Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Global Utilities ETF comprennent Financial Services Advisory Inc, LOM Asset Management Ltd, Equitable Holdings, Inc., et Thurston, Springer, Miller, Herd & Titak, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 727 | 0 | ||||||
| 2025-08-07 | 13F | Guardian Capital Lp | 31 700 | 4,97 | 2 339 | 12,08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17 605 | 7,04 | 1 299 | 14,26 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 318 | 165,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 047 | 22,03 | 77 | 30,51 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 664 | 130,42 | 1 377 | 146,15 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 461 | 0,27 | 108 | 7,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 425 | 31 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 894 | 287 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 115 | 1 015,00 | 82 | 1 266,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11 084 | 12,54 | 818 | 20,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 23 741 | 2,90 | 1 752 | 9,91 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 41 425 | 8,08 | 3 056 | 15,37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 238 | 386 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9 821 | 724 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 26 668 | 15,98 | 1 967 | 23,87 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 061 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 23 207 | 1,38 | 1 712 | 8,22 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3 455 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7 123 | 5,29 | 525 | 12,42 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 253 | 14,71 | 165 | 23,13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 31 988 | 0,72 | 2 360 | 7,62 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7 876 | 106,07 | 581 | 119,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 957 | 0,11 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 93 664 | 14,83 | 6 910 | 22,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 65 | 441,67 | 5 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 2 365 | 4,46 | 174 | 11,54 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 944 | 16,00 | 217 | 24,00 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 7 692 | 1 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 10 600 | 782 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 521 | 1,36 | 38 | 8,57 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 546 | 16,90 | 188 | 24,67 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 614 | 0,16 | 45 | 7,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57 783 | 231,12 | 4 263 | 253,69 |
