Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Core 30/70 Conservative Allocation ETF, to m.in Madrid Financial Services, Spartan Wealth Advisory Services LLC, Strategic Blueprint, LLC, Nicolet Bankshares Inc, EP Wealth Advisors, Inc., Advisortrust Partners, Llc, Wiley Bros.-aintree Capital, Llc, Coordinated Financial Services, Inc., Vanguard Advisers Inc, Mosley Wealth Management, Synergy Investment Management, LLC, Mount Yale Investment Advisors, LLC, i Mather Group, Llc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3 218 | 16,38 | 129 | 16,36 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 19 010 | 4,02 | 758 | 3,41 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 4 490 | 179 | ||||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 35 038 | 3,30 | 1 398 | 2,65 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7 469 | 15,51 | 298 | 14,67 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 7 274 | 291 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 15 180 | 75,45 | 597 | 72,05 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 45 398 | 49,77 | 1 811 | 48,85 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7 325 | 39,34 | 292 | 39,05 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5 104 | 0,39 | 204 | -0,49 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 151 | 6 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 4 866 | 32,73 | 194 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21 486 | 857 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 178 434 | 31,38 | 7 118 | 30,59 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4 644 | 0,30 | 185 | 0,00 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 32 878 | 0,53 | 1 312 | -0,08 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 087 | 64,20 | 44 | 65,38 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 103 594 | 11,61 | 4 | 33,33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 477 | 19 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 336 | 2,44 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5 543 | 221 | ||||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 3 318 | 0,42 | 132 | 0,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1 238 | 12,04 | 51 | 11,11 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1 238 | 0,41 | 49 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 68 378 | 69,21 | 2 728 | 68,23 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 8 969 | 0,48 | 367 | 1,10 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4 079 | 163 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 574 | 13,75 | 143 | 12,70 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9 243 | 6,17 | 369 | 5,44 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 7 622 | 304 | ||||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 36 450 | 0,43 | 1 454 | -0,21 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 5 517 | 10,03 | 220 | 9,45 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 461 | 0,44 | 0 | |||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 10 570 | 31,80 | 422 | 31,15 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 446 | 0,45 | 18 | 0,00 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 3 169 | 5,63 | 126 | 5,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 37 290 | 7,60 | 1 496 | 149 500,00 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 8 566 | 0,26 | 342 | -0,29 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 635 | 25 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 20 891 | 20,42 | 833 | 19,68 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 8 384 | 0,20 | 334 | -0,30 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 6 001 | 242 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 6 493 | 7,13 | 259 | 6,17 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 7 260 | 0,23 | 295 | 1,37 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 5 773 | 14,91 | 230 | 14,43 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 6 662 | 0,32 | 266 | -0,38 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 29 489 | 0,12 | 1 176 | -0,51 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 7 891 | 1,53 | 315 | 0,96 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 148 591 | 1,48 | 5 927 | 0,87 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 692 | 28 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8 541 | 341 | ||||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 332 | 13 | ||||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 17 865 | 1 | ||||||
| 2026-04-06 | 13F | CX Institutional | 606 | 4,84 | 0 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3 879 | 2,59 | 155 | 1,97 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 89 901 | 54,22 | 3 587 | 53,31 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 44 425 | 890,08 | 1 752 | 873,33 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 10 426 | 13,44 | 416 | 11,56 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 881 | 0,43 | 75 | 0,00 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 580 | 0,52 | 23 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 200 198 | 1,23 | 7 986 | 0,62 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 11 180 | 446 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 218 371 | 609,71 | 8 711 | 605,83 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 22 411 | 45,98 | 894 | 44,03 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 25 147 | 28,05 | 1 009 | 28,05 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 843 | 1,57 | 34 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4 151 | 474,14 | 167 | 472,41 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 7 625 | 9,15 | 304 | 8,57 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 11 254 | 97,47 | 449 | 96,49 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 14 536 | 0,30 | 580 | -0,34 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 71 015 | 71,65 | 2 833 | 70,60 | ||||
| 2026-05-15 | 13F | Madrid Financial Services | 19 819 | 791 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 56 600 | 29,67 | 2 258 | 28,90 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 7 431 | 0,50 | 304 | 1,00 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 40 052 | 1,08 | 1 598 | 0,44 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 203 036 | 16,31 | 8 099 | 15,62 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 073 | 10,28 | 43 | 7,69 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 16 | 6,67 | 1 | |||||
| 2026-05-12 | 13F | One Capital Management, LLC | 175 243 | 880,00 | 6 990 | 874,90 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 396 812 | 2,08 | 15 829 | 1,47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 875 | 189,35 | 75 | 196,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 774 | 31 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 243 | 50 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 5 667 | 0,11 | 226 | -0,44 | ||||
| 2026-05-14 | 13F | David R. Rahn & Associates Inc. | 51 432 | 2 052 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 816 | 127,93 | 33 | 128,57 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 2 378 | 96 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 79 258 | 3,82 | 3 162 | 3,20 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 147 271 | 2,00 | 5 875 | 1,38 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 102 956 | 295,09 | 4 107 | 292,92 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 6 412 | 256 | ||||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 5 924 | 236 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 343 820 | 7,84 | 13 715 | 7,19 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 787 | 71 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 5 260 | 210 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 18 195 | 0,01 | 726 | -0,68 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 7 103 | 3,36 | 283 | 2,91 |
