Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF comprennent Gts Securities Llc, Bedell Frazier Investment Counseling, LLC, Principia Wealth Advisory, LLC, Glenmede Investment Management, LP, Kiker Wealth Management, LLC, et Emerald Investment Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 3 280 | 123 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 129 | 5 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 811 | 0,68 | 406 | 5,45 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 33 827 | 248,80 | 1 272 | 266,28 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 310 | 7,73 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 41 100 | 183,45 | 1 545 | 197,12 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 102 815 | 534,00 | 3 866 | 565,23 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 149 | 413,79 | 6 | 400,00 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 51 348 | 0,65 | 1 931 | 5,46 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 17 496 | 13,89 | 658 | 19,24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14 700 | 673,68 | 553 | 711,76 | |||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36 684 | 5,28 | 1 379 | 10,32 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5 549 | 209 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17 393 | 654 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 87 253 | 3,86 | 3 281 | 8,83 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 76 157 | 2 864 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 649 | 1,41 | 62 | 5,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 371 | 14 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 246 | 1,65 | 9 | 12,50 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 841 | 32 | ||||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 7 836 | 12,15 | 295 | 17,60 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 15 770 | 13,10 | 593 | 18,40 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11 109 | 7 835,00 | 418 | 8 240,00 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 144 807 | 8,54 | 5 445 | 13,72 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 524 | 95 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 328 | 200 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 360 | 14 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 355 | 2,72 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 86 428 | 3 250 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 146 052 | 5 492 | ||||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 67 916 | 109,44 | 2 554 | 119,52 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 9 838 | 13,30 | 370 | 18,65 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 270 | 47,23 | 725 | 54,37 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 125 471 | 1 088,51 | 4 718 | 1 144,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 84 144 | 6,22 | 3 164 | 11,29 | ||||
| 2025-08-01 | 13F | Motco | 200 | 8 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 23 | 360,00 | 1 | |||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 5 328 | 210 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 19 460 | 4,53 | 732 | 9,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 43 404 | 5,68 | 1 632 | 10,73 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 851 | 32 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 645 | 2,79 | 438 | 7,64 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 41 223 | 50,42 | 1 550 | 57,58 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 433 | 0,93 | 16 | 6,67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31 940 | 29,43 | 1 201 | 35,59 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7 034 | 1,34 | 264 | 6,02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 357 | 37,31 | 13 | 44,44 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 263 601 | 22,94 | 9 911 | 28,85 | ||||
| 2025-08-08 | 13F | Creative Planning | 15 263 | 10,49 | 574 | 15,76 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 8 200 | 310 | |||||
| 2025-08-12 | 13F | Choate Investment Advisors | 2 378 | 89 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 262 488 | 73,40 | 9 870 | 81,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 957 | 6,30 | 74 | 10,61 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6 763 | 0 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 37 064 | 7,62 | 1 394 | 12,79 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 544 102 | 83,58 | 20 458 | 92,38 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 555 538 | 147,29 | 20 888 | 159,16 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 152 | 1,95 | 43 | 7,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 283 792 | 2,54 | 10 671 | 7,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 943 | 0,85 | 223 | 5,69 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 840 | 0,59 | 257 | 5,76 |
