Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares MSCI USA Size Factor ETF comprennent Strategic Financial Services, Inc,, First Trust Advisors Lp, OneAscent Family Office, LLC, Raymond James Financial Inc, Briaud Financial Planning, Inc, Signature Resources Capital Management, LLC, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 1 458 | 0,21 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 781 | 0,91 | 413 | 3,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 58 311 | 4 044,35 | 9 011 | 4 316,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 395 | 42,93 | 216 | 52,48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5 237 | 90,64 | 1 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 40 | 6 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 727 | 115,07 | 267 | 129,31 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 1 397 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 48 | 23,08 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 496 477 | 4,62 | 76 726 | 11,17 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 103 600 | 16 010 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 861 | 54,51 | 751 | 64,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 48 190 | 3,42 | 7 447 | 9,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1 512 | 4,64 | 234 | 10,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 725 | 173,60 | 1 647 | 190,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 938 | 14,61 | 0 | |||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 92 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38 825 | 17,31 | 6 000 | 24,66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 358 | 0,34 | 364 | 6,74 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 442 | 223 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 30 670 | 13,33 | 4 376 | 4,84 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 12 224 | 0,04 | 1 889 | 6,30 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 766 | 106,02 | 582 | 119,25 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 167 623 | 5,35 | 25 904 | 11,94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 | 2 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1 538 | 5,49 | 238 | 11,79 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 177 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 17 891 | 2,79 | 2 765 | 9,21 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 1 963 | 0,36 | 303 | 6,69 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 115 036 | 2,30 | 17 778 | 8,69 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 1 939 | 0,15 | 300 | 6,41 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 41 803 | 71,48 | 6 460 | 82,23 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 373 667 | 3,04 | 57 746 | 9,48 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 62 880 | 56,48 | 9 717 | 66,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 975 | 151 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 62 | 9 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 581 | 11,98 | 708 | 19,19 |
