Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares, Inc. - iShares Emerging Markets Equity Factor ETF, to m.in Annex Advisory Services, LLC, Charles Schwab Investment Management Inc, Amplius Wealth Advisors, LLC, Navigation Group, LLC, Storen Legacy Partners, LLC, YHB Investment Advisors, Inc., Independent Advisor Alliance, Riverpoint Wealth Management Holdings, LLC, Diversify Wealth Management, Llc, Inspire Advisors, LLC, Worth Asset Management, LLC, Quantinno Capital Management LP, PUREfi Wealth, LLC, Resolute Wealth Advisor, Inc., Seeds Investor Llc, Accelerate Investment Advisors LLC, Evergreen Capital Management Llc, Hartland & Co., LLC, Mosley Wealth Management, i Ashton Thomas Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 30 711 | 1 856 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 17 110 | 1 034 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 837 598 | 2,82 | 50 616 | 7,41 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 549 | 33 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6 897 | 69,46 | 417 | 77,02 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 22 448 | 7,78 | 1 357 | 12,62 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 6 360 | 27,66 | 384 | 33,33 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 40 014 | 9,35 | 2 418 | 14,27 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 35 654 | 70,99 | 2 155 | 78,61 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 29 | 2 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 395 533 | 7,44 | 23 902 | 12,24 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 158 | 10 | ||||||
| 2026-01-28 | 13F | Dentgroup LLC | 7 124 | 4,80 | 412 | 7,29 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 1 589 413 | 21,07 | 96 048 | 26,47 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 468 166 | 21,88 | 28 291 | 27,32 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4 590 | 7,49 | 277 | 12,60 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 785 | 47 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 4 889 | 4,33 | 295 | 8,86 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5 775 | 12,07 | 349 | 16,78 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 19 288 | 7,11 | 1 166 | 11,91 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 613 648 | 5,33 | 37 083 | 10,03 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 58 725 | 3,78 | 3 549 | 8,40 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 87 808 | 1,91 | 5 306 | 6,46 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 100 | 6 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 583 395 | 35 255 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 99 | 6 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2 682 | 162 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 198 | 14 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 280 213 | 3,51 | 16 210 | 3,51 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 10 874 | 16,01 | 657 | 21,22 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 1 382 441 | 16,07 | 83 541 | 21,25 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 296 318 | 18,84 | 17 907 | 24,14 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 66 | 4 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 12 542 | 4,53 | 758 | 9,08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 63 350 | 17,37 | 3 828 | 22,61 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 968 | 172 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 118 194 | 7,69 | 7 142 | 12,49 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 111 323 | 18,76 | 6 440 | 128 700,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 75 999 | 3,68 | 4 593 | 8,30 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 31 942 | 5,57 | 1 930 | 10,29 | ||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 22 754 | 0,03 | 1 375 | 4,56 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 799 | 109 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 41 104 | 10,03 | 2 484 | 14,90 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 5 078 | 4,77 | 307 | 9,29 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15 016 | 120,11 | 869 | 124,87 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 4 347 | 263 | ||||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 23 613 | 1 427 | ||||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 5 466 | 10,74 | 330 | 15,79 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 229 | 175,90 | 14 | 225,00 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 2 969 | 14,50 | 179 | 19,33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 091 | 66 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 1 866 | 581,02 | 113 | 646,67 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 608 959 | 17,83 | 36 806 | 23,11 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 977 | 1,88 | 180 | 5,92 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 63 755 | 11,59 | 3 899 | 17,97 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 5 588 | 4,06 | 338 | 8,71 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 8 839 | 23,66 | 534 | 28,67 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 142 838 | 8 632 | ||||||
| 2026-04-15 | 13F | Weil Company, Inc. | 130 197 | 7,45 | 7 868 | 12,24 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 21 638 | 5,50 | 1 308 | 10,20 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 103 | 6 | ||||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 68 925 | 71,57 | 4 167 | 79,18 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 124 490 | 7 523 | ||||||
| 2026-04-30 | 13F | Beacon Financial Group | 11 239 | 0,83 | 679 | 5,43 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 322 184 | 3,32 | 19 470 | 7,92 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 3 906 | 236 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3 548 | 214 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 7 139 | 40,09 | 7 | -97,62 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 27 655 | 69,40 | 1 671 | 77,01 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 73 | 4 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 12 357 | 747 | ||||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 24 117 | 4,08 | 1 635 | 22,01 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 3 853 | 7,96 | 233 | 12,62 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 64 411 | 2,16 | 3 892 | 6,72 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 49 234 | 244,63 | 2 975 | 260,17 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 591 848 | 35 765 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 71 000 | 61,50 | 4 290 | 68,70 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 62 410 | 20,16 | 4 | 0,00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 3 589 | 238 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 134 748 | 587,70 | 8 143 | 618,62 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 270 119 | 15,96 | 76 753 | 21,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 25 333 | 1 531 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 52 986 | 4,79 | 3 203 | 9,43 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 6 950 | 2,10 | 425 | 7,89 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 446 | 27 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 9 495 | 4,66 | 574 | 9,35 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 740 678 | 1,76 | 44 759 | 6,30 | ||||
| 2026-05-12 | 13F | Creative Planning | 4 472 | 270 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 15 362 | 17,74 | 928 | 23,08 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 270 715 | 788,46 | 16 359 | 828,43 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 3 427 | 207 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 47 952 | 0,93 | 2 898 | 5,42 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 586 195 | 35 424 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 8 056 | 486 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 53 039 | 2,64 | 3 205 | 7,23 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 8 378 | 506 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 50 562 | 3 055 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1 747 | 106 | ||||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 162 914 | 20,86 | 9 845 | 26,25 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 160 285 | 1,11 | 9 686 | 5,63 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 57 | 3 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 8 208 | 363,73 | 496 | 386,27 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 363 367 | 4,00 | 21 958 | 8,64 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 8 | 0 | ||||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 24 649 | 71,40 | 1 490 | 79,18 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 550 | 5,77 | 33 | 10,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7 134 | 56,52 | 431 | 63,88 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1 059 | 60 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 81 359 | 1,61 | 4 973 | 7,36 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17 052 | 1 143 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 28 360 | 73,82 | 1 714 | 81,65 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 853 | 6,49 | 52 | 10,87 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 606 | 38,33 | 97 | 44,78 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5 994 | 362 | ||||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 22 856 | 19,45 | 1 381 | 24,86 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 3 331 | 201 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 3 793 | 1,28 | 229 | 6,02 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 3 448 | 208 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 29 161 | 67,40 | 1 762 | 74,98 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 10 722 | 77,96 | 1 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 23 154 | 2,44 | 1 399 | 7,04 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 52 089 | 25,09 | 3 148 | 30,69 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8 673 | 3 737,61 | 524 | 3 930,77 |
