | 575 | 127,27 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 802 | 0,38 | 45 | -6,25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 356 391 | 15,65 | 20 129 | 7,27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25 904 | 0,64 | 1 463 | -6,64 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23 300 | 1 316 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 887 | 24,81 | 445 | 15,89 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 470 | 0,43 | 27 | -7,14 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 980 | 26,72 | 338 | 17,42 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 436 | 0,14 | 81 | -6,90 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 74 817 | 24,52 | 4 226 | 15,50 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 523 | 30 | ||||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 71 928 | 4 063 | ||||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 6 915 | 0,07 | 391 | -7,14 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 12 167 | 687 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 43 329 | 12,73 | 2 447 | 4,57 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 061 | 80,49 | 229 | 67,15 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 129 292 | 7 873 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 6 970 | 75,43 | 394 | 63,07 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 471 | -16,67 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 8 639 | 1,05 | 488 | -6,35 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 685 | 21,88 | 407 | 27,59 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 265 | 60,61 | 15 | 40,00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5 505 | 6,89 | 311 | -0,96 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 129 292 | 7 873 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 17 606 | 32,32 | 994 | 22,72 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 39 878 | 2 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 041 | 9,28 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 173 | 284,60 | 123 | 258,82 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 29 020 | 14,64 | 1 639 | 6,36 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 475 | 0,07 | 309 | -7,21 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26 227 | 4,14 | 1 481 | -3,39 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22 756 | 9,23 | 1 285 | 1,34 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10 229 | 1,45 | 587 | 1,03 | ||||
| 2025-08-14 | 13F | Pingora Partners LLC | 4 920 | 189,41 | 278 | 168,93 | ||||
| 2025-08-08 | 13F | Creative Planning | 51 802 | 7,41 | 2 926 | -0,37 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5 076 | 287 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10 580 | 0,26 | 598 | -7,01 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 420 | 3,19 | 476 | -4,23 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 14 777 | 99,26 | 861 | 90,91 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 26 013 | 311,60 | 1 469 | 282,55 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 182 | 0,55 | 10 | -9,09 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 250 | 14 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 29 020 | 1 639 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 593 | 18,62 | 90 | 9,88 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 40 180 | 262,96 | 2 267 | 236,35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 60 260 | 3,27 | 3 404 | -4,17 | ||||
| 2025-08-05 | 13F | Allstate Corp | 9 050 | 511 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 13 738 | 0,29 | 776 | -7,07 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 52 382 | 9,81 | 2 959 | 1,86 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 100 | 6 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 101 | 94,46 | 909 | 82,16 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17 500 | 5,49 | 988 | -2,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 14 855 | 2,95 | 839 | -4,44 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 6 799 | 6,67 | 384 | 3,50 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 11 042 | 0,17 | 624 | -7,15 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 4 243 | 240 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 173 | 0,28 | 179 | -6,77 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 9 275 | 10,55 | 524 | 2,55 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19 109 | 27,50 | 1 079 | 18,31 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 960 | 108,70 | 54 | 92,86 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 62 680 | 11,09 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 172 487 | 725,81 | 9 742 | 666,48 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 671 981 | 0,49 | 94 433 | -6,79 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11 127 | 0,28 | 628 | -6,96 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 6 724 | 380 | ||||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 3 734 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 559 | 69,92 | 709 | 57,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 17 348 | 0,05 | 980 | -7,20 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1 020 | 0,29 | 58 | -6,56 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 28 632 | 5,45 | 1 743 | 10,18 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5 565 | 0,02 | 314 | -7,10 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13 301 | 50,98 | 751 | 40,11 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 13 702 | 3,18 | 774 | -4,33 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 963 | 337 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 700 | 24,77 | 378 | 15,95 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 5 106 | 5,19 | 288 | -2,37 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 11 674 | 13,34 | 659 | 5,10 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 177 | 10 | ||||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 55 224 | 1,45 | 3 119 | -5,88 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 5 579 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 147 301 | 1 032,21 | 8 320 | 950,38 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5 735 | 0,12 | 324 | -7,18 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21 729 | 39,58 | 1 227 | 29,57 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 6 000 | 339 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 5 | 400,00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 14 911 | 30,91 | 842 | 21,50 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 452 | 1,97 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 9 661 | 0,01 | 546 | -7,31 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 451 | 35,04 | 251 | 25,50 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 2 475 | 140 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19 618 | 2,75 | 1 108 | -4,73 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 000 | 56 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 825 | 18,89 | 103 | 15,73 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 381 | 22 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117 733 | 51,07 | 6 650 | 40,13 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 34 584 | 12,84 | 1 953 | 4,66 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 685 | 1 772,22 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16 178 | 0,03 | 914 | -7,22 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 4 898 | 0,10 | 277 | -7,07 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 125 | 7 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 25 | 1 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7 221 | 5,14 | 408 | -2,63 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 18 450 | 17,61 | 1 042 | 9,11 | ||||
| 2025-08-15 | 13F | Audent Global Asset Management, LLC | 84 290 | 0,23 | 4 761 | -7,03 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 500 | 28 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 851 | 2,89 | 217 | 0,93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 717 | 219,14 | 0 |
