Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares U.S. Consumer Staples ETF comprennent Zurich Insurance Group Ltd/FI, Adams Wealth Management, CacheTech Inc., Kovitz Investment Group Partners, LLC, EWG Elevate Inc., MONECO Advisors, LLC, Gladstone Institutional Advisory LLC, Fifth Third Securities, Inc., Atlantic Union Bankshares Corp, Millstone Evans Group, LLC, Parkside Financial Bank & Trust, Nbc Securities, Inc., West Paces Advisors Inc., Armstrong Advisory Group, Inc, et Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 194 | 2,14 | 225 | 0,90 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25 021 | 1 763 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 37 200 | 55,65 | 2 622 | 53,27 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 4 816 | 339 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 45 787 | 37,96 | 3 211 | 37,06 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 111 100 | 7 907 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 261 865 | 15,70 | 18 456 | 13,94 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3 848 | 7,04 | 271 | 5,45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 73 292 | 213,15 | 5 166 | 208,36 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 368 | 0,29 | 96 | -1,03 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 576 | 0,52 | 41 | -2,44 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4 151 | 293 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 736 | 21,58 | 263 | 20,09 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 9 630 | 679 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5 232 | 46,76 | 369 | 44,31 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 885 | 43,32 | 203 | 40,97 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 28 323 | 2,23 | 1 996 | 0,71 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 339 | 25,22 | 306 | 23,48 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 9 056 | 45,50 | 638 | 43,37 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 72 925 | 1,12 | 5 140 | -0,43 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 10 747 | 1,30 | 757 | -0,26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 752 | 167,89 | 123 | 167,39 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 815 | 286,26 | 57 | 280,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 372 | 308 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 48 161 | 3 394 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3 289 | 0,03 | 232 | -1,70 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 432 | 0,49 | 101 | -0,99 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 10 682 | 753 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 8 232 | 0,56 | 580 | -0,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 287 896 | 24,53 | 20 291 | 22,64 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 842 | 200 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 136 551 | 11,96 | 9 624 | 10,27 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 24 886 | 1 754 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 44 344 | 0,44 | 3 125 | -1,08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 288 797 | 11,40 | 20 | 11,11 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 277 | 3,17 | 865 | 1,65 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 11 469 | 1,85 | 808 | 0,37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 172 194 | 8,47 | 12 136 | 6,81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 648 945 | 1,72 | 45 738 | 0,17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10 844 | 10,17 | 772 | 9,52 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 18 | 1 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 65 | 1,56 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 11 291 | 792 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 119 680 | 0,15 | 8 435 | -1,37 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8 267 | 3,73 | 583 | 2,11 | ||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 449 | 13,38 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 306 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 961 699 | 54,20 | 67 781 | 51,85 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 88 203 | 6 313 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 7 994 | 936,84 | 1 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26 166 | 31,12 | 1 844 | 40,98 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 370 | 238 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 24 207 | 1 706 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 476 | 5,51 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35 824 | 197,62 | 2 525 | 193,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 971 | -2,41 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 21 450 | 179,66 | 1 512 | 175,73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 917 | 1,55 | 769 | 0,00 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 88 203 | 6 313 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 529 | 106,74 | 460 | 104,44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21 744 | 12,95 | 1 533 | 11,26 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 262 | 230 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28 807 | 3,84 | 2 030 | 2,27 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 536 501 | 2,60 | 37 813 | 1,04 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 31 300 | 42,92 | 2 206 | 40,78 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 486 | 0,41 | 34 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12 412 | 0,38 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 467 813 | 2,98 | 32 971 | 1,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26 761 | 5,39 | 1 886 | 3,80 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 416 | 5,69 | 241 | 3,90 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 6 798 | 0,41 | 479 | -1,03 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 50 | 4 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 811 | 57 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 957 | 3,68 | 631 | 2,10 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 575 322 | 1,03 | 111 029 | -0,51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 714 | 29,72 | 332 | 27,69 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13 169 | 0,05 | 928 | -1,49 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 354 | 0,57 | 25 | -4,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 571 | 328,50 | 181 | 320,93 | ||||
| 2025-08-08 | 13F | Creative Planning | 23 866 | 0,50 | 1 682 | -1,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 623 | 185 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 4 470 | 5,92 | 0 | |||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 15 935 | 1 123 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 570 | 111 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 186 389 | 1 977,68 | 13 137 | 1 946,11 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 8 587 | 605 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 420 | 29,76 | 171 | 27,82 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 527 | 0,38 | 37 | 8,82 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 003 | 0,13 | 564 | -0,88 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 609 | 748 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 272 | 3 036,00 | 411 | 2 835,71 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 549 | 3,97 | 391 | 3,99 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 488 | 325,16 | 457 | 319,27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 893 | 0,45 | 63 | -1,59 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 8 200 | 578 | ||||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 2 900 | 16,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 919 966 | 7,17 | 64 839 | 5,54 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18 008 | 43,35 | 1 269 | 41,16 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 1 312 | 245 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 207 | 1,16 | 649 | -0,46 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 156 | 0,55 | 716 | -0,97 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4 907 | 31,66 | 346 | 29,70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 665 | 347,68 | 893 | 341,58 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7 274 | 0,51 | 513 | -0,97 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 161 300 | 18,26 | 11 368 | 16,45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 849 | 23,76 | 60 | 20,41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 580 | 224,11 | 957 | 220,07 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 123 | 9 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 030 | 0,25 | 284 | -1,05 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 406 | 29 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50 439 | 186,41 | 3 555 | 182,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25 189 | 13,71 | 1 775 | 11,99 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 143 | 10 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 110 200 | 37,06 | 7 767 | 34,97 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 17 297 | 0,03 | 1 219 | -1,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 441 702 | 154,99 | 31 132 | 151,11 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 120 | 207,69 | 8 | 300,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 6 750 | 476 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 20 416 | 1 876,38 | 1 439 | 1 869,86 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6 913 | 0,07 | 487 | -1,42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 893 | 45,82 | 486 | 56,45 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 333 | 137,82 | 164 | 134,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 63 735 | 1 294,03 | 4 492 | 1 273,70 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 6 478 | 4,55 | 457 | 2,93 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 90 332 | 1,08 | 6 367 | -0,45 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 813 | 0,01 | 551 | -1,61 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 895 | 11,72 | 627 | 10,02 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 11 147 | 4,72 | 786 | 3,15 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 335 | 0,60 | 94 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 390 | 162 614,29 | 803 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 003 | 5,58 | 71 | 2,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137 128 | 9,49 | 9 670 | 7,83 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 45 816 | 9,36 | 3 | 50,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 196 | 0 |
