Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Currency Hedged MSCI EAFE ETF, to m.in Tulsa Wealth Advisors, INC, Tiaa-cref Individual & Institutional Services, Llc, Advyzon Investment Management, LLC, Beacon Pointe Advisors, LLC, Summitpoint Capital Management, Envision Financial Transparency, LLC, SB Capital Management Inc, Immaculate Wealth Management LLC, 71 West Capital Partners, Catalytic Wealth RIA, LLC, SMART Wealth LLC, Diversify Wealth Management, Llc, Emergent Wealth Advisors, LLC, Guardian Capital, LLC, OpenArc Corporate Advisory, LLC, SHP Wealth Management, National Wealth Management Group, LLC, RAM Investment Partners, LLC, Daymark Wealth Partners, Llc, i Vanguard National Trust Co .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 11 980 | 27,88 | 509 | 31,52 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 12 739 | 462 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 211 689 | 6,24 | 8 996 | 9,15 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 7 445 | 264 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 101 277 | 4,18 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 26 292 | 17,50 | 1 087 | 17,51 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 296 | 13 | ||||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 279 | 12 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3 074 762 | 13,34 | 130 662 | 16,45 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 5 929 029 | 4,81 | 251 954 | 7,69 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 6 734 | 286 | ||||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 256 973 | 2,39 | 10 920 | 5,21 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25 129 | 67 816,22 | 1 068 | 106 600,00 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 57 323 | 2,96 | 2 436 | 5,78 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 32 459 | 14,04 | 1 380 | 17,15 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 34 460 | 35,58 | 1 464 | 39,30 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 140 130 | 19,48 | 5 955 | 22,76 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 192 344 | 0,42 | 8 174 | 3,18 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8 870 | 367 | ||||||
| 2026-05-11 | 13F | Collier Financial | 298 | 0,34 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 729 | 0 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 21 005 | 1,41 | 893 | 4,21 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 28 319 | 5,42 | 1 203 | 8,28 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7 462 | 325 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 65 873 | 2 799 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 6 440 | 1,07 | 274 | 3,80 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15 698 | 1 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 7 346 | 0,93 | 325 | 4,52 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 300 | 13 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 7 084 | 301 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 100 067 | 4 139 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 5 897 | 251 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5 507 | 234 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 16 807 | 289,05 | 714 | 301,12 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 7 210 | 306 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 17 152 | 85,07 | 709 | 111,01 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 100 564 | 3,27 | 4 273 | 6,11 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 616 666 | 35,61 | 26 205 | 39,34 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 984 500 | 42 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 47 879 | 7,51 | 2 035 | 10,42 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1 186 | 39,86 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 033 324 | 9,29 | 43 911 | 12,29 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 11 296 | 63,28 | 480 | 67,83 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 16 233 | 9,29 | 690 | 12,21 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 78 634 | 5,40 | 3 342 | 8,30 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 5 390 | 229 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 220 549 | 3,58 | 9 373 | 6,43 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 7 178 | 0,07 | 305 | 3,04 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 626 | 27 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 36 687 | 22,22 | 1 559 | 25,62 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 116 371 | 3,81 | 4 945 | 6,67 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 5 320 | 29,98 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 38 650 | 271,21 | 1 642 | 281,86 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 149 851 | 7,16 | 6 368 | 10,10 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 10 769 | 127,96 | 356 | 82,05 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 64 455 | 2,90 | 2 739 | 5,75 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 350 321 | 2,02 | 14 887 | 4,82 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 101 330 | 4 306 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 333 680 | 32,18 | 13 754 | 31,74 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 66 436 | 8,87 | 2 823 | 11,85 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 6 281 | 267 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16 141 | 62,45 | 686 | 67,07 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8 398 | 3,83 | 357 | 6,59 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 153 475 | 22 142,75 | 5 570 | 19 789,29 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 58 218 | 18,83 | 2 474 | 22,06 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 17 221 | 13,86 | 732 | 16,96 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 524 043 | 22 269 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3 078 | 79,68 | 131 | 85,71 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 149 704 | 2 326,32 | 6 362 | 2 394,51 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3 982 | 169 | ||||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 248 421 | 7,61 | 10 557 | 10,56 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 79 600 | 3 383 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 19 466 | 2,83 | 827 | 5,75 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 79 597 | 3 446 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 122 184 | 3,19 | 5 192 | 6,02 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 40 237 | 1 710 | ||||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 153 040 | 67,90 | 6 503 | 72,54 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 441 387 | 1,25 | 18 757 | 4,03 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 223 202 | 0,40 | 9 485 | 3,15 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 188 497 | 19,36 | 8 010 | 22,65 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 5 285 | 163,07 | 225 | 169,88 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 48 127 | 87,53 | 2 045 | 92,74 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 344 555 | 3,60 | 14 642 | 6,44 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 3 579 217 | 3,98 | 152 099 | 6,83 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 4 879 | 207 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 23 318 | 8,71 | 991 | 11,61 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 597 | 25 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 12 228 | 5,11 | 520 | 7,90 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 34 680 | 3,35 | 1 474 | 6,20 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 15 809 | 50,56 | 672 | 54,61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 937 602 | 7,01 | 39 843 | 9,95 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 23 | 1 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8 898 | 378 | ||||||
| 2026-05-06 | 13F | 71 West Capital Partners | 17 022 | 723 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 445 | 52,91 | 60 | 59,46 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 831 540 | 7,36 | 35 336 | 10,31 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 261 821 | 12,18 | 11 126 | 15,27 | ||||
| 2026-04-06 | 13F | CX Institutional | 273 350 | 19,88 | 12 | 22,22 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 161 958 | 12,94 | 6 882 | 16,03 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 166 967 | 90,48 | 7 095 | 95,72 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 61 355 | 0,04 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28 344 | 32,54 | 1 | |||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 16 437 | 2,34 | 1 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 3 781 496 | 4,17 | 160 695 | 7,03 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 453 | 19 | ||||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 295 941 | 13,81 | 12 576 | 16,93 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 70 634 | 2 921 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 15 906 | 676 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 96 276 | 21,80 | 4 091 | 24,92 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 218 230 | 7,53 | 9 274 | 10,47 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 44 393 | 1 836 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 49 439 | 21,78 | 2 101 | 25,07 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 7 900 | 336 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 237 | 0,85 | 10 | 11,11 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 224 995 | 21,72 | 9 306 | 27,10 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 221 510 | 0,04 | 9 413 | 2,80 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 580 | 25 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 237 809 | 10 106 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 305 201 | 12 970 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 68 574 | 11 483,45 | 2 914 | 12 041,67 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 518 815 | 22 047 | ||||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 58 532 | 38,04 | 2 487 | 41,87 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 7 613 | 324 | ||||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 6 270 | 266 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9 002 | 598,37 | 383 | 620,75 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 118 144 | 49,28 | 5 021 | 53,38 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 4 896 | 202 | ||||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 18 228 | 16,35 | 775 | 19,63 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 13 580 | 29,64 | 577 | 33,26 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 120 199 | 0,12 | 5 108 | 2,86 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 28 961 | 1 231 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 4 767 | 203 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 20 493 | 2,21 | 871 | 4,95 | ||||
| 2026-05-11 | 13F | Commerce Bank | 5 606 | 238 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 481 203 | 9,34 | 20 449 | 12,34 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 128 985 | 20,99 | 5 481 | 24,31 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 79 228 | 3,57 | 3 367 | 6,42 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4 591 882 | 216,87 | 195 132 | 225,57 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 26 748 | 19,72 | 1 | |||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 59 136 | 3 | ||||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 427 085 | 18 149 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 645 820 | 44,14 | 27 | 50,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 17 029 | 46,78 | 724 | 50,94 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 97 | 4 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 142 517 | 4,79 | 6 056 | 7,66 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 50 458 | 17,16 | 2 144 | 20,38 | ||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 27 321 | 1 161 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 20 695 | 429,15 | 879 | 445,96 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 794 | 7,63 | 119 | 10,28 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 28 117 | 20,27 | 1 195 | 23,60 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 49 723 | 3,52 | 2 113 | 6,34 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 27 951 | 0,58 | 1 188 | 3,31 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 10 565 | 4,97 | 449 | 7,69 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 173 | 7 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 140 329 | 0,59 | 5 964 | 3,34 | ||||
| 2026-04-13 | 13F | Trust Co | 48 | 2 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 52 444 | 3,36 | 2 229 | 6,20 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 409 864 | 4,67 | 59 912 | 7,54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 64 291 | 3,82 | 2 732 | 6,68 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 4 582 | 202 |
