Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Global Consumer Staples ETF comprennent Kestra Private Wealth Services, Llc, Gts Securities Llc, Financial Services Advisory Inc, LOM Asset Management Ltd, Tidemark, LLC, J. Safra Sarasin Holding AG, Kcm Investment Advisors Llc, Mutual Advisors, LLC, ORG Partners LLC, Fairscale Capital, LLC, Strategic Wealth Partners, Ltd., Aviso Financial Inc., LGT Financial Advisors LLC, et Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 505 566 | 31,45 | 294 574 | 34,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14 894 | 26,43 | 974 | 29,18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 946 | 7,01 | 62 | 7,02 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 250 | 20,36 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 750 | 10,57 | 180 | 12,58 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 309 401 | 9,65 | 20 229 | 11,93 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 250 202 | 1,56 | 16 358 | 3,68 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 280 | 1,08 | 18 | 0,00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 5 000 | 327 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 315 | 0,96 | 21 | 5,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 016 | 60,51 | 66 | 65,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8 275 | 58,74 | 541 | 62,46 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 173 | 0,58 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41 177 | 2 692 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16 | 433,33 | 1 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21 890 | 0,68 | 1 429 | 2,66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6 832 | 5,96 | 447 | 8,25 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 306 | 68,13 | 20 | 81,82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 102 | 203 | ||||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 32 843 | 2 171 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 33 340 | 0,87 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 158 122 | 10 | ||||||
| 2025-08-08 | 13F | Creative Planning | 57 763 | 0,26 | 3 777 | 2,33 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 16 922 | 3,87 | 1 106 | 6,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 907 | 67,52 | 582 | 71,18 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 923 | 6 438,33 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7 384 | 1,07 | 483 | 3,21 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7 153 | 22,78 | 465 | 25,75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 823 | 15,83 | 315 | 18,42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 018 | 67 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 56 703 | 1,11 | 3 707 | 3,23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 36 199 | 32,29 | 2 367 | 35,05 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 5 481 | 358 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 236 | 14 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 439 | 356 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 121 | 8 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71 885 | 18,91 | 4 700 | 21,39 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 139 | 9 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 11 358 | 743 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3 870 | 1,07 | 253 | 3,27 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 4 846 | 53 744,44 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 027 | 4,24 | 198 | 5,91 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16 135 | 168,20 | 1 055 | 173,77 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 20 275 | 1 326 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 35 721 | 2,19 | 2 336 | 4,29 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 14 759 | 0,03 | 965 | 2,12 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 236 154 | 15 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 651 | 43 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 23 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 73 023 | 4 774 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 332 990 | 321,56 | 21 771 | 330,32 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 142 | 9 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 671 | 2,69 | 240 | 5,26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 290 | 24,50 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 499 | 117,52 | 1 | |||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3 948 | 258 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 66 555 | 44,20 | 4 351 | 47,19 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 075 | 2,01 | 332 | 4,09 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 56 | 4 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 930 | 4,21 | 325 | 7,26 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 362 | 939 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 520 | 3,26 | 426 | 5,45 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 664 | 200,00 | 174 | 210,71 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 350 | 89 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30 406 | 1 988 | ||||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 6 000 | 0 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 3 946 | 0,84 | 258 | 2,80 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 75 | 5 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 126 944 | 8 300 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 790 | 509 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 594 | 305,60 | 104 | 316,00 |
