Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares MSCI India Small-Cap ETF comprennent VestGen Advisors, LLC, Kestra Private Wealth Services, Llc, JETIX - abrdn Global Equity Impact Fund Institutional Class, AlphaCore Capital LLC, Harbour Investments, Inc., Riggs Asset Managment Co. Inc., Nova Wealth Management, Inc., Blume Capital Management, Inc., et Principal Securities, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Causeway Capital Management Llc | 137 008 | 61,63 | 10 574 | 83,23 | ||||
2025-08-14 | 13F | Comerica Bank | 548 | 18,10 | 42 | 35,48 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 32 138 | 562,09 | 2 480 | 651,52 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 36 814 | 569,59 | 2 842 | 657,87 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 143 | 43,00 | 11 | 83,33 | ||||
2025-07-16 | 13F | Randolph Co Inc | 139 056 | 1,48 | 10 732 | 15,03 | ||||
2025-03-28 | NP | INTL - Main International ETF | 49 800 | 1,22 | 3 473 | -14,86 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 5 | 0 | ||||||
2025-08-12 | 13F | Hillsdale Investment Management Inc. | 350 118 | 244,27 | 27 022 | 290,27 | ||||
2025-07-23 | 13F | Shell Asset Management Co | 50 876 | 0,05 | 4 | 0,00 | ||||
2025-06-13 | NP | JETIX - abrdn Global Equity Impact Fund Institutional Class | 21 700 | 1 509 | ||||||
2025-07-17 | 13F | Mainsail Financial Group, LLC | 88 561 | 2,84 | 6 847 | 16,77 | ||||
2025-08-13 | 13F | Loomis Sayles & Co L P | 21 502 | 142,44 | 1 660 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 44 832 | 3,97 | 3 460 | 17,89 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 122 | 229,73 | 9 | 350,00 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 3 450 | 266 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 6 232 | 11,39 | 481 | 26,32 | ||||
2025-08-14 | 13F | Mariner, LLC | 6 621 | 22,43 | 511 | 38,86 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 88 | 2 833,33 | 7 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 57 889 | 313,32 | 4 468 | 368,73 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 2 901 | 224 | ||||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 42 | 3 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33 443 | 1,98 | 2 581 | 15,64 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 478 | 0,61 | 268 | 14,04 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 27 | 2 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 426 810 | 10,50 | 32 941 | 25,25 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 500 | 150,00 | 39 | 192,31 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 525 | 13,38 | 116 | 28,89 | ||||
2025-07-09 | 13F | Leibman Financial Services, Inc. | 49 555 | 6,45 | 3 825 | 20,67 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 209 027 | 2,71 | 16 133 | 16,43 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 34 | 3 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 455 | 23,30 | 1 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 34 | 3 | ||||||
2025-08-08 | 13F | Creative Planning | 8 384 | 1,19 | 647 | 14,72 | ||||
2025-08-04 | 13F | Assetmark, Inc | 19 633 | 65 343,33 | 1 515 | 75 650,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 955 | 1,17 | 1 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 45 651 | 260,79 | 3 523 | 309,18 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 871 138 | 27,30 | 67 234 | 44,29 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 32 | 2 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 334 | 81,52 | 26 | 108,33 | ||||
2025-08-07 | 13F | Allworth Financial LP | 342 | 50,66 | 26 | 62,50 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 53 | 10,42 | 4 | 33,33 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 26 | 23,81 | 2 | 100,00 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 97 494 | 4,48 | 7 525 | 18,41 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 48 756 | 3 763 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 71 243 | 13,61 | 5 499 | 28,79 | ||||
2025-07-18 | 13F | Truist Financial Corp | 8 438 | 1,65 | 651 | 15,22 | ||||
2025-07-16 | 13F | Advisors Management Group Inc /adv | 20 434 | 1,74 | 2 | 0,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24 183 | 1 866 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8 900 | 48,33 | 687 | 68,14 | |||
2025-08-14 | 13F | Ardsley Advisory Partners Lp | 60 000 | 4 631 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3 000 | 231 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 20 800 | 62,50 | 1 605 | 84,27 | |||
2025-08-13 | 13F | Flow Traders U.s. Llc | 26 873 | 2 | ||||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 39 490 | 22,30 | 3 044 | 38,63 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 336 | 24,99 | 258 | 41,99 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 1 046 059 | 10,67 | 80 735 | 25,44 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 5 | 0 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 312 | 60,00 | 24 | 100,00 | ||||
2025-08-14 | 13F | Fmr Llc | 2 082 | 10,63 | 161 | 25,00 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 8 505 | 108,10 | 1 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 12 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 9 017 | 124,47 | 696 | 154,58 | ||||
2025-08-14 | 13F | Sei Investments Co | 30 809 | 216,70 | 2 378 | 259,06 | ||||
2025-07-29 | 13F | William Blair Investment Management, Llc | 14 442 | 22,47 | 1 115 | 38,90 | ||||
2025-07-28 | 13F | Copia Wealth Management | 243 | 38,07 | 19 | 63,64 | ||||
2025-08-12 | 13F | Van Berkom & Associates Inc. | 400 | 12,99 | 0 | |||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 24 811 | 1,97 | 1 915 | 15,58 | ||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 15 877 | 1 225 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 411 | 6,41 | 495 | 20,49 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16 388 | 60,76 | 1 116 | 43,13 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 606 | 279 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 146 | 11 | ||||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 10 701 | 16,73 | 826 | 32,21 |